As our consultants work with financial institutions across the country every day, they are supported by a team of more than 50 professionals.
PRINCIPALS & CONSULTANTS
Adam Johnson, Chief Executive Officer/Principal
Adam, CEO and one of five owners of c. myers, leads a client-focused team of 50+ professionals who are passionate about helping our clients position themselves to remain relevant, sustainable, and differentiated.
In his 20+ years at c. myers, Adam has been a key contributor to the philosophy and design of c. myers’ proprietary financial models and ALM processes. He helped design c. myers’ approach to assessing business models and strategic planning processes, and serves as the strategic guide for the Process Improvement and Strategic Implementation business lines.
Adam has facilitated hundreds of strategic planning sessions and has spoken at numerous national and regional industry conferences on a wide array of topics. He has worked with countless financial institutions to improve their financial structure and has guided many CEOs as they developed solid leaders on their teams. Adam also coaches boards and CEOs as they prepare for, and execute, smooth leadership transitions. He is known for his ability to take the most complex topics and break them down into an understandable language, with a touch of humor along the way.
Adam is an avid learner and enjoys challenges in a wide range of areas. He served in the Peace Corps in Ukraine, passed the CFA exams in three consecutive years, rode his bicycle from San Diego to Florida, and mentors young people in making career path choices. Adam enjoys an active lifestyle and lives in Phoenix with his wife Olya and their two children.
Rob Johnson, President/Principal
Rob, President and one of five c. myers owners, has been instrumental in delivering on the vision of enabling leadership teams to have relevant and reliable financial decision-information at their fingertips, so that they can accelerate their strategic impact in providing value to their markets.
Clients find the speed of the decision-information, whether at the enterprise level or drilling into what is driving profitability at a category level, combined with Rob’s quick mind and critical thinking, to be invaluable.
While Rob is a familiar face to the senior leadership teams and boards of many large financial institutions, he has helped institutions of all sizes tackle some of their toughest challenges while staying focused on desired strategic outcomes.
When working with clients, Rob digs into their data and business intelligence to help them find opportunities for sustainable revenue streams and to reposition their business models so that the organization can continue to offer compelling value propositions to their target markets.
Rob is also a sought-after, highly-energetic industry speaker. Whether in front of an audience of dozens or over a thousand, he relishes taking complex, dry subjects and turning the material into a presentation that people really enjoy.
Nourish Phoenix, a local food and clothing bank for the working poor, benefits from Rob’s competitive spirit during donation drives, as he believes each drive should be more successful than the last. In his free time, Rob and his family love spending time at their mountain cabin where they enjoy their horses, 4x4s, paintball guns, and skiing in the winter.
Brian McHenry, Senior Vice President/Principal
As one of five owners of c. myers corporation, Brian works daily with CEOs and C-Suite teams to help them identify and prioritize necessary changes to continuously adjust their business models and remain highly competitive.
When working through the strategic process, CEOs regularly praise Brian’s calm communication style and ability to authentically engage anyone he interacts with.
Brian’s expansive knowledge of the financial services industry, combined with his dedication to being on the leading edge of emerging consumer behavior trends, enables him to help decision-makers address tough business issues and explore creative solutions as they link their vision, strategy, and desired financial performance.
As a certified Harrison Assessment and Strozzi Institute Somatic Coach, Brian is continuously innovating the way he helps current and aspiring CEOs and CFOs accelerate their growth in key competencies through our Strategic Leadership Development and Immersion programs. He works with leadership teams to advance their abilities to perform as a cohesive and strategic team. CEOs often say that Brian is adept at taking a group of individuals and helping them develop into a high-functioning team.
Before joining c. myers, he served as a Peace Corps volunteer in Mozambique. During his time in the Peace Corps, Brian was a teacher and coordinated multiple programs focused on helping teenage boys gain self-esteem so that they could be better equipped to have a positive impact on their communities.
Here at home, Brian often helps people with intellectual and developmental disabilities by fostering inclusion and participation in athletic endeavors otherwise not available to them. Outside of work, he and his wife enjoy time with their two children. Brian also has an active lifestyle and has completed two IRONMAN triathlons.
