About Us
We are here to help individuals and families grow, protect, and preserve what matters most. Our trust and estate planning services are designed to protect your legacy and provide valuable peace of mind.
Building on a legacy of service.
Credit Union Trust was founded by a group of credit unions who believe in putting people before profits, and we apply that philosophy every day. We are focused on what is happening in your life and how it might affect your financial legacy and family harmony, both now and after you are gone.
Our Purpose
To provide valuable trust, investment, and fiduciary services to more individuals, families, and communities.
Our Values
Your success is our success. We work to demonstrate, always, our high level of integrity and personal service.
Invested in today to protect your tomorrow.
Our unique team includes well-seasoned trust administrators, former estate planning attorneys, and other experienced financial employees, all of whom are dedicated to offering the expertise that matters with the personal service that clients deserve.
Our Beginnings
Credit Union Trust, founded by seven Michigan credit unions, began serving clients in 2019 under the leadership of Bob Sajdak. A nationally respected leader in the trust industry, Sajdak came out of retirement to guide the organization through its successful launch. Following his retirement in 2021, Jordan Summers was appointed President and CEO.
In 2024, CU Trust celebrated its fifth anniversary and moved from shared office space in Farmington Hills to its own office in Troy, to accommodate a growing team (while also retaining employees located throughout Michigan). The team is available for both virtual and in-person meetings by appointment.