Archives: People

Paul Robert is our Chief Executive Officer and orchestrates the consulting services for each of our clients and partners. He has over twenty five years’ experience in financial services and…

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Denny Graham is the Founder and President Emeritus of FI Strategies, LLC. Denny will oversee and be actively involved in many client engagements. Though he has an amazing background in…

Angela brings a distinct specialty-set in the critical areas of employee engagement, leadership development, and member loyalty strategies. She has helped hundreds of business leaders and young professionals through her…

Jayne Hitman is a credit union professional with 30 plus years of experience and expertise in all aspects of member and employee engagement. She is a consultant and thought leader…

Jennifer’s career in financial services includes 18 years at credit unions as well as the Federal Reserve Bank. Most recently, she was Director of Organizational Performance & Strategy at We…

Susan Schulz has a wide breadth of experience working for super-regional and community financial institutions over her 30-year career. She began working as a part-time teller during college and worked…

Carla Dawson, Chief Administrative Officer: Carla handles the administrative side of all engagements. Her professional background includes managing the mortgage operations area of a financial institution with volumes in excess…