Featured Speakers

People are at the heart of lifelong financial relationships, which is why we’ve curated a lineup of award-winning speakers to share their knowledge with you. Get first-hand insight from industry icons, hear directly from your peers, and learn what’s to come from Total Expert executives.
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Alec Catsuros
Director of Product Management,
Total Expert

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Alec Catsuros
Director of Product Management,
Total Expert

Alec is a Director of Product Management and a member of the team that is driving the future of Total Expert’s CRM capabilities. He started his career as a data analyst helping Fortune 100 companies develop better marketing strategies. His passion for product innovation has helped him launch successful lead generation websites, mobile applications, ecommerce capabilities, and SaaS solutions. He’s helped banking, insurance, and wealth management companies revolutionize their customer experiences through digital transformation.
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Allen Kiehl
Senior Product Manager
Total Expert

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Allen Kiehl
Senior Product Manager
Total Expert

Allen is a Senior Product Manager and a member of the team that is driving the future of Total Expert’s platform extensibility. He started his career as a software engineer helping realtors manage the full life cycle of transactions. His passion for product innovation has helped him launch a successful real estate transaction management system, mobile applications, event technology suite, and SaaS solutions. He’s helped real estate, fintech, and banking companies revolutionize their customer experience through digital transformation.  
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Andrew Knight
Senior Data Architect
Total Expert

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Andrew Knight
Senior Data Architect
Total Expert

Andrew is a Senior Data Architect at Total Expert with 16 years of experience in data warehousing, business intelligence and big data. As a member of the Data Engineering team, he focuses on delivering the future of Total Expert's analytics and reporting capabilities. During his career he has helped companies in a variety of industries use data to empower decision making, measure and improve business processes, and build strong customer relationships. He is driven by his passion for all things data, his innate curiosity, and his commitment to delivering customer value.
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Austin Amato
Enterprise Account Executive,
Total Expert
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Austin Amato
Enterprise Account Executive,
Total Expert
Austin Amato has over 15 years of experience in the Banking/Mortgage Industry. Starting his career as a Mortgage loan officer, he was then promoted to Branch Sales Manager and eventually moving into Commercial Banking at Wells Fargo. This gave him expansive knowledge and know-how of the inner workings of the financial industry.
 
He took that knowledge and moved into SaaS sales where he has over 10 years of hands-on experience selling SaaS solutions and managing relationships with all levels and functions within financial institutions. In addition to record sales numbers and high customer/partner retention, Austin is closely involved with the development of go-to-market strategies and alignment, ultimately providing customers with the best fitting solutions at the right time.
 
He has now been with Total Expert for 3.5 years.
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Bobbi Jo Dallas
Customer Engagement Manager
Total Expert

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Bobbi Jo Dallas
Customer Engagement Manager
Total Expert

Bobbi Jo Dallas is a customer-focused, collaborative leader with a love for helping people and seeing them succeed. Her “next level” enthusiasm, passion, and energy makes her the perfect person to lead the customer engagement team at Total Expert. In her role, she develops strategies and best practices for our administrators that drive value, create excitement and elevate end user adoption, all while ensuring the customer experience with Total Expert exceeds expectations
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Brenda Simons
Senior Director of Engineering
Total Expert

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Brenda Simons
Senior Director of Engineering
Total Expert

Brenda Simons is a Senior Director of Engineering at Total Expert with more than 25 years of experience in software and data. Brenda has a deep understanding of Total Expert data and reporting, and she is passionate about helping customers use data to improve outcomes. Her current focus is delivering in-platform, self-service, reporting and analytics capabilities, which will empower customers with greater access and insight into their data. Brenda and her team are working hard to provide effective, up-to-the-minute reports and visualizations to help Total Expert users better serve their customers.
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Brett McCracken
Senior Consultant
STRATMOR Group

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Brett McCracken
Senior Consultant
STRATMOR Group

