Over 556 Years of Industry Experience

Our Leadership

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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 Engage fi 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

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 Engage fi. 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 brings over 30 years of experience in the Banking and Credit Union Industry to Engage fi with previous senior leadership positions at Fiserv and Open Solutions. Before founding Engage fi, 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

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Our Team

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Les Anderson

Chief Growth Officer

Les's Bio

As Engage fi’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 banks and 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

Ashley Beck

Project Manager

Ashley's Bio

With nearly 20 years of experience in Credit Unions, Ashley has been engaged in many large-scale projects including Mergers, System Conversions, and Project Implementations.  Ashley is results-oriented and imaginative with strong analytical skills and a passion for innovation.

At Engage fi,  Ashley uses her experience and skills to lead projects, assisting financial institutions in achieving goals, and providing account holders with the best services possible.

Ashley stays busy attending wrestling meets and football games, camping with her family, and laughing with friends.  She enjoys being a “small-town girl” in Kalamazoo, MI with her husband and two teenage sons.

Ashley’s Fun Facts

Favorite All-Time Song: “You’re the Inspiration” – Chicago”

Favorite Cities: Northern Michigan, San Diego

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

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

Favorite Movies: 8 Seconds, Sweet Home Alabama, Peanut Butter Falcon

Ashley’s Expertise

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Justine Bennett

Accounting Manager

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 Accounting Manager, Justine provides critical support to our nationwide team from our Tampa, FL 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 Engage fi.

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
Communication
Accounting
Procurement
Meeting Planning

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 Engage fi, 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

Strategy
Technology
Cloud Services

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Mike Bradley

Lead Developer/ Application Architect

Mike's Bio

Mike has been developing software since the end of the last century. He loves simplicity and views something as well-developed when it is correct, maintainable, and understandable.

Mike’s one main hobby is learning new hobbies. In recent years some of the things he has picked up include hand-woodworking, mountain-biking, pizza-making, and filmmaking with drones.

Mike has five kids (2 girls and 3 boys) and his favorite thing is spending time with his wife, usually sermonizing on some topic or other. She is a great listener.

Mike’s Fun Facts

Favorite All-Time Song: “It Ain’t Me Babe” – Bob Dylan

Favorite Cities: San Luis Obispo, CA

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

Dream Job (besides the one I have now): Life Coach

Favorite Movies: Cool Hand Luke

Mike’s Expertise

Sharmin Buck

Consultant

Sharmin's Bio

Sharmin has over 28 years of experience in the financial services industry. During this time, she held numerous operational, and leadership positions at credit unions. Most recently, Shamin worked at Fiserv where she specialized in assisting clients through their core conversion as a Lending Implementation Consultant, and then subsequently as an Enterprise Engagement Partner where she was a dedicated consultant to credit union clients.

As a Strategic Core Consultant, Sharmin will utilize her first-hand financial institution and consulting experience to help clients optimize their core.

When not working, Sharmin enjoys strength training, participating in running events with my daughter, wakeboarding, and hanging out with her family.

Sharmin's Fun Facts

Favorite All-Time Song:  Any throwback by JT (Justin Timberlake)

Favorite Cities: Generally it is Phoenix, but I love any place with palm trees

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

Dream Job (besides the one I have now): FBI Agent specializing in Cyber Crime

Favorite Movies: Jaws, Devil Wears Prada, and The Proposal

Sharmin's Expertise

Core

Lending

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Brandon Carter

Industry Analyst

Brandon's Bio

Brandon is an Industry Analyst at Engage fi specializing in research and strategic development.  Drawing on his background in client relations, data analytics, and consulting, he supports our sales team and our clients in achieving their goals.

Brandon lives near Kansas City, Missouri, with his wife, Jacqui, and their oversized cat.  In his free time, Brandon enjoys playing strategy games, Dungeons, and Dragons, pottery, woodworking, and traveling.

Brandon's Fun Facts

Favorite All-Time Song: “Midnight City” – M83 (Sax solo at 3:01!)

