A Unique Approach
to Leadership

A Message from Our President & CEO

Brian Peterson

President & CEO
TruChoice Financial

We realize you have choices in the solutions you offer your clients and the team you choose to work with. Our goal is to earn your business daily.

That’s why our seasoned leadership chooses to collaborate with experienced, retail practitioners who manage over $100 million in client assets annually and who know the world you live in.

By working consultatively in this way, we deliver solutions that are conceived and tested inside a successful financial services practice, not just based on theory. That’s right, turn-key seminar and marketing platforms that have been tested and proved to make a difference in how you attract and close new clients. That’s the difference our team can deliver for yours.

Corporate Leadership Group

Tom Wade

President
Minneapolis and Ann Arbor Offices

President
RIA Division

Steve Bates

President
Atlanta Office

President
TruAdvisor Network

Rich Marasco

President
Sacramento Office

President
Broker/Dealer Division

Scott Wheeler

Chief Marketing Officer
TruChoice Financial

Terri Buker

Chief Operating Officer
TruChoice Financial

Gissou Gotlieb

Chief Compliance Officer
TruChoice Financial

Jim Maietta

Chief Distribution Officer
TruChoice Financial

Jeff Sullivan

Chief Information Officer
TruChoice Financial

Josh Zwart

Chief Financial Officer
TruChoice Financial

Sales Leadership Group

Todd Hayworth

Senior Vice President
Minneapolis Office

Gordon Sylvester

Senior Vice President
Atlanta Office

Heath Waddington

Senior Vice President
Ann Arbor Office

Jim Green

Senior Vice President
Sacramento Office

Kevin Ross

Senior Vice President
Broker/Dealer Division

Jason Sebastianelli

Senior Vice President
RIA Division

Ryan Pace

Senior Vice President
TruAdvisor Network

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