I'm excited to share a more in-depth look at my personal and professional journey—from Wall Street sales floors to coaching leaders across North America. Over the years, I’ve transformed high-performing professionals into purpose-driven leaders by combining strategic coaching with emotional intelligence. Here is my biography.

After an incredible 20+ year journey in financial services and global operations, I’m thrilled to share my executive biography. My experience spans continents, institutions, and functions—from risk and compliance to strategy and transformation. I’m passionate about giving back and exploring new opportunities to contribute to board leadership.

Thrilled to share a bit more about my journey across corporate responsibility, strategic communications, and growth leadership. With 30 years of experience spanning finance, marketing, and social impact, I’m now looking to serve on boards where I can offer purpose-driven insights and help scale sustainable initiatives. Here is my biography.

Tricia Hrotko is a dynamic executive leader with over 25 years of success across the financial services and fintech sectors. Recognized for her strategic vision, operational expertise, and client-centric leadership, she has driven transformative growth initiatives for both start-ups and established institutions. A trusted advisor and accomplished public speaker, Tricia blends deep industry knowledge with a passion for helping organizations navigate change, expand their markets, and achieve lasting success.

In today’s financial services landscape, regulatory compliance is more than just a legal necessity — it’s a strategic driver of trust and growth. At Simple Financial LLC, we’ve embedded compliance into every layer of our operations, from onboarding to marketing, transforming it from a check-the-box task into a competitive advantage. By integrating compliance early in planning, tying it to individual performance, and maintaining a proactive risk checklist, we ensure that regulatory alignment supports—not stifles—our scalability and client confidence. When compliance is built into your culture, it becomes the foundation for sustainable success.

I'm excited to share a deeper look into my professional journey and leadership philosophy. Over the past 30+ years, I’ve had the privilege of growing businesses, launching innovative financial products, and collaborating with amazing teams across the banking and fintech sectors. I remain passionate about helping organizations succeed by putting people, purpose, and strategy at the forefront. Here is my biography.

I'm excited to share my professional biography, which highlights my journey across data science, financial services, and leadership. With over 38 years of experience driving innovation and organizational transformation, I'm passionate about helping companies use data strategically to fuel growth and resilience.

Greg Vance is a results-driven financial executive with over 30 years of global experience leading finance, operations, and strategic transformation across the financial services and technology sectors. Recognized for his ability to drive growth, operational excellence, and investor confidence, Greg has held senior leadership roles at TradeStation, FIS, and Thomson Reuters, where he guided organizations through IPO readiness, complex M&A, and large-scale business integrations. He brings a strong track record in financial planning and analysis, regulatory compliance, and performance optimization, with a leadership style grounded in integrity, transparency, and team development.

Edwin W. (Ed) Thauer, Jr., CLU, ChFC, LIC, is a veteran Wealth Manager with over 49 years of experience guiding individuals, families, and businesses through strategic financial planning, estate preservation, and retirement strategies. Known for his integrity, leadership, and deep industry knowledge, Ed has earned national recognition as a six-time Top of the Table qualifier with the Million Dollar Round Table. His career reflects a lifelong commitment to helping others make informed decisions, and now, as he transitions into legacy-focused work, Ed seeks meaningful board opportunities where he can continue to share his insight and serve with purpose.

Joseph Norris is an accomplished enterprise risk management executive with more than 20 years of experience leading governance, compliance, and risk programs across financial services, fintech, and consulting. As Vice President of Enterprise Risk Management at Desert Financial Credit Union, he oversees a robust risk portfolio for Arizona’s largest credit union, aligning strategic objectives with a culture of accountability and resilience. Joseph’s expertise spans IT governance, regulatory compliance, cybersecurity, and integrated risk platforms, and his credentials in GEIT and CDPSE reinforce his reputation as a forward-thinking leader. Known for his ability to bridge business and technical teams, he delivers scalable, business-aligned solutions that protect operations, enhance decision-making, and build long-term value.

Joel Jeselsohn is a seasoned global CFO and strategic business leader with a track record of transforming finance organizations into engines of growth, efficiency, and shareholder value. Known for his sharp financial acumen and operational insight, Joel has led high-impact initiatives across SaaS, financial services, and B2B software sectors—guiding companies through IPOs, mergers, and complex global expansions. With deep international experience and a passion for automation and strategic planning, he is a trusted advisor to CEOs, investors, and boards alike.

David Cook is a highly respected senior audit executive and global risk strategist with over 37 years of leadership experience in the financial services industry. Known as a “Master Problem Solver,” David has driven transformational change across internal audit, fraud investigation, and enterprise risk functions—both domestically and internationally. As a CPA, CIA, and CRMA, his career is marked by strategic innovation, process improvement, and a deep commitment to mentoring the next generation of leaders. With a passion for helping organizations navigate complexity and enhance governance, David is now focused on board service where he can continue to make a meaningful impact.

After more than three decades of leadership in financial services and board governance, I’ve had the privilege of working with incredible teams, organizations, and communities. My passion for strategy, purpose-driven leadership, and community engagement has never been stronger. I’m excited to continue advising and contributing where I can make a meaningful impact — here is my biography.

Sherri Combs is a transformational leader with a proven track record of driving growth, streamlining operations, and leading organizations through complex regulatory and system changes. With deep expertise across financial services, project management, and operations, she has consistently delivered measurable results—whether launching new markets, managing multimillion-dollar portfolios, or revitalizing underperforming business units. Known for her strategic mindset, strong relationship-building skills, and commitment to community impact, Sherri blends innovation with integrity to create sustainable success across every initiative she leads.

Tim Schultz is a seasoned banking executive with a distinguished career spanning over 25 years in commercial and small business lending, credit risk, and portfolio management. Known for his strategic leadership and operational excellence, Tim has led large, diverse teams and implemented innovative credit processes that have been adopted across national banking platforms. His tenure at PNC (formerly BBVA) and Compass Bank showcases a consistent track record of enhancing efficiency, reducing risk, and driving strong portfolio performance. With deep expertise across financial services and a collaborative, ethical leadership style, Tim continues to be a trusted force in the banking industry.

I'm excited to share a detailed look at my professional journey, spanning over 25 years in financial services, investments, and consulting. From leading strategy and operations to mentoring thousands of advisors and teaching future leaders, this bio captures the path I've taken and the value I aim to bring to boards, businesses, and communities. Here is my biography.