Favorite Cities: Edinburgh, Scotland; Prague, Czech Republic; Porto, Portugal

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

Dream Job (besides the one I have now): Food/Travel Documentarian

Favorite Movies: Star Wars, Lord of the Rings, What We Do in the Shadows

Brandon's Expertise

Strategy

Sales

Jenn Cox

Pricing Analyst

Jenn's Bio

Jennifer’s tenure in the Automotive Accounting and Finance field nurtured her love for numbers and data. She admits to getting immense satisfaction when working with spreadsheets and organizing chaotic information. In combination with her pursuit of a Master’s in Technical Writing and Communication, she likes to evaluate quantitative data and articulate their significance critically. Jennifer’s goal as Engage fi’s Pricing Analyst is to continuously serve the Engage fi team and clients with accuracy and insight so they may, in turn, optimally serve their communities.

While Jennifer Currently lives in Georgia, she was born and raised in Brooklyn, New York. In her free time, she enjoys playing video games (i.e., Minecraft, Sims4, Animal Crossing), reading (i.e., any book written by Brandon Sanderson, All the Light We Cannot See by Anthony Doerr, Outliers by Malcolm Gladwell), and watching her three quirky cats (named Boba, Taro, and Mango) defy gravity.

Jenn's Fun Facts

Favorite All-Time Song: “Empire State of Mind” by Jay-Z ft. Alicia Keys

Favorite Cities: New York City, Washington DC

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

Dream Job (besides the one I have now): Jenn’s Diners, Drive-ins, and Dives

Favorite Movies: Monty Python and the Holy Grail, Your Name (Animated Film), and The Princess Bride

Jenn's Expertise

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Megan Cummins

Strategic Consultant

Megan's Bio

With over 25 years of financial industry experience, Megan is passionate about helping her clients achieve sustainable growth.  She has spent the last 10 years of her career advising financial institutions on all facets of strategic thinking and planning.  She analyzes and interprets data and financials to provide insights and actionable recommendations to help financial performance.  “You can never have enough data” is one of her mantra’s.   As a Strategic Consultant for Engage fi, Megan will help credit unions and banks increase efficiency and reach their strategic goals.

When she isn’t keeping up with economic trends and the Fintech Industry, Megan can either be found on or nearby her Peloton Tread, watching Bravo, or chasing around her two boys, Graham (7) and Jordan(4) with the much-needed help of her husband Jim in the Chicago suburbs.  She also enjoys the endless pursuit to find the best restaurants and craft breweries in the country and doesn’t mind that it might be a lifelong journey.

Megan's Fun Facts

Favorite All-Time Song: I’ve been curating this list for years with a range from U2, Outkast, Al Green, Post Malone and the Beach Boys, my taste in music knows no genre.  A top overall contender is “Falling Slowly” by Swell Season.

Favorite Cities: NYC, Hanalei, Sweet Home Chicago

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

Dream Job (besides the one I have now): Owning a brewery, a champagne vineyard, and a jewelry store.   I dream big.

Favorite Movies: High Fidelity, Dirty Dancing, Clueless

Megan's Expertise

Strategy

Technology

Connor Davidson

Full Stack Developer

Connors's Bio

A recent graduate from UNC Charlotte in Software Engineering, Connor is currently living in Cary, NC. He is applying his skills as a Full Stack Developer at Engage fi, working on projects that streamline business processes for our business analysts.

In his free time, Connor likes to travel, read, spend time with friends, and spend time outside.

Connor's Fun Facts

Favorite All-Time Song: “It’s Five O’Clock Somewhere” – Alan Jackson, Jimmy Buffett

Favorite Cities: Raleigh, NC and Salt Lake City, Utah

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

Dream Job (besides the one I have now): Elon Musk’s

Favorite Movies: Good Will Hunting, The Dark Knight

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Emily Deslaurier

Administrative Assistant

Emily's Bio

As the Administration Assistant, Emily provides administrative support to our nationwide team along with support for our Tampa office. Before working at Engage fi, Emily worked in administration in the construction industry where she learned the importance of over communication and timeliness.

Emily’s hobbies outside of work include hanging out with her dogs, reading books, and enjoying the great weather Florida provides.

Emily's Fun Facts

Favorite All-Time Song: “Fast Car” – Tracy Chapman

Favorite Cities: Seattle and Tokyo

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

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

Favorite Movies: Any Disney movie and Step Brothers

Emily's Expertise

Administration

Communication

Coordinating

Naomi Esteves-Bejar

Marketing Coordinator

Naomi's Bio

As a marketing coordinator, Naomi’s primary focus is on tradeshows and conferences, Engage fi events, and digital marketing. Naomi brings refreshing and out of box thinking to the team.

