LEADERSHIP
Executive Leadership Team
The executive leadership team brings deep industry experience and a shared commitment to independence, integrity, and long-term value. Together, they guide our firm with strategic vision and disciplined execution, supporting financial advisors and their clients with leadership rooted in trust, partnership, and innovation.
John Bina, BFA™
President
Evan Chang
Chief Compliance Officer
Christina Chaconas
Vice President
Operations
Sarah Amundson
Vice President
Marketing Communications
David Peck
Vice President
Business Development
Jake Saba
Vice President
Growth & Succession
Cori Schmid
Vice President
Growth Marketing
Executive Board
All of the members of the Executive Board are active financial planning advisors, and most have been with Focus Financial Network since the beginning. They were asked to reflect on what they believe truly sets the firm apart. Here’s what they shared about the moments, values, and accomplishments they are most proud of:
Kyle Watkins, CFP®
Executive Officer
"Creating a place where I've been lucky enough to see many of our advisors launch their early practices into successful careers."
Michael S. Dales, AAMS®
Executive Officer
“Watching our advisors and the firm continually grow, despite a financial environment that was, at times, very difficult.”
Bill Bergstrom, CFP®
Executive Officer
“We’ve worked very hard to create a professional, stable, fair, and entrepreneurial environment, which strives to facilitate real value for our advisors and their families, while they’re with us and after they retire. In doing so, I feel we’ve created real value for the clients we all serve.”
John Layton, CFP®
Executive Officer
“Our consistent record of professionalism and quality service for advisors and clients.”
Dave Heitkamp, CFP®
Executive Officer
“The quality and retention of our advisors and our staff, and the consistency that gives to clients.”
John Dritz, AAMS®
Senior Officer
“How we’ve grown and prospered by following our principles and a client-first process.”
Dave Beissler, CFP®
Executive Officer
“Seeing the leadership unify around the core principle of placing our clients’ interests first. Not just in our words but by our actions.”
Walter Pickup, CFP®
Executive Officer
“I’m proud of how our firm has been able to thrive amid varying market conditions, due in large part to the quality of our advisors and their commitment to always doing the right thing for the client.”
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