Leadership Team

 

Meet our leadership team.

Our leadership team guides Elevations to be a top credit union in the state of Colorado, a leader in the communities we serve, and one of the Best Companies to Work For in Colorado. Our leaders live and work here in Colorado, and are passionate about serving our membership and our community. Meet our team here, and visit our blog to watch our President & CEO’s video blog, plus read member stories and lending tips from our leadership team.


Our Core Purpose
We provide solutions for a better life.
Our Core Values
Integrity, respect, passion, creativity and excellence.

Gerry Agnes - President & Chief Executive Officer


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Gerry joined Elevations as its CEO in 2008. He directs the credit union’s strategic objectives, which focus on employee engagement, a loyal membership, and superior financial performance. In the midst of the financial crisis of 2008, he led the charge to pursue the Malcolm Baldrige National Quality Award, a highly competitive U.S. Presidential award that recognizes organizations for performance excellence. The Baldrige effort rallied the Elevations team to outperform both in-market competitors and credit unions nationwide, and in 2014, Elevations was named a Baldrige Award recipient by U.S. Secretary of Commerce Penny Pritzker. Gerry was named the 2015 CUES Outstanding Chief Executive, Mountain West Credit Union Association’s 2016 Credit Union Professional of the Year, and Boulder Chamber’s 2016 Business Person of the Year in large part due to his work around Elevations’ Baldrige recognition.

Gerry is a CPA with 32 years of professional experience and held positions as president, COO and CFO at various community financial institutions in California. He holds a bachelor’s degree in business administration and accounting from California State Polytechnic University, Pomona. Currently, Gerry is chair of the Boulder County Business Hall of Fame and a board member and past chair of the Boulder Chamber. He is also a board member of Elevations Foundation and a member of the Filene Research Institute’s advisory council. Governor Hickenlooper appointed Gerry to Colorado’s Financial Services Board in August 2015, on which he continues to serve.

Michael Calcote - Chief Financial Officer


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As chief financial officer, Michael is responsible for ensuring Elevations’ long-term financial sustainability. He oversees accounting and finance, strategy and performance, enterprise risk management, operations and corporate real estate.

Prior to joining Elevations in 2010, Michael served as chief financial officer and treasurer for Guaranty Bank, a large, publicly held financial institution headquartered in Austin, Texas. Michael also served for five years as a regulatory examiner and capital markets specialist for the U.S. Office of Thrift Supervision.  He holds a bachelor’s degree in finance and accounting from Stephen F. Austin State University in Texas and is a Chartered Financial Analyst.

 

 

Jay Champion - Chief Operating Officer


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As chief operating officer, Jay directs all aspects of the credit union’s commercial, consumer, and mortgage lending programs and oversees its retail delivery channels—including all Elevations branches and the contact center. Jay is also responsible for governmental affairs, ensuring Elevations maintains excellent relationships with regulators and lawmakers, and marketing, which builds awareness of the Elevations brand and manages communication with current and prospective members.

Jay was the executive vice president and chief lending officer with Texans Credit Union before joining Elevations in 2011, and previously served at three other banks in North Texas. He holds a bachelor’s degree in economics from East Texas State University, a master’s of business administration from Texas A&M University–Commerce, and is a graduate of the Southwestern Graduate School of Banking at Southern Methodist University.



Debra Johnston - Chief People Officer


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Debra oversees innovative and integrated talent management and human resources solutions at Elevations. With her team, she champions the culture of Elevations and provides strategic direction to drive employee engagement and retention and create a high-performance environment.

In 2016, Debra joined Elevations with over 16 years of human resources experience. She served in HR leadership roles at Nordstrom fsb – Bank & Credit division, Nordstrom Inc., InnovAge, and HSBC. Debra received a bachelor’s degree in communications and political science from the University of Montana and a master’s degree in human resources from Chapman University. She also holds certifications as a Senior Professional in Human Resources (SPHR) and a Society for Human Resource Management Senior Certified Professional (SHRM-SCP).



Steven Schmidle - Chief Strategy and Performance Officer


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Steven is responsible for Elevations’ strategic planning activities, as well as the credit union’s resulting financial performance. He leads the enterprise performance excellence, business intelligence, and project management functions, and is also responsible for continued financial stability and success with a focus on finance, accounting, secondary markets, budgeting, and forecasting. Steven leads the credit union’s Pricing and ALCO committees and is a member of the Member Business Loan committee and executive team.

