Diane Parham: President/Chief Executive Officer
Diane joined Aux and InNetwork in 2019 as CFO. She led the outsourced Accounting Services department until her selection as CEO of Aux and InNetwork. She has over 20 years of credit union experience and previously was an SVP at Members Choice Credit Union in Houston, Texas. Diane has held positions of both CFO and CLO and was responsible for leading a team of 35 across lending, business intelligence, accounting, operations, risk management, and information technology. During her leadership at Members Choice, Diane developed commercial lending from a Small Business Administration members-only business loan portfolio to a well-rounded commercial loan product offering.
Previously, Diane was the Finance Manager at American Airlines Federal Credit Union in Fort Worth, Texas, where she managed five team members, monitored expenses and forecasts, and managed investment and loan participation portfolios. Diane also maintained a $2 billion investment portfolio for the credit union within NCUA guidelines.
Holla Walker: Chief Financial Officer
As the CFO for Aux, Holla leads the popular Outsourced Accounting Service and Strategic CFO Service. which assists credit unions with everything from CFO-level services to daily processing. She helps credit unions with strategic accounting, regulatory help, budgeting, and financials. Holla is a credit union professional with over 20 years of experience in accounting, finance and operations. Since January 2020, she has served as a credit union CFO consultant, providing both tactical and strategic support to credit unions in need. She utilizes her experience to assist credit unions with the challenges they face, integrating credit unions’ strategy into solutions.
Prior to joining Aux, Holla has held several CFO, VP of Finance and Controller positions in the credit union industry throughout her career. Holla holds an MBA with a concentration in Finance and dual Bachelor of Science degrees in Accounting and Finance from the University of Houston – Clear Lake, Texas.
Bridgette Mayon: Chief Experience Officer
Bridgette Mayon joined the Aux Team in December 2021. She has over 36 years of progressive financial banking experience with the last 7 years in the credit union industry and the last 5 years as the VP of Member Services, Chief Retail Officer and Chief Experience Officer. She knew when she joined the credit union movement her passion was fulfilled.
She will share her combined experience and enthusiasm with credit union clients. Bridgette has always had a passion for helping others and finding resolutions that would help them meet and exceed their goals. Now she’s excited to say, “I’m the person that has the privilege of helping credit unions every single day!”
Bridgette enjoys learning new things and has rediscovered her favorite hobby of crafting. She most enjoys spending time with her family and her three “Grand-Girls”.
🧩 CFO Services Team
Marianne Quinn: VP of CFO Services
Marianne has more than 20 years of credit union experience. She has held CFO positions at IDB Global Federal Credit Union ($750 million in assets) and at Advantage Financial Federal Credit Union ($120 million in assets).
She has worked extensively with investment and loan participation portfolios, helped develop a commercial lending program, written and enhanced policies, led budget development, improved liquidity monitoring tools, implemented CECL, strengthened internal controls, and improved accounting processes. She increased the use of data analytics to strategically grow credit union product usage.
Marianne enjoys the challenge of improving performance while managing risks. She has significant experience working with asset liability management including what-if scenarios, NEV and NII monitoring and forecasting and improved the reporting to the Board and Finance Committee. She regularly participated in and led discussions at the Board of Directors and Finance Committee meetings.
In addition, she has managed numerous NCUA exams and audits including resolving documents of resolution and findings.
Marianne majored in Finance and minored in English at Georgetown University. She also received a certificate in Advancing DEI in the Workplace from Georgetown.
Rich Nave, CPA: CFO Consultant
Rich has over 38 years of finance and accounting experience, including 17 years in the credit union industry, the last 13 as the CFO for a large credit union in New York. Prior to that Rich has held various finance positions in both publicly traded and private organizations across various industries.
Rich is passionate about helping credit unions thrive. Collaborative and service-oriented, Rich provides strategic insights and critical decision-making analytics while communicating the story behind the numbers. He is also passionate about leadership and organizational growth.
