The Remedy Consulting management team is comprised of former financial industry core processing vendors, banking industry executives and project management professionals. Our management team has strong business acumen, is customer centric and serves as trusted advisor to banks and credit unions.
Charlie Kelly is a Partner at Remedy Consulting. Remedy advises Banks and Credit Unions on Systems Selections and Contract Negotiation, Vendor Management, Mergers and Acquisitions and Technology Strategy. Charlie hosts a thought leadership podcast for bank executives called BankTalk.
Prior to Remedy, he served as the Vice President of Product, Pricing, and Contracts at Fiserv, where he was responsible for negotiating client contracts setting product and pricing strategy. Charlie also has over 10 years of experience managing operational teams in banking and mortgage.
Charlie has a bachelor’s degree in Marketing from the University of Wisconsin, and an MBA from Marquette University. He serves as a regular speaker at Bank and Credit Union industry events and is a published author in trade publications. Charlie serves on a local credit union board of directors and participates in community development as a leader on the church parish council.
Brian is a Senior Director at Remedy Consulting specializing in contract negotiations, system selection and strategic planning for community banks and credit unions. Brian’s expertise is in fintech consulting, contract management and maximizing profitability through pricing for clients.
Prior to Remedy, he was Pricing Manager at Fiserv and has over 15 years of pricing and contract negotiation/management.
Brian has a BBA in Finance & Accounting from the University of Wisconsin-Milwaukee.
Jordan Kelly is a Consultant at Remedy Consulting since January 2020. She handles project management and negotiations at Remedy.
Prior to Remedy, Jordan serves as a senior project manager at multiple local corporations. She specializes in corporate training, project management and client strategy.
Jordan has a bachelor’s degree in biology and general studies from the University of Wisconsin-Madison.
Director, Marketing & Operations
Karen Lowerr is the Director of Marketing & Operations at Remedy Consulting since September 2020. She specializes in marketing, events and project management. Karen produces marketing campaigns/content, BankTalk Podcast, events/tradeshows, and administrative operations of the consulting firm as well as serves as a project manager on the system selection line of business.
Prior to Remedy, Karen worked at Dematic Corporation as the Events Project Manager for seven years, worked in event management at the Medical College of Wisconsin and was Travel & Events Coordinator at the Kern Family Foundation in Waukesha, WI.
Karen has a Bachelor's degree in Marketing from University of Wisconsin-Whitewater, MBA in Corporate Communications from Concordia University Wisconsin and holds the Certified Meeting Professional (CMP) designation from the Events Industry Council and Project Management Professional (PMP) designation from the Project Management Institute. She is an active member of Project Management Institute of Southeastern WI, Meeting Professional International - Wisconsin Chapter, and Milwaukee Alumnae Chapter of Sigma Sigma Sigma.
Rich has been a sales professional at Remedy Consulting since May 2023. His goal is to educate potential clients on the strategic and financial impact Remedy creates.
For the past 15 years, he's worked within multiple areas of the Finance industry. During that time he focused on human capital management at ADP, financial planning with Empower Retirement, and sales consulting with smaller firms. Rich enjoys networking and finding successful solutions for involved parties.
Rich has a bachelor's degree in Psychology and a Business minor from the University of New Hampshire.
Business Development Consultant
Julie Callaway joined Remedy Consulting in April 2022. She specializes in business development and project management and leads our sales team. She will be leading initiatives on partnerships and helping to drive sales.
Prior to Remedy, Julie was in the financial services and insurance industries for over 25 years. She was in sales and client services and implementation management for group healthcare administration at Cigna Healthcare of Colorado.
Julie recently moved to Milwaukee and enjoys travel, community gardening, and spending time with her granddaughters.
Ashley Lubkeman is the marketing intern at Remedy Consulting since July 2023. She assists the Director of Marketing and Operations with content relating to the website, editing the BankTalk Podcast, and an emphasis on inbound marketing communications.
Ashley is currently a student at Carroll University. She is majoring in Business Economics and Political Science.
Cornerstone Bank thanks Remedy Consulting as a strategic partner in core contract negotiation. Brian, Project Manager, streamlined the process of our core vendor renewal and advised us as to the new technologies that we could continue/implement and still receive a cost reduction on our five-year contract. We are happy to highly recommend Brian and the Remedy Team.
John Doull, President
Cornerstone Bank, Overland Park, KS
After completing one renewal on your own, it was evident that market pricing information was necessary for an effective negotiation. Remedy was able to provide that plus other contract information that made for a positive renewal. Remedy was able to achieve more than our expectations, including significantly lower rates.
Amy Johnson, COO
Dairy State Bank, Rice Lake, WI
Our organization was engaged in a negotiation with our core provider for a contract renewal. Although we were already well into the process, I made the decision to hire Remedy because I felt the negotiations were taking too long and consuming too much of my management team's time.
Josh Hoppes, CEO
Mutual Savings Association, Leavenworth, KS
Remedy Consulting was able to achieve much more than our expectations during our core contract negotiation including significantly lower rates and contract language that much more favorable to the bank. We were extremely impressed with the project management and professionalism shown by the Remedy Team. Highly recommended.
Walker Jordan, President
Bank of Monticello
We wanted to ensure our pricing and contract terms were in line with those of other financial institutions. Remedy had the tools and knowledge to help us out. The process, from beginning to end, lasted about 4 months. Remedy took care of all the negotiations and simply kept us apprised of where the negotiations were at and how they were going.
Ben Hansen, CEO
RSNB Bank, Rock Springs, WY