Welcome to Cherry Creek Financial Services

INDEPENDENT INSURANCE SOLUTIONS

As an independent insurance service provider, Cherry Creek Financial Services has the opportunity to “Cherry Pick” our partners.


This offers you the best in the business–providing you with competitive products and pricing alternatives. We have years of experience helping credit unions prepare for the unknown while meeting their strategic goals. Ask us how we can help you:

  • INCREASE LOAN VOLUME
  • GENERATE FEE INCOME
  • IMPROVE OPERATING EFFICIENCIES

We can access many different products so you can get the right products and services for you.

Comprehensive Approach

We use proven strategies designed to serve your membership needs, increase loan volume and generate income. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help your credit union grow your bottom line and increase member loyalty.

Who We Are

Cherry Creek Value

At Cherry Creek Financial, we believe that there is no selling involved in having a conversation about your member’s needs. True to our core values, in everything we do, we create winning relationships among your members, your lenders, and your credit union team. Your members gain valuable protection while your lenders earn your member’s trust, and your credit union builds profitable relationships. 

Joe Schmitz

Joe began his finance career in 1975 as a bill collector with GE Credit before joining The Wisconsin Credit Union League as the compliance manager in 1977. He joined Bank One Milwaukee In January of 1988 before launching his career in 1995 as a sales consultant and later as an independent insurance provider.


As a former loan officer and director of fee income and telemarketing for a $3.5 billion, 31 branch Bank One, Milwaukee, Joe has first-hand experience, credibility, and expertise to train and develop your sales team to succeed. Contact Cherry Creek Financial for more information or a no-obligation quote on any of our products.

Contact Us

Let's Connect

Cherry Creek Financial Services

8910 Jackson Park Boulevard, Wauwatosa, Wisconsin 53226, United States

414-828-6593