BHG Financial Executive and Leadership Team

July, 2026

Leadership Overview

BHG Financial has 9 executives leading key functions including strategy, finance, technology, revenue, legal, and lending operations.

Driven by a commitment to financial innovation, BHG Financial operates a state-of-the-art loan delivery platform, packaging and selling high-quality assets to community banks nationwide and solidifying its position as a trusted partner.

Leadership Roles at BHG Financial

  • Co-Founder, Chairman & Chief Executive Officer - Albert Crawford
  • Chief Financial Officer - Daniel McSherry
  • President, Lending Division - Zachariah Raus
  • Executive Business Partner To the President - Courtney Huynh
  • President - Tyler Crawford
  • Chief Technology Officer - James Martin
  • Chief of Staff - Jordyn Sollars
  • Chief Revenue Officer - Juan Ortigosa
  • Chief Legal Officer - Sarah Turner
  • Albert Crawford - Co-Founder, Chairman & Chief Executive Officer

    Albert Crawford, Co-Founder, Chairman & Chief Executive Officer at BHG Financial, directs the overarching corporate strategy and vision. Crawford guides the company's expansion and market positioning, ensuring alignment with its mission to serve financial institutions. This leadership role involves setting the strategic direction for the loan delivery platform and fostering partnerships across the country. Crawford's oversight extends to the company's financial health and technological advancement, driving innovation in asset packaging and sales to community banks. The Chairman's responsibilities include governance and long-term planning, solidifying BHG Financial's status as a trusted partner. Albert Crawford's strategic acumen is central to the company's sustained growth and market leadership in the finance sector. The Chief Executive Officer's focus remains on enhancing the platform's capabilities and expanding its reach within the national banking landscape.

    Daniel McSherry - Chief Financial Officer

    Daniel McSherry, Chief Financial Officer at BHG Financial, manages all financial operations and strategic financial planning. McSherry oversees budgeting, forecasting, and capital allocation, ensuring the company's fiscal health and supporting its growth initiatives. This role involves managing relationships with financial institutions and investors, maintaining transparency in financial reporting. The Chief Financial Officer's responsibilities include optimizing the company's balance sheet and driving profitability through efficient resource management. Daniel McSherry plays a critical part in evaluating new market opportunities and assessing financial risks associated with the loan delivery platform. By ensuring robust financial controls and strategic investment, McSherry supports the company's mission to provide high-quality assets to community banks. The financial leadership ensures the company's operational stability and capacity for future expansion.
    Daniel McSherry

    Zachariah Raus - President, Lending Division

    Zachariah Raus, President, Lending Division at BHG Financial, directs the operations and strategic growth of the company's lending activities. Raus oversees the packaging and distribution of high-quality assets to community banks, ensuring the efficiency and effectiveness of the loan delivery platform. This role involves managing the lending portfolio and driving innovation within the division to meet market demands. The President, Lending Division's responsibilities include fostering strong relationships with financial partners and expanding the reach of BHG Financial's lending solutions. Zachariah Raus's leadership is instrumental in maintaining the company's reputation as a reliable source of financial products. By optimizing lending processes and expanding market penetration, Raus supports the company's core mission. The division's performance is key to BHG Financial's overall success.
    Zachariah Raus

    Courtney Huynh - Executive Business Partner To the President

    Courtney Huynh, Executive Business Partner To the President at BHG Financial, provides comprehensive support to the President, facilitating strategic initiatives and operational execution. Huynh manages critical projects, coordinates cross-functional efforts, and ensures seamless communication flow within the executive leadership team. This role involves optimizing workflows and enhancing productivity to support the company's mission of serving financial institutions. The Executive Business Partner's responsibilities include streamlining administrative processes and driving key organizational objectives forward. Courtney Huynh's contributions are vital to the efficient operation of the lending division and the overall success of the loan delivery platform. By ensuring effective project management and executive support, Huynh enhances the company's capacity for growth and innovation. The partnership role is crucial for operational synergy.

