Leadership Overview
BHG Financial has 7 executives leading key functions including revenue generation, technology development, financial management, legal compliance, corporate leadership, lending operations, and executive business partnership.
Focused on delivering a state-of-the-art loan delivery platform, BHG Financial empowers community banks through high-quality asset distribution and robust financial partnerships across the United States.
Focused on delivering a state-of-the-art loan delivery platform, BHG Financial empowers community banks through high-quality asset distribution and robust financial partnerships across the United States.
Leadership Roles at BHG Financial
Dan McSherry - Chief Financial Officer
Dan McSherry, the Chief Financial Officer at BHG Financial, manages the fiscal health and capital allocation strategies of the organization. Overseeing financial reporting, budgeting, and risk management, the Chief Financial Officer ensures the company maintains a strong balance sheet while supporting aggressive growth. This leadership role involves evaluating the financial viability of new loan products and monitoring the performance of assets sold to community banks. By optimizing capital structures, Dan McSherry directly contributes to the stability and profitability of the firm. McSherry works closely with the Board to provide transparent financial insights and strategic guidance. Through meticulous oversight of fiscal operations, the Chief Financial Officer mitigates risk and ensures compliance with industry regulations. Ultimately, McSherry drives the financial success of the company by maintaining rigorous standards of accountability and performance across all departments.

Tyler Crawford - President
Tyler Crawford, the President at BHG Financial, executes the overarching corporate strategy and manages daily operations across all business units. Overseeing the executive team, the President ensures alignment between the company's mission and its operational output. This leadership role involves driving organizational efficiency and fostering a culture of innovation within the loan delivery platform. By setting high-level performance targets, Tyler Crawford directly influences the company's market position and growth trajectory. Crawford works with other C-suite leaders to refine the business model and expand the reach of the company's financial services. Through the coordination of cross-functional teams, the President optimizes the delivery of assets to community banks. Ultimately, Crawford provides the vision and leadership necessary to maintain the company's status as a trusted partner for financial institutions throughout the United States.
Zachariah Raus - President, Lending Division
Zachariah Raus, the President, Lending Division at BHG Financial, directs the origination and underwriting processes for the company's loan portfolio. Overseeing the lending teams, the President, Lending Division ensures that all assets meet the high-quality standards required for sale to community banks. This leadership role involves refining credit policies and improving the efficiency of the loan lifecycle. By managing the core lending operations, Zachariah Raus directly impacts the volume and quality of assets available for distribution. Raus collaborates with the technology and finance teams to ensure that lending products remain competitive and profitable. Through the implementation of streamlined underwriting workflows, the President, Lending Division enhances the speed of service for clients. Ultimately, Raus drives the success of the lending division by maintaining a focus on asset quality and operational excellence across the national market.

Courtney Huynh - Executive Business Partner To the President
Courtney Huynh, the Executive Business Partner To the President at BHG Financial, facilitates strategic communication and operational alignment between the President and the broader leadership team. Overseeing special projects and executive initiatives, the Executive Business Partner To the President ensures that corporate priorities receive the necessary focus and resources. This leadership role involves managing complex workflows and coordinating cross-departmental efforts to support the company's mission. By streamlining executive decision-making, Courtney Huynh directly improves the efficiency of the organization. Huynh acts as a key liaison, ensuring that the President's vision is effectively communicated and implemented across all business functions. Through the management of high-priority tasks, the Executive Business Partner To the President supports the overall growth and stability of the firm. Ultimately, Huynh enhances the effectiveness of the executive office by maintaining focus on critical business outcomes.
Juan Ortigosa - Chief Revenue Officer
Juan Ortigosa, the Chief Revenue Officer at BHG Financial, directs all revenue-generating activities and market expansion initiatives. Overseeing the sales force, the Chief Revenue Officer ensures the loan delivery platform reaches community banks nationwide. This leadership role involves optimizing asset sales and strengthening institutional partnerships to drive consistent growth. By aligning sales strategies with the company's core mission, Juan Ortigosa directly impacts the financial performance of the organization. Ortigosa manages complex client relationships and monitors market trends to maintain a competitive edge in the finance sector. Through rigorous analysis of regional performance, the Chief Revenue Officer identifies new opportunities for market penetration. Ultimately, Ortigosa secures long-term profitability by scaling the distribution of high-quality assets to a diverse network of financial institutions across the country.

Jim Martin - Chief Technology Officer
Jim Martin, the Chief Technology Officer at BHG Financial, architects the digital infrastructure supporting the company's proprietary loan delivery platform. Overseeing software engineering and data security, the Chief Technology Officer ensures seamless integration between internal systems and external banking partners. This leadership role involves driving innovation in financial technology to enhance asset processing speed and accuracy. By modernizing the technical stack, Jim Martin directly supports the scalability of the business model. Martin collaborates with other C-suite leaders to align technological capabilities with long-term corporate objectives. Through the implementation of advanced analytics, the Chief Technology Officer improves decision-making processes across the organization. Ultimately, Martin maintains the integrity and performance of the platform, ensuring that the technology remains a primary driver of value for community banks throughout the United States.
Sarah Turner - Chief Legal Officer
Sarah Turner, the Chief Legal Officer at BHG Financial, directs all legal affairs, regulatory compliance, and corporate governance initiatives. Overseeing the legal department, the Chief Legal Officer ensures that the loan delivery platform operates within the complex framework of federal and state banking regulations. This leadership role involves managing contractual agreements with community banks and mitigating potential litigation risks. By providing strategic legal counsel, Sarah Turner directly protects the company's reputation and operational interests. Turner collaborates with executive leadership to navigate the evolving financial landscape and ensure that all business practices align with legal standards. Through proactive monitoring of legislative changes, the Chief Legal Officer safeguards the organization against regulatory challenges. Ultimately, Turner maintains the legal integrity of the business, allowing the company to focus on its mission of providing high-quality financial assets to partners nationwide.
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