Mackenzie Acri is a detail oriented, results driven Team Lead Technical Account Manager with over 8 years of customer relationship experience. Over the past 5 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.

Susu Adriaens is a seasoned product leader with over 15 years of experience building and launching B2B SaaS software.  Susu’s background spans a wide range of industries from ecommerce to healthcare and now financial services in her current role as Senior Director of Product Management at Total Expert.  She has a proven track record of launching delightful products that exceed expectations, resulting in increased customer satisfaction and revenue growth.  Susu believes in human centered design and a customer centric approach.  Combined with her deep understanding of technology and its applications, Susu is committed to the continuous improvement of existing products while relentlessly pursuing innovation into new areas of opportunity.

Kim Allen is the Customer Relationship Manager at The Federal Savings Bank. She joined TFSB 8 years ago in operations before joining the marketing team. During her time in marketing, Kim spearheaded process improvements and served as a point of contact for all banker’s marketing needs. After becoming a full time remote employee, 5 years ago, Kim took on learning all things CRM. Today she is the head admin on all CRM related items, oversees the build out and deployment of email campaigns, and is helping to grow digital acquisition for the bank. She lives in Santa Rosa Beach, FL with her husband, 2 turtles and cat.

Born and raised in the Dallas area, Sarah graduated summa cum laude from the University of North Texas with a bachelor's degree in public relations and minor in marketing.  She started her career in the mortgage industry at Fairway Independent Mortgage Corporation in 2014 with a focus in marketing automation. During her eight-year tenure, Sarah has implemented numerous email and direct mail campaigns, deployed system integrations, and driven user engagement to better support the branch network. As a product owner, she managed the roll out of a new marketing operations system, which now has more than 4,500 Fairway users nation-wide. She is also a coach for Fairway Ignite, an internal coaching and training company, serving corporate managers and team leads to help them reach their personal and professional goals. In her free time, Sarah and her husband love scuba diving and hanging out with their golden labradoodle.

Chief Evangelist at BombBomb, Wall Street Journal bestselling author of Human-Centered Communication and Rehumanize Your Business, and host of Chief Evangelist and The Customer Experience Podcast, Ethan Beute has spent the past decade helping business professionals connect and communicate more effectively using video messages. He’s sent more than 15,000 videos himself. Prior to joining BombBomb, he spent a dozen years leading marketing teams inside local television stations in Chicago, Grand Rapids, and Colorado Springs. He holds undergraduate and graduate degrees from the University of Michigan and UCCS in communication, psychology, and marketing. A husband and father, he lives in Colorado Springs, Colorado.

With 20 years of experience in mortgage technology, Dan Catinella is a seasoned technology executive focused on driving digital transformation through all channels of lending. In an ever-changing digital landscape, Dan keeps a constant pulse on the next innovation that could change the way business is conducted. As Chief Lending Officer for Total Expert, Catinella identifies and develops high-impact innovation strategies that align with the company’s business goals and growth priorities. He works with Total Expert’s customers to dig into the problems they’re looking to solve and aligns Total Expert’s innovation strategy with their business goals.

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.

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.

John Chambers Dunn is a teacher at heart and a trainer by luck. He has worked at Total Expert since 2018, allowing him to gain deep experience with the product, the people, and the mission. Within the Professional Services team, John has worked with retail and consumer direct lenders, banks, and credit unions to optimize their use of TE, grow their business, and learn the best practices, tips, and tricks that make Total Expert the best platform for the industry. John sings in a professional choir in the Twin Cities and enjoys dogs, hiking, and crossword puzzles.

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. 

Bio coming soon!

Jennifer Geaslen very recently joined the Total Expert team to lead modernization of platform analytics and reporting. With twenty plus years of experience bringing products to market for a variety of industries, Jenn is passionate about providing continuous value to customers through superior product experiences. Most recently, Jenn spent ten years leading data products for one of the largest fintech companies in the world, Finastra, helping community banks and credit unions mature customer engagement from MCIF to modern business intelligence and advanced analytics.