Before joining Elevations in 2004, Steven worked with Montana’s Park Side Federal Credit Union, First National Bank of Colorado and First Tennessee Capital Markets. He also holds a master’s degree in accounting from the University of Colorado and a bachelor’s degree in finance from the University of Memphis. Steven volunteers as board treasurer for Rocky Mountain Performance Excellence.


Kim Felton - SVP of Retail Banking


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Kim leads Elevations’ retail banking team, with a focus on delivering value and excellent service to the credit union’s members. She is responsible for directing the branch network, contact center and business development teams across multiple markets, increasing access to Elevations’ products, programs and services throughout the community.

Before joining Elevations in 2012, Kim led retail-banking teams at First National Bank and KeyBank. She holds a bachelor’s degree in business administration from Western Governors University and is a Certified Net Promoter® Associate as well as a graduate of the Graduate School of Banking at the University of Colorado. Kim serves on the board of directors for the Elevations Foundation and the YWCA of Boulder Valley.




Susan Green - SVP of Marketing


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Susan directs the credit union’s marketing and communications strategy and execution. This includes market and member research, product management, public relations and campaigns designed to build brand awareness and demand for Elevations’ products. During her tenure, Elevations has won numerous awards for marketing excellence and has been recognized for best practices in digital marketing, including social media.

Before joining Elevations in 2011, Susan held marketing leadership positions in a variety of industries, most notably with IBM, Autodesk and startups in the IT industry. She received a bachelor’s degree in journalism from the University of Colorado Boulder, a master’s of business administration from Ohio University and has completed executive education at Harvard Business School and the UCLA Anderson School of Management.



Gary Kindle - SVP of Operations


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Gary leads Elevations’ operations department. With his team, he manages the credit union’s functions and services, including payments, imaging, cards, mortgage servicing, vendor management, ATMs and record retention. Gary’s aim is to make sure processes run smoothly for both members and employees at all times.

Prior to joining Elevations in 2011, Gary held various leadership roles with First National of Nebraska. He is a graduate of Northern State University and the BAI Graduate School of Bank Financial Management at Vanderbilt University. Gary also served 20 years in the U.S. Army before retiring as a platoon sergeant and ammunition instructor.





Ray Lindley - SVP of Lending


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Ray is responsible for leading and directing Elevations’ consumer, retail, mortgage, and business lending operations. He monitors industry trends and lending news to make sure Elevations provides safe, affordable loans to as many future homeowners and business leaders as possible. Ray has been instrumental in making Elevations the No. 1 credit union mortgage lender in Colorado and the No. 1 mortgage lender in Boulder and Broomfield counties.

Ray held leadership roles with Washington Mutual and Chase before joining Elevations in 2013. A graduate of Northwest Nazarene University, he holds a bachelor’s degree in accounting and an M.B.A. in economics. In 2016, he graduated from the CUES Institute of Executive Leadership as a Certified Credit Union Executive. Ray serves on the executive committee of the CUNA lending council, a group that supports and develops the lending practices of credit unions across the country.



Pete Reicks - SVP of Enterprise Performance Excellence


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Pete is responsible for directing the enterprise business intelligence function, supporting development and deployment of the strategic plan, aligning strategic intent with operational performance, and helping Elevations sustain role-model performance through application of the Baldrige Performance Excellence Program in pursuit of our BHAG – Audacious Excellence! P.S. We will win the Baldrige again.

Prior to joining Elevations in 2008, Pete held a variety of roles at the Federal Reserve Bank of Kansas City. He holds a bachelor’s degree in economics and finance from Colorado State University–Pueblo and a master’s of business administration from Benedictine College. Pete is also a certified Project Management Professional.




Bryan Watkins - Northern Colorado Market President


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Bryan leads Elevations’ Northern Colorado market development activities, with an emphasis on creating strategic partnerships that generate both new business opportunities and goodwill in the community. He drives top-line revenue performance by working closely with the Elevations retail banking, mortgage and commercial lending, and small business banking teams to grow market share.

Before joining Elevations in 2017, Bryan held roles at First National Bank, including business banking positions in Fort Collins for the last seven years. He is a graduate of the University of Nebraska-Omaha and the Graduate School of Banking at the University of Colorado. Bryan serves on the board of directors for the North Fort Collins Business Association and the Foothills Rotary Club, and he sits on the advisory board for the Larimer County SDBC.




Wondering what it would be like to work with our outstanding leadership team? Visit our careers page to learn more.

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