TrueNorth Executive and Leadership Team

Jason Smith, the Chief Executive Officer at TrueNorth, directs the overarching corporate strategy and vision. Smith guides the organization's expansion and market positioning, ensuring alignment with the core mission of creating value for clients, colleagues, and communities. This leadership involves fostering a culture of innovation and client-centricity, essential for TrueNorth's sustained growth. The CEO's role is pivotal in maintaining the company's closely held, privately held business model, emphasizing organic growth and internal perpetuation. Smith's strategic direction ensures the firm's continued success as a leading risk management and insurance brokerage entity. Jason Smith's executive oversight solidifies TrueNorth's commitment to excellence across its Midwest operations and national presence.

Chad Thurm, the Chief Financial Officer at TrueNorth, manages all financial operations and strategic financial planning. Thurm oversees fiscal health, investment strategies, and resource allocation to support TrueNorth's organic growth objectives. This role is critical in maintaining the financial integrity of the firm's closely held business model and ensuring robust internal perpetuation. Thurm's financial acumen drives profitability and operational efficiency across the company's offices in Iowa, Illinois, and Colorado, as well as its nationwide colleague network. The Chief Financial Officer ensures sound fiscal management, enabling the company to deliver exceptional value to clients and stakeholders. Chad Thurm's leadership guarantees the financial stability required for TrueNorth's continued expansion and market leadership in risk management and insurance brokerage.

Trent Tillman, the President & Chief Revenue Officer at TrueNorth, drives revenue generation and overall business development. Tillman spearheads sales strategies and client acquisition efforts, ensuring the company achieves its growth targets and expands its market reach. This executive function is central to TrueNorth's organic growth strategy and its commitment to delivering value across its client base. The President & Chief Revenue Officer works closely with other leaders to align revenue-generating activities with the firm's risk management and insurance brokerage objectives. Tillman's leadership ensures sustained financial performance and market penetration across Iowa, Illinois, Colorado, and nationwide. Trent Tillman's focus on revenue expansion solidifies TrueNorth's position as a dominant force in the financial services sector.

Lisa Greth, the Chief Human Resources Officer at TrueNorth, leads all human capital management initiatives. Greth is responsible for cultivating a strong organizational culture that supports TrueNorth's mission and values, ensuring colleague development and engagement across all locations. This position is fundamental to the company's internal perpetuation strategy, focusing on attracting, retaining, and nurturing talent. The Chief Human Resources Officer ensures that HR policies and practices align with the firm's closely held business model, fostering an environment where colleagues can thrive. Greth's strategic approach to human resources enhances operational effectiveness and supports the company's organic growth. Lisa Greth's dedication to colleague well-being and professional growth is integral to TrueNorth's success as a leading insurance brokerage firm.

Matthew Rathje, the Chief Operations Officer at TrueNorth, oversees the efficiency and effectiveness of all operational functions. Rathje ensures seamless service delivery and optimizes internal processes to support the company's mission of creating value for clients and colleagues. This role is critical for scaling operations in alignment with TrueNorth's organic growth strategy and internal perpetuation model. The Chief Operations Officer manages the day-to-day activities across the firm's Midwest presence and national network, ensuring high standards of performance. Rathje's operational leadership enhances productivity and client satisfaction, reinforcing TrueNorth's reputation as a leading insurance brokerage. Matthew Rathje's commitment to operational excellence drives the company's ability to serve a broad range of clients effectively.

Robynn Westphal, the Chief Legal Officer at TrueNorth, provides strategic legal counsel and ensures regulatory compliance across all business operations. Westphal safeguards the company's interests, managing legal affairs to support TrueNorth's closely held business model and internal perpetuation strategy. This executive function is vital for navigating the complex legal landscape of the insurance and financial services industry. The Chief Legal Officer advises on corporate governance, risk mitigation, and contractual matters, ensuring adherence to all applicable laws and regulations. Westphal's expertise is crucial for maintaining the integrity and stability of the organization as it pursues organic growth. Robynn Westphal's legal leadership underpins TrueNorth's commitment to ethical practices and sustained success.