Get to know the team behind Crews Bank & Trust.

Kevin P. Hagan
President

NMLS #1266007

Pittsburgh native Kevin Hagan moved to Southwest Florida with his family in 1975, when Kevin was in seventh grade. He attended Brookside Junior High and Riverview High School. In 1986, Kevin graduated from the University of South Florida with a bachelor's degree in business administration. He began his banking career in 1987 with Barnett Bank, the largest Florida-based bank at that time.

Representing financial institutions in Charlotte, Lee and Sarasota counties, Kevin has served as Commercial Real Estate Lender, Corporate Lender, Retail Manager, Vice President, and Senior Vice President. He also has experience in branch administration and business development.

In addition, Kevin served as COO of a diversified privately owned enterprise that included construction, manufacturing, and real estate investment divisions. He was also an owner/partner of a successful medical equipment company. He became president of Crews Bank & Trust in 2018.

An active leader in the Southwest Florida region, Kevin chairs the Bay Village of Sarasota County board of directors. He is a past president of the Sertoma Club of Venice and has been an engaged volunteer in many other civic and charitable organizations over the past three decades.

Christine Davis
Senior Vice President, Retail Banking

NMLS #1513225

A familiar figure in financial and community circles in Sarasota, Fla., Christine joined Crews Bank & Trust in 2019 as a vice president and relationship manager heading up the bank’s Sarasota office. She now serves as senior vice president of retail  banking for Crews Bank & Trust and its sister bank, Englewood Bank & Trust. Christine began her banking career in 1998. She has experience in retail banking, treasury management and residential lending. As a sales manager and loan officer, she has used her skills to guide, manage and influence successful sales operations, identify and mitigate risk, empower management teams, manage strategic visions, deliver product enhancement and build strong client relationships in both the corporate and community banking environments.

Christine immersed herself in Sarasota’s business and nonprofit communities. She has been involved with Boys and Girls Clubs of Sarasota County since 2002, serving as board chair, vice chair, treasurer and secretary. She is also a founding board member secretary of the Sarasota Athletic Association, a nonprofit focused on creating and managing athletic events to raise funds for local charities, and she spent two years on the board of the Ave Maria School for Special Needs Children.

Kevin Casey
Senior Vice President, Senior Commercial Lender

With over three decades of banking experience, Kevin is familiar with all aspects of commercial lending, specializing in owner-occupied and investor real estate lending. Prior to joining Crews Bank & Trust in 2015, he served as Senior Vice President or Vice President and three other Sarasota area financial institutions, concentrating on commercial banking and wealth management.

Kevin, who earned a bachelor's degree in accounting at the University of New Haven in Connecticut, was with Crews Banking Corporation less than a year when he was promoted to Senior Vice President and Senior Commercial Lender. He provides his clients, ranging from small business owners to real estate investors, with expert consultation, tailoring a financing program suited to needs.

Kevin also shares his knowledge and expertise with the community. He chairs the Economic Development, Government Issues and Transportation Committee of the Venice Area Chamber of Commerce, and he is affiliated with the Venice and Englewood Area Board of Realtors. In addition, he serves on the United Way of South Sarasota County’s Allocation Committee and is also involved with the Greater Sarasota Chamber of Commerce as a mentor of the Young Entrepreneurs Academy.

Ashley Deluca
Assistant Vice President, Loan Officer

NMLS# 1240667

Ashley started her career with Crews Bank & Trust in 2004 and has been in lending for more than 10 years. In 2020, she was promoted to Assistant Vice President. As both a residential and a commercial loan officer, Ashley helps oversee the lending process with her customers, instilling a strong understanding and confidence they carry from application to closing. An active volunteer for the DeSoto County Chamber of Commerce, Ashley serves as a board member,  secretary for the executive committee, and as member of several other committees. She is a graduate of the DeSoto County Chamber of Commerce’s Leadership DeSoto program Class VIII, and she is currently attending the Florida Banking School.

Please contact Ashley and she will be happy to assist you with your financing needs.

Doug Johnson
Vice President and Commercial Lender – Sarasota/Manatee counties

NMLS #895651

Doug joined the Crews Bank & Trust Team as Vice President of Commercial Lending for Sarasota and Manatee counties in 2018. He brought 21 years of commercial banking experience, including 18 years in commercial real estate lending. He had served as Vice President, Commercial Loan Officer and business banking manager at banks in the Sarasota-Bradenton area.

