Over 200 Years of Industry Experience

Our Leadership

James Guild

Co-Founder, Managing Partner

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 Partner

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 Partner 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 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

Justine Bennett

Office Administrator

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

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Chassidy Butler Headshot

Chassidy Butler

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, and ATM. Additionally, Chassidy has experience in OLB/Mobile and LOS evaluations. She also specializes in negotiations for Credit/Debit, Rewards, Brand, and OLB/Mobile. 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, 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

Peyton Dole

Strategic Business Analyst

What the Team Says About Peyton

Peyton is not afraid of a (big) challenge and is hungry to learn. She is process-oriented and is passionate about making better experiences for the whole team. Peyton jumped in on day one and has been a force ever since. She is good at listening to the needs of others and suggesting solutions. Peyton is beloved for her positive attitude and her fantastic laugh.

Peyton's Bio

As a Strategic Business Analyst, Peyton works on Credit/Debit and LOS client projects. She also works closely with Nell De Mattia, Director of Operations, to implement our internal procedures and operations. Peyton leverages her skills to enhance the project landscape at CU Engage through data centralization.

Peyton graduated from the University of Florida with a Bachelor of Arts in Criminology and went on to earn her MBA at Jacksonville University. While in graduate school, she led projects at a large technology firm as a Business Systems Analyst.

She is an avid basketball fan and enjoys cheering on the Blazers in Portland! On the weekend, you can also find her exploring the local food and music scenes.

Peyton’s Fun Facts

Favorite All-Time Song: “September” – Earth, Wind and Fire

Favorite Cities: Savannah, GA and Florence, Italy

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

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

Favorite Movie: Moonrise Kingdom

Peyton Dole Headshot

Nell DeMattia

Director 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.

Before joining 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 across 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

Marketing Manager

What the Team Says About Kristin

Kristin cares about CU Engage like family. She is a creative thinker who motivates her team and enables them to reach their full potential. Kristin is a great mom, mentor, and friend, who is a well-versed marketing leader.

Kristin's Bio

At CU Engage, Kristin leads both the marketing team and our member experience initiatives. She consistently launches new campaigns, tests theories, develops strategies that deliver results, and analyzes those results culminating in the establishment of CU Engage as a trusted brand in the industry. She gets amped for strategy sessions and likes to “nerd out” on good user experience and process establishment.

Kristin is the mastermind behind CU Ignite, which leverages CU Engage’s proven four-step process to provide growth and member experience strategies for financial institutions. Ignite allows Kristin to push the boundaries of her nine years of experience in analytics, strategy, design, and user experience.

Before joining CU Engage, Kristin developed marketing strategies for a venture capital organization and was responsible for building relationships and fundraising in regional B2B sales.

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, and doggos.

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


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Ava Farrell Headshot

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

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

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 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

Catherine Roddy

Marketing Specialist

What the Team Says About Catherine

Catherine is an outgoing and bubbly individual who is willing to learn and jump into new things. Her writing may be strong, but her GIF game is stronger! She is fun-loving and always smiling. Catherine is an encouraging, bright, and witty person who brings positivity to the CU Engage office daily.

Catherine's Bio

Since coming on board, Catherine has applied her background in social networking, design, and blogging to the Marketing team at CU Engage. She has grown as a marketing professional and helped to improve the efforts of our team.

Before joining the CU Engage team, she was responsible for composing press kits, event planning, and assisting account management for a medical public relations company.

Outside of work, Catherine enjoys getting out in the Florida sun and being active (e.g., kayaking, yoga, and walking her dog).

Catherine's Fun Facts

Favorite All-Time Song: “Island In The Sun” – Weezer

Favorite Cities: Los Angeles

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

Dream Job (besides the one I have now): Podcast Host

Favorite Movie: Pride and Prejudice and Molly’s Game

Catherine's Expertise



Project Management

Content Writing

Social Media Management

Catherine Roddy
Jessica Schellhorn Senior Financial Analyst at CU Engage

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 spas, vacations, cuisines, 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

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 a Strategic Business Analyst at CU Engage who specializes in Payments and Channels and Digital evaluations. She works on Credit/Debit, Digital Banking, Bill Pay, Electronic Payments, Brand and Core projects. Lizzy leverages her background from FIS in research, project management, marketing, and communications to advocate on behalf of credit unions.

An avid Florida Gators fan, Lizzy earned her bachelor’s degree and a Master’s in Management at the University of Florida. She now lives in Washington, D.C. and likes to cook, eat, travel, and spend time with friends and family.

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

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Jen Shefner

Strategic Business Analyst

What the Team Says About Jen

Jen wears many hats at CU Engage from Business Analyst and project manager to finance guru and problem solver. She always meets, if not exceeds, the needs of our clients and team. Jen loves to strategize and considers herself a builder. In fact, when she first joined CU Engage, she helped develop our RFPs. Jen is dedicated and willing to invest her time to teach others. She is also a wonderful mother who always goes the extra mile.

Jen's Bio

As a Business Analyst at CU Engage, Jen leverages 17 years of industry experience to support CU Engage clients in reaching their goals. She is passionate about motivating innovation and helping bring credit unions to the next level. Before joining CU Engage, Jen held the position of Vice President Digital Banking and Payments with Columbia Credit Union. Her experience in the credit union industry enables her to better empathize with our clients.

When not working, Jen enjoys spending time with her husband and two young sons in Vancouver, WA. They love visiting the local library, which has been named one of the best children’s libraries in the nation.

Jen's Fun Facts

Favorite All-Time Song: Sway – Michael Bublé

Favorite Cities: Victoria, B.C. and Heidelberg, Germany

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

Dream Job (besides the one I have now): Dance Choreographer

Favorite Books: Switch by Heath Brothers and Dad is Fat by Jim Gaffigan

Favorite Movie: Charade

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 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

Ana Stock Headshot
Dean Swann Headshot-01

Dean Swann

Director of Product Development

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'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

Kody Tuupo

Strategic Business Analyst

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

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Vikki Wagner Headshot

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

Administration Management

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 Headshot

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