With a field of membership steeped deeply in the heart of Silicon Valley, Stanford Federal Credit Union knew that it was sitting on a bevy of untapped opportunities to provide more investment services.

It was one of the strategies on the front burner at the $1.4 billion credit union in Palo Alto, Calif., when President/CEO Joan Opp took the helm two years ago, said Trent McIlhaney, chief financial officer.

"She recognized there was an unmet need within the membership. We needed wealth management," recalled McIlhaney, who was hired in August 2011 and made the launch of a financial planning program one of his highest priorities.

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