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 deliver solutions that are utilized and tested inside successful financial services practices, not just based on theory. That’s right, turn-key seminar and marketing platforms that have been tested and refined 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

Brian Peterson

President & CEO

Jim Maietta

Chief Distribution Officer

Scott Wheeler

Chief Marketing Officer/
Chief Operations Officer

Gissou Gotlieb

Chief Compliance Officer

Jeff Sullivan

Chief Information Officer

Josh Zwart

Chief Financial Officer

Sales Leadership Group

Todd Hayworth

Senior Vice President - Advanced Annuity Sales

Gordon Sylvester

Senior Vice President - Advanced Annuity Sales

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