Todd K. McCoy, CPA: CFO Consultant
Todd K. McCoy, CPA, is a seasoned financial executive with over 20 years of experience in the financial sector, encompassing roles in accounting firms, banks, and credit unions. He currently serves as the Director of Tax and CFO Services for a CPA firm in Lexington, KY.
Prior to his current position, McCoy held the roles of Chief Financial Officer at Valley First Credit Union and Vice President for Finance & Risk Management at the University of Kentucky Federal Credit Union, overseeing accounting and finance, financial reporting, asset/liability management, internal audit, risk management, payments, collections, fraud and loss prevention, and compliance. Earlier in his career, McCoy worked in public accounting, higher education, banking and horse racing.
McCoy’s areas of interest include analytics models, business operations, finance, deposit products, consumer loans, risk, collections, fraud prevention, horse racing and mobile home park management.
Tim Jensen: CFO Consultant
Tim has been in finance and accounting for over 30 years. Most recently he was CFO at two California credit unions of nearly $10 billion and $2 billion. Prior to working as a financial executive with credit unions, he worked as a risk manager at a global trading firm in Chicago, and an ALM and Secondary Marketing consultant for some of the largest banks and mortgage companies in the world.
Tim’s passion is developing and executing financial strategy for credit unions of all sizes. He loves creating highly effective ALM practices, developing pricing and profitability strategies, and improving accounting and finance processes so staff time can be spent on analysis rather than data entry.
🔍 Compliance Services Team
Jason Clarke, CUCE, CUERME, NCCO, BSACS: VP Compliance
Jason has over 20 years experience in the credit union movement, 15 of which have been in regulatory compliance, BSA/AML, risk management, and advocacy. In that time, he has obtained compliance and risk management certifications from both credit union trade associations and served on legislative and regulatory affairs committees for a credit union, the Virginia Credit Union League, and local Chamber of Commerce. Prior to joining Aux in December 2020, Jason spent 15 years developing, building, and maintaining the compliance and risk management program at a community credit union.
As an adult he fulfilled a life-long dream of attending and obtaining a degree (Bachelor of Interdisciplinary Studies – Social Science) from the University of Virginia.
Jamin Carlisle, CUCE, BSACS: Compliance Manager
As do all our Aux Compliance Team members, Jamin has extensive experience in credit union-specific compliance. His primary areas of expertise include BSA/AML, vendor management, disaster recovery, and staff training.
In addition to in-house credit union compliance experience, Jamin has served on planning committees for consumer awareness and elder abuse conferences and given presentations to local community colleges, high schools, and community groups. Jamin has developed and provided compliance and BSA training for groups as large as 350 people.
Prior to beginning his career in compliance, Jamin completed his BA and MA at The University of Tennessee Knoxville and worked as a graduate lecturer.
Tanner Veis, BSACS, CUCE, CCUIA: Compliance Manager
Before joining Aux, Tanner worked for Bear Paw Credit Union as an Internal Auditor and BSA Compliance Officer. He has been in the financial services industry for over a decade and obtained his master’s degree in business administration in 2020. In his spare time, he enjoys coaching basketball and golf. He also likes to play basketball and golf himself, as well as hike. Tanner enjoys folk music and hip hop. He is engaged and his fiancé and he have 2 rescue pups, named Lulu and Paula. Lulu is a husky and Paula is a yorkie.
Kyla Dartez, NCCO, CUCE, BSACS: Compliance Specialist II
Prior to becoming a full-time Compliance Officer in 2002, Kyla spent almost 15 years in Credit Union operations gaining valuable experience and insight into how regulatory compliance works in the “real world.” She now applies that knowledge as a Compliance Specialist, assisting with product development, staff training, advertising review, development of policies and procedures, and the completion of various regulatory compliance reviews.
