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Board of Directors & Advisory Board
Bart Catmull
Bart spent seven years at PricewaterhouseCoopers before joining Sagicor Life Insurance Company, where he served for more than 22 years — rising from CFO and COO to President. He later served as Chief Risk Officer for Sagicor Financial Company and then as EVP of Administration and Chief Strategy & Risk Officer at Security Mutual Life Insurance Company of New York. His career-long immersion in how annuity and life insurance products are designed, priced, regulated, and sold from inside the carrier gives Annuity.com’s editorial standards a depth that no outside consultant could match.
Tom Hegna
Tom served 22 years as a Lieutenant Colonel in U.S. Army Military Intelligence, including commanding the 301st Military Intelligence Battalion in counter-terrorism operations. He then spent 7 years at MetLife and 15 years as a First Vice President at New York Life, where he was responsible for over $5 billion in sales and helped grow Lifetime Income Annuity sales from $100 million to over $2 billion. Today, he is one of the most sought-after retirement income educators in America — a bestselling author, keynote speaker, and Senior Education Advisor to the Alliance for Lifetime Income. His mission, and ours: help people retire happy.
Brett Blake
Brett is a multi-time CEO and turnaround specialist. He began his career at PepsiCo/Frito-Lay, then was recruited by the Board of Directors at USANA Health Sciences to turn around a nearly delisted public company — delivering a 488% increase in earnings and adding more than $500 million in shareholder value in three years. As Managing Director at Beachbody, he grew the direct-selling division from $50M to over $300M. He has served as CEO of multiple consumer companies and as an executive coach and board advisor to family offices and private equity firms.
Brian Schenk
Brian brings deep financial services experience to the board, including more than seven years as a Vice President at Bank of America in commercial banking and senior roles at BMO Harris Bank managing middle-market portfolios of $500M+ across diversified industries. He currently serves as COO of Spartan Composites. His hands-on experience in credit analysis, corporate finance, and risk management provides valuable financial oversight for Annuity.com.
Bruce Jensen
Bruce spent seven years at Fidelity Investments as a Financial Representative before serving as CFO of a venture-backed technology startup during the dot-com era, where he raised over $10 million in funding and managed multiple acquisitions. He went on to lead finance operations for companies operating across 30+ global markets, served as VP of Finance and Business Development for a $300 million logistics operation, and has been a Managing Partner overseeing portfolio companies for a private ownership group. His combination of frontline advisory experience and corporate finance leadership ensures that Annuity.com operates with both financial discipline and an advisor’s perspective.
Mark Ballstaedt
Mark was one of the earliest technology hires at JetBlue Airways, where he built the airline’s original website and booking engine. He then spent nearly 15 years at 1-800 Contacts, rising from web developer to VP of Software Engineering. He went on to serve as VP of Technology at Vivint Smart Home, and held progressive leadership roles at Young Living culminating in CIO — where he led 200+ technology professionals across multiple countries and oversaw digital platforms generating $2.2 billion in revenue. As CTO of Ken Garff Automotive Group ($6B in annual revenue), he directed all technology operations nationwide. He brings decades of experience building technology platforms that serve millions of users.
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