Brett’s primary focus is consulting with banking and fintech clients on strategic direction and initiatives. His client work includes being responsible for go-to-market strategies, new opportunity acquisition, process analysis, complex front-end workflow design, UI/UX direction, brand management, and the consumer experience for both consumer direct and retail lending operations. His most recent projects have focused on helping clients design a business process model and adaptive incubation funnel for marketing initiatives tied to either a unified tech stack or disparate data systems. This work has included deployment of technology that empowers consumers to self-provision online by leveraging sophisticated back-end data validation rules, dynamic pricing and other real-time data calls. Brett has also been responsible for the analysis, acquisition, and implementation of key cloud-based software platforms such as CRMs, lead management systems, business intelligence platforms, eMarketing, compliance, productivity tools, and point-of-sale systems.
 
Brett has over 15 years of direct experience designing and implementing strategies for national mortgage call centers including banks, credit unions, and independent mortgage bankers.
He has been a featured speaker at Google Summits as well as a moderator and panelists for mortgage banking industry events.
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Bryan Clark
SVP of Mortgage Banking
Dart Bank

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Bryan Clark
SVP of Mortgage Banking
Dart Bank

A 30-year mortgage industry veteran, Bryan has held leadership positions with both bank-owned and independent mortgage companies overseeing all aspects of mortgage banking including production, marketing, compliance, secondary marketing, recruiting, and training. His personal ground-level experience in every facet of mortgage lending has enabled him to manage and fully integrate all these departments within Dart Bank. In his role as Senior Vice President of Marketing and Mortgage Banking, Bryan is responsible for vision, development and implementation of cross-channel, strategic programs, including leading Dart Bank’s digital initiatives. His experience in the mortgage industry, combined with his education and technical background, uniquely position him as a thought leader and digital transformation expert in the banking and mortgage industries. He holds a BS in Finance from Michigan State University.
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Chris Otey
EVP/CRO
CU 2.0

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Chris Otey
EVP/CRO
CU 2.0

Chris is the Co-Founder and Chief Revenue Officer at CU 2.0, the Chairman of the Board at South Bay Credit Union and a Business Development Executive at Strategic Resource Management. In his role with CU 2.0 Chris is looking to create partnerships between FinTech providers and Credit Unions to allow them to compete and thrive in a constantly changing digital environment. Chris has been on the Board of Directors at South Bay Credit Union since 2007 and became the Chairman in 2017. In his role with SRM, Chris provides credit unions with Data Analytics Strategy reports and facilitates Board Strategic Planning session for SRM clients nationwide.
 
Previously, Chris was the Chief Revenue Officer at CU Wallet. Chris was with CU Wallet since its inception and was responsible for all revenue generated for the CUSO. In his role with CU Wallet, Chris worked to unite the Credit Union Industry behind a credit union led, credit union driven mobile wallet solution. He worked with Credit Unions, Merchants, other CUSO’s, State Leagues and Associations to create the credit union specific mobile payments ecosystem.
 
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Christine Oelke
Assistant Vice President,
Horicon Bank
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Christine Oelke
Assistant Vice President,
Horicon Bank
Christine’s professional journey started in high school as a teller at Horicon Bank, where she just so happens to still be over 25 years later. Starting out she never imagined the growth and development she would see and be part of; not only for herself, but for her bank and the financial services industry as a whole. Christine soon moved into the marketing department and for over half her career put her passion to work with the rapidly growing Horicon as a core influence shaping the bank’s culture and brand. Involved in an array of experiences along the way, she continued to build her skills and knowledge becoming a go-to resource within the organization – even affectionately referred to as a "jack of all trades, master of many.” A marketer core, drive for research and analysis, versed knowledge of Horicon’s markets and customers, result in Christine providing valuable insights impacting Horicon’s strategic priorities. Passionate in all she does, Christine finds much joy getting to be part of a dynamic journey of an innovative, ever-evolving organization.
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Dan Catinella
Chief Digital Officer
Finance of America

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Dan Catinella
Chief Digital Officer
Finance of America