Before working at Engage fi, Naomi worked for five years in the Real Estate Industry and the digital marketing side of small businesses, helping them grow their social media presence.

Naomi’s hobbies outside of work include spending time with her family, traveling, dancing, painting, and having a good time.

Naomi's Fun Facts

Favorite All-Time Song: “Antologia” – Shakira

Favorite Cities: Callao, Peru; Berlin, Germany; New York, USA

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

Dream Job (besides the one I have now): Travel Blogger/Archeologist

Favorite Movies: Breakfast Club, all Disney movies

Naomi's Expertise

Event Coordination

Graphic Design

Social Media

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Ava Farrell

Senior 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 Senior 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

Jake Fowler

Director of Business Development

Jake's Bio

Jake is a Director of Business Development at Engage fi, where his main focus is growing relationships and brand awareness with banking and credit union clients through association interaction.

Prior to joining Engage fi, Jake led vendor membership at one of the nation’s leading banking trade associations as well as strategic partnerships for a fintech company focusing on loan origination and loan servicing.

Outside of work, Jake enjoys fitness, cooking, and traveling. He lives in Clearwater, FL with his fiancée Annie and their two-year-old dog named June.

Jake's Fun Facts

Favorite All-Time Song: “Check Yes or No” – George Strait

Favorite Cities: Nashville, TN

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

Dream Job (besides the one I have now): Host my own travel/food show

Favorite Movies: Gladiator

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Crissandra Fry

Director of Business Development

Crissandra's Bio

Crissandra brings more than 20 years of experience in the financial industry to her role as Director of Business Development at Engage fi. Using her expertise in sales, problem-solving, and her vast payments knowledge, as well as consulting and client relation prowess, Crissandra is primed to drive the generation of new and ongoing sales on the west coast.

Prior to joining Engage fi, Crissandra held leadership roles with JMFA, PSCU, and Northwest Credit Union Association.

Crissandra lives with her husband in Lake Tapps, Washington, and has a Master’s Degree in Organizational Management from the University of Phoenix.

Crissandra's Fun Facts

Favorite All-Time Song: “Big Shot” – Billy Joel

Favorite Cities: Poipu, Hawaii; Tamarindo, Costa Rica; Talkeetna, Alaska

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

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

Favorite Movies: Shawshank Redemption

Crissandra's Expertise

Mike Hammer

Technical Project Manager

Mike's Bio

Mike Hammer brings over 20 years of experience in the credit union industry to his role of Technical Project Manager at Engage fi. Prior to joining Engage fi Mike spent the last eight years as a Project Portfolio Manager in the credit union solutions division at Fiserv.

Mike lives in West Linn, Oregon, and has two adult daughters. After relocating to Oregon from California, Mike enjoys exploring the outdoors in Oregon and the PNW.

Mike's Fun Facts

Favorite All-Time Song: Blister in the Sun – Violent Femmes

Favorite Cities: Santa Monica, Austin, Barcelona, and all of Iceland (not a city, I know)

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

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

Favorite Movie: High Fidelity, Kiss Kiss Bang Bang, Dodgeball

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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 Engage fi 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 bank, credit union, and Fintech worlds.

Before joining Engage fi,  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

Strategy
Technology
Online
Mobile
Core Processing

Herb Jordan

Consultant

Herb's Bio

Herb is a Consultant with nearly 15 years of experience in the financial and fintech spaces. He started in the industry while attending DeVry University, where he received a bachelor’s degree in Business Administration and a minor in Information Systems. Looking back to his early childhood, it was no coincidence his passion for the industry would be inevitable as he religiously balanced his grandmother’s checkbook as well as counting her secret money stash around the age of 8. He has served in multiple facets of the industry-leading branch initiatives, software support teams, and leading many implementation projects.

When not leading projects, Herb enjoys fishing on the local freshwater lakes, including Lake Erie. His greatest passion remains to spend quality time with his 3 kids and watching them enjoy their passions, including gymnastics and football.

Herb's Fun Facts

Favorite All-Time Song: Metallica’s version of “Turn the Page”

Favorite Cities: Nashville, TN, and Home(Columbus, OH.)

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

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

Favorite Movies: I don’t really watch movies, but The Sandlot is one I could watch any time!