Kyla regularly attends meetings of the Capital Area Compliance Roundtable and Bank Secrecy Act Roundtable. Kyla is a CUNA certified Credit Union Compliance Expert (CUCE), a NAFCU Certified Compliance Officer (NCCO), and a certified Bank Secrecy Act Compliance Specialist (BSACS).
Maggie Davis, CUCE, BSACS: Compliance Specialist II
Prior to joining the Aux Compliance Team, Maggie worked for a number of financial institutions, including banks and credit unions of all sizes. She has experience in all aspects of member-facing services and sales, as well as compliance operations. Maggie’s experience in the financial services sector amounts to over 17 years.
Credit unions are special to Maggie because of the way members are viewed: they are not just another account number, but a part of the team. She feels fortunate that here at Aux, she can be a helpful partner to credit unions all over the country.
Maggie holds degrees in Psychology and has been able to implement her knowledge into her work life, as compliance has always been a field of interest in her previous roles. Years after being here at Aux, she often shares that she continues to find the compliance field interesting and critical to the credit union movement.
When she is not working with clients, Maggie enjoys volunteering at a local animal shelter, traveling, outdoor adventures, and seeing concerts and museum exhibits.
Laurie Moody: Compliance Consultant
Laurie resides in Woodridge, VA, with her husband. She has 2 adult children as well as 4 grandchildren. Laurie worked for United States Senate FCU as Vice President of Retail Operations for 3 years. Prior to that worked in various capacities at Belvoir FCU with Gaye, (our VP of Compliance). When Laurie left US Senate FCU they discussed that perhaps Laurie would be a great fit for Aux and then she joined our team. Laurie has been in the financial services industry since 1999. In her spare time, she enjoys walking, hiking, and dining with friends. She also likes rock ‘n’ roll music, especially Bruce Springsteen.
Barbara Silva: Compliance Specialist II
Barbara has spent over 14 years working in the credit union movement, handling a variety of roles. After spending several years working as a Teller Supervisor, Consumer Loan Originator, and a Compliance Specialist; she has grasped a comprehensive view of credit unions. The past 3 years have provided her with a learning experience focused around BSA/AML, fraud, and regulations.
She earned her Masters in Criminal Justice with a focus in Crime Data Analysis and a Bachelors in Business Administration. Additionally, Barbara is a Certified Fraud Examiner through ACFE.
During her spare time Barbara teaches group fitness classes for a local studio, volunteers at her children’s schools, and travels to National Parks with her family. She enjoys listening to podcasts and 80’s music.
Sara Lindsey: Compliance Specialist I
Sara joined the Aux Team in September 2020, originally as a support role for the company. She’s experienced in a variety of business functions, previously providing support roles in the Accounting, Law, and Marketing fields.
Her experience in a support role at Aux prepared her to join the Compliance team as a Compliance Specialist I in April 2023. She has NCCO and BSACS certifications.
Prior to her career at Aux, Sara earned a Bachelor of Science in Management from Missouri State University in Springfield, Missouri.
Becky Hoisington: Compliance Specialist II
Becky has over 30 years of experience in credit unions. After working in consumer lending, branch management and quality assurance roles, she managed the BSA/AML compliance of a $4 billion institution for 15 years. Becky joined the Aux Team in May 2024.
Becky earned a Bachelor of Business Administration from James Madison University. She holds the NCBSO designation.
Becky is a Virginia native. She enjoys reading and is an avid sports fan.
Kim DeDapper: Compliance Specialist II
Kim joined Aux in August 2024, bringing 3 years of experience in credit union compliance. Prior to her career in compliance, Kim worked as a paralegal for 9 years with a focus on consumer law and fraud.
Kim holds a Bachelor of Arts degree in Sociology-Criminology from Western Washington University in Bellingham, WA.
Karen Conner, CBSAP: Compliance Specialist II
Karen has 35 years of experience in the financial services industry, specializing in risk management and regulatory compliance. With a background in both retail banking and mortgage services, she has developed a strong understanding of complex regulatory environments. In her most recent roles prior to joining Aux, she led teams in retail mortgage underwriting, mortgage modification underwriting and compliance project work.
