Everwise Credit Union Executive and Leadership Team

Richard Rice, the President & Chief Executive Officer at Everwise Credit Union, directs the overall strategic vision and operational execution for the financial institution. Rice oversees the integration of banking solutions, including checking accounts, savings accounts, mortgages, auto loans, and home equity loans, ensuring alignment with the credit union's mission in Indiana and Michigan. This leadership role involves driving growth and enhancing member value through innovative financial products and services. The Chief Executive Officer's purview extends to maintaining strong relationships with stakeholders and guiding the organization through evolving market dynamics. By championing a member-focused approach, Richard Rice ensures Everwise Credit Union remains a trusted partner for financial well-being across its service regions. The executive's strategic direction supports the expansion of digital and branch banking capabilities, reinforcing the credit union's commitment to accessibility and service excellence.

Todd Brown, the Chief Financial Officer at Everwise Credit Union, manages the institution's financial health and strategic fiscal planning. Brown directs all financial operations, including budgeting, forecasting, and capital management, critical for supporting the credit union's diverse offerings like mortgages, auto loans, and home equity lines of credit. This role ensures robust financial controls and compliance with regulatory standards across Indiana and southwest Michigan. The Chief Financial Officer's responsibilities include optimizing financial performance to enhance member value and support the credit union's expansion initiatives. By analyzing market trends and economic conditions, Todd Brown provides essential financial insights to guide strategic decision-making. This executive's leadership ensures the stability and profitability necessary for Everwise Credit Union to continue providing comprehensive banking solutions and maintaining its strong community presence.

Amy Jacobson, the President at Everwise Credit Union, drives regional operational strategies and market development within Indiana and southwest Michigan. Jacobson focuses on enhancing the delivery of banking solutions, including mortgages, auto loans, and home equity loans, to meet the specific needs of members in these key geographic areas. This leadership position involves fostering strong community ties and ensuring seamless integration of digital and branch banking services. The President's responsibilities include overseeing branch performance and implementing initiatives that promote financial literacy and accessibility. By championing member relationships, Amy Jacobson ensures Everwise Credit Union remains a trusted financial partner. This executive's dedication to service excellence supports the credit union's mission of providing valuable banking solutions and contributing to the economic vitality of the regions served.

Waylon Peterson, the CFP, President at Everwise Credit Union, directs strategic financial planning and client advisory services, particularly focusing on wealth management and long-term financial goals. Peterson oversees the provision of comprehensive financial solutions, including specialized advice for mortgages, auto loans, and home equity products, ensuring members achieve their financial objectives across Indiana and Michigan. This role emphasizes the integration of financial planning expertise with the credit union's core banking offerings. The President's strategic oversight extends to developing personalized financial strategies that support member growth and security. By leveraging Certified Financial Planner expertise, Waylon Peterson enhances the value proposition of Everwise Credit Union's services. This executive's leadership ensures members receive expert guidance, reinforcing the credit union's commitment to fostering financial well-being and providing robust banking solutions.

Nancy Engelmann, the Chief Human Resources Officer at Everwise Credit Union, leads all human capital strategies and organizational development initiatives. Engelmann oversees talent acquisition, employee engagement, compensation, and benefits programs designed to attract and retain top talent within Indiana and Michigan. This critical role ensures a supportive and productive work environment, fostering a culture aligned with the credit union's member-centric mission. The Chief Human Resources Officer's strategic focus includes developing leadership capabilities and implementing HR policies that enhance operational efficiency and service delivery across all branches. By championing employee well-being and professional growth, Nancy Engelmann contributes directly to the credit union's ability to provide exceptional banking solutions, including checking accounts, savings accounts, and various loan products. This executive's efforts are fundamental to maintaining a high-performing team dedicated to member satisfaction.