His familiarity with the Sarasota-Bradenton area enables him to provide financial and lending solutions designed to help clients grow their businesses, real estate portfolios and personal net worth.

Doug earned a Bachelor of Science degree in 1979 while majoring in psychology at the University of Florida. He received his MBA (Master of Business Administration) degree, with concentrations in finance and marketing, from the University of South Florida in 1989. USF awarded him a graduate business fellowship.

Doug completed the Graduate School of Banking at Louisiana State University in 2008, as well as Risk Management Association (RMA) courses in business tax returns and commercial loan structuring. He is an active member of the Commercial Real Estate Alliance of the Realtor Association of Sarasota/Manatee, Gulf Coast Builders Exchange and Lakewood Ranch Business Alliance. A Leadership Manatee graduate, he served on the boards of Junior Leadership Manatee (chairman in 2003) and All Faiths Food Bank. He also has volunteered with the American Cancer Society, Boy Scouts of America and the Center for Education School Parents Association.

Gloria Olvera
Loan Officer

NMLS# 1741832

Born in Mexico, Gloria has been living in Arcadia since she was six years old. Being fluent in English and Spanish enables her to communicate with a diverse array of customers, which is what she enjoys most about her job. She engages her customers with her vibrant personality, knowledge, and expertise, and she goes above and beyond to help them obtain the financing they need to acquire the home of their dreams

Gloria graduated from DeSoto County High School and  South Florida Community College. She is a licensed Florida loan officer certified through the Nationwide Mortgage Licensing System (NMLS #1741832).

Since joining Crews Bank & Trust in 2006, Gloria served in a variety of positions, including teller, back office supervisor, marketing and business development, and loan clerk prior to her current post as a residential loan officer. She also served part time as an assistant in Bank Secrecy Act compliance.

Olvera and her husband, Luben, have two sons, whom she describes as their “biggest accomplishments.” In her free time, Olvera enjoys spending time with her family and gardening.

Her community support activities include coordinating blood drives at the bank for more than five years. A graduate of the Leadership DeSoto program in 2019, she serves on the Leadership DeSoto Steering Committee for the DeSoto County Chamber of Commerce.

Michelle Potter
Vice President, Retail Banking Officer - Arcadia

Michelle joined the Crews Bank & Trust family in January 1990. She filled a variety of roles, learning from each position and advancing to management positions. She started out as a Teller, then began opening new customer accounts in 1995. Two years later, she moved into the bookkeeping department, concluding her three-year stint there as Head Bookkeeper. She was promoted to Assistant Vice President of Retail Operations in 2005 and within four years was made a full Vice President. 

A community leader, Michelle is active in many different organizations. 

Imelda Locke
Vice President, Retail Banking Officer - Sarasota

NMLS# 442940

Born in Texas, Imelda has lived in Florida since she was three months old and considers herself a native Floridian. Imelda entered the banking industry in Palmetto in 1996 after graduating from high school. She served as a head teller and personal banker for four years before being named an assistant vice president and accounting assistant. She added residential loan officer to her credentials in 2015 after completing lending courses through the Center for Financial Training.

Imelda subsequently became a vice president and branch manager, continuing to perform personal banker duties while managing branch personnel, initiating loan applications, and consulting with customers on a variety of issues.  Owning strong communication and creative thinking skills, as well as being fluent in English and Spanish, Imelda specializes in client retention and customer satisfaction.

The eldest of seven children, Imelda supports the annual Palmetto Rotary Children’s Christmas Party and volunteers with Our Daily Bread, a soup kitchen and food pantry for individuals and families in need. She enjoys running, traveling, and horseback riding.

Lory Weisensee
Executive Vice President, Director of Trust and Wealth Management

Lory manages the Trust and Investment Management Services division to help coordinate the diverse services provided. She has been involved in banking and finance since 1990. Her management and operations experience gives her the resources necessary to lead a team of professionals offering banking and trust products and services with a high degree of personal attention.

Lory is a graduate of:

• Florida Bankers Association’s Graduate School of Banking, University of Florida, Gainesville
• Florida Bankers Association’s Trust School, University of South Florida, Tampa
• Leadership Charlotte Class of 2003, sponsored by the Charlotte County Chamber Of Commerce

In addition, Lory has earned both the Florida Certification and National Certified Guardian designations. She serves on the Executive Committee for the Florida Bankers Association’s Trust and Wealth Management Division, volunteers with Tidewell Hospice and serves as a member of the Board of Directors of the Military Heritage Museum.