Dan Catinella, most recently as the Chief Digital Officer with Finance of America Mortgage, has been an innovative leader within the lending industry for nearly 20 years, he has a proven track record for driving business growth by transforming organizations traditional analog business into a digital one. Dan’s deep understanding of the lending industry has allowed him to constantly surface new innovative strategies that produce business value and ROI.
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David Lykken
Founder, President & Chief Transformational Officer
Transformational Mortgage Solutions

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David Lykken
Founder, President & Chief Transformational Officer
Transformational Mortgage Solutions

David Lykken, a 47-year veteran of the mortgage industry, is Founder, President & Chief Transformational Officer of Transformational Mortgage Solutions (TMS). Lykken and his team of industry veterans are transforming the way the mortgage industry does business. This is accomplished thru CONSULTING, executive COACHING, and various COMMUNICATIONS strategies. Additionally, he has been a frequent guest on FOX Business News as well as occasional guest appearances on CNBC & CBS Evening News. He hosts the widely acclaimed weekly “Lykken On Lending” Podcast heard Mondays at 1 pm ET at www.LykkenOnLending.com . David also hosts the “Lykken On Leadership” podcast that can be heard at www.LykkenOnLeadership.com.
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Doug Wilber
CEO,
Denim Social
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Doug Wilber
CEO,
Denim Social
Doug Wilber is the CEO of Denim Social, a leading social media management software provider for financial institutions. Since joining the Saas provider in 2018, Wilber has led the company’s rapid growth, including securing two rounds of venture funding, forming meaningful industry partnerships, guiding three strategic acquisitions, and overseeing significant increases in both revenue and staff. A financial services veteran, Wilber mentors numerous early-stage fintech companies in St Louis and is a proud Penn State University alumnus.
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Grace Bruins
Marketing Officer
Horicon Bank

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Grace Bruins
Marketing Officer
Horicon Bank

Grace’s first marketing project for Horicon Bank began with navigating the (then unknown) do’s and don’ts of creating a bank social media presence. Ten years later, a lot has changed in the way financial institutions understand and achieve their digital goals. Throughout the last decade, Grace has been instrumental in the digital transformation at Horicon Bank – leading change and adapting to an ever-evolving consumer environment while protecting the Horicon Bank community-focused culture and relationship-driven approach to banking.
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Hollie Brown
Vice President, Marketing Manager, CFMP
Coastal Community Bank

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Hollie Brown
Vice President, Marketing Manager, CFMP
Coastal Community Bank

Hollie leads the marketing and branding team for Coastal Community Bank. With more than 20 years of experience in traditional and digital marketing, Hollie brings her passion for connecting with customers using traditional and digital channels. With her experience, she has led her team and company to adopt new technologies, grow an in-house marketing team, and adopt new marketing strategies that further connect customers and the community with the brand.
 
Before joining Coastal last year, Ms. Brown held marketing leadership positions at banking and financial institutions and provided marketing consulting for financial businesses.
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James Robert Lay
Best-Selling Author,
Digital Growth Institute
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James Robert Lay
Best-Selling Author,
Digital Growth Institute
James Robert Lay is one of the world’s leading digital marketing authors, speakers, and advisors for financial brands. As a digital anthropologist based in Houston, TX, James Robert is the author of the bestselling book, Banking on Digital Growth, named one of the "15 Best New Digital Marketing Books To Read In 2021" by BookAuthority and one of "8 Books to Shift Your Entrepreneurial Perspective" by Entrepreneur.com. And his weekly podcast, Banking on Digital Growth Podcast, has now educated and inspired tens of thousands of financial brand leaders around the world in over 90 different countries. 

James Robert is also the founder and CEO of the Digital Growth Institute where he has guided more than 560 financial brands on a mission to simplify digital marketing and sales strategies that empower banks and credit unions to generate 10X more loans and deposits.

