Phone: (888) 901-3335
109 Larson Lane, Suite 200
Aledo, TX 76008
Monday – Friday: 8 AM – 5 PM CST
Meet Our Team
Founder / Owner
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 75 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 (888) 901-3335.
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 at (888) 901-3335 or complete the form below for someone to contact you.
Vice President of Lending Services
Mark Tapp has joined Tenet Financial Group as Vice President of Lending Services, a newly-formed position designed to further strengthen the company’s consultative business model.
“Mark’s passion for people and helping them make sound financial decisions lines up perfectly with the mission of Tenet Financial Group,” said Derrick Skogsberg, founder and CEO. “Personally, I’ve known Mark for a number of years, and I’m excited to see his contributions benefit our clients and our entire team.”
Mark has experience in small business start-ups as a franchise business owner, a business broker, a franchise broker and a lending specialist. He has also served in sales and marketing with a Fortune 50 company. In his role with Tenet Financial Group, Mark will manage lender partner relationships for start-up funding products with banks, credit unions, and private money sources. In addition, he will work directly with the company’s brand partners to streamline processes for the new franchisees from brand introduction to final closing.
Mark and his wife, Lisa, live iin San Antonio with their family.
To inquire more about funding options for your small business or franchise, contact me or a Tenet Financial Group Senior Consultant at (888) 901-3335 or complete the form below for someone to contact you.
Diane has been working in the pension industry/consulting/customer service areas for over 30 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
“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
Zack’s experience lends itself well to Tenet Financial Group’s core business approach of helping business owners and prospective owners obtain funding through a consultative approach. The fundamentals of this approach include listening, understanding, educating and guiding clients through the funding process. “I find it incredibly fulfilling to help people achieve the goal of owning their own business.”
Zack joined Tenet Financial Group in 2018 as a Senior Consultant. He, his wife, and their three children travel around the United States in their 5th wheel RV. Besides traveling with his family, Zack also has a passion for playing and listening to music.
Direct: (480) 904-9234
Symara has spent the last 18 years in the franchise industry working as an owner/operator of a single unit franchisee, multi-unit operator franchisee, and working in franchise development for franchisors. Symara knows the excitement and joy of a great opportunity and making success happen and now enjoys working with others to make their dreams come true. Symara has had to capitalize on numerous businesses and can deeply understand what it is like going through the process including development of business plans for franchise funding. Symara takes the time to get to know her clients and the business opportunity to find the best funding source. As a franchise development partner, she has worked with matching funding sources and franchisees.
Before franchising, Symara worked in auto lending for Ford Motor Credit and worked as a business consultant for the JD Edwards ERP system. Symara has a B.S. degree in Finance and Multinational Business Operations from Florida State University and a Master’s in Business Administration from Nova Southeastern University.
Symara resides in Dallas with her husband and teenage son. Symara loves to travel, cook, and watch college football (Go Seminoles!). Symara has completed the NYC Marathon. She loves to watch her son play football and lacrosse.
Direct: (888) 901-3335, Opt. 9, Ext. 9
Loan Product Coordinator
Nadia has been working in the financial and banking industries for more than 15 years. She has a demonstrated work history in business planning, loans, developing and maintaining bank relationship and compliance with all federal and state laws. Competitive by nature, Nadia has a passion for providing excellent customer service both internally and externally. She also has a strong sales background and is a professional graduate from Leadership Breakthrough Team Building Two. At Tenet Financial Group, her responsibilities include assisting the Product Loan Manager and Senior Consultants.
Nadia is very involved in her local church and community. She is an active member of the Missions Group that attends monthly visits to foster homes and retirement homes with her daughter. She and her husband, Eric, have three children, two boys and one girl. A competitive sports family, they love football, baseball, and now softball. Nadia loves to watch her daughter play softball and have family and friends gatherings. She is passionate in helping foster children feel loved and plans to visit foster homes in other countries.
Direct: (888) 901-3335 (Option 9, Ext. 7)
401(k) Plan Administrator
Ann was certified by the American Society of Pension Professionals & Actuaries (ASPPA) as a Qualified 401(k) Administrator (QKA) in 2010.
Ann is active in her community and serves on the board of education at Skein Lutheran Church. She and her husband, Adam, have three children, Noah and twins Chase and Addison. She loves playing golf, going to concerts, reading and spending time with family and friends.
401(k) Plan Administrator
Erin was certified by the American Society of Pension Professionals & Actuaries (ASPPA) as a Qualified 401(k) Administrator (QKA) in 2010.
She enjoys working with clients who are making their dreams of business ownership come true. One of her favorite inspirational quotes is attributed to the famous Walt Disney, “All our dreams can come true if we have the courage to pursue them.”
Erin earned her bachelors of arts from Briar Cliff University in Sioux City, Iowa, and has been a member of the Sioux City Growth Organization and Chamber of Commerce. She loves leading an active lifestyle, including running, lifting weights and playing softball and volleyball. Erin and her husband, Craig, have three children, Coryn and twins Samantha and Jamison.
401(k) Plan Administrator
A member of the Tenet team since 2011, Jen has worked in the industry of 401(k) plan administration since 2004. Handling everything from transactions like participant loans, distributions and vesting to eligibility and detailed reporting, she personally handles the administration and compliance of hundreds of Rollover as a Business Start Up (ROBS) 401(k) plans for Tenet Financial Group clients.
Jen received her bachelors of finance from Iowa State University, including distinction on the College of Business Deans List, and her associates degree in arts and sciences at Western Iowa Tech Community College, where she was also a member Phi Theta Kappa International Honor Society.
Jen was certified by the American Society of Pension Professionals & Actuaries (ASPPA) as a Qualified 401(k) Administrator (QKA) in 2010.
She is very active in her community, including serving as a local youth soccer and softball coach in Sioux City, Iowa, and treasurer of the Nodland/Sunnyside Elementary School Parent/Teacher Association. Jen and her husband, Adam, host and sponsor a local coed softball tournament every year, the Prestonstock. From 2014-2020, Prestonstock has raised over $16,000 for a local family in need. They have two children, Kade and Kole, and two dogs, Champ and Diesel.
401(k) Plan Administrator
A graduate of South Dakota State University with a bachelor’s degree in economics with an accounting minor, she is a native of Midland, South Dakota, now living in Iowa with her husband and three children in Sioux City.
Client Service Representative
A member of the Tenet team since 2013, Lindsey works directly on plan documents, including opening accounts and processing ROBS/401(k) documents, as well as processing state and IRS documentation for Tenet Financial Group clients. With a background in both human resources and administrative duties, Lindsey plays a critical role in client onboarding and initial set-up.
A native of Nebraska, now living outside Tulsa, Oklahoma, she received her associates degree in liberal arts from Tulsa Community College. Lindsey and her husband, Greg, have three teenage sons.