John Myers, Principal
John is one of five c. myers owners. One of his greatest passions is helping financial institutions uncover opportunities and build relevant, sustainable business models. John brings years of experience in strategic planning and connecting financials to business model strategy. He uses his reservoir of experiences, observations, and learnings as he works with organizations to help them continuously evolve their business models.
John is known for presenting complex topics to decision-makers in a way that is understandable, thought-provoking, and engaging. He guides groups in gaining clarity and reaching consensus by helping them to think about issues and opportunities from different angles or, as he would put it, “coming in through different windows.” Strategically minded with a natural sense for numbers, John has developed a knack for helping executive teams connect strategy with desired financial performance in a common-sense, actionable way that decision-makers gravitate toward.
Outside of facilitating hundreds of strategic sessions, John has spoken at numerous industry conferences throughout the years on a wide array of topics, sharing his wellspring of knowledge and captivating groups with his positive, plainspoken style. He was also one of the architects of c. myers’ continuous business model optimization approach, which goes beyond strategic planning to encompass keys to success that include business model clarity, strategic thinking, financial planning, people planning, and implementation.
John is a founding board member of Northland Cares, a community-based, non-profit organization providing medical services in four rural counties in Arizona. John also volunteers his time to Nourish Phoenix, a grassroots organization that provides basic human needs to roughly 100 to 150 families and individuals each day. While at home, John enjoys spending time with his husband, hiking, running, strength training, yoga, and making a mess in the kitchen as he cooks and grills.
Sally Myers, Principal
Sally is a founder of c. myers corporation and one of five owners. Driven by a deep commitment to helping financial industry leaders and regulators for more than two decades, her guidance has shaped c. myers’ focus on helping clients create opportunities and approach problem solving from a scalable perspective. She has also been a strategic force behind the development of c. myers’ financial models.
Sally has facilitated hundreds of engagements to support continuous business model optimization, including strategic planning, strategic leadership development, board governance, and financial engagements. She has been instrumental in helping clients uncover opportunities and meet challenges through good times and turbulent times in the financial services industry. She is committed to helping them think, plan, and act strategically and proactively to ensure their sustainability. Whether during a strategic planning session or speaking at a conference with more than a thousand people in attendance, Sally has mastered taking complex issues and breaking them into engaging topics for discussion.
Sally is a certified Harrison Assessment and Strozzi Somatic Coach and is passionate about developing strategic leaders. Utilizing her own experiences as a business owner and the skills she’s built through her years in the industry, she has worked with countless executives and their teams to strengthen their leadership abilities. At the organizational level, she guides executives as they decide on the talent structures necessary to support their strategies and move their business into the future.
Sally is a steadfast supporter of Nourish Phoenix, an organization that helps the working poor. She has facilitated their planning sessions pro bono, organizes company-wide drives for donations, and volunteers her time at Nourish Phoenix’s facility. If you’re traveling with her, plan on hitting the gym, the mountain, or going on a bike ride with her. Sally is quick witted, and always enjoys lively conversation and a good laugh.
Amanda Hohimer, Vice President
Since joining c. myers in 2004, Amanda has served in many leadership roles, including facilitating and co-facilitating Strategic Planning, Strategic Implementation, and Process Improvement engagements for our clients.
Amanda brings a fresh, upbeat energy to her facilitation style that encourages participation and productive conversation. Many of the clients she’s worked with rely on her steady and forthright approach as they wrangle with tough questions. Her years of experience have led her to play a key role at c. myers in identifying effective ways to support our clients’ business models through structuring strategic engagements in ways that are customized for maximum results.
Amanda is also community driven. For years, she has been a catalyst to get scores of others to donate to Nourish Phoenix, an organization that helps the working poor and their children. She also actively volunteers with her daughter’s Girl Scout troop. Amanda enjoys cooking, traveling, and spending time with her husband and three children, especially at their many sporting events and activities.