He has been named one of the Financial Brand's "Top Global Financial Services Influencers to Follow," a CUNA "Credit Union Rock Star," and a CU Times "Under 40 Trailblazer." Docurated named him one of the "Top Marketing Automation Resources” and Kapost has recognized him as one of "32 Texas Marketers You Should Follow" on Twitter.
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Jason Henrichs
CEO,
Alloy Labs Alliance
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Jason Henrichs
CEO,
Alloy Labs Alliance
Jason is the CEO of Alloy Labs, a consortium of community and midsize banks working together to drive innovation, adopt technology and make strategic investments. He co-hosts Breaking Banks, the largest fintech podcast in the world. Jason is a frequent speaker on financial innovation, regulation and compliance as competitive advantage. He served on the fintech advisory boards for the City of Chicago, the AARP, the Financial Health Network Innovation Lab, and the SXSW Accelerator. Jason teaches at the Pacific Coast Banking School, University of Wisconsin Graduate School of Banking, the Digital Banking School at the University of Wisconsin and Graduate School of Banking at Louisiana State University.
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Jay Promisco
Chief Production Officer
Sierra Pacific Mortgage

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Jay Promisco
Chief Production Officer
Sierra Pacific Mortgage

As Sierra Pacific’s Chief Production Officer, Jay is responsible for increasing the company’s national presence in all Production channels. A career mortgage banker, his background includes key executive leadership roles combined with an impressive list of accomplishments.
 
Currently, he is creating and implementing strategies for growing Sierra Pacific’s market share for the Retail, Wholesale, and Consumer Direct divisions. Jay has spent over 20 years in the financial industry, most recently as Senior Vice President of Retail Lending with Sierra Pacific, managing the Retail, Consumer Direct and Builder Divisions. He also served as Executive Vice President Joint Ventures at Stearns Lending and Senior Vice President Sales Development at Stearns Lending. He has worked in several different roles at Wells Fargo Home Mortgage, Greenpoint Financial, Barclays Global Investors, and E-Trade Financial.
 
As a former top originator, branch manager, and account executive, Jay’s passion for creating a collaborative internal culture empowers him to provide innovative marketing, technology and sales tools to hundreds of Sierra Pacific originators across the nation.
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Jelaire Grillo
Customer Relationship Manager,
Prosperity Home Mortgage, LLC

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Jelaire Grillo
Customer Relationship Manager,
Prosperity Home Mortgage, LLC

As the Customer Relationship Manager at Prosperity Home Mortgage, Jelaire works with the Mortgage Consultants to build relationships through a variety of different platforms using different methods and strategies. Having been in the industry for almost 11 years, Jelaire loves the opportunity to brainstorm ways to leverage PHM technology to help build a strong relationship driven brand.
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Jed Carlson
CEO,
Adwerx
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Jed Carlson
CEO,
Adwerx
As CEO of Adwerx, Jed Carlson helps business owners overcome the challenges they face with today’s digital marketing platforms by providing a brilliantly simple and fully automated advertising solution. He recently pioneered the launch of Customer Relationship Advertising™, the first and only solution for businesses to fully automate personalized digital advertising for every sales producer and executive. Jed is obsessed with the notion of “leveling the playing field,” and his career has focused on building scalable, simple and affordable products to empower and guide other entrepreneurs to success. Since its launch in 2013 Adwerx has helped over 400,000 customers and 500 enterprises across the US, Canada and Australia, positioning Jed as a recognized speaker and expert in the industry. Before earning his MBA from Duke University, Jed was a successful entrepreneur in Minneapolis with a focus on technology and marketing. His past ventures include ReverbNation, the leading digital marketing platform for over 5 million independent musicians and bands around the globe, and The Carlson Print Group, a commercial printing and packaging company. Outside of building companies, Jed is actively involved with his alma mater, and enjoys hunting, fishing and skiing. He lives with his wife and three daughters in Durham, North Carolina.
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Jesse Lopez
Vice President, Training & Development
Mortgage Solutions Financial

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Jesse Lopez
Vice President, Training & Development
Mortgage Solutions Financial

Jesse Lopez has over 22 years of mortgage industry experience, starting his career as a Loan Originator in 2000 for Wells Fargo Home Mortgage.
In addition to serving as a top performing originator Jesse has served as Wholesale Account Executive, National Sales Trainer, Vice President of Wholesale Lending, Vice President of Retail Lending and currently as Vice President of Training & Development. His experience includes the development and presentation of innovative training curriculum, sales and marketing expertise, leadership development, vendor management as well as system architecture, integrations and general system administration.
 
