![]() |
Gerry Agnes — President and CEO With 22 years of professional experience in the financial services industry, Gerry was most recently with $936 Million Altura Credit Union in Riverside, California where he served in a series of positions, including President/Chief Operating Officer; President of their subsidiary holding company that managed their insurance, mortgage, escrow and auto broker companies; and Chief Financial Officer. Altura Credit Union’s CEO, Mark Hawkins called Gerry, “one of the sharpest financial minds that I have had the privilege to work with.” Prior to Altura, Gerry was the President/CEO of The Community Foundation serving Riverside & San Bernardino Counties and before that served in senior executive positions in the banking industry. *Elevations Credit Union has been voted Best Financial Institution 9 years in a row by the readers of the Daily Camera. |
![]() |
Peggy Anderson — Chief Financial Officer Peggy is responsible for the sound financial management of the Credit Union. She is instrumental in strategic planning, providing leadership to CUSO Financial Services (CFS), managing the credit union investment portfolio, making key decisions in asset and liability management and is liaison with the Supervisory Committee. Upon joining the credit union in 2001, she restructured the accounting department and implemented Asset Liability Management software and strategies. Prior to joining the Credit Union, she was the CFO for Travis Credit Union in Vacaville, California where she was instrumental in leading their growth from $650 million to just under $1 billion in five years. She is currently serving on the SunCorp ALCO Committee and is a past member of the Colorado Shakespeare Festival Advisory Board. |
![]() |
Craig Burkhard — Chief Lending Officer |