Leadership Overview
TrueNorth has 6 executives leading key functions including strategy, financial oversight, revenue generation, human capital, legal compliance, and operational efficiency.
Focused on organic growth and risk management, TrueNorth delivers comprehensive insurance brokerage solutions while maintaining a privately held business model that prioritizes long-term value for clients and communities across the nation.
Focused on organic growth and risk management, TrueNorth delivers comprehensive insurance brokerage solutions while maintaining a privately held business model that prioritizes long-term value for clients and communities across the nation.
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. By championing the organic growth and internal perpetuation strategy, the Chief Executive Officer ensures the organization maintains the closely held business model established in 2001. Jason Smith oversees the alignment of all departmental functions with the core mission of creating value for clients and communities. This leadership role involves constant collaboration with the Board to navigate the complex insurance brokerage landscape across the Midwest and beyond. Through rigorous market analysis and the cultivation of a high-performance culture, the Chief Executive Officer drives the firm toward sustained financial stability. By prioritizing the integration of risk management expertise, the firm secures a competitive advantage in the financial services sector. Ultimately, the Chief Executive Officer fosters an environment where innovation meets traditional brokerage excellence to support national expansion.
Chad Thurm - Chief Financial Officer
Chad Thurm, the Chief Financial Officer at TrueNorth, manages the fiscal health and capital allocation strategies of the organization. Overseeing the financial reporting and internal audit functions, the Chief Financial Officer ensures the firm maintains the robust balance sheet necessary for organic growth. Chad Thurm directs the financial planning processes that support the firm's risk management and insurance brokerage operations across multiple states. This leadership role requires close coordination with the executive team to evaluate investment opportunities and maintain the integrity of the privately held business model. By optimizing capital structures and monitoring economic trends, the Chief Financial Officer mitigates financial risk while maximizing value for colleagues and clients. Through the implementation of sophisticated financial controls, the firm achieves consistent performance metrics. Ultimately, the Chief Financial Officer secures the fiscal foundation required for the long-term perpetuation of the company.
Trent Tillman - President & Chief Revenue Officer
Trent Tillman, the President & Chief Revenue Officer at TrueNorth, architects the revenue generation strategies and market expansion initiatives for the firm. Overseeing the sales teams and client acquisition efforts, the President & Chief Revenue Officer drives the growth of the insurance brokerage and risk management portfolio. Trent Tillman directs the development of client-centric solutions that address the evolving needs of businesses across the Midwest and the broader national market. This leadership role involves aligning revenue targets with the firm's organic growth strategy to ensure sustainable market penetration. By fostering strong relationships with key stakeholders and partners, the President & Chief Revenue Officer enhances the firm's competitive position. Through the execution of targeted sales campaigns and the optimization of service delivery, the firm captures significant market share. Ultimately, the President & Chief Revenue Officer secures the commercial success necessary to support the firm's long-term community impact.
Lisa Greth - Chief Human Resources Officer
Lisa Greth, the Chief Human Resources Officer at TrueNorth, manages the talent acquisition, development, and retention strategies for the entire organization. Overseeing the human capital functions, the Chief Human Resources Officer ensures the firm attracts top-tier professionals capable of delivering high-quality risk management and insurance brokerage services. Lisa Greth directs the cultural initiatives that support the privately held business model and the firm's commitment to its colleagues. This leadership role involves designing comprehensive training programs and performance management systems that align with the company's growth objectives. By fostering an inclusive and high-performance work environment, the Chief Human Resources Officer drives employee engagement across all regional offices. Through the implementation of strategic workforce planning, the firm maintains the operational capacity to serve clients effectively. Ultimately, the Chief Human Resources Officer secures the human capital foundation essential for the firm's continued success and internal perpetuation.
Robynn Westphal - Chief Legal Officer
Robynn Westphal, the Chief Legal Officer at TrueNorth, directs the legal strategy, regulatory compliance, and risk mitigation efforts for the firm. Overseeing the legal department, the Chief Legal Officer ensures all insurance brokerage and financial services operations adhere to state and federal regulations. Robynn Westphal manages the contractual frameworks that support the firm's business model and protects the organization from potential liabilities. This leadership role involves providing counsel to the executive team on complex legal matters and governance issues. By monitoring the regulatory landscape across the Midwest and the nation, the Chief Legal Officer proactively addresses compliance challenges. Through the development of robust internal policies, the firm maintains the highest standards of professional integrity. Ultimately, the Chief Legal Officer secures the legal stability required for the firm to focus on its core mission of creating value for clients and communities.
Matthew Rathje - Chief Operations Officer
Matthew Rathje, the Chief Operations Officer at TrueNorth, architects the operational infrastructure and service delivery processes that support the firm's insurance brokerage activities. Overseeing the day-to-day business functions, the Chief Operations Officer ensures the seamless integration of services across all regional offices. Matthew Rathje directs the implementation of technology and process improvements that enhance efficiency and client satisfaction. This leadership role involves coordinating with other C-suite leaders to streamline workflows and support the firm's organic growth strategy. By optimizing operational capacity, the Chief Operations Officer enables the firm to scale effectively while maintaining the quality of its risk management solutions. Through the management of internal resources and the refinement of service protocols, the firm achieves operational excellence. Ultimately, the Chief Operations Officer secures the functional reliability necessary for the firm to deliver consistent value to its clients and colleagues nationwide.
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Frequently Asked Questions Regarding TrueNorth Top Executives and Leadership Team
