Over 398 Years of Industry Experience

Our Leadership

James Guild

Co-Founder, Strategic Advisor

What the Team Says About James

James cares deeply for everyone he works with and is considered the “fun dad” at CU Engage. He is an energetic, engaging, and laser-focused entrepreneur. James has never met a stranger, and you’ll never meet a celebrity who doesn’t know him.

James' Bio

James is responsible for leading both operational and business development teams in areas such as Core Data Processing, Credit and Debit Card Processing, Digital Banking, and Technology Solutions.

James brings over 30 years of experience in the Banking and Credit Union Industry to CU Engage with previous senior leadership positions at Fiserv and Open Solutions. Before founding CU Engage, James held the position of Chief Sales Officer at PSCU.

James was educated in England and moved to the United States in 1984. He lives in Treasure Island, FL with his wife, Bettina, and their daughter Alyssa lives in Orlando.

James' Fun Facts

Favorite All-Time Song: “Bohemian Rhapsody” – Queen

Favorite Cities: Cape Town, South Africa and Sydney, Australia

Trait that best describes me (in one word): Resilient

Dream Job (besides the one I have now): Richard Branson’s

Favorite Movies: Braveheart and Gladiator

James Guild Headshot
Jenn Addabbo Headshot

Jennifer Addabbo

Co-Founder and CEO

What the Team Says About Jenn

Jenn’s confidence serves as an inspiration to the team. She has a go-getter mentality, which makes her competitive in every aspect of her life. She is successful and encourages her team to work hard and have fun while doing so. Jenn is our fearless leader!

Jenn's Bio

Jenn is a Co-founder and CEO at CU Engage and has worked in financial services for over 16 years.

She spent several years working at FIS, helping financial institutions create strategies for their digital channels. Then she worked as Vice President, Credit Union Experience for PSCU with a focus on the member experience. She worked with credit unions as they selected their partners for Credit, Debit, Online Banking, Mobile, and Bill Pay.

Jenn was inducted into Tampa Bay Business Journal’s 40 Under 40 in 2019. She graduated from James Madison University with a focus on design and communication. When not working, Jenn enjoys spending time with her husband and two young sons in Tampa, FL.

Jenn's Fun Facts

Favorite All-Time Song: “Glory Days” – Bruce Springsteen

Favorite Cities: Charleston, SC and Nashville, TN

Trait that best describes me (in one word): Determined

Dream Job (besides the one I have now): Interior designer – with someone else’s money!

Favorite Movies: Hitch and My Best Friend’s Wedding

Our Team

Priscilla Abreu

Strategic Project Consultant

Priscilla's Bio

Priscilla assists credit unions through the selection process for digital solutions that optimize efficiency and experience.

She has 15 years of financial service experience in the credit union industry. She offers a wide breadth of experience in loss prevention, lending, portfolio management, vendor management, virtual banking and project management.  She holds a Bachelor’s in Business from the University of South Florida and an MBA from the University of Tampa.

Outside of work, she loves spending time with family and giving back to the community. She has been dedicated to serving the Tampa Bay area for almost a decade at a local nonprofit organization.

Priscilla's Fun Facts

Favorite All-Time Song: “Sweet Thing” – Mary J. Blige

Favorite Cities: NYC and Surigao, Philippines

Trait that best describes me (in one word): Loyal

Dream Job (besides the one I have now): International Food Critic

Favorite Movies: Gladiator and Man on Fire

Priscilla’s Expertise

Priscilla Headshot
Les Headshot

Les Anderson

Chief Growth Officer

Les's Bio

As CU Engage’s Chief Growth Officer, Les is responsible for leading the overall growth of the organization as well as facilitating client and relationship management. leveraging his previous experience to drive internal innovation that will resonate with clients.

Les has over 20 years of experience in the financial services space, working directly with credit unions as well as the partnerships that serve them. He held various leadership positions during his tenure at FIS, including Head of Alliances, VP Partner Management, and VP Product Sales Consulting.

Off the field, Les enjoys life in Clearwater, FL with his wife Angelina and daughter Emma. He has a love of music, fitness, local sports, and charitable endeavors.