Jelaire is the Brand Ambassador at Prosperity Home Mortgage and travels the country training and elevating mortgage lenders and leaders to change the game and maximize their future growth potential using various tools in the PHM technology stack. Traveling in market and the conference circuit allows Jelaire to promote the PHM brand in a public space and elevate the MC brand using PHM's tools. In market, Jelaire works to drive the adoption of those tools. Mortgage was not Jelaire’s first stop. She started at a lobbying firm on The Hill in DC and then moved into the non-profit space soon after she realized The Hill was not for her. Jelaire started in the mortgage industry in 2012 as a Loan Officer Assistant. She played in that space for about 6 years, but her true passion is in a creative space where she gets to build relationships. She eventually edged her way into a marketing position and the rest is history.

Bio coming soon!

Patrick Hanley, VP Partner Ecosystems, has almost 20 years of experience helping organizations maximize their success through partnering with other organizations to create that “Better Together” story. Patrick’s leadership experience spans Product Management, Product Marketing, Strategic Alliances, System Integrators, Value-Based Pricing, Sales, and Partner Ecosystems. Having worked with some of the largest software leaders (Microsoft, Salesforce, AWS), in the world, and specific niche partners that add unique values, Patrick believes in the power of working together with others unlocks greater potential than any one organization can alone and unlocks exponential growth opportunities for both Total Expert and its partners.

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.

Bio coming soon!

David Kistler joined the Total Expert team in early 2023. David brings a decade of experience in developing and delivering go-to-market strategies for industry leaders across the healthcare, consumer goods, and financial services sectors. Before joining Total Expert, David spent four years leading the go-to-market motions for category leader nCino, helping drive business-changing digital transformation results for credit unions, community and regional banks, and global financial institutions.

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.

Marissa Kosin is an experienced technology educator with a passion for sales. She manages Total Expert’s Training & Education team from the vantage point of 2 goals: 1. Consulting marketers on building automation to support their client experience. 2. Consulting sales teams in leveraging technology to grow their businesses. Formally educated in psychology with a research focus on learning and memory, she is deeply invested in eliminating barriers in learning. Marissa believes that having the best time possible in training develops enduring retention and leads to learner engagement.

"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.

James Robert's insights have been featured in leading media outlets including Entrepreneur.com, US News and World Report, Quartz, The Financial Brand, American Banker, CU Times, and CU Journal among many others and he frequently speaks at the top industry events and universities around the world."

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.

Bio coming soon!

Matt McEnery is a Principal, Strategic Customer Success Manager at Total Expert, with over 5 years of SaaS and customer success experience. In his role, he partners with Total Expert’s strategic customers, focusing on empowering their marketing teams and originators to achieve the maximum ROI from the Total Expert platform. Not only does he love partnering with our customers, but he also is extremely passionate about working with our internal product team to solve complex customer problems that deliver scalable solutions. Matt is a highly valuable asset to our customers and to the customer success organization as a whole.

Kayla Powell is the Director of Marketing Operations at Movement Mortgage, where she leads project managers, tech support, marketing education and digital adoption. She graduated from UNC Charlotte with a degree in Marketing and has more than 7 years of event planning, project management, fintech, and leadership experience. She lives near Charlotte, N.C. with her two kids and their goldendoodle.

Over the last 8 years, Jeff has built and delivered best-in-class marketing platforms for two of the largest non-bank lenders in the country. As Vice President of Marketing Operations at Guaranteed Rate, he is focused on the identification, implementation, adoption, and ROI of all marketing vendors. Outside of the office, Jeff is an avid Boston sports fan and below average golfer.

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.

James White, general manager of banking, has over 25 years of experience helping modern depositories grow market share and drive profitability. James’ leadership experience spans strategic planning, product development and delivery, professional services, sales and marketing, and customer success. Having worked with some of the largest banks and credit unions in the world, James believes in the power of an empathetic bank or credit union to create customers for life.

Melissa Wright is a nationally ranked executive leader, Chief Sales & Marketing Officer of American Pacific Mortgage and a true expert in strategic design. With more than 20 years in C-Suite Leadership Melissa has built companies from ground up to multi-million-dollar acquisitions, led organizations from last place to #1 in their industry and grown sales from $4 billion to $24 billion. She has been ranked as a Top Marketing Leader, awarded Top 30 Women in Business, a 7-time winner of Best in State and nationally recognized as one of the top 100 Most Influential Mortgage Executives in America. Over the course of her career, as a highly regarded practitioner and speaker Melissa has presented to thousands of audiences on sales and marketing innovation, easy to implement customer experience strategies, and how to create alignment in your personal and professional life to do work that matters.

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.