Jones Group Advisors

What We Do

Build and Optimize Real Estate Programs

Position Products & Services Into The CU Market

Whether you're looking to build a new real estate program or optimize an existing one, Jones Group Advisors will work alongside your credit union or CUSO to develop and implement a successful program strategy that not only aligns with your goals but delivers results. Our blueprint for success is customized for each client and includes key categories such as branding, compliance, employee engagement, and lead management, as well as agent selection, training, and performance management. We can also lead your organization through the RFP process for selecting the best real estate technology business partner.

Position Products & Services Into The CU Market

Jones Group Advisors knows the credit union mortgage marketplace. Our combined 50+ years of experience working with and within credit unions has provided us with the critical knowledge required to help other businesses make a successful entry into this unique market. Let us help you identify and execute business development strategies that will not only elevate your brand but also connect you with the right credit union audience based on your goals.

Create And Launch New Strategic CUSOs

Position Products & Services Into The CU Market

Create And Launch New Strategic CUSOs

Enlist Jones Group Advisors to help you navigate the launch of your real estate or mortgage-related CUSO. Our expertise from CUSO formation through implementation can help guide you through all phases of critical business planning including compliance, operations, goal setting, budgeting, business development, and marketing.

testimonials

"We’ve been running our real estate services CUSO for six years, and it was not reaching its potential. Jones Group Advisors were brought onsite to conduct a full audit. Not only did they identify much needed solutions for challenges we knew about, but they also uncovered many new opportunities for improvement we had not seen. Their comprehensive analysis summarized findings into priorities as well as mapped out a suggested phased roadmap for success."

- Tom Love

CEO, First Heritage Realty Alliance

"Jones Group knows CUSOs. I've worked with Deb for years and she knows how to form them, how to market them, and how to manage them. I don't know anyone more qualified to advise on how to successfully implement a CUSO strategy."

- Guy A. Messick

CEO, NACUSO Business Services

Former General Counsel, NACUSO

"Deb and Tandy’s understanding and leadership in helping credit unions drive successful real estate programs is unbeatable. Being able to tap into their experience and gain strategies to improve employee engagement, increase member awareness, and reach both short and long-term goals truly helped our credit union become more successful."

- Brad Tichenor

Vice President, Retail Branches

Partners Federal Credit Union

Our Team

Deborah Jones

PRINCIPAL ADVISOR / PARTNER

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Deborah Jones brings over 35 years of credit union and CUSO experience to Jones Group Advisors. As the SVP of Strategic Development at Member Gateways, Deborah was part of the incubation team for many CUSO start-ups including HomeAdvantage. Eventually, she took a full-time role at the real estate services CUSO overseeing national sales and account management. This included selling the service into a national credit union community, developing client growth strategies, building operational efficiencies, and managing a field team chartered with client engagement. In addition to Member Gateways and HomeAdvantage, she also served as VP of Business Development at Pantea Consulting as well as COO at BECU Financial Services. Her areas of expertise include the formation and governance of CUSOs, business development strategies, and client engagement initiatives.

Tandy Vincent

PRINCIPAL ADVISOR / PARTNER

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Tandy Vincent brings 30 years of marketing experience to the Jones Group team. Nearly half of those years were spent at HomeAdvantage helping over 100 credit unions increase their purchase mortgage volume through the implementation and promotion of real estate services. Her areas of expertise include branding and business development, as well as designing and executing strategies that help credit unions attract, nurture, and close more mortgage leads. Prior to HomeAdvantage, Tandy spent time driving growth and engagement in the technology industry for KnowledgeNet, an e-learning and LMS pioneer, as well as Avnet, one of the largest IBM distributors in the US.

Vic Pantea

CONSULTANT / CUSO STRATEGY & OPERATIONS

Vic Pantea brings nearly 50 years of experience to Jones Group Advisors working with credit unions, CUSOs, CUSO associations, and federal and state regulatory agencies. His vast experience includes: a senior leadership role at Teachers Credit Union, Indiana’s largest credit union; President and CEO of Member Gateways, LLC, the nation’s first credit union-owned incubator and angel investment CUSO; and strategic advisor and manager of network alliances for CU*Answers, a CUSO and leading provider of core technology solutions for the credit union and CUSO market. Vic has built a network of leading collaborative thinkers who actively support a shared vision of what credit unions and CUSOs need to be successful in the disruption of today’s financial services market. His current focus has been on executing strategies necessary for the successful establishment of de novo CUSOs and credit unions.

Strategic Consultants

Your success is our success at Jones Group Advisors. Whether you’re seeking an in-depth strategic audit or a simple marketing plan, Deb and Tandy—along with their advisory council of creative and strategic consultants—will provide the right set of skills and expertise to drive results. Talk to us today about how we can support your growth, bridge your market challenges, and put you on a solid track to success.