Herb's Expertise

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Jennifer Kerry

Payments Consultant

Jennifer's Bio

As a Payments Consultant, Jennifer brings deep card and money movement experience to each engagement. Jennifer drives client strategy discovery, vendor assessment and selection, pricing, contractual negotiation projects for Credit, Debit, and Loyalty solutions.

Jennifer has been a passionate contributor to her clients’ success throughout her career in technology, product development, sales, and client relations roles. Her payments industry experience has been across the full spectrum of card associations, processors, and credit union service providers. Having spent over 15 years at FIS, she joined CO-OP as the Vice President of Credit Services, successfully launching their credit processing business line.

Jennifer enjoys serving at her church, boating with her husband, Jeffrey, and playing with their pooch Miles in her free time.

Jennifer's Fun Facts

Favorite All-Time Song: “Big Yellow Taxi”  – Joni Mitchell

Favorite Cities:  Seattle, New York City, London

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

Dream Job (besides the one I have now): Travel Blogger

Favorite Movies: The Birdcage, Blade Runner, Trading Places, The Magnificent 7 (remake)

Jennifer's Expertise

Ashley Kolb

Operations and Project Support Specialist

Ashley's Bio

As the Operations Support Specialist, Ashley provides support to the service delivery and operations teams.

Before coming on board at Engage fi, Ashley worked in sales, as well as office management. Her most recent role was with AFLAC, where she was named top two in their district as Regional Recruiter. Ashley graduated from Columbia College with a Bachelors Degree in Communications.

In her spare time, Ashley enjoys spending time with her husband and three kids. Her hobbies include hiking, traveling, and working out.

Ashley's Fun Facts

Favorite All-Time Song: “Three Little Birds” – Bob Marley & The Wailers

Favorite Cities: Charleston, SC; Ashville NC; (Anywhere with a beach or mountains makes my heart happy)

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

Dream Job (besides the one I have now): Professional Stylist or Wardrobe collaboration for movies, etc.

Favorite Movies: The Proposal and Talladega Nights

Ashley's Expertise

Communication

Administration

Coordinating

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Charisa Lin

Chief Financial Officer

Charisa's Bio

Charisa Lin is the Chief Financial Officer at Engage fi. With over 20 years of experience, she is an executive-level financial professional with broad knowledge in accounting, financial, and business principles. Charisa oversees the day-to-day operation of finance, accounting, and treasury functions, and is responsible for financial planning and analysis and Board of Directors reporting.

Prior to joining Engage fi, Charisa was the VP of Finance at RBmedia, and former Director of Finance and Administration at designDATA. She holds a Bachelor of Science in Accounting from Sun Yat-Sen University, a Master of Science in Accounting and Financial Management from University of Maryland, and an MBA from Champlain College. She started her career as an auditor at Arthur Andersen.

Charisa lives in North Potomac, MD with her husband and two children. When not working, she enjoys spending time with her friends and family, traveling, and watching as much soccer as possible.

Charisa's Fun Facts

Favorite All-Time Song: “A Dandelion’s Promise” -Jay Chou

Favorite Cities: Singapore, San Diego, Seattle

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

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

Favorite Movie: Mission Impossible series, Forrest Gump, The Blind Side  

Doug Lokrantz

Project Manager

Doug's Bio

Doug Lokrantz is a Project Manager with 15+ years experience in financial services. Doug’s experience in financial services is broad. During his tenure, he has held positions in strategic program/project management, product management/development, emerging payments, and innovation.

Doug lives in Wisconsin and has three adult children (twin boys and a girl).  In his free time, he enjoys golf, snowmobiling, and spending time with friends and family. Doug also enjoys watching the Green Bay Packers and attending games when he can.

Doug's Fun Facts

Favorite All-Time Song: “Stone in Love” – Journey and “‘Til You Can’t” – Cody Johnson

Favorite Cities: St. Petersburg, FL, and Savannah, GA

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

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

Favorite Movie: Sweet Home Alabama, Road Trip and National Lampoon’s Vacation series

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Kellie Lowder

Senior Advisor

Kellie's Bio

Kellie brings almost three decades of experience working with FI’s to help them achieve their goals. Prior to joining Engage fi, Kellie was operating as a partner to our team while growing and managing her own consulting firm. Her passion for insurance comes from working with clients across the US; as an executive at SWBC, for almost fifteen years prior to starting her own business.  As senior advisor, Kellie will work with our team to build a new line of business to serve our clients’ insurance needs.  She will utilize her expertise to consult with financial institutions as they navigate key insurance decisions and negotiations.