Charlene Leland, Vice President
Since joining c. myers in 2004, Charlene has become one of the most diverse facilitators within the industry, especially with regard to helping financial institutions of all sizes address three necessary business objectives: relevancy, differentiation, and sustainability. Over the years, she has honed her skills for facilitating various types of sessions, including Strategic Planning, Strategic Implementation, Customer Journey and Experience Improvement, and Strategic Financial Planning. During the course of the Great Recession, she assisted organizations in building capital restoration plans.
Charlene is a certified Harrison Assessment coach. She uses her insight to support individuals in leadership development, both internally and externally. Within c. myers, Charlene has mentored more than 20 employees in her many areas of expertise. She also manages major projects, including both the development of new services and the revamping of existing services. She was a key designer of the c. myers Interactive Loan Production Analyzer, which enables you to count the right business every day by turning relevant data into easily understandable and actionable decision information.
Charlene is a frequent blood donor, racking up more than 60 donations. She enjoys cooking for her family, gardening, nature, and is an avid hiker and road cyclist.
Dan Myers, Vice President
Dan joined c. myers in 2009 to launch our Process Improvement and Project Management Services, bringing more than 20 years of management experience which included responsibility for over 300 employees, a budget of more than $35 million, and over one million square feet of facilities.
Dan’s success as a leader was driven by his ability to focus his various departments on constant process improvement. He developed and implemented an effective process to manage portfolios of projects to help ensure his company’s financial and human resources were aligned with strategy and allocated appropriately. The constant process improvement and successful project portfolio management drove increases in revenue while containing expenses.
Since joining c. myers, Dan has worked with scores of financial institutions helping them to develop quick and efficient processes, as well as organize and manage portfolios of projects to maintain relevancy, keep costs down, and create more rewarding customer and employee experiences. Financial institutions that have benefited from Dan’s expertise have ranged from $90 million to over $5 billion in assets.
Dan and his wife Kelly volunteer 15-20 hours a month visiting individuals in assisted living facilities, taking them to lunch, the library, and running basic errands. In his spare time, Dan enjoys camping, hiking, playing board games, and pulling practical jokes on his family, including his office family. Dan is known to project manage himself, such as training for a 45-mile rim-to-rim hike of the Grand Canyon. When he was younger, he held a statewide record in his weight class for deadlifting roughly the weight of the back end of a Volkswagen.
David Loftus, Vice President
Since Dave joined c. myers in 2005, he has become well-known and well-respected by scores of financial institutions in every corner of the country. Dave has worked on many complex modeling and consulting projects that c. myers has undertaken – he is always looking for a challenge. He most enjoys facilitating sessions for management teams as they work to make tough financial decisions, while at the same time running “what-ifs,” real-time, to help inform decision-making. Clients enjoy Dave because he’s down-to-earth, and he makes it easy for them to understand something that they had perceived as complex.
Beyond ALM, Dave’s expertise includes long-term financial forecasting, liquidity analysis, concentration risk analysis, derivatives modeling, and providing policy guidance to clients.
Dave lends his expertise by serving as an instructor for our introductory and advanced ALM education courses, as well as both our ALM and budget model training classes. He also co-facilitates Strategic Planning sessions.
Dave and his wife are dedicated supporters of Phoenix Children’s Hospital, donating regularly. They also donate financially and through their time to their local preschool. Dave is an avid golfer and has played hundreds of courses. Over the last few years, Dave has enjoyed becoming a dad, and spends his free time with his wife and two young, beautiful children.
Dustin Wright, Vice President
Dustin joined the c. myers team in early 2011. He facilitates Strategic Financial Planning sessions, as well as onsite ALM education courses, using his background of working within financial institutions to make the financial content relatable to all experience levels. Dustin also co-facilitates Strategic Planning sessions, where he guides financial institution boards and management teams as they develop strategic plans that support their desired financial performance.
Dustin leverages his years of experience assisting management teams in understanding complex ALM topics such as derivatives, concentration risk, aggregate risk, liquidity risk, and more. He frequently works with management teams to build long-term financial forecasts, running the c. myers models to test multiple “what-ifs,” live, while facilitating discussions.
