We are FMG

Scott is passionate about bringing affordable and easy-to-use marketing automation to financial professionals, insurance agents, and other service professionals so they can focus on providing great client service while growing their businesses. Prior to joining FMG Suite, Scott was a corporate attorney focused on private equity and mergers and acquisitions. 

Scott enjoys mountain biking, playing tennis and coaching his son’s football team.

For 20 years, DC has been a leading voice in MarTech innovation for financial advisors and insurance agents. As a serial entrepreneur and co-founder of FMG Suite, he's passionate about igniting potential in ideas, teams, leaders, and products. His superpowers include inspiring and energizing audiences, whether it’s through public speaking or leading our amazing team of product managers, designers, software engineers and creatives. 

When he's not at work, you’ll find him doing something awesome with his 12 amazing kids, listening to his favorite podcast, or quite often on a plane to or from West Africa. DC and his wife have adopted 8 children and recently helped launch a care center for Ebola orphans in Sierra Leone. 

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan places an emphasis on the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group where she was responsible for all aspects of marketing and advisor marketing. Prior to that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management and practice management at Fidelity Investments.

Greg Kasavana is the Chief Financial Officer of FMG. With over 15 years of experience across investment management and corporate finance, Greg brings a strategic and data-driven approach to financial leadership. Prior to FMG, he held senior roles at Surveyor Capital, Pennant Capital, and Silver Lake, and began his career as an analyst at Bear Stearns. Greg holds an MBA from Harvard Business School and a BS in Business from Indiana University Bloomington.

Jared has more than a decade of direct experience in online marketing, operations and process development, digital media management, and motivating teams. Jared lives to solve challenges and help both FMG employees and the clients we serve achieve their goals.

Jared loves spending time with his family of seven, serving in his local congregation and community, and enjoying the great outdoors backpacking, surfing, splitboarding, fishing, camping and rock-climbing.

As CSO, Chris brings more than 20 years of sales and management experience to FMG Suite. Chris has helped Fortune 500 insurance and financial services companies deliver superior performance through integrated technology solutions. He is a recognized leader in the industry and an expert in formalizing e-business services to drive growth and digital transformation for enterprises of all sizes. Prior to joining FMG Suite, Chris was the Vice President of Sales for Ebix, Inc.

Chris loves spending time with his family, cheering on both daughters on the soccer field and occasionally tries to sneak in a round of golf with friends.

Samantha teaches financial advisors how to utilize digital marketing strategies to produce exponential growth through website development, content marketing, SEO, social media and video.

Her cutting-edge thought leadership is recognized throughout the financial services industry and has led to her being awarded an Investment News 40 Under 40, ThinkAdvisor "Luminary" and Wealth Management Top Ten to Watch.

In addition to being a trusted, go-to resource for advisors looking to grow through digital marketing strategies, Sam is also known as a voracious reader, avid runner and hiker, and master juggler of 3 kids under 6.

Nate has over a decade of experience in building SaaS technology products. He received his Master’s degree in IT Leadership from the College of St. Scholastica, dual undergrad degrees in Applied Economics and Computer Science.

Nate is involved in charity work and enjoys taking his family skiing, boating, camping and enjoying Minnesota life.

Dave is a seasoned marketing professional with over 26 years of experience, currently serving as the Vice President of Marketing Operations. Based in Minneapolis, MN, he thrives on being data-driven and hands-on, embodying a scrappy and collaborative approach to achieving results.

Known for his team-player mentality, Dave is equally at work strategizing with leadership as he is rolling up his sleeves to tackle challenges alongside his colleagues. Outside of the office, he channels his passion for hockey as the captain of his team, demonstrating leadership and camaraderie on and off the ice.

When not immersed in marketing initiatives or hockey, Dave enjoys indulging his love for hot rods and DIY projects, all while cherishing moments with his family, who remain his top priority in life.

In 2010, Brandon helped launch FMG Suite as a company that prioritized thought-provoking creative work.

He holds a Masters in Motion Graphic Design and spends his free time designing furniture. He also holds the title for “Best Guacamole at FMG Suite”. The secret: roasted garlic. He extends that craftsmanship into designing remarkable customer experiences to shape brands worthy of customer loyalty.

Lucy has over 15 years of experience creating and improving processes, solving problems, and inspiring teams. She has worked one-on-one with individual clients as well as one-to-many with large scale enterprise clients. Lucy has been a part of new software launches, large scale repackaging exercises, designing implementation processes, product migration projects, and program launches. She loves working across departments from sales to development and has a Master’s Degree in Educational Psychology.

