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.

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.

Jamison helps operate, improve, and grow companies by ensuring the right information gets to the right people at the right time. As Chief Financial Officer, Jamison works with shareholders, customers, and employees to provide insight into the company’s financial health while also supporting operational improvements and growth through acquisitions. Prior to FMG Suite, Jamison held positions in Finance, General Management, Operations, Product Development, and Management Consulting in a variety of companies and industries. Jamison received a Mechanical Engineering degree from Cornell and an MBA from the Stanford Graduate School of Business.

When not deep into his spreadsheets and financial analyses, Jamison enjoys cooking, landscaping, reading and reliving his youth by watching his three children play sports.

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.

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.

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.

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.

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.

David Morton leads the Agency Revolution sales and business development teams. Since first joining the company in 2015, David has been an effective business leader laser-focused on delivering creative solutions to insurance agents’ most pressing business challenges. He brings with him to the role more than 15 years of consistently meeting and exceeding quota selling cloud infrastructure, SaaS, and managed IT services across multiple verticals.

When not in the office David enjoys time with his wife and three kids, Giants baseball, fly-fishing, and skiing.

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.

Bill is a visionary and innovator within the financial services industry and has leveraged emerging technologies and industry best practice tools to advance multi-channel integrated marketing, revenue generation, and business transformation. Throughout his career, Bill has consistently created and delivered strategic initiatives that have propelled both Fortune 500 and start-ups in revenue growth and client acquisition and operational excellence. Bill’s “personal why” is to live a life of positive influence and empower others through servant leadership to live their best lives.

When he is not in the office, Bill enjoys his family, cooking, Gonzaga basketball, and Idaho’s great outdoors.