We are FMG

DC is the CEO and co-founder of FMG. For more than two decades, he’s been building technology that helps financial professionals grow their businesses and communicate more clearly with the people they serve.

He began his career in financial services in 2002 at 50 Below, where he served as Head of Product and Engineering. In that role, DC built and led the teams responsible for launching some of the industry’s earliest large-scale website programs, supporting firms like Salomon Smith Barney, Ameriprise Financial, U.S. Bancorp Piper Jaffray, R.W. Baird, Janney Montgomery Scott, Hilliard Lyons, and RBC Wealth Management.

In 2006, DC left 50 Below to co-found Versimark, the same year he moved his young family to Sierra Leone to finalize an adoption. That move meant 36-hour flights and splitting his time between Africa and the U.S. - building a company one long commute at a time. Versimark evolved into a SaaS digital marketing platform powering more than 20,000 websites for organizations such as Farmers Insurance, American Family Insurance, and Farm Bureau Financial Services.

In 2011, Versimark was acquired and became the foundation for FMG.

As CEO, DC is ultimately responsible for FMG’s vision, strategy, and culture. He works closely with the leadership team to set direction, guide the long-term evolution of the business, and build teams that care deeply about both craft and customers.

DC’s connection to Sierra Leone continued well beyond that first move. In 2007, he launched a direct micro-loan program supporting local entrepreneurs. In 2013, he founded Neba, a housing initiative created to meet the housing needs of people who had spent their lives investing in their communities. In 2015, he helped establish a care center for children orphaned by the Ebola crisis.

He and his wife are raising twelve children, seven through adoption. When he’s not working, you might find DC hiking, cheering on his kids at sporting events, attending the theater, jeeping in the desert, eating good food slowly, or becoming, as Byron once suggested, friends with mountains.

Michelle Feinstein serves as the Chief Product and Strategy Officer at FMG Suite, where she is responsible for driving innovation, expanding the product and partner portfolio, and enriching the Go-to-Market (GTM) strategy across Product, Marketing, Sales, and Revenue Operations.

With a deep command of the financial services space, Michelle has a proven track record of modernizing advisor and middle office experiences. She specializes in connecting platforms, streamlining integrations, and digitizing engagement strategies through data, workflow, and AI orchestration.

A recognized thought leader, Michelle is a frequent speaker at global conferences and events and has been a  media spokesperson representing both Salesforce and BNY Mellon Pershing. She is a strong advocate for women, next gen and diversity initiatives, was a prior member of CHIEF, recognized as a Woman in Wealth Tech leader by NYC Fintech Women (2023) and F2 Strategy (2022).

Before joining FMG Suite, Michelle was General Manager for Global Financial Services & Strategy at Salesforce, responsible for the strategic planning and execution of B2B/B2C product and partnership initiatives, and GTM strategy for the wealth and asset management sectors. Her experience also includes serving as a Director at Pershing/BNY Mellon, holding various senior positions in technology product management, business development, consulting, and client engagement.

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.

Matt Newman is the Chief Revenue Officer at FMG, responsible for all revenue functions including Sales, Customer Success, and Revenue Operations.

Matt brings over 30 years of global experience growing and transforming services and FinTech businesses, with leadership roles spanning sales, customer success, product, & engineering. Before joining FMG, he served as Chief Revenue Officer at Hearsay, where he led revenue teams from 2021 through the company’s acquisition by Yext in 2024. Prior to Hearsay, Matt was Global Head of Sales and a member of the leadership team at Institutional Shareholder Services (ISS), helping guide the business from its spin-off from MSCI in 2014 through its $2.2 billion sale to Deutsche Börse in 2021. During his 17-year tenure at ISS and RiskMetrics, Newman led product, customer success and sales teams.

Matt began his career as a developer and architect at Andersen Consulting, Price Waterhouse, and Castle Point Systems, which he co-founded in 1996 and was acquired by Meritage Technologies in 2000. Matt holds a degree in Computer Engineering from Carnegie Mellon University and lives in Rhode Island..

When he is not playing Pickleball or trying to knock off a bucket list travel spot, you can find Matt and his family at the beaches in Rhode Island in the summer and skiing in the winter.

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.

Mo Ayadi is the Chief Information Officer at FMG Suite and a member of the company’s Senior Leadership Team. Mo places an emphasis on leveraging technology and innovation to drive business growth, using cutting-edge technology and AI to deliver personalized customer experiences and optimized business performance. He has a passion for building high-performing multicultural teams and is a recognized leader in digital transformation across the fintech, manufacturing, and retail sectors. A recipient of innovation awards, Mo is known for his excellence in engineering and digital platform delivery.

Prior to joining FMG Suite, Mo served as the Head of AI, Data, Enterprise Architecture, and CRM at Fluke Corporation (Fortive), where he spearheaded a multi-year digital transformation and developed data and AI platforms to support the company growth. Before that, he spent over four years as Senior Director and Chief Enterprise Architect at Vertiv Co, where he was instrumental in leading the global integration strategy and developing an enterprise data ecosystem to support multi-cloud solutions. His career also includes serving as Senior Vice President of Financial Technology Products at LPL Financial, where he helped build a wealth management platform, and a 15-year tenure at Dell Technologies scaling digital commerce platforms to billions in revenue. Mo holds an MBA from Texas State University and a Big Data & AI Certificate from the Massachusetts Institute of Technology (MIT).

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.