FINANCIAL FITNESS - Key Persons
Job Titles:
- Business Development Representative
Brad Tate leverages 4+ years of experience driving project completion, success in business development, and sales strategy for Regional Banks and Real Estate Consultants. He demonstrates strong professional acumen by supporting organizational goals and processes to maximize business value. Brad understands business challenges and possesses significant CRM interface experience.
Job Titles:
- Vice President Sales
- Business Leader
Bryan Drumm is an accomplished business leader with over 20 years of experience in delighting customers with transformational software solutions. He is passionate about sharing innovative ideas to help clients maximize their performance through technology.
Job Titles:
- Employee
- Member of the Board
- Corporate Executive
Debora Karstetter is an accomplished corporate executive from the employee benefit and healthcare industry with extensive leadership experience and executive coaching skills. Her talents include leading successful businesses, serving on Boards, mentoring entrepreneurs, understanding the challenges of emerging companies, plus having been educated at Harvard and Stanford in executive development and corporate governance. Deb specializes in emerging businesses, executive development, and board effectiveness. She has a passion for developing women leaders to increase the talent pool and narrow the gap at the C-Suite level.
Job Titles:
- Assistant Vice President Marketing
Georgette Regan brings 15 years of experience in marketing and strategic business development. She has extensive skills in brand consulting, data analysis, digital strategy, and content marketing that effectively drives results for B2B and B2C marketing initiatives. She has a proven track record of driving successful marketing initiatives within the business start-up, software/technology, and financial services industry.
Jeff Bail has an expert-level understanding of javascript and top-notch skills in all aspects of UI/front-end programming. He is an excellent programmer, architect, and leader with excellent interpersonal skills.
Joe Saari - Chairman, Founder
Job Titles:
- Chairman
- Founder
- Member of the Board
Joe Saari is the founder and Chairman of the Financial Fitness Group (FFG). A well-known thought leader, who has been featured on CNBC, CNN, and Bloomberg TV, Joe brings over 20 years of experience as an academic, innovator, and leader in the field of financial wellness. Joe has dedicated his career to helping individuals improve their financial well-being. Prior to starting Financial Fitness Group, Saari was a faculty member at the University of Wisconsin, and has served on the Governor's Task Force on Financial Literacy and won numerous awards for his leadership in over 10 years of research and innovation in the field of financial well-being.
Job Titles:
- Director
- Member of the Board
Joe Schlidt the Director of a unique hybrid family office offering comprehensive private wealth management services. For over 35 years, Joe has served as a board member on a variety of private and non-profit organizations. He is the past Chairman and current Advisory Council member of Secure Futures, the nation's leading provider of financial literacy education for teens. Through his work with Secure Futures, Joe received the 2017 Wisconsin's Governors Financial Literacy Award.
Justin Huelbig is an experienced graphic designer and creative expert. An artist at heart, he is professionally trained in photography, print and digital design, typography, advertising, and brand identity. At FFG, Justin leads the creative design and execution of all corporate marketing initiatives.
Kamron possesses unparalleled customer service skills combined with excellent project management abilities. With over 15 years of exceeding client expectations, Kamron has effectively fulfilled business needs in the IT, academic, and financial fields.
Job Titles:
- Master
- Application Architect
Kevin Rhodes is the master of the software development lifecycle. He transforms business challenges into high-quality, secure and scalable solutions while helping clients be more efficient and provide better services.
Job Titles:
- Director of Product Management
Lee Regan has over 20 years of product development, graphic design, UX/UI, and advertising experience. He leads Product Development at Financial Fitness Group, working closely with financial service firms to create financial education experiences. Lee has worked with such large companies as Lockheed Martin building training simulators for the US Navy as well as played a major creative role in branding products lines such as Qualcomm - Mirasol. Lee spent 3 years before arriving at Financial Fitness Group as a Public speaker with Google traveling the country for the Google Partner program.
Job Titles:
- Director of Client Experience & Integrations
Mark Ramirez joined the Financial Fitness Group with more than 16 years of project management and development production experience. Mark deploys unique and customized solutions using mind-numbing analytical skills.
Mark Strelzin brings over 20 years of experience selling financial solutions, including e-learning and financial content to the largest financial institutions globally. He is an action-oriented problem-solver that is adept at building strong, authentic connections with clients and exceeding their expectations.
Mike Marcoe's passion is to communicate complex subjects simply and clearly. With 23 years of experience in writing, editing and content creation, Mike has designed financial education courses for banks, credit unions and institutional clients.
Job Titles:
- Executive Chairman of the Board of Directors
Patrick D. Quirk is the Executive Chairman of the Board of Directors at Financial Fitness Group and a proven software executive with more than 30 years of experience in enterprise software, research and development, marketing and sales, and global operations. He has been a CEO for Emptoris (acquired by IBM), Achievers, and Vendavo. Quirk has also been a global executive at GoldenGate Software, PeopleSoft, Oracle, IBM, and Control Data. He is also an Executive Chairman at Pramata LLC. Quirk obtained his BS in Industrial Engineering from UW-Madison. When he isn't busy driving software companies to their full potential, he enjoys surfing, golfing, watching Badgers and Packers football, and spending time with his family and friends. Quirk also dedicates time to helping others in need and giving back to UNICEF, ALS, and Free the Children.
Job Titles:
- Board Advisor
- Investor, Adviser
Rick Hernandez is an experienced entrepreneur, investor, adviser/mentor, and board advisor with demonstrated success working in the software/high-tech and health-tech industries. After founding and exiting his own software company, he has worked within the startup community as both an investor, advisor and board member, bringing his experience in strategy, management, business development, digital marketing, Software as a Service (SaaS), and Data Analytics as a Service (DAaaS). Since exiting his first company, eDriving, Inc., Mr. Hernandez has brought two additional companies to a successful exit transaction - CenterX, which was acquired by AmerisourceBergen, and Expression Health Analytics which was acquired by Trilliant Health and subsequently acquired by Primus Capital.
Job Titles:
- Digital Marketing Specialist
Sara Bashiri processes a strong foundation in digital marketing and finance. She is passionate about emerging global business environments and has a fundamental understanding of international marketing. Sara has extensive experience enhancing engagement, traffic, and brand recognition through strategic marketing initiatives.
Job Titles:
- Operations Manager
- Executive Operations
Sherri Brooke is an executive operations liaison who collaborates with key employees. As a diplomatic business professional, Sherri is determined to successfully tackle operational priorities.
Tricia Rothschild recently served as Chief Product Officer and Co-Head of Global Markets for Morningstar. In her 26-year tenure at Morningstar, she built and led numerous aspects of the firm's business serving each of its three core audiences: individuals, advisors, and financial institutions. She currently serves as an advisor and board member for a small portfolio of fintech firms and the CFA Institute. During Tricia Rothschild's time as an executive officer at Morningstar, she was responsible for the firm's software, data, research, and index business lines serving asset managers, wealth managers, and individual investors. Her team of more than 1,500 product developers, product managers, designers, and business leaders drove product strategy, innovation, technical development, and the related business success for these multi-million-dollar global product lines.
Job Titles:
- Account Executive / Program Consultant
William "Bill" Weyers is an accomplished business professional with over 25 years of experience in developing solutions for the insurance and employee benefits industry's strategic growth needs. He brings a diverse perspective based on his experience working for a carrier, broker consultant, and TPA in large and small group markets, including health care reform environments.