As the President & CEO of OneAZ Credit Union, I'm not just at the helm of a financial institution; I see myself as the curator of a dynamic, member-focused community that spans the entire state of Arizona. My approach is people-first, both for our team and our members. I've fostered an inclusive, engaging culture that's ripe for innovation and collaboration because I believe that when people are empowered, success follows.My background as a pilot plays into my leadership style—I understand the essence of balancing risk with safety. It's not just about keeping the ship steady; it's also about knowing when to make bold moves. I set aggressive but realistic targets for the organization, and I'm incredibly proud of how my team consistently rises to the challenge.

Create. Innovate. Strategy.Help Drive Allied Solutions' growth and market success through M&A and Strategy Integration. I lead the evaluation, negotiation, and execution of inorganic growth opportunities for Allied Solutions throughout the United States and Canada. - Support Allied Solutions' growth through M&A, working closely with the CEO and other senior executives to identify acquisition and joint venture opportunities that accelerate the company's mission and impact- Develop acquisition and joint venture strategy and roadmap and research adjacent markets to identify opportunity prospects- Own deal negotiations, including purchase price, structuring, and deal teams, and guide teams to build financial models to support deal value- Lead the Diligence and Integration Management Office (DIMO), which oversees comprehensive diligence efforts and integration planning and execution- Development of acquisition and integration playbooks to streamline the acquisitions and joint venture process

Recruited to transform the head and heart of the organization's operations and culture and energize the organization toward a more relevant and prosperous future. During my time at JSC FCU, I hired a transformational executive team that was committed to a customer-centric philosophy and a more digitized future. Following a period of lower-than-average growth, JSC FCU was on track to achieve $5B in assets by 2025. My team and I revamped operational cadences to achieve significant technological changes. We also implemented a new operating model - SAFe Agile - to speed the delivery of member-facing and operational technologies. In just under two years, the loan portfolio more than doubled, providing revenue windfall to invest in customer-centric technologies and expand the market reach of the organization. During my time at JSC FCU, several enterprise-wide improvements were implemented, with several system integrations occurring in 2021. The list of improvements from 2018 to 2021 is inspiring and was only accomplished through the incredible leadership and buy-in of my executives and senior leadership. I am forever thankful for their service and commitment to the vision I established with the Board. In summary, Digital Transformation is the name of the game for JSC FCU. JSC FCU is in the midst of significant growth and transformation across all business platforms, spearheaded by my vision. This led to unprecedented growth in loans, assets and income during my near-3 year tenure. During my time at JSC FCU, DEI was also a very strong focus and an imperative piece to a successful strategy and company culture. This was culminated in a comprehensive board-approved plan, with enterprise-wide training and commitment. JSC FCU's commitment to DEI is well-chronicled and know they will accomplish phenomenal things!

Head of Support internally and the President/CEO externally!I helped others succeed by casting a vision and leading us there. I served the Members and Team Members to greater heights than previously thought possible. I served as a liaison to the community and its leaders.Under the leadership of my team and I, Mazuma became one of the most respected and envied financial institutions in the KC market, but also the country. Transformed the culture of Mazuma by being a purpose-driven organization and prioritizing the team and members in every decision. Renamed positions to reflect the organization's values and began hiring for culture over experience.Below are some highlights of our success:* Built an innovative and team-centered headquarters with game rooms, theme rooms and a free community center.* Complete rebrand of Mazuma including new logo, marketing, colors, branch refresh, website, mobile applications, etc* Establishment of our 40 hours for good volunteer program (paid volunteer time for team members to serve the community) - Mazuma provided over 3,704 hours of Community Service in 2015 alone!* Establishment of our Community Foundation, one of the few credit unions in the country to do so* Sporting Kansas City Sponsorship and Attainment of the first-ever Mazuma Affinity Card* Received National Awards for Philosophy at the 2014 GAC* Above average growth every year following 2014* Implementation of the Universal Agent model, one of the first in the country to implement* Implementation of the E-Branch* Member Satisfaction/Loyalty Survey implementation with ‘happiness scores’ ranging from 88-92%!* AUM grew 50%* Implemented outside sales function that achieved record-breaking success 4 years in a row

Responsible for the strategic oversight of the institution’s Asset Liability Management and Investment Programs as well as the general accounting and financial operations of the credit union. Implemented new investment advisory service, saving the credit union over $100K annually. I have also been instrumental in reducing the operating expense ratio over 100 basis points since my arrival. I advanced the strategic thought process behind Asset-Liability Management by incorporating other departments and ‘touch-points’ into conversations and analysis.Oversaw the General Ledger (G/L) system to ensure compliance with GAAP and regulatory guidelines, purchasing of fixed assets, month-end close, internal controls, and the implementation of strategic objectives. Oversee the payment systems departments of the credit union, keeping apprised of compliance and visionary/innovative products and services.

Responsible for the oversight of the institution’s Asset Liability Management and Investment Programs. Provide strategic guidance to senior management regarding the positioning of the balance sheet to capitalize on current economic situations. Manage the General Ledger (G/L) system to ensure continued compliance with GAAP and regulatory guidelines. Provide direction to the accounting and finance departments through employee development and process improvements. Direct the annual budgeting process through coordination with 20 cost centers. In collaboration with other senior management, chart a financial course for the institution.

Responsible for the strategic oversight of the institution’s Asset Liability Management and Investment Programs as well as the general accounting and financial operations of the credit union. Oversee the General Ledger (G/L) system to ensure compliance with GAAP and regulatory guidelines, purchasing of fixed assets, month-end close, internal controls, and the implementation of strategic objectives. Responsible for the strategic financial direction of the organization. Oversee the annual budgeting process, which includes staffing requirements, interest rate outlooks, capital improvements, and cost reduction strategies for 26 departments, as well as the overall growth of the institution. Oversee both participations sold and purchased, and the associated accounting and correspondence.

* Significantly reduced expenses by over 100bps* Increased revenue through marketing loans and higher loan productionWorked with other management to streamline operations to achieve greater efficiency. *Responsible for the financial and investment operations of the financial institution. *Manage the General Ledger (G/L) entries to ensure compliance with GAAP and regulatory guidelines, purchasing of fixed assets, month-end close, internal controls, credit union security, and compliance of all regulations. *Along with the Asset/Liability Management Committee, oversee the ALM position of the credit union. Implement strategies to control our risk, while maintaining or improving our Net Economic Value. *Direct the annual budgeting process*Oversee financial and internal control audits.

*Examined banks of various asset sizes to ensure compliance with all applicable laws and regulations, and safe and sound banking practices. *Reviewed management’s analysis of the institution’s Asset/Liability Management position, and Allowance for Loan and Lease Losses. *Reviewed all policies and procedures to ensure compliance with outstanding guidelines. *Analyzed loans, ranging from overdraft loans, to multi-story commercial credits. *Analyzed investment portfolios ranging from bullet investments to various traunches of Collateralized Mortgage Obligations (non-sticky jumps, stick jumps, Z Traunches). *Reviewed the operations of the bank to ensure compliance with Regulation DD, Regulation Z, among others. *Analyzed the bank’s liquidity position to ensure management’s ability to meet consumer demands at effective costs.