Les’s Fun Facts

Favorite All-Time Song: “Everlong” – Foo Fighters

Favorite Cities: Chicago, San Francisco, London

Trait that best describes me (in one word): Positivity

Dream Job (besides the one I have now): Sports Broadcaster

Favorite Movies: Die Hard, Wall Street, Fletch

Justine Bennett

Corporate / Financial Administrator

What the Team Says About Justine

Justine is kind, helpful, supportive, and great at anticipating needs. Not only is she approachable, but she has a get-it-done attitude and phenomenal organization skills. Justine is fast, accurate, and thoughtful about her work. She has an easy-going humor, and she is caring and considerate of the team.

Justine's Bio

As the Office Administrator, Justine provides critical administrative support to our nationwide team from our St. Petersburg corporate headquarters. She brings over 20 years of experience in office management and administrative support, as well as a strong background in real estate loan servicing, accounting, marketing, and project management. Her diverse experience has prepared her for the fast-paced, project-specific needs of CU Engage.

Outside of work, Justine and her husband enjoy volunteering and attending sporting events and other functions involving their two daughters. They also love going to theme parks, the dog park, playing board games, and family movie nights.

Justine’s Fun Facts

Favorite All-Time Song: “Same Old Lang Syne” – Dan Fegelberg

Favorite Cities: San Diego, CA and Lake Buena Vista, FL

Trait that best describes me (in one word): Caring

Dream Job (besides the one I have now):Quality Control (taste tester) for Lindt – Lindor Truffles

Favorite Movies: National Lampoon’s Christmas Vacation, Ever After, and The Nightmare Before Christmas

Justine’s Expertise

Administration Management
Office Operations
Meeting Planning

Justine Bennett Headshot
Will Headshot

Will Berry

IT Integration Specialist

Will's Bio

Will has worked in the IT field for over seven years, starting at an IT help desk. From there, his focus grew to developing cloud solutions as well as process automation. As the IT Integration Specialist at CU Engage, Will’s day-to-day includes supporting operations as well as implementing new projects that prioritize efficiency and productivity within the organization.

In his spare time, Will enjoys playing music, playing Dungeons and Dragons, and working with his 3D printer on custom designs.

Will’s Fun Facts

Favorite All-Time Song: “45” – The Gaslight Anthem

Favorite Cities: Savannah, GA; Charleston, SC; St. Augustine, FL

Trait that best describes me (in one word): Dependable

Dream Job (besides the one I have now): Owning my own Hobby/Table Top RPG Shop

Favorite Movies: Die Hard, Reservoir Dogs, The Usual Suspects

Will’s Expertise

Cloud Services

Charles Bryant

Market Associate

Charles' Bio

Charles is a University of Florida graduate with a degree specializing in Finance. His interest in analyzing trends always came naturally but became a true passion after an internship with a startup based out of Gainesville, FL. Upon graduating in the Spring of 2019, Charles decided to move to the Tampa, FL area to get started within Sales and develop experience contributing to a company’s top-line. As a Market Associate with CU Engage, Charles is excited to find and implement scalable revenue solutions.

Outside of the office Charles is often at the gym or floating down one of Florida’s springs.

Charles' Fun Facts

Favorite All-Time Song: “This Is How We Do It” – Montell Jordan

Favorite Cities: Orlando, FL; Atlanta, GA

Trait that best describes me (in one word): Competitive

Dream Job (besides the one I have now): Chief Revenue Officer (I am who I am)

Favorite Movies: Pursuit of Happiness, The Big Short, The Social Network, 21/22 Jump Street…too many

Charles' Expertise

Marketing Support

Sales Support

Charles Bryant Headshot
Chassidy Butler Headshot-01

Chassidy Butler

Senior Strategic Consultant

What the Team Says About Chassidy

Chassidy is always smiling and making others laugh. She is honest, reliable, and positive, which keeps work fun and engaging. Chassidy loves nurturing ideas and can be counted on to jump in to help see them through to fruition. She is detail-oriented and direct, which helps with her position as a Strategic Consultant.

Chassidy's Bio

As a Strategic Consultant, Chassidy is an advocate for credit unions and leverages her experience and knowledge to guide credit unions through the complex process of making vendor decisions. She works on RFPs for Credit, Debit, Brand, ATM, and Rewards. Additionally, Chassidy has experience in OLB/Mobile and LOS evaluations. Chassidy is responsible for requirements gathering, managing multiple vendors, and negotiating price and contract terms on behalf of her clients.

Before joining CU Engage Chassidy worked with the Sales and Client Relations teams at TMG (now CO-OP) and has experience in product demos and marketing.