Karen holds a Bachelor of Science degree from Randolph-Macon College in Ashland, VA.
When she’s not at work, she enjoys exploring the National Park System, reading (primarily historical fiction), gaming and discovering new music.
Tara Spradling, CBSAP, NCCO, NCRM: Compliance Specialist II
After almost 17 years in the credit union industry, Tara moved from client contact to colleague at Aux in March 2024. She brings experience from her roles as teller, branch manager, marketing coordinator, and compliance officer to assist the Aux compliance team with serving credit unions across the United States.
Tara holds a Bachelor of Science in Business Administration from West Virginia State University and considers Appalachia home no matter where she roams or resides. She is a certified compliance officer with additional certifications in Bank Secrecy Act compliance and Risk Management.
When not working, Tara enjoys time with family, hiking, traveling, reading, and music.
💵 Accounting Services Team
Luisa Bennett: Controller
Luisa has over 12 years of banking experience, working her way up from a teller position to branch manager. Most recently, she worked as an Accountant for Members Choice Credit Union, where she had the opportunity to balance multiple daily and monthly GL accounts and participations for month end close and call report.
Luisa earned her Bachelor of Business Administration in Accounting from the University of Houston-Victoria, TX and currently working on her Master of Accountancy where she expects to graduate in the fall of ’22 and sit in for the CPA exam. She enjoys being part of the Aux Team and bringing her experience and strong skills to the team in order to assist clients. When she’s not working or studying, she’s watching sports or spending quality time with her family, who live in Katy, Texas.
Oscar Dixon: Controller
Oscar manages daily processing and monthly reconciliations for our Outsourced Accounting credit union clients.
Oscar recently completed his accounting degree at Red Rocks Community College in Lakewood, CO.
Jeny Flamenco: Accounting Supervisor
Jeny has 15 years of credit union experience, working her way up from Teller into back office operations. She has extensive knowledge of accounting daily processing, such as ACH, drafts, wires, chargebacks, and ATM & Debit card processing. She also had the opportunity to balance the corporate account, cash letter, official checks, and reconciled various general ledger accounts. Most recently, Jeny was the Deposit Operations Manager at Members Choice Credit Union in Houston, TX.
Jeny is excited to be at Aux and loves how much there is to learn while working with the various credit union clients.
Brandon Garcia: Accountant I
Brandon is a recent graduate from Metropolitan State University of Denver. He is excited for the opportunity to dive in and learn about the credit union accounting industry. Brandon enjoys learning new accounting techniques and procedures that will allow him more opportunities to help existing and potential clients. He has his Bachelor’s degree in accounting and his favorite hobbies include hiking, golf, and taking his dog for walks. His favorite sports to watch include golf, basketball, and football.
Katie Haberkorn: Accountant II
Katie manages various functions for our Outsourced Accounting clients, like daily processing, ACH and indirect lending. Her previous experience in banking includes check processing and vault operations.
Daniel Nienhaus: Controller
Daniel enjoys the variety of accounting procedures and processes that working in our Outsourced Accounting department provides. The team is constantly learning and solving new problems, and it really keeps them on their toes.
Daniel has his Bachelor’s in Accounting from Metro State University in Denver, CO and is proud to be an Eagle Scout.
Carmina Paniagua: Controller
Carmina has 25 years in experience with financial institutions, which includes 12 years in credit union accounting. She has strong skills in problem solving and developing processes to build efficiency within the organization. Previously, Carmina was the Finance Director at Members Choice Credit Union in Houston, Texas for 7 years, and prior to that was the Accounting Manager at USE Credit Union in Tomball, Texas for 5 years.
Allyshia Silva: Accountant I
Allyshia enjoys working the day-to-day operations of some of our full-service accounting clients. She has 10 years in customer services relations and is excited about learning accounting from a credit union’s perspective as well as learning and growing with the team she is working with.