Mr. Lopez has worked for Mortgage Solutions Financial since 2011 where he has played in integral role in the expansion of the company’s national footprint. Currently Jesse’s primary responsibilities include: onboarding of new employees, employee training and leadership development, internal and external customer experience; architecture, integration and management of the company’s primary systems such as: loan origination software, CRM, mobile app and point of sale. Of his 22 years in the industry, 15 years have been served in an Executive level management position.
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J.J. Slygh
Customer Experience Consultant
Total Expert

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J.J. Slygh
Customer Experience Consultant
Total Expert

J.J. brings over 20 years of financial marketing experience serving in-house as a marketing leader for a Minnesota-based financial institution and also on the agency side as he helped develop marketing strategies for clients that included community banks, credit unions, and mortgage companies.
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Joe Welu
Founder & CEO,
Total Expert

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Joe Welu
Founder & CEO,
Total Expert

Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2015, Joe has led Total Expert’s vision, culture and growth to nearly 300 employees today. The company powers CRM, marketing and customer engagement for more than 150 companies—from leading community banks and credit unions, to 3 of the nation’s top 10 banks, and 9 of the top 15 mortgage lenders. Total Expert’s growth has skyrocketed since its inception; in 2020 alone, it ranked #17 in the Inc. 5,000 Most Successful Companies in the Midwest, #3 in the Minneapolis/St. Paul Business Journal’s 2020 Fast 50, and #82 in the Deloitte Tech Fast 500.
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Josh Lehr
Director of Technology Alliances,
Total Expert

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Josh Lehr
Director of Technology Alliances,
Total Expert

As director of technology alliances, Josh leverages his background as a career consumer direct expert to help Total Expert continue to innovate in mortgage. With over 18 years of experience in the financial services industry, Josh helps Total Expert to create end-to-end CRM and marketing automation tools designed specifically for lenders.
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Julian Hebron
Founder and CEO,
The Basis Point

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Julian Hebron
Founder and CEO,
The Basis Point

Julian Hebron is founder and CEO of The Basis Point, a consumer finance media site and brand positioning consultancy for financial technology and real estate companies. He’s held executive sales and marketing positions with UBS, Wells Fargo, loanDepot, and LendUS/RPM Mortgage over the last 20 years, and is a prolific speaker and writer whose work regularly appears on or is cited by CNBC, The Wall Street Journal, Zillow, and other mainstream media. Read his full background on LinkedIn and his daily commentary on twitter@thebasispoint.
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Kate Cosgrove
Manager, Customer Success
Total Expert

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Kate Cosgrove
Manager, Customer Success
Total Expert

Kate Cosgrove, Manager, Customer Success has over 10 years experience in a customer management role and over four years experience at Total Expert. She helps build and maintain quality customer relationships, as well as ensures her customers achieve maximum ROI from the Total Experience Platform.
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Kaitlyn Howen
Technical Account Manager
Total Expert

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Kaitlyn Howen
Technical Account Manager
Total Expert

Kaitlyn Howen is a part of Total Expert's Customer Success team as a Technical Account Manager. Kaitlyn develops an understanding of customer critical goals, challenges, and key performance indicators in order to consult on how to achieve their desired outcomes. She is committed to working closely with administrative stakeholders with a focus on providing product expertise to aid in adoption of best practices.

With over 5 years in the SaaS industry, she understands how critical the customer experience must be. Her favorite thing about working at TE is cultivating customer relationships and making sure our customers can use our product to the best of their ability. She is trustworthy, takes initiative and will always have a fun time doing so.
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Kelly Gill
Vice President of Marketing and Advertising
Motto Mortgage

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Kelly Gill
Vice President of Marketing and Advertising
Motto Mortgage

Kelly Gill leads the Marketing and Advertising team for Motto Franchising, LLC, a division of Re/Max Holdings, LLC. With 15 years of mortgage marketing experience, Kelly brings her industry passion and knowledge to the Motto Franchising brand. With her experience she has led her team to create a nationwide brand presence for Motto Mortgage and introduced marketing tools and resources to help the network rapidly expand.
 