Chassidy received her MBA from WGU and undergraduate degrees from Simpson College. Chassidy resides in Adel, Iowa with her husband, daughter, son, two cats, and dog.

Chassidy’s Fun Facts

Favorite All-Time Song: “Me and Bobby McGee” – Janis Joplin

Favorite Cities: Gulf Shores, AL and Edinburgh, Scotland

Trait that best describes me (in one word): Outgoing

Dream Job (besides the one I have now): International Traveling College Professor (is that even a thing?)

Favorite Movies: Hope Floats

Chassidy’s Expertise

Nell DeMattia

SVP of Operations

What the Team Says About Nell

Nell is a strategic and process-oriented leader. Her approach to solving business problems begins with developing a thorough understanding of the relationship of business requirements to the company mission. At CU Engage, Nell collaborates across all lines of business to align opportunities to improve effectiveness, increase capacity, and streamline approach to the executive vision for growth.

Nell's Bio

Nell’s primary focus at CU Engage is to transform business operations for growth, implement leading practices for consulting and business analysis, and advise credit union clients through their business transformation. Nell brings over 20 years of experience leading consulting teams in the industry. She has held leadership positions at financial institutions and in the FinTech world.

Prior to CU Engage, Nell was Director of Execution Services for Fiserv Strategy and Innovation. She is a Six Sigma Master Black Belt specializing in leadership and the deployment of Process Optimization, Organizational Efficiency, and Business Transformation. She has successfully implemented process and organizational change for financial institutions, resulting in millions of dollars of expense reduction and resource re-allocation.

Nell holds a Bachelor of Economics from St. Mary’s College in Maryland, and she completed post-graduate work at N.C. State University. Nell lives in Mount Dora, FL. In her free time, she enjoys small-town festivals and day trips to Disney World with her husband, Craig, and two elementary-aged children, Jack and Eillen.

Nell's Fun Facts

Favorite All-Time Song: “In My Arms” – Plumb

Favorite Cities: Lake Buena Vista, FL; Exploring new cities

Trait that best describes me (in one word): Loyal

Dream Job (besides the one I have now): Travel Advisor/Critic

Favorite Movies: The GooniesJumanii:Welcome to the Jungle


Kristin Evans

Director of Marketing

What the Team Says About Kristin

Kristin is a mix of creativity and strategy. She motivates and mentors her team to reach their full potential. She is a success-enabling leader.

Kristin's Bio

Kristin spearheads all facets of marketing for CU Engage, directing go-to-market, demand generation, sales enablement, brand expansion, CRM and CMS, and 40+ events a year.

Kristin is an inclusive and strategic leader with nine years of experience, well versed in developing and executing strategy, managing key initiatives and projects, and enabling data-driven decision making through analytics. She has a proven track record of increasing revenue, improving customer lifetime value, and decreasing churn.

Outside of work, you can find Kristin trekking waterfalls in the Blue Ridge Mountains or kayaking one of her favorite FL springs. She also loves exploring the foodie scene in downtown Saint Pete, where she lives with her wife, daughter, rescue doggos, and ruler of the house, Leroy, the cat.

Kristin's Fun Facts

Favorite All-Time Song: “Fortunate Son” – CCR

Favorite Cities: Stuttgart, Germany, Boleslawiec, Poland, Asheville, NC, and St. Petersburg, FL

Trait that best describes me (in one word): Adaptable

Dream Job (besides the one I have now): Photo Journalist

Favorite Movies: Life as a House, Forrest Gump

Kristin's Expertise

Member Experience 

Marketing Strategy

Project Management



Brand Culture


Ava Farrell

Strategic Consultant

What the Team Says About Ava

You can’t help but smile when you’re in Ava’s presence. She is so smart and knowledgeable, especially about PIN Networks, and always goes the extra mile to explain things. Ava is the mama bear of the team and pleasure with whom to work.

Ava's Bio

As a Strategic Consultant, Ava Farrell works on PIN Network Assessments, Credit/Debit Processing Evaluations, Brand Negotiation, and Credit Card Conversion Oversight. She has experience in Pricing Analysis, Product Development, Training, Project Management, and Contract Negotiation.

She began her career in banking and transitioned to payment networks. Over the past 20 years, Ava has held many roles with HONOR/STAR, CU24, and First Data. Each of her positions focused on client relations, which allowed her the opportunity to work with many credit unions.