Allyshia is currently attending University of Colorado Denver and is pursuing a Bachelor’s degree in International Business.
Patty Simons: VP of Accounting
Patty has 24 years of experience with financial institutions helping them build accurate reporting systems, reconcile accounts, and implement best practices.
Prior to joining Aux, Patty worked as the Business Analyst Manager for Members Choice Credit Union in Katy, Texas for 10 years. She worked for Citibank credit card services as a budgeting and forecasting analyst for the Houston and Des Moines call centers. Patty worked for BBVA corporate bank division as the manager of their corporate incentive plan.
Patty has a Bachelor of Science, Business Administration and Marketing from Slippery Rock University – Slippery Rock, Pennsylvania.
Dariane Jackson: Accountant I
Dariane enjoys the detail-oriented work and problem solving techniques that are challenged and learned daily with our AUX-some Accounting team. She completes daily processing, ACH, Shared Branching and daily Recons for our Outsourced Accounting clients.
Her favorite hobbies include spending quality time outside with her daughter, Demi, Skating, playing Basketball, and watching “Growing Up Animal” on Disney Plus.
Dariane currently has her Bachelor’s degree in Business Management from Texas A&M University and is excited to continue her education and training with Aux.
Michael Giacalone: VP of Accounting
Michael has over 25 years of accounting experience in financial institutions, including 18 years with Credit Unions. He has held positions as Accounting Manager, Controller, and CFO from very small to very large institutions. In addition, his extensive knowledge and experience includes regulatory reporting, implementation of new accounting systems, compliance, and auditing. He is enthusiastic about helping Credit Unions remain relevant and successful.
Michael possesses a Bachelor’s Degree in Accountancy from Bentley University – Waltham, MA.
Ana Palmer: Accountant II
Ana has 9 years of customer service experience with the last 4 years in a Credit Union setting. Ana has a passion for helping others achieve their goals and is excited to join the Aux team.
Ana likes baking, crafting, and going to the park with her two little ones. Ana has a BA in Psychology from the University of Texas at San Antonio.
Jordan Tkalec: Accounting Supervisor
Jordan has over 7 years of credit union experience, working her way up from Teller to Accountant. Most recently, she worked as an Accountant for Peach State Federal Credit Union, where she had the opportunity to balance daily corporate accounts, GL accounts, and worked as an Accountant for CUSO clients.
Jordan earned her Bachelor of Science in Accounting and Masters of Business Administration in Accounting from Brenau University, in Gainesville, GA. She enjoys being a part of the AUX team and using her passion to help clients. When she’s not working, she is enjoying spending time with family and friends on the lake and good music.
Emma Williams: Accounting Supervisor
Emma has over 6 years of credit union experience. Emma started her career with a small town credit union, working as a teller and eventually working her way up to an Accountant. Emma has worked with many different daily processes including, ACH, ATM & Debit Card, share drafts, chargebacks, wires, official checks, GAP & forced placed insurance and accounts payable. Month End duties Emma worked on include, fixed assets & prepaids, accrued interest, share change and board reports. Emma enjoys learning new processes and problem solving. With having her roots in the credit union world Emma is excited to be at Aux and to have the chance to help credit unions.
Emma has her Bachelor’s in Accounting from Gardner-Webb University.
Kalela Terry: Accountant II
Kalela has over 20 years of accounting experience with 10 plus years of experience with credit unions. She started as a teller and worked her way up to the Accounting Department. Having worked in Member Services and Loans, she has an intensive knowledge of Credit Union daily operations and back-office functions. She has experience in daily processing of ACH, shared branching, wires, share drafts, ATM & debit card processing and balancing, and reconciling general ledgers.
Kalela earned her BBA in Accounting Information Management from Davenport University, Warren MI. She also holds a MBA from Keller Graduate School of Management Peoria, IL. Kalela enjoys reading, sewing, and studying American Sign Language. Her goal is to sit for the state licensure test for ASL in 2024.
