Primerica Executive and Leadership Team

Paul Regard, the Executive Vice President, Chief Executive Officer & President, PFS Investments, Inc at Primerica, directs the strategic expansion of investment and savings products. Regard oversees the distribution of mutual funds and retirement plans, ensuring middle-income households access robust financial planning tools. By managing the complex regulatory landscape of the investment segment, the Executive Vice President, Chief Executive Officer & President, PFS Investments, Inc maintains high standards of compliance and service delivery. Paul Regard drives growth initiatives across the United States, focusing on long-term wealth accumulation strategies for clients. This leadership role involves constant collaboration with the board to refine product offerings and enhance market penetration. Through rigorous oversight of investment portfolios, the executive ensures alignment with the broader corporate mission of financial security. Ultimately, Regard secures the competitive positioning of the firm within the financial services sector.

Judith Vice, the Vice Chief Executive Officer at Primerica, supports the execution of corporate strategy and organizational development. Vice directs cross-functional initiatives that bridge the gap between insurance underwriting and investment product distribution. Overseeing the implementation of high-level policy changes, the Vice Chief Executive Officer ensures that all business segments remain focused on the core mission of serving middle-income households. Judith Vice drives internal alignment by coordinating efforts between senior leadership and operational teams. This role involves evaluating market trends to identify new growth opportunities within the senior health and life insurance sectors. By maintaining a focus on organizational health and performance metrics, the executive fosters a culture of accountability and excellence. Through the strategic management of corporate resources, Vice strengthens the market position of the firm, ensuring sustainable growth and continued value creation for clients.

Misty Sutton, the Chief Executive Officer & President (PFS Investments Inc.) at Primerica, leads the strategic direction of the investment and savings products division. Sutton directs the development of retirement plans and annuity offerings tailored to the needs of middle-income households. Overseeing the regulatory compliance and market performance of investment products, the Chief Executive Officer & President (PFS Investments Inc.) ensures that clients receive high-quality financial guidance. Misty Sutton drives the expansion of investment services across North America, focusing on long-term wealth creation. This leadership role involves collaborating with the board to refine product strategies and enhance the competitive edge of the firm. By fostering strong relationships with financial representatives, the executive ensures the effective distribution of investment solutions. Through the strategic management of the investment segment, Sutton contributes significantly to the overall growth and stability of the company.

Tracy Tan, the Executive Vice President & Chief Financial Officer at Primerica, manages the financial health and capital allocation strategies of the organization. Tan directs the accounting, treasury, and financial planning functions that underpin the company's insurance and investment segments. Overseeing the reporting of fiscal performance, the Executive Vice President & Chief Financial Officer ensures transparency for stakeholders and regulatory bodies. Tracy Tan drives the optimization of capital structures to support long-term growth in both the United States and Canada. This leadership role involves analyzing the profitability of term life insurance and annuity products to guide strategic investment decisions. By maintaining rigorous financial controls, the executive mitigates risk and ensures the stability of the firm's balance sheet. Through the precise management of financial resources, Tan supports the overarching mission of providing accessible financial solutions to families.

Gregory Pitts, the Executive VP & Chief Operating Officer at Primerica, directs the internal scaling and administrative efficiency of the company's core business segments. Pitts oversees the operational workflows that support the distribution of term life insurance and investment products. By streamlining processes within the organization, the Executive VP & Chief Operating Officer ensures that service delivery remains consistent and reliable for middle-income households. Gregory Pitts drives the implementation of operational best practices to enhance productivity across all regional offices. This leadership role involves managing the day-to-day execution of corporate policies and coordinating with other C-suite leaders to achieve strategic goals. Through the optimization of internal systems, the executive reduces costs and improves the overall client experience. Ultimately, Pitts secures the operational foundation necessary for the firm to maintain its market leadership and commitment to financial accessibility.

Robert Peterman, the Executive Vice President & Chief Operating Officer at Primerica, manages the supply chain logistics and distribution networks for insurance and health products. Peterman directs the operational strategies that ensure the timely delivery of term life insurance and senior health plans to clients. Overseeing the coordination of regional distribution channels, the Executive Vice President & Chief Operating Officer ensures that the company maintains a strong presence in both the United States and Canada. Robert Peterman drives the optimization of service delivery models to improve responsiveness to client needs. This leadership role involves working closely with other executives to align operational capacity with market demand. By focusing on the logistics of product distribution, the executive enhances the overall efficiency of the firm. Through the strategic management of operational networks, Peterman supports the company's mission of providing accessible financial protection.

Rosie Orlando, the President, Primerica Life Insurance Company of (Canada) at Primerica, directs all insurance operations within the Canadian market. Orlando oversees the underwriting and distribution of term life insurance products specifically tailored to the needs of Canadian households. By managing local regulatory requirements and market-specific product development, the President, Primerica Life Insurance Company of (Canada) ensures that the firm maintains a competitive advantage in the region. Rosie Orlando drives growth initiatives that expand the reach of financial services to underserved populations. This leadership role involves coordinating with the broader corporate team to ensure alignment with global strategic goals while addressing local market nuances. Through the effective management of insurance portfolios, the executive secures the financial stability of the Canadian division. Ultimately, Orlando strengthens the company's commitment to providing essential financial protection to families across Canada.

James Barnes, the Chief Technology Officer at Primerica, architects the digital infrastructure supporting life insurance and annuity platforms. Barnes manages the development of scalable software solutions that streamline client interactions and agent productivity. Overseeing the integration of advanced data analytics, the Chief Technology Officer ensures that technological capabilities match the evolving needs of middle-income families. James Barnes drives innovation in digital service delivery, reducing operational friction across the entire product suite. This role requires constant coordination with internal departments to modernize legacy systems and implement secure, cloud-based architectures. By prioritizing cybersecurity and system reliability, the executive protects sensitive client information while facilitating seamless transactions. Through the deployment of cutting-edge tools, Barnes enhances the overall efficiency of the organization, supporting the company's commitment to accessible financial services across North American markets.

Lael Ellis, the Chief Information Officer at Primerica, governs the enterprise data strategy and information systems architecture. Ellis directs the management of critical databases that support term life insurance underwriting and senior health plan administration. Overseeing the alignment of information technology with business objectives, the Chief Information Officer ensures that data-driven insights inform corporate decision-making. Lael Ellis drives the implementation of robust governance frameworks to maintain data integrity and regulatory compliance across all segments. This leadership position involves managing complex information flows between the United States and Canadian operations to optimize service delivery. By fostering a culture of technological excellence, the executive supports the broader mission of providing reliable financial products. Through the strategic application of information resources, Ellis enhances operational transparency and efficiency, directly contributing to the long-term success of the firm.

Mary Cain, the Assistant To the Chief Information Officer and Administrative Coordinator at Primerica, facilitates the operational flow of the information technology department. Cain directs the administrative processes that support the Chief Information Officer in managing enterprise-wide technology projects. Overseeing the coordination of departmental schedules and resource allocation, the Assistant To the Chief Information Officer and Administrative Coordinator ensures that technical teams remain focused on critical infrastructure goals. Mary Cain drives the communication strategy between IT leadership and other business units to ensure alignment on key initiatives. This role involves managing documentation, tracking project milestones, and supporting the implementation of new software solutions. By maintaining organizational order, the executive enables the IT department to function efficiently. Through the diligent management of administrative tasks, Cain supports the broader mission of providing secure and reliable financial services to clients.