Ava lives in Oviedo, Florida with her husband, Dean. Ava and Dean love to travel and spend time with their six kids and two grandsons. She is very family-oriented and likes to host family gatherings. P.S. Ava loves fireworks!

Ava's Fun Facts

Favorite All-Time Song: “I Don’t Want to Miss a Thing” – Aerosmith

Favorite Cities: NYC and Florence, Italy

Trait that best describes me (in one word): Genuine

Dream Job (besides the one I have now): Café Owner

Favorite Movies: Top Gun and Pearl Harbor

Ava Farrell Headshot

Kaytee Hoechlin

Project Manager

Kaytee is dedicated to efficiently assisting credit unions select vendors that meet their needs and promote innovation and positive member experience.

Prior to joining the CU Engage team as a Business Project Analyst/Project Manager, Kaytee began her career in banking at Wells Fargo and moved on to work for Columbia Credit Union where she worked for seven years. During her career, Kaytee has worked in many areas of the credit union industry from branches and call centers to being a Lead Digital Banking Specialist.

Kaytee leverages her diverse credit union experience and project expertise (e.g. core banking conversion and online channel knowledge) in order to provide clients the best support during their vendor evaluation process.

When she’s not working, Kaytee and her husband – who live in Highland, CA – enjoy the outdoors, rock climbing, hiking, and camping.

Kaytee's Fun Facts

Favorite All-Time Song: “Sitting on the Dock of the Bay” – Otis Redding and “Amsterdam” – Gregory Alan Isakov

Favorite Cities: London, New York, and South Lake Tahoe

Trait that best describes me (in one word): Dedicated

Dream Job (besides the one I have now): Cafe Owner or Farm Owner

Favorite Movies: You’ve Got Mail, Pride and Prejudice, Life is Beautiful, Mr. Holland’s Opus

Tonia Houghton

Engagement Director

What the Team Says About Tonia

Tonia is an excel wizard. She is extremely organized, tenacious, and friendly. She has the ability to create a report out of anything. She has a jovial nature and an impressive tiara collection. Tonia is dependable, dedicated, and a great team member to collaborate with.  Her generosity is aspirational.

Tonia's Bio

Tonia’s primary focus at CU Engage is to develop project and process strategies with a focus on quality and process improvement.  Tonia brings 26 years of expertise as a leader within the Credit Union and FinTech worlds.

Before Joining CU Engage,  Tonia held several positions at both a credit union and at Fiserv.  Most recently she worked as the Quality and Process Manager for Fiserv.  She is a Lean Six Sigma Green Belt and is a leader in quality service standards, process standardization and improvement, and accountability standards. Her career has allowed her the opportunity to work with over 300 credit unions in many areas including project management, process improvement, strategy, and, most recently, internal process/strategy development within the FinTech space.

When Tonia is not at work, she likes to spend time with her husband Paul, dreaming of her next trip to Disney World, and she loves volunteering for local non-profits who are working to end homelessness and hunger in her local area.

Tonia's Fun Facts

Favorite All-Time Song: Mozart’s “Requiem”

Favorite Cities: Rome, Italy/Portland, OR/Syracuse, NY

Trait that best describes me (in one word): Loving

Dream Job (besides the one I have now): Working with a Non-Profit fighting hunger and homelessness.

Favorite Movie: White Christmas

Tonia's Expertise

Core Processing

Tonia Headshot
Aaron Temp HS-01

Aaron Kwan

Director of Business Development

Aaron's Bio

Aaron brings over 20 years of experience to his role as Director of Business Development at CU Engage. He utilizes his industry expertise to help credit unions meet their goals by identifying opportunities in their existing and ongoing contracts with their vendor partners. Aaron’s previous responsibilities include helping community FIs in leveraging technology and takes pride in being one of the first 10 employees of Q2. A graduate from Baylor University, he’s played a role in sales, training and project management. Aaron resides in Texas (go Cowboys!) with his wife, three kids, and dog where they frequently enjoy family trips to the beach.

Aaron's Fun Facts

Favorite All-Time Song: Where the Streets Have No Name – U2

Favorite Cities: New York, NY. Austin, TX. San Diego, CA.

Trait that best describes me (in one word): Spontaneous

Dream Job (besides the one I have now): Drummer for guns N Roses…or Metallica.

