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Contact Us

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Our Location:

Phone: (888) 901-3335
Email: info@tenetfinancialgroup.com
109 Larson Lane, Suite 200
Aledo, TX  76008
Monday – Friday: 8 AM – 5 PM CST

Meet Our Team

Derrick Skogsberg

Derrick Skogsberg

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 Skogsberg has been in the retirement plan administration business since 2004 as the owner and founder of a Third Party Administration (TPA) company called FranFund. The first 401(k) plan he created was his own and he used his retirement money to fund that business. He divested his equity interest in FranFund back in 2008 and started Tenet Financial Group three months later, again using retirement dollars. Today, Tenet Financial Group supports many thousands of small business clients through 401(k) Rollovers, SBA Loans, Unsecured Lines of Credit, Equipment Leases and other funding options. The company is headquartered in Aledo, Texas, with employees in 10 states and operations in 4 states.

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.

Dan Sitzmann

Dan Sitzmann

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.

Dave Woggon

Dave Woggon

Vice President of Development and Operations

Dave Woggon has joined Tenet Financial Group as Vice President of Development and Operations. In this capacity, Dave will direct the consulting team and develop strategic growth opportunities as well as managing operational needs and teams. He was formerly the CEO and founder of Phoenix Funding Source. Tenet Financial Group acquired Phoenix Funding Source in Janaury 2021.

“Dave Woggon and I have worked together for years, and I’ve got immense respect for the business he has built. Phoenix Funding Source has a stellar team that exhibits the same passion Tenet has for helping people fund new businesses and franchises,” said Derrick Skogsberg.

Dave has been serving potential and new business owners in the franchise industry since 1986. He has helped many individuals either find a business or fund a business by helping them identify, explore and secure their funding option(s) and realize their dream of business ownership.

Dave and his wife, Kim, recently relocated from Colorado to Wisconsin to be closer to family. The couple has four adult children and two grandsons.

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.

Mark Tapp

Mark Tapp

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 Rosenkrantz

Diane Rosenkrantz

Senior Consultant

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
diane@tenetfinancialgroup.com

Symara Rog

Symara Rog

Senior Consultant

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. In late 2020, Symara earned her designation as a Certified Franchise Executive (CFE).

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: (214) 614-8236
symara@tenetfinancialgroup.com

Jeff Waldera

Jeff Waldera

Senior Consultant

Jeff has spent the last two decades helping individuals and small businesses achieve their goals. For 17 years, Jeff was as Financial Advisor, utilizing a comprehensive planning process throughout the relationship: service was a key element of the process. He has spent the last 2 years assisting individuals with their dream of becoming business owners, by helping them feel comfortable with their funding options.

Born and raised in Wisconsin, Jeff and his wife, Brenda, have three young adult children and enjoy time with their grandchildren, traveling, bike riding, golf and many other outdoor activities.

Direct: (608) 234-5205
jeff@tenetfinancialgroup.com

Max Mawhirter

Max Mawhirter

Senior Consultant

Max has been involved in helping people pursue freedom since 1988. Max operated a financial services practice for 26 years helping people lower their costs on living expenses, insurances, and taxes in order to free up money to invest for the future. He then turned his attention to helping people become occupationally free through finding the right job fit, and through owning their own business. Today, he works with entrepreneurs to help them obtain funding for the realization of business ownership.

Max and his wife, Scarlett, reside in Texas with their son. He donates his time to a prison ministry and is a board member for Fellowship of The Sword, a para-church ministry in Hurst, TX. When he is not leading a charge to freedom, he likes to experience it behind the handlebars of his motorcycle. He enjoys reading and is determined to develop his writing abilities. 

Direct: (254) 672-3025
max@tenetfinancialgroup.com

Zack Flodeen

Zack Flodeen

Senior Consultant

Zack has spent over 13 years working in the financial services industry providing in depth investment guidance and analysis to a large variety of clients. His ability to explain complex subjects on a variety of different levels has distinguished him from the competition. Zack’s previous experience includes advisory roles with companies such as Fisher Investments, ING Investment Management, and Charles Schwab. Zack is a CFA Charterholder having earned his CFA (Chartered Financial Analyst) accreditation from the CFA Institute.

 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) 304-9234
zack@tenetfinancialgroup.com

Nadia Saltare

Nadia Saltare

Franchise Development Lending Specialist

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.

Toll-Free: (888) 901-3335, Opt. 9, Ext. 7
nadia@tenetfinancialgroup.com

Ann Lee

Ann Lee

401(k) Plan Administrator

Ann Lee has been working in the financial industry since 1999 and joined Tenet Financial Group in 2011. A native of Sloan, Iowa, she attended the University of South Dakota, where she earned her bachelors degree in business management with a specialization in finance. At Tenet, Ann’s responsibilities include administration of hundreds of plans consisting of customer service, asset reconciliation, annual non-discrimination and compliance testing, preparation of IRS Form 5500, 401k distributions, 1099 reporting and plan terminations.

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.

Phone: (888) 901-3335  (Option 10, Ext. 5)
ann@tenetfinancialgroup.com

 

Erin Kimbell

Erin Kimbell

401(k) Plan Administrator

Erin Kimbell joined Tenet Financial Group in 2012 after previously working in pension plan administration and account management roles. At Tenet, Erin’s responsibilities include administration, record-keeping, compliance testing, filling and maintenance of 401(k) plans for clients all over the United States and in various business/professional industries.

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.

Phone: (888) 901-3335  (Option 10, Ext. 6)
erin@tenetfinancialgroup.com

 

Jen Preston

Jen Preston

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.

Phone: (888) 901-3335  (Option 10, Ext. 4)
jen@tenetfinancialgroup.com

Sarah Sawatzky

Sarah Sawatzky

401(k) Plan Administrator

Sarah has spent more than six years working in the 401(k) plan administration industry, both with Capella, Inc. and Billings & Company. As part of The Tenet Financial Group administration team, she will provide customer service, asset reconciliation, annual testing, preparation of forms, distributions, reporting and terminations for the company’s 401(k) Plan customers.

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.

Phone: (888) 901-3335  (Option 10, Ext. 8)
sarah@tenetfinancialgroup.com

Lindsey Lair

Lindsey Lair

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.

Phone: (888) 901-3335  (Option 10, Ext. 3)
lindsey@tenetfinancialgroup.com