    Tyler Crawford - President

    Tyler Crawford, President at BHG Financial, drives the company's strategic direction and operational excellence across key business units. Crawford oversees the development and implementation of initiatives aimed at enhancing the loan delivery platform and expanding market reach. This role involves fostering a culture of innovation and collaboration to meet the evolving needs of financial institutions nationwide. The President's responsibilities include guiding departmental strategies, ensuring alignment with corporate objectives, and promoting sustainable growth. Tyler Crawford plays a pivotal role in strengthening BHG Financial's position as a trusted partner by focusing on service quality and client satisfaction. By leading strategic planning and operational oversight, Crawford ensures the company effectively packages and sells high-quality assets. The presidential leadership is fundamental to achieving market leadership and financial success.

    James Martin - Chief Technology Officer

    James Martin, Chief Technology Officer at BHG Financial, architects and oversees the company's technology infrastructure and digital strategy. Martin leads the development and enhancement of the state-of-the-art loan delivery platform, ensuring its scalability, security, and efficiency. This role involves driving technological innovation to meet the evolving needs of financial institutions. The Chief Technology Officer's responsibilities include managing the IT department, implementing cutting-edge solutions, and safeguarding sensitive data. James Martin's focus is on leveraging technology to streamline asset packaging and sales processes, thereby strengthening BHG Financial's position as a trusted partner. By championing technological advancements, Martin ensures the platform remains competitive and supports the company's mission to deliver high-quality financial products. The technology leadership is fundamental to the platform's operational excellence and market impact.

    Jordyn Sollars - Chief of Staff

    Jordyn Sollars, Chief of Staff at BHG Financial, provides strategic support and operational coordination across executive functions. Sollars facilitates communication and alignment between departments, ensuring initiatives progress efficiently and effectively. This role involves managing key projects, optimizing internal processes, and supporting the executive team in achieving strategic objectives. The Chief of Staff's responsibilities include driving cross-functional collaboration and enhancing organizational effectiveness. Jordyn Sollars works closely with leadership to implement strategic priorities and address operational challenges, contributing to the company's mission of serving financial institutions. By streamlining operations and fostering clear communication, Sollars enhances the overall performance of the loan delivery platform. The operational focus ensures seamless execution of company-wide strategies.

    Juan Ortigosa - Chief Revenue Officer

    Juan Ortigosa, Chief Revenue Officer at BHG Financial, directs all revenue-generating activities and sales strategies. Ortigosa leads the sales teams responsible for packaging and selling high-quality assets to community banks nationwide. This role involves developing and executing strategies to expand market share and drive revenue growth through the loan delivery platform. The Chief Revenue Officer's responsibilities include fostering strong client relationships and identifying new business opportunities within the financial sector. Juan Ortigosa's leadership ensures that sales efforts are aligned with the company's overall mission and financial targets. By optimizing the sales funnel and enhancing customer engagement, Ortigosa strengthens BHG Financial's position as a trusted partner. The revenue generation focus is critical for sustained business success and market penetration.
    Juan Ortigosa
    Sarah Turner, Chief Legal Officer at BHG Financial, oversees all legal affairs and ensures regulatory compliance. Turner manages the legal framework supporting the company's loan delivery platform and asset sales to financial institutions. This role involves advising on corporate governance, risk management, and contractual agreements. The Chief Legal Officer's responsibilities include safeguarding the company's legal interests and mitigating potential liabilities. Sarah Turner plays a crucial part in structuring transactions and ensuring adherence to financial regulations across the United States. By providing expert legal counsel, Turner supports BHG Financial's mission to operate with integrity and maintain its status as a trusted partner. The legal oversight is essential for maintaining operational integrity and fostering confidence among stakeholders.
    Sarah Turner

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    Frequently Asked Questions Regarding BHG Financial Top Executives and Leadership Team

    Who leads BHG Financial?
    BHG Financial is led by Albert Crawford (Co-Founder, Chairman & Chief Executive Officer), along with executives such as Daniel McSherry (Chief Financial Officer) and Zachariah Raus (President, Lending Division).
    Who is part of BHG Financial’s executive team?
    The executive team of BHG Financial includes leaders such as Albert Crawford (Co-Founder, Chairman & Chief Executive Officer), Daniel McSherry (Chief Financial Officer), Zachariah Raus (President, Lending Division) and other senior executives.
    How many executives does BHG Financial have?
    BHG Financial has 9 executives leading key business areas.
    What roles are included in BHG Financial’s leadership team?
    The leadership team of BHG Financial includes roles such as Co-Founder, Chairman & Chief Executive Officer, Chief Financial Officer, President, Lending Division, Executive Business Partner To the President, President.