Favorite Movies: The Big Lebowski, Fight Club, Step Brothers, Tommy Boy, Star Wars IV-VI (the others never happened).

Evan Markley

Data Analyst

Evan's Bio

While working in a previous management role, Evan’s love for data developed rapidly. After being asked to lead the data migration process associated with his location’s transition to SAP, he became increasingly passionate about leveraging the infinite possibilities for the application of analytics. After receiving his Master of Science in Business Analytics from William & Mary, Evan joined the Data Science team as an Analytics Developer at a Virginia-based federal credit union.

As a Data Analyst at CU Engage Evan works in many different aspects within pricing and data analysis, and always strives to bring new insights and findings to the organization and the credit unions we work with each day.

Outside of work, Evan’s hobbies include spending time with his wife and daughters, Winnie and Thumper (miniature dachshunds), and working with the nonprofit he founded as well as any activities that may help those that are in need.

Evan's Fun Facts

Favorite All-Time Song: “The Final Game” – song from the Rudy Album

Favorite Cities: Wilmington, NC; Sedona, AZ; Williamsburg, VA

Trait that best describes me (in one word): Driven

Dream Job (besides the one I have now): Captain of a catamaran excursion tour in Kauai, HI

Favorite Movie: Catch Me if You Can, The Town, Avengers (all of them)

Evan's Expertise

Evan_Markley Headshot-01
Jacy_Mosser Headshot-01

Jacy Mosser

Project Manager

Jacy's Bio

Jacy assists credit unions during the selection process to ensure that the credit unions’ goals are being achieved.

Jacy started her journey in the industry while in college and immediately realized it was going to be a lifelong passion. After graduating with a Bachelor of Business degree, she spent the next 12 years working in credit unions in a variety of roles in lending, accounting, and management. Jacy joined Fiserv in 2016 and worked closely with credit unions on their core system.

Jacy lives in Illinois and enjoys spending time with her nieces and nephews, reading, and cheering on the Chicago Bears.

Jacy's Fun Facts

Favorite All-Time Songs: “Hallelujah” – Jeff Buckley and “Wind Beneath My Wings” by Bette Midler

Favorite Cities: San Diego, CA; Washington D.C.; Boston, MA; or anywhere there is a beach

Trait that best describes me (in one word): Passionate

Dream Job (besides the one I have now): Music Producer

Favorite Movie: Wizard of Oz, Beaches, Steel Magnolias

Jeffrey Rice

Director of Business Development

What the Team Says About Jeff

Jeff’s positive attitude and his enthusiasm for the credit union industry shine through in every conversation he has. He is motivated and driven to succeed. Jeff’s professionalism and his “sizzle” (his favorite word) are a winning combination.

Jeff's Bio

As Director of Business Development at CU Engage, Jeff Rice drives the generation of new and ongoing sales at the company. Jeff was introduced to the credit union movement by his father, who spent his entire career in the industry.

In addition to being raised in a credit union boardroom, Jeff leverages over 18 years of his own career experience in the financial industry. His prior positions range from being a Key Client Executive with Fiserv, SVP of Business Development with an FI consulting firm, and various roles within CUNA Mutual Group.

In his spare time, Jeff enjoys morning workouts at Orangetheory and spending time with his wife, Courtney, and their children, Annabelle, Leo, and Colton.

Jeff's Fun Facts

Favorite All-Time Song: “Let’s Stay Together” – Al Green

Favorite Cities: New York, Washington D.C., San Diego, Minneapolis (in the summer!), Indianapolis

Trait that best describes me (in one word): Spirited

Dream Job (besides the one I have now): NFL Agent

Favorite Movie: Elizabethtown, The Goonies

Jeff Rice
Angie Rowe

Angie Rowe

Senior Business and Data Analyst

Angie's Bio

Angie brings nearly 20 years of experience to the CU Engage Team where she holds a hybrid role.  In addition to supporting product development and the transformation of data into insights, she works as a project manager for Credit/Debit engagements.

After receiving an MBA from the University of Southern California, Angie was fortunate to be formally trained in leadership, risk, and Six Sigma at GE Capital.  She held positions as director of project management and senior vice president of credit strategy for a regional bank before consulting in both the financial services and FinTech industries.

Angie is a traveler having lived in the dream in Hawaii and Provence.  She is now happily back on the US mainland discovering all that Austin has to offer.

