Gerry Agnes — President & Chief Executive Officer
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 is a CPA with 30 years of professional experience and has held positions as president, COO and CFO at various community financial institutions in California. Gerry is the board chair of the Boulder Chamber and chair of the Boulder County Business Hall of Fame. He is also a member and past chair of the Boulder Economic Council; a board member of Elevations Foundation; and a member of the Filene Research Institute’s advisory council.
Michael Calcote — Chief Financial Officer
As chief financial officer, Michael is responsible for ensuring Elevations’ long-term financial sustainability. He oversees accounting and finance, enterprise risk management, enterprise performance excellence, information technology, 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
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 branches, the Elevations call center and remote delivery. 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.
Mary Ann Kammerer — Chief of Advisory Services
Mary Ann oversees Elevations’ advisory operations, which include wealth management and insurance services. Her goal is to ensure that Elevations provides its members with the well-rounded financial protection, support and advice they need. Mary Ann previously served as Elevations’ Chief Product Officer and Chief Sales and Service Officer.
Prior to joining Elevations in 2003, Mary Ann held key management and executive positions at Charles Schwab. She holds a bachelor’s degree in finance from Indiana University of Pennsylvania and holds the NASD Series 7, 8 and 24 licenses. She also serves on the board for the Cherry Creek Poms Booster Club, working to promote and support dance at Cherry Creek High School.
Annette Matthies — Chief Human Resources Officer
Annette Matthies leads Elevations’ human resources strategy. She attracts and develops world-class talent by building Elevations' reputation as a preferred employer with a distinctive culture and a dedication to helping employees grow their careers. Annette and her team work to implement best practices that drive employee engagement and retention, and create a high-performance environment.
Before joining Elevations in 2003, Annette managed human resources for companies ranging from small, growth-oriented startups to Fortune 500 companies in a variety of industries. She holds bachelor’s degrees in international affairs and German from the University of Colorado Boulder. In 2010, Annette was selected as the first-ever winner of the Credit Union Times’ HR Executive of the Year award.
Kim Felton — SVP of Retail Banking
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 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 Foothills United Way and the YWCA of Boulder County.
Eva Gaudio — SVP of Governmental and Student Affairs
Eva heads up governmental and student affairs for Elevations. A passionate advocate for credit unions, she educates lawmakers at the local, state and national levels about the benefits Elevations and other credit unions provide to their communities.
Eva was president and CEO of St. Vrain Valley Credit Union before joining Elevations in 2011. She holds a bachelor’s degree in business administration from Regis University and is a graduate of the Western CUNA Management and CUNA Financial Management schools. In 2006, Eva received the Credit Union Professional Hall of Fame Achievement Award for her dedication and service to the credit union movement in Colorado. She’s also board president of the Education Foundation for St. Vrain Valley and a board member with the I Have a Dream Foundation and the Elevations Foundation.
Susan Green — SVP of Marketing
Susan Green 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.
Damian Jakubczyk — SVP of Technology
Damian oversees all IT-related functions at Elevations, including core system operations, information security, and business application support. He ensures that Elevations adopts technologies that maximize employee and member convenience while maintaining superior data security.
Prior to joining Elevations in 2007, Damian held leadership and technical roles with Managed Business Solutions, Hewlett Packard and Colorado State University. He holds a master‘s degree in information technology and business intelligence from the University of Denver and a bachelor’s degree in business administration from Colorado State University. He’s an alum of the Filene Research Institute’s i3 program, which fosters the development of new ideas and innovations for credit unions.
Gary Kindle — SVP of Operations
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 a graduate of 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
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.
Pete Reicks — SVP of Enterprise Performance
Pete leads Elevations’ Enterprise Performance Excellence department, which is responsible for the credit union’s business process management, business analysis, and project management functions. His team’s focus is on helping Elevations sustain role-model performance through application of the Baldrige Performance Excellence Program. Pete and his team were key to Elevations’ Malcolm Baldrige National Quality Award win in 2014.
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.
Steven Schmidle — SVP of Finance
Steven manages the finance, accounting, secondary market and business intelligence functions at Elevations. His focus is on providing quality budgeting, forecasting, audits and reports that ensure Elevations’ continued financial stability and success. Additionally, 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 also volunteers as board treasurer for Rocky Mountain Performance Excellence and on the finance committee for Loveland Classical School.