Samuel Kiburz
Senior Vice President, Chief Investment Officer

Samuel manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. He has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Samuel's education includes:

• Bachelor of Science in Business Administration from the University of Florida, Gainesville
  Degrees in Finance and Insurance with a Minor in Economics
• Master of Business Degree from Florida Gulf Coast University, Fort Myers
  Concentration in Finance, graduated Cum Laude

• Series 7 – General Securities (stocks, bonds, mutual funds)
• Series 6 – Investment Company / Variable Contracts
• Life, Health, and Variable Annuity License in Florida

Samuel is a member of the Punta Gorda Police Officers’ Pension Board and the Charlotte County Estate Planning Council . He is an Eagle Scout and serves as Scoutmaster for Troop 95 of the Boy Scouts of America.

He has held the following non-profit positions:

• Board of Directors of the Charlotte County YMCA
• Vice Chairman and Investment Committee Chairman of the Cape Coral Community Foundation
• Executive Board of Directors and Finance Committee Chairman of the Lee County YMCA
• Board of Directors of the Endowment Committee for the YMCA of the Palms
• Board of Directors of the Naples Area Board of Realtors Commercial Committee
• Board of Directors of the Charlotte Community Foundation

Gregory Thomas
Vice President, Portfolio Management Services

Greg manages the investment holdings of clients via their trusts, IRAs, or individually titled accounts. He also manages assets for private foundations and nonprofit organizations throughout the state of Florida. Greg graduated from Mercy College in New York with a bachelor’s degree in government in 1988. He began his career in computer and internet technology in New York City and operated his own consulting and support firm in the early 2000s. He entered financial management in 2009.

Greg’s professional background includes:

• Senior Financial Advisor
• Practice Management Development (PMD) Graduate
• Associate Team Leader, Whole Foods Market, Westport and Greenwich, CT
• Owner-operator, Westchester Computer Systems, Peekskill, NY

In addition, Greg has held the following licenses:

• Series 7 – General Securities (stocks, bonds, mutual funds)
• Series 66 – Uniform Combined State Law for securities agent and investment advisor
• Life and Health Insurance sales in Florida and North Carolina

Greg is an active parent volunteer in the Punta Gorda Youth Baseball and Cub Scout Pack 13.

Brittney Anderson
Vice President, Client Services

Prior to joining Trust and Investment Management Services, Brittney acquired a wealth of banking and financial experience in a variety of positions involving operations, investment management, and retail and customer service.

Brittney was promoted to Vice President, Client Services in early 2022. She assists in managing individual investment holdings of clients and works with the Investment Management Team to monitor market conditions, identify objectives, preferences and circumstances to develop specific investment policies for investors. Brittney provides oversight and monitors managed model portfolios to reflect significant change in any or all relevant variables as well as assisting in business development activities.

Brittney has an Associate Degree in Business from the University of Central Florida, specializing in Accounting and Finance. She has earned the American Bankers Association Trust Officer designation and is working toward achieving her Certified Trust Financial Advisor (CTFA) designation. Brittney is a native of the Port Charlotte area and is actively involved in the local community through autism awareness associations and performing arts enrichment programs.

Rich Emch
Vice President, Trust Administrative Officer

Rich utilizes more than 30 years of experience in banking, finance, and investment management to help ensure his clients achieve their desired financial objectives for themselves and their heirs.

Education:

• Associate of Liberal Arts, Cuyahoga Community College, Cleveland, OH
• Bachelor of Arts in Communication, Cleveland State University, Cleveland, OH
• Master of Business Administration (MBA), Baldwin-Wallace College, Berea, OH
• CFP Professional Education Program, College for Financial Planning,
• Graduate School of Banking, Louisiana State University, Baton Rouge, LA
• Leadership Institute, Gulf Coast Community Foundation, Venice, FL
• Enrolled Agent, EA Certification Program
• Raymond James Advisor Mastery Program
• Certified Plan Fiduciary Advisor Program
• Leadership Englewood Class of 2008, founding chair, sponsored by the Englewood Chamber of Commerce
• Leadership Charlotte Class of 2001, sponsored by the Charlotte County Chamber of Commerce

In addition, Rich has held the following:

• Series 7- General Securities (stocks, bonds, mutual funds) Representative License
• Series 9 and 10 - General Securities Sales Supervisor License
• Series 66 - State and Federal Regulations Agent License
• State of Florida Insurance: Life, Health and Variable Annuities

Rich is a past president of the Economic Development Council of Charlotte County, Port Charlotte Toastmasters, Charlotte County Habitat for Humanity and the Rotary Club of Murdock.