Angie's Fun Facts

Favorite All-Time Song: “In the Air Tonight” – Phil Collins

Favorite Cities: Paris, Budapest, San Francisco – to name a few

Trait that best describes me (in one word): Enthusiastic

Dream Job (besides the one I have now): Santa’s Assistant

Favorite Movie: Forrest Gump, as it was my first date with my husband

Angie's Expertise

Project Management

Jessica Schellhorn

Senior Financial Analyst

What the Team Says About Jessica

Jessica is wise beyond her years. She is our detail-oriented database queen who is always willing to talk data. Jessica is funny, thoughtful, and humble.

Jessica's Bio

As Senior Financial Analyst, Jessica builds tools for internal and external use to ensure our clients get a maximum return on their investment. She specializes in SQL database design and reporting. Jessica creates, stores, and manages the database at CU Engage to automate our processes. She is responsible for locating and utilizing new data sources and creating useful graphics to visualize the data.

Jessica has over 15 years of banking and credit union industry experience. She was a Credit Union Examiner for the State of Iowa and worked in analytics at Grow Financial Federal Credit Union in Tampa, FL.

Jessica received her bachelor’s degree from the University of Northern Iowa. She enjoys Tampa’s warm weather and cheering on the Chicago Bears with her husband and two young sons.

Jessica's Fun Facts

Favorite All-Time Song: “Seasons of Love” (from Rent) and “Home” – Michael Bublé

Favorite Cities: Tampa, FL and St. John’s, Antigua

Trait that best describes me (in one word): Dedicated

Dream Job (besides the one I have now): Luxury-experience tester for spa’s, vacations, cruises, etc.

Favorite Movies: I’m embarrassed to say I’m a sucker for Hallmark Christmas movies. The cheesier the better.

Jessica’s Expertise


Pricing and Profitability

Jessica Schellhorn Senior Financial Analyst at CU Engage
Lizzy Shebanek Headshot

Lizzy Shebanek

Strategic Business Analyst

What the Team Says About Lizzy

Lizzy is a fearless go-getter who learns quickly and tackles things head-on. Many consider her an old pro because she is a superstar at her job. Lizzy is willing to help and is encouraging of others. She loves food almost as much as Kody (cooking, eating, you name it), and her memes make everything that much more fun.

Lizzy's Bio

Lizzy is an Industry Analyst at CU Engage specializing in credit union relationships. Leveraging her background in consulting in Payments and Channels and Digital evaluations, Lizzy’s main focus is to ensure credit unions have the best possible partner to align with their strategic goals and objectives. A true advocate for credit unions, she brings expertise in research, project management, marketing, and communications from her time at FIS.

Lizzy lives in Washington, D.C., and likes to cook, eat, travel, spend time with friends and family, and cheer on the Florida Gators.

Lizzy's Fun Facts

Favorite All-Time Song: “What Goes Around Comes Around” – Justin Timberlake

Favorite Cities: Santorini, Greece and Washington, D.C.

Trait that best describes me (in one word): Ambitious

Dream Job (besides the one I have now): Professional Chef

Favorite Movie: Step Brothers

Jesse Smith

Senior Project Manager

Jesse's Bio

Jesse is a Senior Project Manager and brings nearly 25 years of experience in the credit union and fintech industries. With previous experience working at a credit union as a VP of Information Systems and working for a large fintech vendor managing projects and solutions for credit union clients, she is well-positioned to understand credit union needs, industry practices, and solutions.

Jesse holds degrees from Ball State University in English (B.S) and Information and Communication Sciences (M.S.).  Her education ensures she has the skills and knowledge to strategically manage data, communications, products, processes, and resources to deliver value and quality to CU Engage clients.

Jesse’s hobbies outside of CU Engage include hiking, kayaking, swimming, golfing, dancing, solving puzzles (all kinds), and reading Tom Robbins novels.  She enjoys spending time with friends and family which includes her four rescue dogs.

Jesse's Fun Facts

Favorite All-Time Song: I enjoy a broad range of music from classical/opera to pop/rock to blues/soul to country/bluegrass to EDM/dance.  Music feeds the soul!

