OUR LEADERSHIP
Our founders and leaders Stanley Sussman and John C. Schmitt, II formed The Family Security Plan® and pursued their niche in the credit union market. The Family Security Plan® continues to thrive under the direction of the second generation, who have been working in the movement for over 20 years.
The executive leadership group brings extensive knowledge in both the credit union and insurance industries collectively, and they direct our team in Sales, IT, Business Development, Marketing, Training, Quality Assurance, Business Analysis and more. The teams operate in a collaborative effort to deliver on the promises made to each one of our clients.
MEET OUR EXECUTIVE TEAM
David Sussman
Chief Visionary Officer
David has technically been with The Family Security Plan® since he was five; that’s because David’s father, Stanley Sussman, is one...
David Sussman – Chief Visionary Officer
David has technically been with The Family Security Plan® since he was five; that’s because David’s father, Stanley Sussman, is one of our founders. A better title for David would be Chief Evolution Officer. He loves the process of gaining buy-in that leads to change, and he loves seeing the inspiration, motivation, and success that result from effective communication. David believes vision plus execution equals greatness, and you must innovate or perish. In his spare time he enjoys fitness, executive coaching, writing, public speaking, and involving himself in community service. David participates on multiple volunteer boards ranging from University Boards to local Charitable Boards. A fun fact about David: his favorite movies are Rocky (all of them) and My Cousin Vinny.
Tim Schmitt
Chief Experience Officer
Tim has been with The Family Security Plan® since its inception, as his father, John Schmitt II, is one of our founders. Tim’s favorite part of his job...
Tim Schmitt – Chief Experience Officer
Tim has been with The Family Security Plan® since its inception, as his father, John Schmitt II, is one of our founders. Tim’s favorite part of his job is the ability to motivate, innovate, lead, and spread the “PFP” culture. One of the things that is most satisfying to Tim is being able to watch people grow into their positions. He stands by the three T’s (Teamwork, Trust and Transparency), a The Family Security Plan® business philosophy. In his free time he enjoys reading, coaching, cooking, and golfing. He coaches football and is passionate about raising money for the Cancer Center for Kids. His favorite movies are The Shawshank Redemption and Goodfellas.
John Schmitt
Chief Business Development Officer
John “Schmitty” Schmitt, one of two sons of founder John Schmitt II, has been with The Family Security Plan® for 30...
John Schmitt – Chief Business Development Officer
John "Schmitty" Schmitt, one of two sons of founder John Schmitt II, has been with The Family Security Plan® for 30 years. He primarily focuses on finding new opportunities around the country to engage with credit unions and their members. What John loves most about his job is having the ability to connect with new people and build new relationships with credit union executives in the industry. When he isn’t working, he enjoys spending time with his family at the beach and playing tennis and golf. John is heavily involved in Charlie’s Champions Foundation (charlieschampions.com), an organization created with his wife, Tara, in honor of their son, Charlie, who was diagnosed with leukemia at the age of 6. (Charlie is now 20 and cancer free!)
Sean McGinley
Chief Executive Officer
"Leaders don’t do what was, but do what is… what is possible or even impossible." That’s the motto Sean has lived by...
Sean McGinley - Chief Executive Officer
“It’s ok to be willing to fail, but don’t be willing to quit”. Here at PFP we’ve got your back, and it’s ok to be innovative and fail along the way, you will eventually win because we will be there to support you along the way. For the last 38 years at PFP, the ultimate joy I have received is by helping and watching people take the journey to fulfill their dreams. Outside of PFP you can find me exercising, boating, and gardening. Life is good.
James Ahrens
Chief Value Officer
Jim is celebrating 30 years with us! Since he joined PFP back in 1994, Jim has been focused on the things we do that brings...
James Ahrens – Chief Value Officer
Jim is celebrating 30 years with us! Since he joined PFP back in 1994, Jim has been focused on the things we do that brings our Credit Unions and their members the most value. It started with The Family Security Plan’s commitment to affect members lives during their moments of greatest need, and has evolved into driving new membership, cross sold Credit Union products and loan leads back to our clients~ the Credit Union movement. Jim is motivated by assisting our Credit Union partners in achieving their strategic goals, while providing the communities we serve with quality financial wellness education and programs to improve their well-being.
He believes the PFP team have always been our most valuable asset, and the relationships they build are lasting and impactful. Outside of work, Jim is a regular CrossFit junkie who enjoys practicing Bikram yoga. A few things you may not know about Jim: he is a foodie, he is great at throwing parties, he is a loving dad to two Chihuahuas (Sammy and Simon), and he has 15 nieces and nephews!
Charisse Caraballo
Senior Vice President, MCU/New York Sales
Charisse - or Reece, as some people call her - is more of a cheerleader, team coach...