Cat Eddleman Murzyn: Accounting Supervisor
Cat has 22 years of experience working with credit unions, financial institutions, and private accounting. She has enjoyed learning various aspects of accounting throughout her career and applies them to her position here at Aux. Cat manages daily processes and month end processes for our Outsourced Accounting clients.
Cat currently lives in New Hampshire with her husband, son, and menagerie of pets. Her favorite hobbies are sewing, reading, and crafting. She graduated magna cum laude with a Bachelor of Science in Accounting from Albertus Magnus College in Connecticut.
Jennifer Cobb: Controller
Jennifer enjoys being outside in the warm weather and near the beach, which is a big part of why she moved to Champions Gate, FL in September of 2021. She previously worked at Farm Credit of Central Florida as a Post Close and Servicing Administrator. Jennifer has been in the financial services industry for 30 years, with 27 of those years in the credit union industry. She started as a teller with Lampco Federal Credit Union in Anderson, IN, where she learned as much as she could. She has held different positions as ACH Coordinator, Loan Officer, accounting department and CFO. Jennifer absolutely loves the credit union mission as well as working in a credit union, where the members become like family. Aux allows her the opportunity to work with many credit unions and help with their needs.
Ana Espinoza: Accountant II
Ana is originally from Mexico. She graduated in 2019 with a BBA in Accounting and Finance from The University of Texas at El Paso. In the middle of the pandemic, she was given an opportunity where she started working for Fitzsimons Credit Union. Ana started as a teller then moved to the accounting department. There she processed ACH, domestic and international wires, and did daily reconciliation of critical accounts. She wants to keep learning and improving, and she believes that Aux is the best place for her to be able to do that.
Lisa Watson: Accountant II
Lisa has worked in banking for 25 years, working her way from teller into the accounting department. She has worked for banks as well as Hanscom Federal Credit Union. Lisa has balanced g/l’s, fixed assets & prepaids, securities as well as bank reconciliations, ATM reconciliation, shared branching reconciliation and accounts payable. She enjoys outdoor activities and watching hockey. Originally from Massachusetts but now resides in Myrtle Beach, SC. Lisa looks forward to being a strong asset here at Aux.
Alyssa Stiles: Accountant III
Alyssa currently resides in York, PA with her husband of almost 2 years and their dog, an Australian Shepard, named Kobe. Alyssa has a bachelor’s degree in accounting, with a minor in finance. She previously was employed with Members 1st Federal Credit Union where she balanced fixed assets, prepaid assets, ATMs, and debit card chargebacks. Alyssa has been in the financial services industry for 8 years now, with 7 of those years being in the credit union industry. In her spare time, she enjoys hiking and playing with her dog. She also enjoys all types of music, including country and alternative pop. Alyssa was super excited to find Aux, where she is able to fully work remotely doing accounting work, which is exactly what she has been looking for.
Stephanie Marino: Accountant I
Stephanie lives in Erie, PA with her spoiled cat named Nutmeg. She has her bachelor’s in accounting and has been in the financial services industry for three years now. In Stephanie’s spare time, she enjoys playing video games, crafting, and crocheting.
Becca Whitmire: Accountant II
Prior to joining the Aux team, Becca graduated from Clemson University in 2016 and gained 5 years of banking and accounting experience. Following graduation, she spent 4 years in the retail banking industry moving up from a floating teller to a Branch Banker II. After that, Becca spent a year processing payroll and bookkeeping for a small CPA firm. Becca has a golden retriever, Jack, and two cats, Luci and Maybel, that keep her entertained outside of work. When she’s not working or playing with her pets, you will find Becca in her vegetable garden, either watering, fertilizing, or harvesting seasonal vegetables.
