Leadership Overview
TrueNorth has 7 executives leading key functions including strategy, financial oversight, technology infrastructure, revenue generation, human capital, legal compliance, and operational efficiency.
Focused on delivering comprehensive risk management solutions, TrueNorth maintains a commitment to organic growth and internal perpetuation while serving clients across the United States.
Focused on delivering comprehensive risk management solutions, TrueNorth maintains a commitment to organic growth and internal perpetuation while serving clients across the United States.
Leadership Roles at TrueNorth
Jason Smith - Chief Executive Officer
Jason Smith, the Chief Executive Officer at TrueNorth, directs the overarching strategic vision and long-term growth trajectory of the firm. Smith architects the organizational framework necessary to sustain the privately held business model while fostering a culture of internal perpetuation. By aligning the firm with evolving market demands in the insurance and risk management sectors, the Chief Executive Officer ensures that TrueNorth remains a leader in financial services. Jason Smith coordinates with the board and executive leadership to prioritize client value and community impact across the Midwest and beyond. This leadership role involves navigating complex industry landscapes to secure competitive advantages. Through rigorous oversight of corporate initiatives, the Chief Executive Officer drives the firm toward sustainable expansion. Ultimately, Smith maintains the integrity of the organization while scaling operations to meet the needs of a diverse national client base.
Chad Thurm - Chief Financial Officer
Chad Thurm, the Chief Financial Officer at TrueNorth, manages the fiscal health and capital allocation strategies of the organization. Thurm oversees financial reporting, budgeting, and investment planning to support the firm's organic growth objectives. By analyzing market trends and internal performance metrics, the Chief Financial Officer ensures that TrueNorth maintains a robust balance sheet capable of supporting long-term client commitments. Chad Thurm collaborates with other executive leaders to optimize resource distribution across regional offices in Iowa, Illinois, and Colorado. This role involves mitigating financial risks while identifying opportunities for reinvestment in core brokerage services. Through precise financial modeling and rigorous audit standards, the Chief Financial Officer secures the firm's economic stability. Ultimately, Thurm provides the fiscal foundation required for the company to deliver consistent value to colleagues and communities nationwide.
Trent Tillman - President & Chief Revenue Officer
Trent Tillman, the President & Chief Revenue Officer at TrueNorth, drives the firm's commercial growth and market expansion strategies. Tillman oversees the development of revenue-generating initiatives and client acquisition programs across the diverse insurance and risk management portfolio. By fostering strong relationships with key stakeholders, the President & Chief Revenue Officer ensures that TrueNorth captures significant market share in the Midwest and beyond. Trent Tillman coordinates with sales teams to refine service offerings and improve client retention rates. This leadership role involves identifying emerging market opportunities and aligning the firm's brokerage expertise with specific client needs. Through the execution of targeted growth campaigns, the President & Chief Revenue Officer supports the organization's commitment to organic expansion. Ultimately, Tillman secures the firm's position as a premier financial services provider by consistently delivering measurable value to the client base.
Jeff Sheetz - Chief Information Officer
Jeff Sheetz, the Chief Information Officer at TrueNorth, directs the technological infrastructure and digital transformation initiatives essential for modern risk management. Sheetz architects secure, scalable systems that enable seamless collaboration among colleagues located across the nation. By integrating advanced data analytics and cybersecurity protocols, the Chief Information Officer ensures that TrueNorth protects sensitive client information while enhancing service delivery efficiency. Jeff Sheetz oversees the deployment of innovative software solutions that support the firm's brokerage operations and internal workflows. This leadership role involves aligning technical capabilities with the broader business strategy to maintain a competitive edge in the insurance industry. Through the implementation of robust IT frameworks, the Chief Information Officer drives operational excellence. Ultimately, Sheetz empowers the organization to leverage technology as a primary driver of client value and organizational agility.
Lisa Greth - Chief Human Resources Officer
Lisa Greth, the Chief Human Resources Officer at TrueNorth, directs the talent acquisition, development, and retention strategies that define the firm's workforce culture. Greth architects programs designed to attract top-tier professionals while fostering an environment of continuous learning and internal perpetuation. By overseeing performance management and employee engagement initiatives, the Chief Human Resources Officer ensures that TrueNorth maintains a high-performing team capable of delivering exceptional risk management services. Lisa Greth collaborates with executive leadership to align human capital strategies with the company's long-term growth objectives. This role involves managing organizational development and ensuring that the firm's values are reflected in every aspect of the employee experience. Through the implementation of comprehensive talent management frameworks, the Chief Human Resources Officer drives organizational health. Ultimately, Greth cultivates a workforce that supports the firm's mission of creating value for clients and communities.
Robynn Westphal - Chief Legal Officer
Robynn Westphal, the Chief Legal Officer at TrueNorth, manages the regulatory compliance and legal risk framework for the entire organization. Westphal architects strategies to navigate the complex legal landscape of the insurance and brokerage industry, ensuring that all operations adhere to state and federal requirements. By providing counsel on corporate governance and contractual obligations, the Chief Legal Officer ensures that TrueNorth operates with the highest standards of integrity. Robynn Westphal oversees the mitigation of potential liabilities while supporting the firm's strategic initiatives across its various regional offices. This leadership role involves collaborating with the executive team to address legal challenges and protect the firm's interests. Through rigorous oversight of compliance programs, the Chief Legal Officer drives operational security. Ultimately, Westphal safeguards the organization's reputation and long-term viability by maintaining strict adherence to all applicable laws and industry regulations.
Matthew Rathje - Chief Operations Officer
Matthew Rathje, the Chief Operations Officer at TrueNorth, directs the day-to-day business processes and operational workflows that sustain the firm's service delivery. Rathje architects efficient systems to streamline internal operations across the Midwest and national office network. By optimizing resource management and cross-departmental coordination, the Chief Operations Officer ensures that TrueNorth maintains the agility required to meet client needs in a fast-paced insurance market. Matthew Rathje oversees the implementation of operational best practices that support the firm's organic growth and internal perpetuation strategy. This leadership role involves identifying bottlenecks and executing process improvements to enhance overall productivity. Through the management of core business functions, the Chief Operations Officer drives the firm's ability to scale effectively. Ultimately, Rathje ensures that the organization's operational foundation remains robust, reliable, and fully aligned with the broader corporate mission.
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Frequently Asked Questions Regarding TrueNorth Top Executives and Leadership Team