Internally at c. myers, Dustin has taken the lead in critical areas. He oversees the development and maintenance of our concentration risk and aggregate risk services, and assists in the training and development of client services staff. He regularly speaks with and conducts training sessions for examiners. Dustin is a highly sought after trainer, especially when it comes to mastery of the most complex ALM topics and modeling challenges.
Prior to joining c. myers, he was responsible for asset/liability management, investing, budgeting, and additional accounting and finance functions in both a credit union and a bank.
Dustin enjoys working on DIY projects, camping, coaching his son’s sports teams, and spending time with his wife and son in the great Arizona outdoors.
Rob McCullough, Vice President
Rob joined c. myers in 2000 and works with senior leadership teams and boards across the country every day, addressing opportunities and issues that are top of mind. Using his well-rounded depth of industry knowledge and approachable demeanor, he challenges decision-makers to think deeply about enhancing the institution’s relevancy and sustainability.
Rob facilitates strategic planning and helps clients align their business model, strategy, and desired long-term financial performance. His work with clients through multiple rate environments, economic conditions, and competitive threats provides him a reservoir of experience that he can draw from to help leadership teams discover their unique opportunities and embrace challenges. For example, following the onset of the Great Recession, and during the 2020 pandemic, Rob assisted many leadership teams and boards to develop and implement strategic financial plans so that they could prioritize the necessary changes to their business models.
Rob, his wife Sarah, and their five young children are avid outdoor enthusiasts. Their activities include white water rafting, spending time at the lake, dirt bike riding, camping, and golfing. Rob is quite creative and talented in that he built his own zip line and dirt bike training ground for his family.
Rob and his wife give freely of their time for those in need, including visiting the elderly in their local community, gathering items for different charitable organizations, and working with individuals who have intellectual and developmental disabilities. Rob has also helped raise funds for community projects in Mongolia, Ghana, and Central America.
Tim Busby, Vice President
In his 20+ years with c. myers, Tim has helped hundreds of financial institutions of all sizes uncover opportunities for building financial strength and sustainability through a variety of economic conditions, including two recessions, a housing bubble, and multiple different rate environments.
Tim’s knowledge and experience runs deep in a variety of disciplines. Using ALM as a foundation, he guides leadership teams as they create longer-term financial roadmaps and determine the optimal range of capital that aligns with their strategic direction. The expertise Tim brings to the table is strengthened by his specialization in liquidity analysis, merger analysis, and ALM model validations.
Tim has been instrumental in the development, enhancement, and teaching of our ALM education courses. He receives stellar reviews because he strives to be first to understand shifts in the economy, emerging balance sheet trends within the industry, and proposed changes to regulations. Tim has a striking ability to engage participants and communicate complex topics, delivering a wealth of knowledge with his trademark dry sense of humor.
Tim enjoys volunteering his time to Nourish Phoenix, a grassroots organization that provides basic human needs to roughly 100 to 150 families and individuals each day. In his downtime, Tim enjoys spending time with his family, practicing Krav Maga, and reading.
Trevor Bush, Vice President
Trevor brings nearly 30 years of experience in a variety of roles within the financial services industry to c. myers and its clients. In 2005, Trevor became the Chief Financial Officer and Chief Technology Officer of a community bank in Phoenix. In 2011, he was recruited by a multi-billion dollar regional bank into the role of SVP/Division Manager to oversee the operations in Arizona, which included $1 billion in assets and 23 branches.
Utilizing the expertise he gained through several years in leadership roles within the financial services industry, Trevor works closely with CEOs, CFOs, and senior managers to help them understand their long-term risks to earnings and net worth, as well as the opportunities and challenges that new business decisions under consideration can present. As a key player within c. myers, Trevor uses his in-depth experience to research complex emerging topics, such as modeling methodologies and risk mitigation alternatives.
Outside of c. myers, Trevor regularly donates to local charitable causes and organizations, and has served as an elected volunteer board member for two local schools. He enjoys spending time with his family and keeping active in many ways, such as hiking, playing soccer, snowboarding, camping, and snorkeling.