Dotti Giradi
Vice President, Trust Officer

As a Trust Officer, Dotti works with new and existing clients to serve as a point of contact to ensure that trust and investment management documentation is properly administered and that her clients’ wishes are carried out.

A native of Cambridge, Mass., Dotti moved to Florida in 1989 and joined Crews Bank & Trust as a member of the Trust and Investment Management Services team in 2019.

Education and certifications:

• Graduated with honors from Eckerd College, St. Petersburg, FL, earning a Bachelor’s Degree in Business Management with a minor in Marketing
• Cannon Trust School Graduate, 2001
• Certified Trust and Fiduciary Advisor (CTFA), Florida Bankers Association
• Series 7 (General Securities - stocks, bonds, mutual funds- Representative License)
• Series 31 (Managed Futures Funds license)
• Series 63 (Uniform Securities Agent license)
• Series 65 (Registered Investment Advisor)

Dotti is active in the Sarasota Chamber of Commerce. She has two adult children and one grandchild. 

Shirly Osuba
Vice President, Trust Officer

When Shirley joined Englewood Bank & Trust in 2019, she brought 25 years of experience in Trust and Finance to her new role as a Vice President and Trust Officer. She began her career as a probate paralegal for a prominent Sarasota, Fla., Law firm, then served as a Personal Trust Specialist a Trust Officer for a pair of major financial institutions.

Education and certifications:

• Bachelor of Science in Education degree from Millersville University, Millersville, PA
• Cannon Trust School for Trust I, II, and III
• Graduate Trust School
• Certified Trust and Fiduciary Advisor (CTFA)

Shirley grew up in the Philadelphia area and moved to Florida in 1989. She is a Foundation Board member and Operating Board member of Easter Seals of Southwest Florida, also known as Happiness House.

Angie Misner
Trust Officer

Angie has more than 10 years of banking and financial experience. She has worked in the real estate industry and has experience in retail and trust operations. She has completed all three years of Trust School through the American Bankers Association and is pursuing her certification as a Trust and Financial Advisor.

Angie works with new and existing clients, serving as a point of contact, ensuring that trust and investment management is properly administered to her client’s wishes. Her responsibilities include trust administration, retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals.

Angie volunteers on behalf of many organizations, including Give Kids the World through the Make-A-Wish Foundation.

Kerry Hunter
Trust Business Development Officer

• Bachelor of Arts degree in Communication Studies at Rowan University in Glassboro, NJ.
• Graduate of Florida Bankers Association’s Trust & Wealth Management School.
• Graduate of Leadership Englewood.
• Has held Life, Health, and Variable Annuity Licenses in Florida.

Chris Eckstrom
Portfolio Manager

Chris joined our team in early 2021 as a portfolio manager in the Trust and Investment Management Services division. Originally from Jamestown, N.Y., Chris spent 13 years in Charlotte, N.C., before moving to Florida in 2007.

Education

• Master of Business Administration (MBA) degree, with a concentration on finance and accounting, St. Bonaventure University in New York
• Bachelor of Science degree in aeronautics, with a concentration on management, Embry-Riddle Aeronautical University in Daytona Beach, Fla.

Experience:

• Served as a vice president and senior fixed income portfolio manager for a major financial institution.
• Demonstrated an expertise in asset management of tax-exempt and taxable securities for institutional and high net-worth clients
• Former Treasury Analyst for Sarasota County

Chris and his family reside in Lakewood Ranch near Sarasota. 

Cupp Nguyen
Vice President, Trust Officer

With designations of Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), and Certified Trust and Fiduciary Advisor (CTFA), Cupp joined Charlotte State Bank & Trust in early 2022, bringing decades of experience in guiding clients in their estate planning to help them achieve their financial goals and create a legacy for their families.

Cupp began her banking career in 1992 in Boston, where she held in positions trust and estate administration and financial planning. She graduated Summa Cum Laude with a Bachelor of Science Degree in Finance from Northeastern University in Boston and from both the American Bankers Association National Trust School and Graduate Trust School at Northwestern University, Evanston, Illinois.

She has held the following licenses:
Series 7 - General Securities (stocks, bonds, mutual funds)
Series 6 - Investment Company / Variable Contracts
Series 65 - Registered Investment Advisor
Series 66 - Uniform Combined State Law for securities agent and investment advisor

Cupp is a member of the Charlotte Estate Planning Council.