Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.


2501 West Beltline Highway
Madison, WI 53713

Tel: 608.270.2905



Areas of Focus

  • Asset/liability modeling
  • Asset/liability process validations
  • Interest rate risk consulting


Financial Institutions
Financial Services


Upper Iowa University
  • Bachelor of science degree with a major in accounting and a minor in management

LuAnn E. Bunch, CPA

Manager, Asset/Liability Management

With over 20 years of experience in asset/liability management, LuAnn Bunch utilizes her expertise to provide quality services to financial institution clients.  Her responsibilities include a plethora of asset/liability-related consulting services such as building financial models, forecasting, interest rate risk analysis, liquidity risk analysis, regulatory reporting, policy reviews, and independent validations.  Providing excellent customer service is one of LuAnn’s greatest strengths and drives her ability to consistently meet and exceed client expectations.  She develops relationships by consulting with her clients on asset/liability management strategies, modeling, and regulatory expectations, with an effort to maximize financial performance and enhance their decision-making process for financial success.


  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member 
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member 
  • Financial Managers Society (FMS) - Member
  • St. John’s Catholic Church - Member

Recent Insights


Team Up!
Nov 02, 2016