Charisse Caraballo Senior Vice President MCU/New York Sales
Charisse - or Reece, as some people call her - is more of a cheerleader, team coach, and sometimes therapist at The Family Security Plan.® For the last 15 years she has enjoyed guiding and motivating her team to reach their full potential. She believes challenges make life interesting, and overcoming them is what makes life meaningful. When she isn’t at the office, she can be found playing and watching tennis, weightlifting, doing CrossFit, and traveling. Her passions include interior design and mentoring youth.
Ken Colgan
Chief Administration Officer
Ken is a catalyst for change, so a better job title for him would be Paradox Solutions Architect. Ken...
Ken Colgan – Chief Administration Officer
Ken is a catalyst for change, so a better job title for him would be Paradox Solutions Architect. Ken disrupts without being disruptive. He creates flexible organizational structures and implements change while maintaining operational stability. What Ken loves most about his job is developing and empowering people as well as challenging the status quo by fostering innovative thinking. His personal motto is “Work hard, do your best and have fun!” Some of Ken’s hobbies include travel with family and friends, hiking, reading and solving puzzles. His favorite movie is The Princess Bride!
Tina Curtis
Senior Vice President, Compliance, Quality Assurance, Corporate/Sales Admin
Tina should be called our Director of Values and Office Ninja at The Family Security Plan®...
Tina Curtis, Senior Vice President, Compliance, Quality Assurance, Corporate/Sales Admin
Tina should be called our Director of Office Values and Office Ninja at The Family Security Plan. She knows our company inside and out as she has been here for 40 years, which makes her the perfect person to oversee Compliance, Quality Assurance, Sales & Corporate Admin and Facilities. Tina believes that you should always look for opportunities (large and small) to leave the world a better place.
In her spare time, she enjoys spending time with family & friends, traveling, camping, snowmobiling, and reading.
Harold Holmes
Chief Relationship Officer
Harold joined the PFP family over 35 years ago. He began his career with the company as a Field Sales Representative...
Harold Holmes – Chief Relationship Officer
Harold joined the PFP family over 35 years ago. He began his career with the company as a Field Sales Representative and moved through the operations ranks to become Midwest Regional Manager. Currently, as a Senior Vice President, he acts as New Account Executive/Ambassador for PFP and serves on its Board of Directors as well as its charitable Foundation. Harold truly enjoys connecting with people and sharing PFP’s story, and he loves having the opportunity to build strong relationships and discover what more we can do to enhance our partnerships and move them to the next level. One of the proudest moments of his career was being honored as the recipient of the 2016 Pete Crear Lifetime Achievement Award from the African-American Credit Union Coalition. Harold believes in the importance of community, and he has been volunteering with the Boy Scouts for over 15 years. On a recent Boy Scouts trip to West Africa, he was so moved that he adopted a family and will be involved with a church renovation project in the village of Penyem. Some of the activities he enjoys in his spare time are ballroom dancing, roller skating, and jogging. Harold’s motto is "The best is yet to come" and his theme song is "Ain’t no stopping us now."
Sharon Kearney
Chief Financial Officer
Sharon has been crunching numbers with us for the past 12 years. Everyone knows Sharon by her favorite...
Sharon Kearney – Chief Financial Officer
Sharon has been crunching numbers with us for the past 12 years. Everyone knows Sharon by her favorite quote, "Beat the budget." She enjoys working with a great team of people and always learning new and innovative ideas. She believes in being fair to everyone while also being business smart. In her free time she likes to read and walk trails. Sharon also participates in ALS and Cancer walks. She loves spending time with her family and friends.
Dustin Riedel
President of Phone Operations, Chief Growth Officer
Dustin has been with The Family Security Plan® for 27 years. He oversees and is the Biggest Fan of our Phone Sales, IT...
Dustin Riedel - President of Phone Operations, Chief Growth Officer
Dustin has been with The Family Security Plan® for 27 years. He oversees and is the Biggest Fan of our Phone Sales, IT and Business Intelligence departments. Dustin loves working with others to tackle opportunities and finding new ways to protect families. He believes we spend way too much of our lives at work to not enjoy what we do and who we do it with. In his spare time, Dustin enjoys hiking, working out, volunteering, and he is also an avid supporter of his sons’ activities. Fun fact: Dustin juggles.
Johnnette White
Chief Sales Officer, President New York Region
Johnnette, or Johnnie as she prefers to be called, enjoys helping develop and drive her teams goals. She considers herself...
Johnnette White – Chief Sales Officer, President New York Region
Johnnette, or Johnnie as she prefers to be called, enjoys helping develop and drive her teams’ goals. She considers herself a family protector and educator. Her favorite part of her job is the people, the credit union relationships she has made, the credit union members, and her co-workers. In her spare time she is a praise dancer, a basketball mom, and she spends time visiting with the sick at her church. Johnnette also loves all of the Rocky movies, even the new generation CREED.