Tracey Sweetland: Accountant II
Tracey has worked her way up in banking from her first job as a bookkeeper. For the last 25 years Tracey has worked in the Credit Union industry and has held positions as a Central Lending & Underwriting Manager, Collection Manager and most recently the Call Center Manager at Members Choice Credit Union in Houston, TX.
Tracey is excited to have the opportunity to join Aux team and continue helping others succeed in their financial goals.
Jana Whitmire: Accountant I
Over the last year, Jana has moved from an entry-level teller to an interim lead teller position in a community bank in Greenville, South Carolina. She found an appreciation for the back office, and she is excited to transition into an accounting role! While still new to the financial industry, she is learning as much as possible to become knowledgeable about all aspects related to the credit union movement. Jana graduated from Coastal Carolina University in 2022 with a bachelor’s degree in political science and a minor in sociology. She is currently completing her Master of Science with Johns Hopkins University in Data Analytics and Public Policy, with a specializing focus in statistics. When she’s not working or focusing on her studies, Jana enjoys reading, puzzles, and spending time with friends and family.
Andrea Holzheimer: Accounting Supervisor
Andrea joined AUX in December of 2022. She has over 16 years of credit union experience, working her way up from member services to accounting manager. She was able to gain experience in many areas including ACH, Share Drafts, Investments, Fixed Assets, Prepaids, Month-end close, and Call Report.
Andrea earned her Bachelor of Science degree in Business Administration from Montana State University, Northern in Havre. She is also a graduate of Western CUNA Management School class of 2017.
She loves being a part of the AUX team where she can share her experience and skills with the team and clients. When she is not working she is helping her husband and son run their ranch in Montana.
Helen Cryer: Accountant II
Helen Cryer began her career doing backroom banking services for small banks and savings and loan financial institutions. She then began her journey in the banking industry, working on return items, research, adjustments, and FRB settlement. In 2000, she began working for MemberSource Credit Union in the accounting department and fell in love with the credit union movement. Her last position at MSCU was as the accounting manager. She brings a lifetime of experience to Aux LLC and is thrilled to work for you.
Bill Allen: Accountant II
Bill has over 13 years of credit union experience, starting off as a Teller and backup Accounting Technician out of college. Prior to joining the Aux Team, he worked as an Accountant for Northern Credit Union for 11 years, where he learned everything from daily journal entries and processing accounts payable to board reporting and call reports. Bill is very excited to be on the AUX team to learn how differently credit unions process tasks and to work with the credit unions to improve efficiencies.
Prior to starting his career, Bill achieved a Bachelors Degree in Accounting from the State University of New York (SUNY) at Oswego in May of ‘09. While working for Northern Credit Union, Bill went back to school to achieve a Masters of Business Administration (MBA) degree from SUNY Oswego in May of ‘19. Bill lives in Lowville, New York, with his wife, two daughters, and many pets. Outside of work, he enjoys spending time with his family and playing games of all types (board, video, and sports games).
Byron Wah: Accountant III
Byron has 10 years of credit union experience, holding various positions including teller, operations support, accounting clerk, and accountant. In his previous role as accountant at The Summit Federal Credit Union, a 1.3 billion-dollar asset-sized credit union with 89,000 members, he performed a variety of duties, including daily and monthly GL balancing, budget preparation, and call reporting.
Byron is currently a senior at SUNY Brockport pursuing a Bachelor of Science in Accounting, and he will have 150 credit hours upon graduation and will sit for the CPA exam. In his free time, he enjoys attending concerts, music festivals (SXSW, GovBall, Music MidTown), film festivals (Sundance, Full Frame, TIFF) and traveling.
Noah Lentz: Accountant I
Noah resides in Arizona, as he is a recent graduate from Arizona State University, where he graduated with degrees in both business and philosophy. He believes that AUX offers a unique environment to blend both his business and philosophical backgrounds. At AUX, doing business work that serves credit unions ultimately benefits the broader community, particularly the members of those credit unions. Those members, as a result, are given more security and transparency from their financial institution, which is important in an ever-changing world.