Before joining Motto Franchising in 2018, Ms. Gill held marketing leadership positions at several other mortgage banking companies as well as gained experience in the home building, telecommunications and advertising industries.
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Kevin Peranio
Chief Lending Officer
PRMG

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Kevin Peranio
Chief Lending Officer
PRMG

Kevin is the Chief Lending Officer for PRMG and is responsible for overseeing all production, including working with operations teams within the loan manufacturing process. His primary goal is to enhance the overall customer experience when doing business with PRMG. This includes creating robust reporting features to ensure accountability at all layers and levels of the process. Kevin is a Four-Time President’s Cabinet Member and was recognized by NMP as the Top 40 Under 40. Since joining PRMG in 2010, Kevin led the Southeast Region to become the Ranked #1 Region for PRMG, reaching this milestone in record time. This achievement ultimately allowed Kevin to become one of the youngest partners at PRMG.
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Krish Dhokia
SVP Marketing and Business Development
Kind Lending

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Krish Dhokia
SVP Marketing and Business Development
Kind Lending

Krish Dhokia began his 20+ year career in the marketing arena playing a leadership role with the implementation of lead generation and social networking for both small and large scale business across many industries.
 
Within the Mortgage and Real Estate world, Krish has transitioned into developing genius "outside the box" initiative's with strategically incorporating data, Martech and the overall customer experience into every project and campaign he leads. He has since been instrumental in the launch of several marketing related initiatives in the real estate, finance, healthcare, marketing, and technology industries.
 
A recipient of the Atlanta Business Chronicle 40 Under 40 award, Krish Dhokia is frequent speaker and marketing innovator in Mortgage, Finance, and Real Estate. Krish Dhokia continues to broaden his networking potential to include a wide variety of professionals.
 
Krish has appeared on Good Morning Atlanta, UPN, AM 750 Live Radio, The Atlanta Business Chronicles, Atlanta Journal Constitution, Curbed Atlanta, Channel 2 News, Fox 5 News, 11 Alive News, CNN, ESPN and numerous other news programs and publications in connection with his work.
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Laura Martell
Executive Vice President
Mountain West Financial

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Laura Martell
Executive Vice President
Mountain West Financial

Laura is an 19-year industry veteran, and currently the Executive Vice President at Mountain West Financial. Her teams are focused on multi-channel marketing, company-wide technology initiatives, affordable housing, and customer service. What she enjoys most about the mortgage industry is the plethora of problem solving and innovation opportunities, the ever-changing environment, and the partnerships and friendships cultivated. Laura is passionate about growing and enhancing the quality of loan officers in our industry. She lead the creation of 3 internal proprietary, onboarding and accountability programs for loan officers. Laura received a BFA in Graphic Design from Cal Poly Pomona, and is a graduate of the California MBA’s Future Leader program.
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Mackenzie Acri
Technical Account Manager
Total Expert

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Mackenzie Acri
Technical Account Manager
Total Expert

Mackenzie Acri is a detail oriented, results driven Technical Account Manager with over 7 years of customer relationship experience. Over the past 4 years at Total Expert, she has been a part of multiple departments and teams making her a subject matter expert in many different areas of the platform, including print, social, email, campaigns, and integrations. When people have a question in one of these areas, she’s the one we go to. Her ability to listen and deliver results based on the needs of our customers is what makes her a pertinent member of the Customer Success department.
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Marissa Kosin
Senior Software Training Consultant,
Total Expert

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Marissa Kosin
Senior Software Training Consultant,
Total Expert

Marissa Kosin is a Senior Software Training Consultant at Total Expert with more than 7 years of experience training in the technology space. With a research background in learning and memory, she has a passion for the variables that impact learner success. Her current focus is supporting administrators in developing long-term campaign strategies and precise internal communication plans for maximum engagement. Marissa believes in having the best time possible while learning and works to create memorable experiences for attendees of all levels.
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Matt Tippets
Chief Product Officer
Total Expert

