Meet our Bank and Credit Union Consulting Experts

What the Team Says About Jenn

Jenn is an astounding leader and mentor. She is admired for her ability to balance making her business the best it can be and looking out for the client’s interests. She is thoughtful, driven, professional, ethical, and motivated. Jenn is a rock star and surrounds herself with the right people at the right time for success.

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 intoTampa 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

Jenn’s Expertise

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

Andres’ Expertise

Strategy
Technology
Credit
Debit
Online
Mobile
Bill Pay

Ted’s Bio

Ted has been in the Credit Union space for over 20 years, spending 18 years at 16B Suncoast Credit Union and almost 4 years at $1.5B Publix Employees Federal Credit Union.  He was CIO at both credit unions, leading the Credit Unions and the industry in digital transformation, business enablement through technology, and leading-edge applications developed in-house to increase operational efficiency.

On a personal note, Ted is happily married to his wife, Jenny, of 28 years and has his hands full with 6 children.  Ted is a NC native and can be found watching UNC basketball in his spare time.  Ted attended Davidson College in Davidson, NC.

Ted’s Fun Facts

Favorite All-Time Song: Fire and Rain – James Taylor

Favorite Cities: Emerald Isle, NC – Estes Park, CO – Pinehurst, NC

A trait that best describes me (in one word): Listener

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

Favorite Movies: Forest Gump, Shawshank Redemption

Ted’s Expertise

Strategy
Technology
Online
Mobile
Bill Pay

Robyn’s Bio

Robyn Lopez is the Vice President of Operations and Marketing at Engage fi and is responsible for all business operations, marketing, and vendor relations.  Robyn started her career in the financial services industry 25 years ago and has extensive experience working within client services, conversions, product management, and managing strategic client relationships.  She previously held various leadership positions at Fiserv, with direct oversight over core banking, digital, and payments for community financial institutions.

Robyn resides in St. George, Utah, and in her spare time, she enjoys gardening, hiking, and traveling with her husband Roger, and their children Samantha, Austin, and Mateo.

Robyn’s Fun Facts

Favorite All-Time Song: “My Own Soul’s Warning” – The Killers

Favorite Cities: Boston, Barcelona

A trait that best describes me (in one word): Dedicated

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

Favorite Movies: Pulp Fiction

Robyn’s Expertise

Strategy
Technology
Credit
Debit
Brand
Online
Mobile
Bill Pay
Loyalty

Trisa Wetzel

Senior Vice President, Consulting Services

Amy’s Bio

Amy brings more than 25 years of financial services experience with an emphasis on retail banking, technology and operations, enterprise risk management, and process improvement. As Managing Director at Cornerstone Advisors and Next Step Inc., she led countless initiatives to help financial institutions transform their businesses through vendor evaluations, system selections, and conversion management.

She has an extensive banking background, having served in a variety of executive and operational roles at various community banks and credit unions.

Martel holds a bachelor’s degree in finance and banking from New England College of Business. She is a CUES Certified Chief Executive (CCE).

Amy’s Fun Facts

Favorite All-Time Song: “Present Tense” by Pearl Jam

Favorite Cities: Bruges

A trait that best describes me (in one word): Enthusiastic

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

Favorite Movies: Anything Star Wars

Mike’s Bio

Mike is a passionate client advocate and advisor in the Banking, Credit Union, and FinTechs.  He brings over 25 years in working with customers on Business Process optimization, Transformation, and Expansion services to maximize client experience, operations efficiencies, and strengthening best practices.    Mike is responsible for the Business Development of Strategic Consulting, leading both sales and relationship teams.  In his spare time, Mike enjoys golfing, landscaping, and spending time with his family and friends.

Mike’s Fun Facts

Favorite All-Time Song: Bodeans – You Don’t Get Much (Milwaukee boys)

Favorite Cities: Milwaukee

A trait that best describes me (in one word): Passionate

Dream Job (besides the one I have now): Finish Carpenter

Favorite Movies: Anything Will Ferrell/Ryan Reynolds

Mike’s Expertise

Strategy
Technology
Credit
Debit
Online
Mobile
Bill Pay

What the Team Says About Courtnay

Courtnay is a positive, supportive, kind, trustworthy, and proactive addition to this team. She has come into the organization, embraced each employee, and is dedicated to their success. She genuinely cares about each person and ensures they are where they need to be with the right tools to succeed.

Courtnay’s Bio

As Engage fi’s Vice President 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 Movies: The Notebook and You’ve Got Mail

Courtnay’s Expertise

Human Resource Management

Lisa’s Expertise

Technology
Strategy
Credit
Debit
Brand
Online
Mobile
Core

Virginia Heyburn is a well-known and trusted industry expert in the field of banking and payments. Over a 25-year career, Virginia has been at the forefront of advising technology companies on innovation opportunities to solve complex banking problems and to improve the customer experience. In parallel, Virginia has served as a strategic advisor to financial institutions, helping them create essential distinction through rapid adaption to industry and consumer trends, business drivers and technology change.

Most recently, Virginia spent 15 years at Fiserv in various strategic roles, including Vice President of Strategic Marketing, Insights & Advocacy, helping C-level financial services executives enhance profitability and achieve growth in a rapidly shifting market environment. A known expert in core banking, digital channels and payments and risk management, Virginia served for 10 years as Research Director at TowerGroup, where she advised financial institutions and technology companies on emerging business models and technologies.

Virginia is a sought-after main stage speaker at financial industry events and conferences where she inspires her audience into new thinking about innovative ways to attract and delight a new generation of customers. She has been quoted by top-tier media and industry publications, including Fortune, Forbes, and American Banker.

What lights her up? Finding ways to put greater technology flexibility into the hands of bankers who need to innovate more rapidly than ever before.

