Leadership Overview
BHG Financial has 9 executives leading key functions including strategy, revenue, operations, finance, technology, legal, lending, and executive administration.
Driven by a commitment to financial innovation, BHG Financial empowers community banks through a sophisticated loan delivery platform that facilitates high-quality asset acquisition and long-term institutional growth.
Driven by a commitment to financial innovation, BHG Financial empowers community banks through a sophisticated loan delivery platform that facilitates high-quality asset acquisition and long-term institutional growth.
Leadership Roles at BHG Financial
Mirza Zaman - Group Chief Executive Officer
Mirza Zaman, the Group Chief Executive Officer at BHG Financial, directs the overarching corporate strategy and long-term vision for the organization. Zaman oversees the integration of the proprietary loan delivery platform with the needs of community banks across the United States. By aligning internal resources with market demands, the Group Chief Executive Officer ensures the company maintains a competitive edge in the financial services sector. This leadership role involves constant collaboration with the Board to refine business models and expand the reach of the firm. Mirza Zaman drives the expansion of the asset portfolio while maintaining rigorous quality standards. Through the implementation of scalable growth initiatives, the Group Chief Executive Officer secures the firm's position as a premier partner for financial institutions. Ultimately, Zaman fosters a culture of excellence that supports the company's mission to provide high-quality financial assets to the banking industry.
Dan McSherry - Chief Financial Officer
Dan McSherry, the Chief Financial Officer at BHG Financial, manages the fiscal health and capital allocation strategies of the firm. McSherry oversees the financial reporting, budgeting, and risk management frameworks that support the company's loan delivery platform. By ensuring the integrity of financial data, the Chief Financial Officer provides the necessary insights for the executive team to make informed investment decisions. This role involves maintaining strong relationships with capital markets and ensuring compliance with industry regulations. Dan McSherry drives the optimization of the balance sheet to support the firm's expansion into new regional markets. Through the rigorous analysis of asset performance, the Chief Financial Officer ensures that the company continues to deliver high-quality financial products to community banks. Ultimately, McSherry secures the long-term financial viability of the organization through disciplined fiscal management and strategic planning.

Zachariah Raus - President, Lending Division
Zachariah Raus, the President, Lending Division at BHG Financial, directs the origination and underwriting processes that define the company's asset quality. Raus oversees the teams responsible for evaluating loan applications and ensuring that all assets meet the rigorous standards required by community banks. By refining the lending criteria and optimizing the credit assessment workflow, the President, Lending Division ensures the consistent delivery of high-quality financial products. This role involves close collaboration with the technology and sales teams to align product offerings with market needs. Zachariah Raus drives the expansion of the lending portfolio by identifying new opportunities for growth in the national market. Through the application of disciplined underwriting practices, the President, Lending Division maintains the integrity of the firm's assets. Ultimately, Raus secures the company's reputation as a trusted partner for financial institutions by delivering reliable and profitable lending solutions.

Tyler Crawford - President
Tyler Crawford, the President at BHG Financial, manages the day-to-day operational execution of the company's business model. Crawford oversees the coordination between the lending, sales, and technology divisions to ensure that the firm meets its performance targets. By fostering a culture of operational efficiency, the President drives the implementation of processes that enhance the delivery of financial assets to community banks. This role involves working with the executive team to translate strategic goals into actionable plans. Tyler Crawford drives the optimization of internal workflows to support the company's rapid growth and market expansion. Through the oversight of key operational metrics, the President ensures that the firm maintains its competitive advantage in the financial services industry. Ultimately, Crawford secures the operational success of the organization by aligning departmental efforts with the overarching mission of providing superior financial solutions to institutional partners.
Courtney Huynh - Executive Business Partner To the President
Courtney Huynh, the Executive Business Partner To the President at BHG Financial, facilitates the strategic initiatives and administrative functions that support the office of the President. Huynh manages the preparation of executive reports and the coordination of high-level meetings that drive the company's decision-making processes. By acting as a liaison between the President and other department heads, the Executive Business Partner To the President ensures that organizational goals remain clearly communicated and effectively pursued. This role involves analyzing operational data to provide the President with actionable insights for business improvement. Courtney Huynh drives the development of administrative systems that increase the productivity of the executive leadership team. Through the management of critical projects, the Executive Business Partner To the President supports the firm's mission to provide high-quality assets to community banks. Ultimately, Huynh optimizes the executive workflow to ensure the company achieves its long-term strategic objectives.
Juan Ortigosa - Chief Revenue Officer
Juan Ortigosa, the Chief Revenue Officer at BHG Financial, manages the comprehensive sales strategy and revenue generation efforts across the national market. Ortigosa architects the outreach programs that connect community banks with the firm's specialized loan products. By optimizing the sales funnel and enhancing client acquisition processes, the Chief Revenue Officer ensures consistent growth in asset distribution. This role requires deep coordination with the lending and finance teams to align revenue targets with the company's broader financial objectives. Juan Ortigosa drives the expansion of the client base by identifying emerging opportunities within the banking sector. Through the application of data-driven sales methodologies, the Chief Revenue Officer maximizes the efficiency of the loan delivery platform. Ultimately, Ortigosa secures the financial health of the organization by maintaining strong, mutually beneficial relationships with institutional partners throughout the country.

Jordyn Sollars - Chief of Staff
Jordyn Sollars, the Chief of Staff at BHG Financial, coordinates the operational activities of the executive office to ensure seamless organizational performance. Sollars manages the flow of information between departments, facilitating efficient decision-making processes across the leadership team. By streamlining internal communications and project management, the Chief of Staff supports the execution of strategic initiatives that define the company's market impact. This role involves overseeing cross-functional projects that require alignment between the lending, finance, and technology divisions. Jordyn Sollars drives the implementation of corporate policies that enhance productivity and operational transparency. Through the management of executive priorities, the Chief of Staff ensures that the firm remains focused on its core mission of serving community banks. Ultimately, Sollars optimizes the daily operations of the leadership team to support the long-term growth and stability of the entire organization.
Jim Martin - Chief Technology Officer
Jim Martin, the Chief Technology Officer at BHG Financial, directs the development and maintenance of the firm's state-of-the-art loan delivery platform. Martin oversees the engineering teams responsible for building the digital infrastructure that connects community banks with financial assets. By prioritizing cybersecurity and system scalability, the Chief Technology Officer ensures that the platform remains a reliable tool for institutional partners. This role involves integrating advanced data analytics to improve the efficiency of loan processing and asset management. Jim Martin drives the adoption of new technologies that enhance the user experience for banking clients across the country. Through the continuous improvement of the digital ecosystem, the Chief Technology Officer supports the company's mission to modernize financial services. Ultimately, Martin secures the technological foundation of the firm, enabling rapid innovation and sustained operational excellence in a competitive financial landscape.
Sarah Turner - Chief Legal Officer
Sarah Turner, the Chief Legal Officer at BHG Financial, manages the legal and regulatory framework governing the company's operations. Turner oversees the compliance programs that ensure all loan delivery activities adhere to federal and state banking laws. By providing expert counsel on contractual agreements and risk mitigation, the Chief Legal Officer protects the firm's interests in its partnerships with community banks. This role involves navigating the complex regulatory environment to facilitate the smooth execution of financial transactions. Sarah Turner drives the development of internal policies that promote ethical conduct and legal transparency across all departments. Through the proactive management of legal challenges, the Chief Legal Officer supports the company's growth and market reputation. Ultimately, Turner ensures that the firm operates within the highest standards of legal compliance, providing a secure environment for institutional clients and stakeholders.
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