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Matt Tippets
Chief Product Officer
Total Expert

Matt Tippets brings decades of director-level product leadership to the Total Expert team. As chief product officer, he leads product strategy, product management, design, product marketing, and program management. He believes customer-driven strategies are key to the success of software-as-a-service companies and brings that focus on tangible value to Total Expert customers and their businesses.
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Stephen Pacinelli
CMO,
BombBomb
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Stephen Pacinelli
CMO,
BombBomb
A passionate storyteller by nature who measures his success by helping people reach their potential, Steve Pacinelli is Chief Marketing Officer at BombBomb and coauthor of Human-Centered Communication and Rehumanize Your Business. Prior to joining BombBomb, he was a customer and advocate of personal video for its benefits to his sales teams as Sales Manager, Vice President of Events, and National Speaker for Realtor.com. Steve’s presented to more than 1,000 audiences on topics like online marketing, video communication, consumer psychology, and lead conversion. He resides in Downingtown, PA with his wife, twin boys, and daughter. 
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Sue Woodard
Advisor to Total Expert
STRATMOR

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Sue Woodard
Advisor to Total Expert
STRATMOR

Along with her signature passion for people, Sue Woodard brings over thirty years of financial services and fintech experience to her roles as an Independent Consultant to the STRATMOR Group, Senior Advisor to Total Expert and industry “Evangelist At Large!”  Sue started her career at the ground level in financial services, became a top producing mortgage loan originator, then leveraged her knowledge to become a highly acclaimed industry speaker, subject matter expert and fintech executive.

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Tess Daily
Manager
Total Expert

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Tess Daily
Manager
Total Expert

Tess Dailey is a SaaS obsessed, metrics oriented data nerd, that believes in failing fast and always leads with great tenacity to support her client's success. Her passion stems from over a decade of technology, sales, management, and building successful partnerships in the SaaS world. She has a deep knowledge of multiple industries, custom technologies,  integrations, and data analysis. Tess also has a personal hobby that fits swimmingly with Total Expert. She is a licensed real estate agent in Arizona and California, making her perspective and usage of Total Expert's platform ever more valuable for Admins, Los, and even Total Expert's product team.

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Traci Huntemann-Piatt
Vice President of Marketing
Envoy Mortgage

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Traci Huntemann-Piatt
Vice President of Marketing
Envoy Mortgage

Traci Huntemann-Piatt is an innovative and award-winning communications and marketing leader with broad experience in the corporate and non-profit sectors, spending the last 18 years in leadership roles within the financial industry. Currently Traci serves as Envoy Mortgage’s Vice President of Marketing, where she leads its corporate and field marketing strategies and execution. Traci joined the Envoy team in December 2021 with a priority on creating a field-focused strategy to help drive growth, while building out an internal field-centric marketing team to increase its internal expertise and capacity. She has been working with her new team to create effective field-facing marketing strategies that better align with localized branch opportunities by leveraging enterprise-wide marketing tools and resources, including Total Expert, while partnering with individual branches to create custom localized marketing initiatives. When not at work, Traci enjoys spending time with her husband, children and friends.
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Wendy Lewis
Sr. Executive Vice President
TowneBank

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WendyLewis

Wendy Lewis
Sr. Executive Vice President
TowneBank

Wendy Lewis is the Director of Marketing for TowneBank Mortgage, a Virginia Beach-based mortgage company that focuses on retail mortgage lending.
 
She is a creative thinker with over 20 years of experience in the mortgage industry. Wendy helped build the TowneBank Mortgage marketing department from the ground up by implementing print and digital marketing strategies and building a world-class tech stack to help loan officers increase their pipeline, retain prospects and past clients, and establish profitable business relationships.
 
She has a strong history of developing and managing strategic partnerships and driving revenue through innovative multi-channel marketing and data mining.
 

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