Favorite Cities: Colorado Springs, CO and San Juan, Puerto Rico

Trait that best describes me (in one word): Inquisitive

Dream Job (besides the one I have now): Philosopher

Favorite Movies: Hitchhiker’s Guide to the Galaxy and the Grumpy Old Men series

Jesse's Expertise

Jesse Smith Headshot-01
Ana Stock Headshot

Ana Stock

Strategic Consultant

What the Team Says About Ana

Ana is a passionate and knowledgeable professional with a can-do attitude who is always willing to help others. It’s great to see how family-oriented Ana is with her daughter and hearing her speak Spanish on the phone with her mom. She is known around the office as the “Girl Scout Cookie Queen” because every year we single-handedly help her daughter make her quota.

Ana's Bio

Ana is a Strategic Consultant, and she works hands-on with credit unions guiding them through Renewals, Evaluations, and Re-negotiations in Credit/Debit, Online Banking, Brand, Core, Rewards/Loyalty, and Startups.

Her credit union journey began in 1999 as a Bi-Lingual Contact Center Representative at PSCU and later progressed into product development and project management. In 2008, she moved to Grow Financial, where she spent over seven years in project management and product ownership across Credit, Debit, ATM, Online Banking, Symitar Core, Bill Pay, and Lending.

At CU Engage, Ana focuses on the continual improvement of our processes and content to streamline how we deliver value. She values building strong relationships and maintaining a good rapport with clients and vendors to ensure everyone’s satisfaction.

Ana's Fun Facts

Favorite All-Time Song: “Dream On” – Aerosmith

Favorite Cities: Manhattan and Maui

Trait that best describes me (in one word): Driven

Dream Job (besides the one I have now): Real estate investor buying fixer-uppers, fixing and flipping them

Favorite Movies: Me Myself and Irene and Tangled

Dean Swann

SVP of Technology

What the Team Says About Dean

Dean is a visionary. Smart, witty, and thorough. He is known for his extensive Microsoft knowledge and his many, very specific notebooks. Always dressed to impress, Dean is positive and always has a calm demeanor, even under pressure. An outside-the-box thinker, he commits to a topic and becomes an expert.   He speaks honestly and listens with clarity in mind.

Dean's Bio

Dean uses his 25 years of experience in business and information technology to help enterprises architect and deliver platforms and products based on emerging technology. Dean leads product development at CU Engage by building solutions that create value for our clients and partners.

Before joining CU Engage, Dean was the Director of Product at tyGraph, where he helped guide the creation of the tyGraph product portfolio, a leading Office 365 reporting and analytics solution.

Dean is a two-year Microsoft MVP award winner and formerly-certified Project Management Professional. He graduated from Chapman University with a Bachelor of Science in Psychology. Dean also holds a degree in Information Systems and is a Jimmy Buffett scholar in his spare time.

Dean lives in Minnesota with his wife, Margaret, where they love spending time with their boys, Sam and Mark.

Dean's Fun Facts

Favorite All-Time Song: “One Particular Harbor” – Jimmy Buffett

Favorite Cities: London, New York City, Destin, FL

Trait that best describes me (in one word): Passionate

Dream Job (besides the one I have now): Charter Boat Captain

Favorite Movies: Forest Gump, The Majestic, and Casablanca

Dean's Expertise

Enterprise Architecture
Change Management
Product Management

Dean Swann Headshot-01
Kody Headshot Image

Kody Tuupo


What the Team Says About Kody

Kody never backs down from a challenge and is always there for others when they need him – even when he’s working on 17 separate projects of his own. He used to play college football, so he’s been recruited as the company bodyguard. Although Tuupo cuts an intimidating figure, he makes sure everyone feels welcome by giving every CU Engage team member a nickname. He also makes a point to say “Hello” and “Goodbye” to each of us in the office every day. He genuinely cares about his coworkers and his clients, not just food!

Kody's Bio

As a Strategic Business Analyst, Kody works on Credit/Debit, Brand, Online Banking, In-House Oversight, and ATM client projects.

Kody began his career at PSCU in the Fraud Detection Work Center and later moved into the Risk Intelligence team as a Lead Analyst. He has experience in client relations, training, and project management.

Kody lives in St. Petersburg, FL and spends as much time as possible with the woman of his dreams, and their four (and, hopefully, counting) kids!

Kody's Fun Facts

Favorite All-Time Song: Any song my Dad sings (Tom Jones, Elvis, etc.)

Favorite Cities: Atlanta, Los Angeles, Sailele

Trait that best describes me (in one word): Relentless

Dream Job (besides the one I have now): 21-Time Major Championship Winning Professional Golfer

Favorite Movie: Any true story.