In his free time, he enjoys reading, especially works by authors with absurdist undertones such as Camus and Kafka. Additionally, he enjoys golfing, watching baseball, and spending time with family, friends, and his dogs.
Illiana Paniagua: Accountant I
Illiana has 10 years of customer service experience and earned her Bachelor’s degree in Accounting from Sam Houston State University, TX.
Illiana is thrilled to be at AUX and looks forward to the opportunity to expand her accounting knowledge and skills.
Shannon Goode: Accountant I
Shannon has eight years of experience in the credit union industry. She began her career as a teller and has since advanced into roles involving mortgage support, accounting, and back-office operations including ACH processing. Her broad experience provides a well-rounded understanding of financial services and the day-to-day operations to support them. Shannon holds a degree in business administration from Northern Oklahoma College and resides in central Wisconsin. Outside of work she enjoys raising her family.
Briana Green-Galaz: Accountant I
Briana resides in Tucson, Arizona where she started in the credit union industry around three years ago as a traveling teller and later moved into a loan processing position. An opportunity opened up for an accounting associate where she was able to learn a different side of the credit union industry and how the back-office processes and handles member transactions. In her free time, she enjoys listening to music, playing and watching sports, spending time with friends and family, and especially traveling.
Felecia Phillips: Accountant I
With over 15 years of experience in the financial industry, Felecia has built her career from the ground up—starting in branch operations and later transitioning into the mortgage sector. While her professional background is not rooted in traditional accounting, she brings a wealth of financial knowledge, customer service expertise, and problem-solving skills to her role. Felecia is passionate about expanding her expertise into the accounting field, eager to learn, and committed to contributing to the company’s success through her dedication and adaptability.
🎯 Marketing and Business Development Team
Aaron Geller: Marketing & Brand Manager
As soon as he was of legal working age, Aaron started working for credit unions. Employed at one of the biggest credit unions in Wisconsin, he started out as a teller and soon moved up the ranks to become a marketing associate. He is a master at both message dissemination and content production. Most recently, Aaron left his position as Director of Strategy at a social media advertising agency. In his capacity as Director of Strategy, he provided employee training on digital marketing strategy and tactics. Additionally, his efforts helped to develop a new line of business that accounted for roughly 20% of total company revenue within the first year of launch.
At the University of Wisconsin-Oshkosh, Aaron studied radio, television, and film broadcasting. Ultimately, Aaron credits his success in marketing to his love of storytelling and meticulousness.
Joye Jackson: Business Development Sales Associate
Joye is a results-driven business development professional with over 24 years of experience in sales, client relationship management, and strategic growth. With a strong background in talent acquisition and workforce solutions, she has a keen ability to identify opportunities, foster meaningful connections, and drive long-term success. Throughout her 15-year career in the credit union industry, Joye has held leadership roles ranging from Training Manager to Project Manager, VP of Strategy & Programs, and Chief Strategy Officer. She has successfully led online banking and core conversions, spearheaded product implementations, driven process improvements, and developed strategic roadmaps that have transformed credit union operations. Her expertise in training and leadership development has equipped employees with the tools and knowledge needed to drive lasting success. Joye’s passion lies in helping credit unions navigate change, optimize efficiency, and create impactful solutions that serve their members and communities.
Melissa Liegl: Marketing & Brand Specialist
Melissa is a dynamic professional with a strong commitment to the credit union movement and a wealth of experience in financial and marketing sectors. She thrives on the challenges posed by credit union regulations, using them to foster creativity and innovation.
Her career includes roles at Prospera Credit Union, Badger Globe Credit Union, and Verve, a Credit Union, where she has developed award-winning marketing campaigns, managed social media and automation, enhanced user experience, and led marketing projects and operations. Melissa’s experience extends to grant writing, communications, strategic planning, business intelligence, core implementations, product development, mergers and acquisitions, and regulatory compliance.