Outside of work, you’ll find Kellie playing with her rescue dogs, practicing her pool game, and enjoying the many incredible dishes her husband creates.  She is also an active volunteer with Refugee Services of TX, helping resettle families from all over the world.

Kellie's Fun Facts

Favorite All-Time Song: Too many to list but right now I’m loving Brandi Carlile’s version of “The Times They Are A-Changin’”

Favorite Cities: Paris, France, and New Orleans

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

Dream Job (besides the one I have now): Orchestra Conductor

Favorite Movie: Moonstruck, Lost in Translation, and The Sound of Music 

Kellie's Expertise

Insurance

Pam Malingowski

Data Analyst

Pam's Bio

With years of experience in the Fintech world as a Data Analyst, Pam has gained the knowledge necessary to analyze and deliver solutions to support business needs.

As a Data Analyst at Engage fi, Pam works in many aspects of pricing and data analysis to assist consultants with client needs.

When she is not working, Pam likes to travel, read, paint/craft, and make memories with her family and friends.

Pam's Fun Facts

Favorite All-Time Song: “It’s 5 o’clock somewhere” – Jimmy Buffet

Favorite Cities: Paris, France, Tuscany, Italy, Charleston, Boston

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

Dream Job (besides the one I have now): Artist/Photographer

Favorite Movie: Die Hard, John Wick, Olympus has fallen, really any action flicks

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Evan Markley

Manager of Analytics

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 Manager of Analytics at Engage fi, 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 banks and 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

Jacy Mosser

Project Manager

Jacy's Bio

Jacy assists banks and 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

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Mike Murad

VP of Technology

Mike's Bio

Mike is a Minnesota native and an avid napper. He has worn many hats in the IT space and is now leading a superb team at Engage fi (and having a blast doing it) that blends experience, enthusiasm, talent, and hustle. Mike enjoys building things and helping others do the same. He considers himself a force multiplier for his colleagues and always tries to meet people (at least!) halfway.

Mike’s hobbies include being an accidental gardener, singing at church, philosophical speculation, and watching the same movies over…and over…and over. He also enjoys cooking and driving around the Black Hills, his adopted home.

Mike's Fun Facts

Favorite All-Time Song: “Peg” – Steely Dan

Favorite Cities: New York, San Francisco

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

Dream Job (besides the one I have now): U.S. Senator

Favorite Movies: Inception, Tombstone, Master and Commander, North By Northwest, Rear Window, Vertigo

Mike's Expertise

Andres Pasantes

Chief Operations Officer

Andres' Bio

Andres Pasantes is the COO at engage fi, where he is responsible for business operations, client experience, and the successful delivery of all services.

Andres started his career in the financial services industry 25+ years ago and has worked with over 500 financial institutions in formulating strategic plans, successful technology conversions, and long-term executive partnerships. He has held senior positions at Fiserv, Open Solutions Inc, FIS, and D+H within their credit union and community bank segments.

Andres received his bachelor’s degree in International Affairs from Florida State University. He resides in Orlando, Florida, and in his spare time he enjoys working out, traveling, and spending time with his wife Colette and their two boys Nathaniel and Mathias.

Andres' Fun Facts

Favorite All-Time Song: “I Still Haven’t Found What I’m Looking For” – U2

Favorite Cities: Miami, Boston, London

Trait that best describes me (in one word): #hardwork

Dream Job (besides the one I have now): History Professor

Favorite Movie: Rocky

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Jeff Rice

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 Engage fi, Jeff drives the generation of new and ongoing sales at the company. Jeff was introduced to the banking and 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

Johanna Rogers

Learning and Development Specialist

Johanna's Bio

Johanna is the Learning and Development Specialist for Engage fi. With more than 20 years of experience in the financial, training, and documentation fields, she has worked towards developing exceptional curriculums and course designs. Johanna has experience working in the back office, in the field of the banking industry, and on the digital vendor side of the fence. Outstanding customer service is her passion, and she believes the core of that is in supporting her organization with the tools, information, and support they need to deliver gold standard results to our clients.

When Johanna is not working, along with her daughter, family, and a great group of friends she enjoys all that their area has to offer! Mobile, Alabama is a beautiful city, rich in history. It is known for Mardi Gras, azaleas, Spanish Moss, and seafood, but also it is a great city for family fun! The beautiful beaches are her favorite thing to enjoy year-round.

