Meet our Senior Staff
Founder / Owner
Informative, Honest, Sincere, Efficient are four business principles that Derrick Skogsberg believes in and expects his team at Tenet Financial Group to provide to clients who are looking to use retirement funds to invest in a business.
Derrick has been in the 401(k) rollover business since 2003 as an owner and founder of a Third Party Administration (TPA) company called FranFund. The first 401(k) plan he established was his own (10 years ago) and he used his own retirement to fund that business. He sold his portion of the business to his partners in 2008 and started Tenet Financial Group three months later, again using retirement dollars.
As the leader of Tenet Financial Group, Derrick has gathered a team of professionals with over 125 years of experience in the financial funding/franchise industry to serve you as you explore using retirement funds to invest in your business.
When it comes to this business, quality is so much more important than quantity, which is the reason why Derrick has no interest in being the biggest Third Party Administration Company, “I will not take shortcuts that will put our clients or their company at risk.”
I have put together an experienced team of professionals and I am proud to have them as employees at Tenet Financial Group. They can, and will, educate you on the rollover program as well as other funding options. To speak with a Senior Consultant, call Diane or Kelly at 888.901.3335, ext. 9.
Vice President of Plan Administration
Dan Sitzmann graduated from Westmar College in 1986 with a degree in Business, Finance and Economics, after a short venture in the insurance industry it led him to working for RL Billings & Co, a Third Party Administration (TPA) company for 22 years. He worked his first 10 years as an employee and the last 12 years as a partner/co-owner of the business.
In April 2009, he sold his ownership and a few months later, he joined Tenet Financial Group as Vice President of Plan Administration.
Today, Dan’s administration team, Ann Lee, Jen Preston, and Erin Kimbell, has 45 of years of combined experience in the TPA industry. Dan is a certified Retirement Plan Associate (RPA) and each member of his team is a certified Qualified 401(k) Administrator (QKA)
For Dan, each year is like putting together a puzzle, “all 401(k) plans are different, the rules and regulations from the IRS are the same, and each plan has its own unique set of demographics that have to fit together like a puzzle.”
Tenet Financial Group can help you use your retirement funds to secure funding for your business, but more importantly, when you need a TPA to service your plan and keep you in compliance, your team of in-house professionals at Tenet Financial Group will be there to serve you every step of the way.
To inquire more about using your retirement dollars to fund a business, call a Tenet Financial Group Senior Consultant, Diane or Kelly at 888.901.3335, ext. 9, or complete the form below for someone to contact you.
Diane has been working in the pension industry/consulting/customer service areas for over 25 years. Currently assisting clients, lenders, brokers, and franchisors across the country find the best funding options for their business(es). One of the ways Diane has helped a majority of her clients, a specialty of Tenet Financial Group, is working with clients that have retirement funds. Diane helps educate her clients on the process of accessing those funds for a business.
Her experience at MassMutual Life Insurance in the Pension area provided an excellent foundation for her knowledge of 401(k) and Profit Sharing Plans. Diane worked in the Sensitive Plan Unit at MassMutual, handling administration, training, compliance, and customer service.
Other positions Diane has held over the years include Senior Account Executive at CIGNA and Senior Project Manager for Robinson Consulting, a firm specializing in project management and customized software development in the healthcare industry.
Diane is a Senior Consultant and has been with Tenet Financial Group since 2009. She resides in Massachusetts with her husband and they have two grown children. Year-round Diane plays tennis on a couple of USTA tennis teams.
Direct: (413) 754-3298
Kelly joined Tenet Financial Group as a Senior Consultant in 2011. Her prior experience as a Financial Service Professional, coupled with 20+ years of Marketing, Public Relations, and Customer Service experience, is what gives Kelly a well-rounded, empathetic approach to assisting her clients.
“The promise of business ownership is both exhilarating and intimidating. In order for that dream to become a reality, the client must be able to obtain funding. It’s my job to help the client understand all of their financing options and present them in a simplified manner. Once the client understands his or her options, then an informed decision on how best to move forward can be made. It’s really all about taking time with the client to guide them through all of the information.”
Prior to her joining Tenet Financial Group, Kelly was a Financial Services Professional with Prudential where she worked with individuals and business owners to evaluate their circumstances and help them develop sound strategies towards financial security. Kelly earned the following Securities Licenses: Series 6, Series 63 as well as her Life & Health Insurance Licenses. She also worked as a Pharmaceutical Sales Professional for near 14 years for both Schering-Plough and Sanofi-Aventis.
Direct: (810) 584-7255
Phone: (888) 901-3335
109 Larson Lane, Suite 200
Aledo, TX 76008
Monday – Friday: 8 AM – 5 PM CST