Virginia is a trained economist from the University of Kassel, Germany. She is also an experienced yoga teacher and most importantly, a mother to four children, aged 28 to 4 – her best sources of research material for emerging banking and payments habits.

Andrea’s Bio

Andrea Rusnak is an experienced financial services and payments professional that has over seventeen years of experience in the credit union industry.  Andrea has worked with credit unions to help with their respective strategies, innovations, and optimization of processes to drive member engagement in payment channels. Andrea has extensive experience in managing client relationships, leading teams, and assisting credit unions with their portfolio growth. Prior to joining Engage fi, Andrea was with KeyPoint Credit Union as their Director, Payment Strategies leading the development and execution of payment initiatives in alignment with the organization’s objectives and priorities. Andrea also worked for PSCU as the VP of Account Management for six years, leading a team of account executives and counseling credit unions on their payment strategies. Prior to joining PSCU, Andrea was with another CUSO, Co-op Solutions as the Business Development Manager. Andrea led a team of client business executives that were responsible for delivering excellent member solutions and experiences for payment portfolios.

Andrea serves as the Vice Chair for the Southern California and Nevada CUES Council, and she has been an active member on this council since 2013. Also, Andrea serves as a Co-Leader for the Bay Area Sister Society in San Francisco, CA, and she has been involved with this group since 2015.  In 2018, Andrea was recognized with the Emerging Leader Award from the Global Women’s Leadership Network, highlighting her accomplishments of an emerging female leader working in the credit union movement, advancing the mission of the GWLN, and reflective of her efforts to champion women’s leadership in the credit union industry.  In 2020, Andrea became a Credit Union Development Educator (CUDE) from the National Credit Union Foundation.

Andrea is the Director of Consulting Services, Payments Group for Engage fi. In this role, Andrea will work with a collaborative team to create, innovate, and make a positive impact made on the business, including the client experience. She is responsible for all aspects of processes, tools, and people related to the Engage fi consulting practice.  Andrea will set the strategic direction, guide complex negotiation and vendor management responsibility, overseeing the tactical execution of the administration. Andrea will provide thought leadership via webinars and tradeshow presence.

Andrea’s Fun Facts

Favorite All-Time Song: One – U2

Favorite Cities: Hawaii, Palm Springs, Scottsdale, Singapore, San Diego, New York City

A trait that best describes me (in one word): Driven

Dream Job (besides the one I have now): Professional photographer/blogger that would travel the world taking pictures of various historic sites

Favorite Movies: Forrest Gump, Top Gun, The Family Stone, As Good As It Gets

Andrea’s Expertise

Strategy
Technology
Credit
Debit
Brand
Online
Mobile
Bill Pay
Loyalty

Traci’s Bio

As Director, Consulting Services, Traci calls on her project management experience leading core system conversions, mergers and acquisitions, digital banking conversions, BSA and AML system conversions and commercial loan origination projects to ensure positive and successful project results for her clients.

Prior to becoming a trusted advisor, Traci held several positions in back-office operations and leadership including deposit and loan operations, digital banking, business intelligence, core manager, project management, vendor and risk management.

Traci is an honors’ graduate of the Connecticut School of Finance and Management.  She lives in Florida with her husband Tim.  Traci serves as a sound engineer at her church and enjoys golfing and traveling.

Traci’s Fun Facts

Favorite All-Time Song: Vivaldi’s L’ Inverno (“Winter”), any Christmas song

Favorite Cities: Venice, Italy, and home

A trait that best describes me (in one word): Enthusiastic

Dream Job (besides the one I have now): Sound Engineer

Favorite Movies: It’s a Wonderful Life, Clueless

Ryan’s Bio

Ryan has over fifteen years of experience in the financial technology industry in various roles including relationship management and sales. He enjoys the dynamic nature of the payments space and has spent the last ten-plus years focusing on building deep relationships with his clients, enabling them to optimize their card portfolios.

As a Payments Consultant Ryan drives client discovery, vendor assessment, pricing, and contractual negotiation for Credit, Debit, ATM, Network, and Loyalty engagements.

In his free time, Ryan enjoys running and traveling. He’s a lifelong Denver Broncos fan and resides in Milwaukee, Wisconsin with his beautiful wife and rambunctious daughter.

Ryan’s Fun Facts

Favorite All-Time Band: U2, Red Hot Chili Peppers

Favorite Cities: Lisbon, Madrid, Chicago, New York

A trait that best describes me (in one word): Reliable

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

Favorite Movies: Documentaries

Ryan’s Expertise

Strategy
Technology
Credit
Debit
Loyalty
Debit Network

Joe’s Bio

As a Strategic Advisor for Engage fi, Joe brings over 30+ years of banking knowledge and experience to share with our clients.  Joe started out of college with Chase in its executive professional development program.  He went on to spend the majority of his career in the C-suite of community banks; developing innovative products, defining the client experience, and leading go-to-market strategies to drive organic growth.  Joe’s broad experience in retail, commercial, wealth, digital, product management, branding, marketing, and technology is uncommon in the banking industry. It provides him with unique insights, perspectives, and thought leadership to share with Engage fi clients.  Joe received his BA in Economics and English from Bucknell University. He enjoys spending time traveling, golfing, and going to sporting events, the theatre, and movies with his wife and family.

Joe’s Fun Facts

Favorite All-Time Song: “Thunder Road”

Favorite Cities: Austin, Boston, NYC, Charleston, London, Rochester, NY

A trait that best describes me (in one word): Persistent

Dream Job (besides the one I have now): Manager for the NY Yankees

Favorite Movies: It’s a Wonderful Life, On the Waterfront, Godfather 1 and 2, CODA

Joe’s Expertise

Strategy
Technology
Credit
Debit
Brand
Online
Mobile
Bill Pay