TruStage Executive and Leadership Team

August, 2026

Leadership Overview

TruStage has 4 executives leading key functions including executive relations, strategic operations, and venture capital investment.

Focused on delivering accessible financial security, TruStage empowers credit union members through innovative insurance products and retirement planning services across North American and Asian markets.

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
  • President and Managing Director - TruStage Ventures CMFG Ventures) - Brian Kaas
  • Chief of Staff - Kirby Wenger
  • 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, coordinates high-level communications and operational workflows for the executive leadership team. Managing the interface between the office of the President and external stakeholders, Alt ensures seamless alignment with corporate objectives. This role involves synthesizing complex data from various insurance divisions to support informed decision-making at the highest level. By facilitating efficient information flow, Connie Alt optimizes the productivity of the executive suite. The Manager Executive Relations - President and Chief Executive Officer Office also monitors regional performance metrics across North America to maintain service standards. Through rigorous oversight of administrative processes, Alt strengthens the organizational structure. This position requires constant collaboration with department heads to refine internal policies. Ultimately, the Manager Executive Relations - President and Chief Executive Officer Office drives operational excellence by maintaining clear channels of communication and strategic focus throughout the entire enterprise.

    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, directs the strategic engagement initiatives that connect the executive office with key industry partners. Overseeing the development of executive briefings, Meisel ensures that leadership remains informed on shifting market trends within the insurance and annuity sectors. This role demands precise management of high-stakes projects that impact the long-term growth trajectory of the company. By streamlining executive workflows, Phillis Meisel enhances the agility of the leadership team in responding to consumer needs. The Manager Executive Relations - President and Chief Executive Officer Office also evaluates the effectiveness of corporate outreach programs across diverse geographic regions. Through meticulous planning and execution, Meisel fosters strong relationships with credit union stakeholders. This leadership function supports the broader mission of providing reliable financial planning services. Ultimately, the Manager Executive Relations - President and Chief Executive Officer Office secures organizational stability by aligning executive priorities with the evolving demands of the insurance industry.
    Phillis Meisel

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

    Brian Kaas, the President and Managing Director - TruStage Ventures CMFG Ventures) at TruStage, directs the investment strategy and venture capital activities that fuel innovation within the insurance and financial services landscape. Overseeing a portfolio of emerging technologies, Kaas identifies opportunities that enhance the company's digital service offerings and retirement planning tools. This role involves evaluating startups that align with the core mission of supporting credit unions and their members. By managing these strategic investments, Brian Kaas accelerates the development of new products that address the needs of risk-averse investors. The President and Managing Director - TruStage Ventures CMFG Ventures) also collaborates with other C-suite leaders to integrate these technological advancements into the broader corporate ecosystem. Through careful capital allocation, Kaas ensures that the company remains at the forefront of industry innovation. Ultimately, the President and Managing Director - TruStage Ventures CMFG Ventures) drives long-term value creation by fostering a culture of continuous improvement and technological advancement across all business segments.

    Kirby Wenger - Chief of Staff

    Kirby Wenger, the Chief of Staff at TruStage, architects the strategic framework that guides daily operations and long-term planning for the executive team. Managing cross-functional initiatives, Wenger ensures that all departments remain synchronized with the core mission of providing life and vision insurance solutions. This role involves translating high-level corporate goals into actionable tasks for various business units. By facilitating communication between the Board and senior management, Kirby Wenger maintains organizational cohesion. The Chief of Staff also monitors the implementation of new financial products to ensure market competitiveness across North America. Through rigorous analysis of operational performance, Wenger identifies opportunities for efficiency gains and resource optimization. This leadership position requires deep integration with the company's service infrastructure, including mobile and call center operations. Ultimately, the Chief of Staff drives sustainable growth by aligning internal resources with the strategic vision of the company, ensuring that every department contributes effectively to the overall success of the organization.

    Explore Leadership Teams in Insurance

    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 Brian Kaas (President and Managing Director - TruStage Ventures CMFG Ventures)).
    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), Brian Kaas (President and Managing Director - TruStage Ventures CMFG Ventures)) and other senior executives.
    How many executives does TruStage have?
    TruStage has 4 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, President and Managing Director - TruStage Ventures CMFG Ventures), Chief of Staff.