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Idaho Central Credit Union
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Private Client

Work with a Trusted Partner

At Idaho Central Credit Union, we understand your need to work with a trusted partner. More than ever before, complex financial situations require special attention. Through strategic partnerships, our Private Client team brings together key professionals to allow us to be a vital advisor on your path to continued financial success.

Meet the Team

Looking After Your Daily Balance

Idaho Central Credit Union is a top-performing credit union in the nation* and #1 in the Northwest for member giveback.** Through our team-based approach, we take the time to understand your specific financial goals. Together, you and our Private Client team will create a successful financial outlook for you and your needs.

Private Client Benefits:

  • A dedicated Private Client Officer and team that is local to you
  • Tailored loan products and solutions
  • Private Client Visa Rewards Credit Card
  • Preferred pricing and rates on deposit products, including checking, savings, and CDs
  • Secure mobile and online banking for 24/7 access to your accounts
  • Business banking deposit and loan solutions
  • Wealth Management planning and investment services

Meet the Team

*S&P Global
**Callahan & Associates™ Return of the Member value

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Do I Qualify?

people reviewing documents

We know and understand the needs of our members with complex financial situations. As part of this program, we have the following requirements for our Private Client services. These requirements allow us to ensure you receive prompt and relationship-focused service from our team.

Private Client Requirements:

  • $1 million or more in total net worth, or
  • $250,000 or more in deposit balances at Idaho Central Credit Union, or
  • Greater than $250,000 in annual household income

Meet the Team

Meet the Team

Shane Smith

Assistant Private Client Officer
Boise
(208) 985-7375
ssmith@iccu.com

Carol Zweigart

Assistant Private Client Officer
Southeast Idaho
(208) 637-8513
czweigart@iccu.com

Nancy Smyth

Sr. Private Client Officer
Boise
(208) 985-7344
nsmyth@iccu.com

Don Rognon

Sr. Private Client Officer
Boise
(208) 901-1915
drognon@iccu.com

Debbie Cleverley

Sr. Private Client Officer
Boise
(208) 985-7341
dcleverley@iccu.com

Steve Seimears

Private Client Officer
Idaho Falls/Rexburg
(208) 637-8721
sseimears@iccu.com

Duster Butler

Private Client Officer
North Idaho
(208) 635-0169
dbutler@iccu.com

Contact our Private Client Team to get started today!

Private Client Team

(208) 478-3311
Monday–Friday: 8:30am–5:30pm MT
PrivateClientDepartment@iccu.com

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ABOUT US

Idaho Central is the premier credit union in Idaho and offers full-service locations throughout the Treasure Valley, Magic Valley, Eastern Idaho, North Idaho, and Spokane. While growth is vital to our success, we remain focused on our mission, “Helping members achieve financial success.”

Routing Number: 324173626   NMLS ID: 433926

Idaho Central Credit Union is federally insured by the National Credit Union Administration.
© 2022 Idaho Central Credit Union. All rights reserved.