LifeStep Solutions vision is to keep your credit union "top of mind" and "top of wallet" and empower Millennial members before, during and after life's biggest financial decisions.

LifeStep Solutions offers a wraparound container app, LifeSteps Wallet, that will integrate with your credit union's brand and services. LifeSteps Wallet is designed to enhance a credit union's mobile offerings while matching important solutions with your member's major life events and everyday choices.

One mobile app. More member value.

Beautifully designed financial technology delivered under your credit union's brand

LifeSteps Wallet is a wraparound container app that enhances your credit union's mobile banking experience while saving your members time and money. It is an affordable platform with a modular, customizable app that will integrate seamlessly at a fraction of what it would cost your credit union to develop on its own.

Credit Union Services

Access mobile banking, send and receive money with friends, apply for loans, find nearby ATMs, withdraw cash with your phone & more.

Shopping

Discover nearby merchants with exclusive deals for credit union members, skip the line and order ahead, pay with your phone, store receipts and loyalty cards & more.

Travel

Receive "members only" discounts when you book plane tickets, hotels, car rentals, cruises and vacation activities & more.

Auto

Find credit union savings around every corner when you research, build, price and finance the car of your dreams, keep maintenance records organized, get on-demand roadside assistance & more.

Home

Empowering members with house hunting data and knowledge, find trusted contractors, track repair invoices, get design inspiration deals & more.

Financial Wellness

Build a budget, set aside emergency savings, keep an eye on your credit score, get out of debt and on the way to saving for the future & more.

The Team

Dave Adams

Dave Adams

Chairman/CEO, LifeStep Solutions and CEO, CUSG

Timmy Bohlman

Timmy Bohlman

President/COO, LifeStep Solutions

David Dean

David Dean

Chief Strategy Officer, LifeStep Solutions

Drew Egan

Drew Egan

Board Member, Lifestep Solutions and COO/CFO, CUSG

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Paul Fiore

Strategic Advisor/Board Member, LifeStep Solutions

Alan Augustine

Alan Augustine

SVP, Product Development

Lisa Rizk

Lisa Rizk

SVP, Sales and Corporate Marketing

Karl Cherry

Karl Cherry

Chief Product Officer

Scott Holliday

Scott Holliday

Sr. Mobile App Developer

Shane Denomme

Shane Denomme

Mobile App Developer

Audrey Olzem

Audrey Olzem

Vice President, Membership Enhancements

Leslie Norush

Leslie Norush

Director of National Sales

Paula Piccinini

Paula Piccinini

Vice President, Corporate Marketing

Ben Jenkins

Ben Jenkins

Web Developer

Kevin O'Connor

Kevin O'Connor

SVP, Marketing Solutions

Cindi Ames

Cindi Ames

Project Manager

Jason Justian

Jason Justian

Software Developer

Gary Marshall

Gary Marshall

Software Development Manager

Melissa Eldridge

Kathy McDaniel

Director, Corporate Marketing

Michael Wrock

Michael Wrock

UI/UX - Application Developer

CEO Dave Adams Introduces LifeSteps Wallet
June 9, 2017