Kody's Expertise

Vikki Wagner

Marketing and Administrative Coordinator

What the Team Says About Vikki

Vikki is the tie that binds at CU Engage. She is patient, professional, and calm and always does whatever she can to help. Vikki is known for her prompt responses and offering different perspectives. She is both a co-worker and a friend, which is a rare relationship to cultivate in the workplace and a precious one.

Vikki's Bio

Vikki’s career thus far has been a fusion of marketing and zookeeping. Her eclectic background, paired with her Psychology and Animal Behavior Bachelor of Science degrees, enabled her to become a master communicator. She has trained a variety of animals as well as several unruly CU Engage team members! Vikki’s unique experience certainly brings a fresh spin to our marketing initiatives.

Outside of work, Vikki enjoys rock climbing with her husband and spending time with her dog.

Vikki's Fun Facts

Favorite All-Time Song: “The Way You Make Me Feel” – Michael Jackson

Favorite Cities: Sydney, Australia and Lisbon, Portugal

Trait that best describes me (in one word): Creative

Dream Job (besides the one I have now): Stuntwoman

Favorite Movie: Moulin Rouge and Boondock Saints

Vikki's Expertise


Event Coordination

Graphic Design

Social Media

Marketing Support

Brand Management

Vikki Wagner Headshot
Loretta Headshot

Loretta Weller-Mowers

Strategic Digital Consultant

What the Team Says About Loretta

Loretta is multi-talented, yet she remains a “humble warrior” who makes whomever she’s working with feel like a priority. She is a smart and efficient team player who is very analytical. Loretta is so much fun to be around, and she also loves cars!

Loretta's Bio

Strategic Digital Consultant, Loretta works on evaluations for Online/Mobile Banking; Loan Origination Systems; New Account Opening; Bill Pay/P2P; and Analytics. Loretta also specializes in Contract Negotiations; Data Analytics Strategy Plans; Strategic Technology Plans; and Technology Assessments.

Before joining CU Engage as a Strategic Digital Consultant, Loretta spent 18 years with San Diego County Credit Union. She had the opportunity to lead several business areas, including training, service and sales, data warehouse, and business development. For the last nine years Loretta spent at San Diego County CU, she served as Senior Vice President of eCommerce.

Loretta was responsible for all aspects of online business and consumer banking, mobile banking, electronic payments, and numerous other member-facing systems. She also led enterprise-wide technology initiatives from inception to completion, often being first to market with new online services.

Loretta's Fun Facts

Favorite All-Time Song: “Dancing Queen” – Abba

Favorite Cities: Palm Springs, CA and Montreux, Switzerland

Trait that best describes me (in one word): Energetic

Dream Job (besides the one I have now): Hot Rod Builder

Favorite Movies: Rocky, Rain Man, The Matrix

Loretta's Expertise

Sheila Wilson

Project Portfolio Manager

What the Team Says About Sheila

Sheila is smart, dedicated, and fun to work with. She has a ‘whatever it takes’ attitude and is always willing to help – with the patience of a saint. She seemingly has never had a bad hair day. She has a need for speed both in her extremely expeditious work and her love of running. Sheila has a desire to learn and the ability to communicate processes clearly.

Sheila's Bio

Sheila’s primary focus at CU Engage is to execute on Project Management and Quality initiatives that support the Operational Business Transformation as well as the primary resource for implementation of processes, procedures, KPIs, and supporting toolsets.  Sheila brings over 25 years of experience from within the Credit Union and FinTech worlds.

Before joining CU Engage, Sheila held several positions at both a credit union and at a vendor and most recently on a Credit Union Solutions Portfolio Management team.  She is Lean Six Sigma Green Belt Certified.

Sheila lives near Dallas, Texas.  In her free time, she enjoys spending time with family and friends, watching her son play sports, traveling, and running.

Sheila's Fun Facts

Favorite All-Time Song: Almost any song by Def Leppard or George Strait

Favorite Cities: NYC and any city with a beach

Trait that best describes me (in one word): Loyal

Dream Job (besides the one I have now): Working with an animal rescue/shelter or for the Dallas Cowboys

Favorite Movies: Top Gun, Forrest Gump

Sheila's Expertise

Sheila headshot

Work With The Credit Union Experts

Engage with us today
Let’s Get Started