Lucy loves the great outdoors, freshly baked ginger molasses cookies, wildflowers, and travel adventures with her husband and teenage boys.

Richard Hwang has more than 22 years of experience in the financial services technology sector. Richard has worked with U.S. and Canadian insurance carriers, global banks, insurance agencies, independent broker-dealers, and top advisors. He collaborates with clients to develop targeted solutions that support their insurance and wealth management needs.

Prior to FMG Suite, Richard has delivered solutions including life/annuity new-business, e-application platforms for carriers, quoting/illustration systems, agency management for distributors, practice management solutions for independent advisors, and enterprise-class CRM platforms for large financial companies.

Richard lives in Pasadena, California, with his wife, two children and dog “Buster”

With more than a decade of People Team experience Liz is excited about the way the world is changing, evolving and modernizing. She loves utilizing technology to find solutions and efficiencies, while maintaining the personal and empathetic human side of the People Team. Her true passion is partnering with leadership to create a work environment where employees feel valued, heard and appreciated.

Liz enjoys spending weekends in the kitchen with her family and exploring the world with her 90lb puppy.

As VP of Sales, Chris focuses on building consultative sales teams, developing new revenue streams, and securing new business partners. He has 20-years of experience driving multi-million dollar revenue growth while providing visionary sales leadership.

Chris loves spending time with family and friends at the beach and taking advantage of all the opportunities San Diego has to offer.

Luke is a strategic, collaborative and practical partner with over 20 years’ experience advising retail and financial services clients on a variety of technology, intellectual property and data security matters. He is excited to be part of the dynamic FMG Suite team and contribute to its cutting-edge digital marketing technology business.

When not practicing law, Luke enjoys spending time with his family outdoors, coaching youth athletes, serving his community and savoring delicious food and drink.

Karen is a results-driven servant leader with a proven record of building and leading high-performing, cross-functional teams. She combines strategic vision with hands-on execution to drive efficiency, financial integrity, and operational excellence in fast-paced, high-growth environments.

With deep experience in private equity–backed SaaS companies, Karen has led global teams through rapid expansion, transformation, and alignment. She has built and restructured finance functions, implemented scalable systems, and played a key role in numerous M&A transactions- including buy- and sell-side diligence and seamless post-acquisition integration. Her leadership has contributed to multiple successful private equity exits, establishing her as an execution-focused finance leader.

Outside of work, Karen enjoys food, golf, pottery, travel, and spending time with her dog, Brooklyn.

Tim brings a passion for building deep, long term enterprise partnerships, leveraging a consultive approach to deliver thoughtful solutions that drive revenue and growth. He has over 2 decades of experience in the financial services space, working with Fortune 500 companies in leadership roles across Sales and Consulting.

Tim lives in Austin, loves spending time with his family and can often be found biking, running, playing golf, paddle boarding or fishing.

Jason leads Agency Revolution, which provides a suite of digital marketing solutions and a proactive service team that help agencies sell and retain clients.

Prior to Agency Revolution, Jason spent more than a decade connecting agencies, carriers, and technologies through his consulting firm Agency Insurtech, the agency technology directory InsurancePlayground.com, and as co-founder of Smart Harbor, which built digital marketing tools for agencies before being acquired by a private equity-backed insurtech.

A recipient of the Smart 50 Award for Innovation, Impact and Sustainability, Jason has conducted speaking engagements and workshops for InsureTech Connect, Nationwide, State Auto, Keystone, Pinnacol Assurance, BroadStreet Partners, Agency Nation Elevate, the Big I, and the Ohio Insurance Association. He is also published in Insurance Journal, Property Casualty 360, IA Magazine, Rough Notes, Insurance Thought Leadership, The Meeting Magazines, Carrier Management, and Insurance Business America and featured on the Insurance Closing the Gap, Agency Nation Radio, and Insurance Marketing Brain Dump podcasts.

Amy Galli brings over 20 years of experience in financial services, combining expertise in marketing strategy, practice management, and technology to help financial advisors grow their businesses and operate more efficiently. She began her career as a financial advisor at Merrill Lynch, where she gained firsthand insight into the challenges advisors face—insight that continues to shape her approach today.

In senior leadership roles at Cetera Financial Group and LPL Financial, Amy led the development of marketing programs, advisor coaching initiatives, and technology strategies designed to deepen client relationships and drive meaningful growth.