TruStage Executive and Leadership Team

July, 2026

Leadership Overview

TruStage has 6 executives leading key functions including strategy, operations, sales, marketing, and venture capital.

Driven by a commitment to financial security, TruStage provides innovative insurance and financial products, leveraging deep credit union roots to serve diverse markets across North America and Asia with a focus on retirement planning and risk-averse investment solutions.

Leadership Roles at TruStage

  • Manager Executive Relations - President and Chief Executive Officer Office - Connie Alt
  • Manager Executive Relations - President and Chief Executive Officer Office - Phillis Meisel
  • Vice President, Chief of Staff To Chief Executive Officer - Karla Gravis
  • President and Managing Director - TruStage Ventures CMFG Ventures) - Brian Kaas
  • Chief of Staff - Kirby Wenger
  • Executive VP, Sales & Marketing - Tammy Schultz
  • Connie Alt - Manager Executive Relations - President and Chief Executive Officer Office

    Connie Alt, the Manager Executive Relations - President and Chief Executive Officer Office at TruStage, directs critical administrative functions supporting the highest levels of executive leadership. This role ensures seamless operational flow within the President and Chief Executive Officer's office, facilitating strategic initiatives and daily operations. Connie Alt manages key relationships and communications, acting as a central point of contact for internal and external stakeholders interacting with the CEO's office. The position demands meticulous organization and a deep understanding of corporate governance to support TruStage's mission of providing financial security through insurance and financial planning services. This executive's focus is on optimizing executive efficiency and effectiveness, directly contributing to the company's stability and market presence in North America and Asia.

    Phillis Meisel - Manager Executive Relations - President and Chief Executive Officer Office

    Phillis Meisel, the Manager Executive Relations - President and Chief Executive Officer Office at TruStage, orchestrates essential support functions for the President and Chief Executive Officer's office. This critical position ensures the smooth execution of executive directives and maintains robust communication channels across the organization. Phillis Meisel is instrumental in managing the executive calendar, coordinating high-level meetings, and preparing necessary documentation to facilitate strategic decision-making. The role requires a proactive approach to problem-solving and a comprehensive understanding of TruStage's operations in insurance and financial planning. By streamlining executive workflows, Meisel directly supports the company's commitment to serving its nationwide network and its mission of providing innovative annuity products and financial services across North America and Asia.
    Phillis Meisel

    Karla Gravis - Vice President, Chief of Staff To Chief Executive Officer

    Karla Gravis, the Vice President, Chief of Staff To Chief Executive Officer at TruStage, provides direct strategic and operational support to the CEO, ensuring the effective implementation of corporate vision. This position involves managing critical initiatives, facilitating executive communications, and driving key projects that align with TruStage's mission in the insurance and financial services sector. Karla Gravis works closely with executive leadership to enhance organizational efficiency and support the development of innovative products like annuity solutions. The Vice President, Chief of Staff To Chief Executive Officer plays a pivotal role in coordinating efforts across departments, ensuring that TruStage's nationwide network and its commitment to financial security are consistently upheld. Gravis's leadership directly impacts the company's operational effectiveness and strategic growth across North America and Asia.

    Brian Kaas - President and Managing Director - TruStage Ventures CMFG Ventures)

    Brian Kaas, the President and Managing Director - TruStage Ventures CMFG Ventures) at TruStage, spearheads the company's venture capital arm, identifying and investing in innovative opportunities that align with TruStage's strategic objectives. This role is crucial for driving future growth and expanding the company's reach within the financial services and insurance sectors. Brian Kaas oversees the investment portfolio, managing capital allocation and fostering strategic partnerships to enhance TruStage's market position. The President and Managing Director - TruStage Ventures CMFG Ventures) plays a key part in exploring new technologies and business models that complement TruStage's core offerings, such as life insurance and annuity products. Kaas's leadership in venture capital directly supports TruStage's commitment to innovation and its long-term vision for financial security across North America and Asia.

    Kirby Wenger - Chief of Staff

    Kirby Wenger, the Chief of Staff at TruStage, drives strategic execution and operational alignment across the organization. This role acts as a key liaison between executive leadership and various departments, ensuring that company-wide objectives are met efficiently. Kirby Wenger oversees special projects and initiatives, translating high-level strategy into actionable plans that support TruStage's core business of providing insurance and financial planning services. The Chief of Staff manages cross-functional collaboration, fostering synergy to enhance the delivery of innovative annuity products and financial solutions. By optimizing internal processes and driving key programs, Wenger directly contributes to TruStage's market leadership and its commitment to financial security for its customers across North America and Asia.

    Tammy Schultz - Executive VP, Sales & Marketing

    Tammy Schultz, the Executive VP, Sales & Marketing at TruStage, directs all aspects of revenue generation and market expansion for the company's insurance and financial products. This leadership role is central to driving growth and increasing market share across North America and Asia. Tammy Schultz oversees the development and execution of comprehensive sales strategies, targeting both business and consumer segments through TruStage's nationwide network. The Executive VP, Sales & Marketing also leads marketing initiatives, ensuring the effective communication of TruStage's value proposition, including its innovative annuity products and financial planning services. By fostering strong client relationships and enhancing brand visibility, Schultz directly contributes to TruStage's established position as a significant player in the insurance industry and its commitment to financial security.

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    Frequently Asked Questions Regarding TruStage Top Executives and Leadership Team

    Who leads TruStage?
    TruStage is led by Connie Alt (Manager Executive Relations - President and Chief Executive Officer Office), along with executives such as Phillis Meisel (Manager Executive Relations - President and Chief Executive Officer Office) and Karla Gravis (Vice President, Chief of Staff To Chief Executive Officer).
    Who is part of TruStage’s executive team?
    The executive team of TruStage includes leaders such as Connie Alt (Manager Executive Relations - President and Chief Executive Officer Office), Phillis Meisel (Manager Executive Relations - President and Chief Executive Officer Office), Karla Gravis (Vice President, Chief of Staff To Chief Executive Officer) and other senior executives.
    How many executives does TruStage have?
    TruStage has 6 executives leading key business areas.
    What roles are included in TruStage’s leadership team?
    The leadership team of TruStage includes roles such as Manager Executive Relations - President and Chief Executive Officer Office, Manager Executive Relations - President and Chief Executive Officer Office, Vice President, Chief of Staff To Chief Executive Officer, President and Managing Director - TruStage Ventures CMFG Ventures), Chief of Staff.