Johanna's Fun Facts

Favorite All-Time Song: “Thunderstruck” – AC/DC

Favorite Cities: NYC; Massa Lubrense, Italy; Nassau, Bahamas; San Diego, Mobile

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

Dream Job (besides the one I have now): Bartender at a small local pub

Favorite Movie: Caddyshack, Pillow Talk, Victor Victoria, A Chorus Line (the 1985 one), Slapshot, Varsity Blues, White Christmas

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Greg Ryan

Strategic Consultant

Greg's Bio

As a core consultant, Greg provides strategic conversation and guidance pertaining to core technology searches. Greg partners with Engage fi clients to help seek out a core solution that enables them to grow and provide best-in-class services to their consumers.

Before joining Engage fi, Greg worked for a vendor as a project manager for core conversions, helping hundreds of clients navigate the complex conversion process. He brings over a decade of industry and core product knowledge to Engage fi.

Greg lives near Dallas, Texas. During his free time, he enjoys golfing (both normal and disc), trying out new restaurants, and attempting to maintain his love for Dallas-area sports teams.

Greg's Fun Facts

Favorite All-Time Song: “The Analog Kid”– Rush

Favorite Cities: Dallas, San Diego, London

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

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

Favorite Movies: The Rock, Anything James Bond

Greg's Expertise

Courtnay Sanderfer

Director of Human Resources

Courtnay's Bio

As Engage fi’s Director of Human Resources, Courtnay is responsible for building and leading all aspects of Human Resources Management and is focused on maintaining a people-centric culture.

Courtnay has extensive experience in the financial services industry and over a decade of experience in human resources.  She holds a Master’s degree in Public Administration and has held multiple leadership positions in HR, also achieving the certifications of SHRM-CP and SPHR.

She has a passion for values-based hiring, employee engagement, and performance coaching. Courtnay was instrumental in USF Federal Credit Union earning the Florida Governor’s Sterling Award for Performance Excellence.

When not at work, Courtnay enjoys traveling, boating, and spending time with her husband and their two daughters in sunny Florida.

Courtnay's Fun Facts

Favorite All-Time Song: “Moondance” – Van Morrison

Favorite Cities: Paris, Rome, and Maui

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

Dream Job (besides the one I have now): Fashion Designer

Favorite Movie: The Notebook and You’ve Got Mail

Courtnay's Expertise

Strategy
Leadership
Human Resources Management

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Jesse Smith Headshot

Jesse Smith

Director of Project Management

Jesse's Bio

Jesse is the Director of Project Management 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 engage fi clients.

Jesse’s hobbies outside of Engage fi 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

Tricia Smith

Project Manager

Tricia's Bio

As a Project Manager for Engage fi, Tricia enjoys assisting financial institutions achieve their goals, by driving for the best possible results. Tricia has a don’t-give-up attitude and her number one goal is to build relationships while providing excellent customer service. Tricia began her journey in the world of finance after graduating from college in 2004. She was hired at iPay Technologies to implement bill pay for banks and then moved into the contracting world. After deciding to be a stay-at-home mom for a couple of years, Tricia realized she missed working in the finance industry and went to work for Jack Henry & Associates. Her experience includes working with both banks and credit unions on core conversions, adapting training programs, membership, and loan applications, digital platforms, and most recently all things related to cards.

Tricia lives in Elizabethtown, Kentucky with her husband, Josh, two children Megan and Colton, and their dog, Gnash. They enjoy traveling, watching sports, playing games, and spending time with family and friends. As a family, they also volunteer for a non-profit that Tricia and a couple of others founded for individuals with special needs. Time to Shine provides events throughout the year, such as talent night, Easter egg hunt, and trunk or treat, but Tricia’s favorite is the “prom like” dance, where their guests get to be treated like royalty.

Tricia's Fun Facts

Favorite All-Time Song: Don’t Stop Believin’” – Journey

Favorite Cities: Lake Tahoe, Marco Island

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

Dream Job (besides the one I have now): Disney Imagineer

Favorite Movies: Father of the Bride, Miracle, We’re the Millers, Beauty and the Beast

Tricia's Expertise

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Nicole Steffensmeier

Strategic Consultant, Payments and Technology

Nicole's Bio

Nicole has been a trusted contributor in the financial services industry for over 20 years. During her 10 years as a leader at both at FIS and PSCU respectively, Nicole helped to drive optimal experiences for financial institutions and their consumers. Her knowledge across key experience areas including loyalty solutions, digital transformation, and payments position her to be a strong partner to consult with any financial institution looking to grow and optimize.