Lisa Morrison, Senior Consultant
Since joining c. myers in 2014, Lisa has continuously demonstrated that she is an accomplished and driven facilitator that has earned the respect of countless clients of c. myers. She regularly takes on key roles in a wide range of engagements with clients as they move their organizations forward through endeavors, such as Process Improvement, Strategic Leadership Development, Strategic Implementation, and Strategic Planning. Our clients appreciate Lisa’s range of experience combined with her perspective as a millennial.
Lisa helps many clients each year create more rewarding member and employee experiences, maintain relevancy, and keep costs down in a rapidly changing world. Through Strategic Implementation, Lisa works with clients to help continuously position them to achieve the strategic progress they want for their organization.
She is a certified Harrison Assessment and Strozzi Institute somatic coach, and enjoys working with clients on Strategic Leadership Development. She uses her background to coach clients on deepening their self-awareness, and developing their presence, and helping them commit to taking action.
In addition to working with clients, Lisa effectively manages several strategic objectives and high-impact projects across c. myers’ organization. Simply put, she knows how to prioritize, organize, and motivate people.
Lisa enjoys practicing yoga, hiking, weight training, and spending time with family and friends.
Troy Anderson, Senior Consultant
Troy works with financial institution CEOs, CFOs, and other members of management teams to help them use asset liability management actively in their decision-making. Our clients appreciate his ability to discuss a range of strategic ALM opportunities as well as risk management policies.
Troy blends his skills of quickly and effectively analyzing mounds of data, with his ability to identify what is relevant in order to support decision-makers as they contemplate various strategies and initiatives.
Prior to joining c. myers, Troy spent over a decade in the financial services industry, exploring and analyzing investment opportunities for middle-market growth companies.
Troy has a passion for traveling. Troy is not a typical tourist; he has traveled to over 30 countries and has lived in 3 countries in his life—the United States, Taiwan, and New Zealand. He makes it a point to learn about new cultures. His adventurist nature and passion for meeting new people of all walks of life makes it easy for him to do this.
Scott Kelley, Strategic Leadership Development Consultant
Scott has nearly 15 years of experience in the financial industry as a board member, and has served in various leadership roles as Chair, Vice-Chair, and Treasurer. He draws on his experience, inside and outside the financial industry, to facilitate critical decisions and help participants reach consensus and develop strategic plans that support their desired financial performance.
Scott has a passion for putting his learnings in the areas of leadership and team building into practice in his work at the University of Kentucky and his volunteer activities. He has utilized those same skills to help drive change within the organizations in which he has worked and volunteered.
He is a Professor of Marketing in the Gatton College of Business and Economics at the University of Kentucky, where his long-term teaching and research interests have focused on strategic marketing and service delivery issues within the service sector.
Scott played college basketball at the University of Iowa and the University of Evansville. This experience helped him cultivate his decision-making skills and learn to navigate team dynamics. Currently, he enjoys spending time with his wife and three kids, and volunteering in his community.
Celena Leland, Health Educator
Celena Leland is a health educator who promotes self-care and holistic nutrition as a foundation for healthy living. She earned her Bachelor’s degree in psychology from Northern Arizona University in 2014, and is currently pursuing a Master of Science in clinical nutrition at Southwest College of Naturopathic Medicine. As a complement to her formal education, Celena is constantly expanding her knowledge under the guidance of doctors and nutritionists at the integrative cancer treatment center where she works. Her understanding of health and wellness is always evolving, and her passion for the subject continues to grow as she applies new insights in her work with clients.
Celena teaches a balanced approach to wellness – one which emphasizes the importance of nourishing ourselves physically, mentally, and emotionally. Her philosophy is that healthy living begins with self-care, and is founded in personal awareness and respect for our various needs. She recognizes that there is no one-size-fits-all diet or lifestyle, and celebrates the fact that we are all unique. Her goal is to help her clients develop personalized, sustainable strategies for improving their health and well-being through education and self-discovery.