During her personal time, Nicole enjoys cheering on her youngest son Ethan, an avid soccer player, and cheering with him when we are watching Tampa Bay Buccaneers. She also enjoys spending time in her town of Oldsmar, FL supporting the community and photographing the beautiful scenery. Nicole has 2 adorable grandchildren, the newest born in October 2021. She takes every opportunity to spend time with them.

Nicole's Fun Facts

Favorite All-Time Song: Anything from Alanis Morrisette

Favorite Cities: New York, Nashville

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

Dream Job (besides the one I have now): Celebration Cupcake Baker/decorator

Favorite Movies: Rudy

Chris St.Germain

Senior Frontend Developer

Chris's Bio

Chris is a 20-year veteran in the field of front-end web development, having driven the user experience for all types of organizations, from some of the largest corporations to the smallest local businesses and non-profits. He also has a strong design background and navigates seamlessly between marketing, research, and development. Growing up on a farm in northwest Minnesota, Chris is no stranger to hard work and long hours. Thankfully that translates well to programming because when it’s time to buckle down and get the job done, there’s nothing that can get in the way of a Midwest-grown work ethic.

He is a retired roller derby skater, musician, drone pilot, track rat, mechanic, dog lover, and general heck-raiser. When he isn’t busy at work or dreaming up new work, he can be found recording with other Minneapolis musicians, at the boxing gym, changing the brakes on his mom’s car, or helping little kids learn how to skate.

Chris's Fun Facts

Favorite All-Time Song: The Ataris – “Takeoffs and Landings”

Favorite Cities: Minneapolis, Portland, and Bellinzona Switzerland

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

Dream Job (besides the one I have now): FPV drone piloting for Red Bull

Favorite Movies: Scott Pilgrim vs. the World, Rush, Hot Rod

Chris's Expertise

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Lisa St. Germain

Vice President, Client Experience

Lisa's Bio

Lisa is the VP, Client Experience at Engage fi and has worked in financial services for over 25 years.

She spent 15 years working in financial institutions leading transformation efforts in retail and lending.  Lisa’s work in the financial space transitioned to working at Open Solutions, now FISERV as the VP, Solutions Consulting helping financial institutions with maximizing the value of core systems and creating strategies for revenue generation. She worked with credit unions and banks as they selected their Core Processor, Online Banking, Mobile, and Bill Pay.

When not working, Lisa enjoys spending time with her two sons and their families, live music, reading, and outdoor adventures.  She also enjoys challenging herself to anything new, which is easy to do in San Diego. During the past few years, she has taken up surfing, hang gliding, and water skiing.

Lisa's Fun Facts

Favorite All-Time Song:  “At Last” by Etta James

Favorite Cities: Paris, Paris, Paris! Vancouver, BC and Park City, Utah

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

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

Favorite Movies: A Beautiful Mind, Woman in Gold, Hidden Figures. Any movie that is based on a true-life historical story of humans overcoming obstacles.

Ana Stock

Director of Relationship Management

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 Director of Relationship Management, and she works hands-on with banks and 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 Engage fi, 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

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kody

Kody Tuupo

Consultant

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 engage fi 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 Consultant, 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 Manager

What the Team Says About Vikki

Vikki is patient, professional, and calm and always does whatever she can to help. She 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 engage fi team members! Vikki’s unique experience certainly brings a fresh spin to our marketing initiatives.

As Marketing Manager, Vikki works to creatively establish Engage fi’s position in the bank and credit union industry, identify target audiences, and develop marketing plans with specific objectives across different channels and segments. She puts all the puzzle pieces together to lead marketing initiatives and deliver integrated marketing and communications strategies for the organization. She is responsible for Engage fi’s brand management and corporate identity.

Outside of work, Vikki enjoys traveling with her husband, spending time with her infant son, and spoiling their dog.

Vikki's Fun Facts

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

Communications

Event Coordination

Graphic Design

Social Media

Marketing Support

Brand Management

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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 Engage fi 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 Engage fi, 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

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