Board Overview

Leading World Financial Group is the Chairman's Council, comprised of members with unparalleled industry knowledge, skill and integrity. Each Chairman's Council member has clients achieve their financial goals.

By placing top field leaders in key executive positions, WFG fosters a dynamic leadership structure that keeps the company responsive to its associates and clients while remaining on track for future growth.

Meet the WFG Chairman's Council and key Headquarters and Field Leaders:



Jack Linder, Interim President

WFG - Jack Linder After more than seven years as WFG's Executive Vice President Jack Linder assumed the reins as President. In his role as EVP, Linder worked closely with a variety of headquarters' departments, executives and employees, providing him with a thorough understanding of the workings of the company. That experience coupled with more than 20 years in the field leading his own team, made him a strong choice to serve as the interim president of WFG.

Linder began his business career with Ralston-Purina. After becoming a successful executive with that company, he sought out the opportunity to build his own business. Since that time more than 20 years ago, Linder has built a strong financial services business where he continually inspires associates to achieve the high standards of excellence that he sets for himself.


Monte Holm, Chairman's Council [ www.wfg-holm.com ]

WFG - Monte HolmMonte Holm, moved from the construction busines to build a prosperous career in the financial services industry. Over two decades, Holm built a successful business and managed a team of associates located throughout the United States and Canada. With the success of his business and his team soundly in place, Holm was asked in 2005 to expand his leadership in World Financial group and was named President of WFG. He recently transitioned from day-to-day management of the company to a field leadership role, supporting the company's domestic and international growth initiatives.



Ed Mylett, Chairman's Council [ www.wfg-mylett.com ]

WFG - Ed MylettWhen an injury ended a possible career in baseball, WFG's Ed Mylett decided to reprioritize his life, putting service before income. As a result, he came to the financial services industry - hoping to help others - after he spent several years as a youth counselor mentoring underprivileged boys.

Ed's climb to the Chairman's Council was steep and quick - shortly after joining WFG, he became a CEO MD, one of the youngest in the company's history. Soon after, he achieved the top level of Senior Executive Vice Chairman, and in 2006, he became the newest Chairman's Council as well as earned the top promotion level of Executive Vice Chairman with World Financial Group. He is a member of WFG's prestigious Millionaire Hall of Fame.


Xuan Nguyen, Chairman's Council [ www.wfg-nguyen.com ]

WFG - Xuan NguyenXuan Nguyen began his career in social services. He never thought he would one day own his own business and still continue to do what he loved most - help people. Turning to the financial services industry, Nguyen was able to do both. Over the past two decades, Nguyen has built a successful WFG business and team of associates that bring financial services and products to people from all walks of life.




Rich Thawley, Chairman's Council [ www.wfg-thawley.com ]

WFG - Rich ThawleyMore than 20 years ago World Financial Group's Rich Thawley took a chance with his future, leaving his job as an assistant university athletic director to join the financial services industry. Throughout his career, Thawley has been most admired for his enthusiasm and passion for bringing critical financial concepts to everyday people who are looking to build a strong financial future. Today, he continues to inspire and motivate associates throughout WFG to help families achieve financial independence.





WFG - Dean Fliss
Name: Dean Fliss
Title: Senior Vice Chairman
Residence City: Oconomowo, WI
Years in the Financial Services Industry: 18
www.dfliss.wfgnet.com
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WFG - Tuan Le
Name: Tuan Le
Title: Senior Vice Chairman
Residence City: San Diego, CA
Years in the Financial Services Industry: 18
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WFG - Jeff Levitan
Name: Jeff Levitan
Title: Senior Vice Chairman
Residence City: Chicago, IL
Years in the Financial Services Industry: 14
www.jefflevitan.com
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WFG - Tom Mathews
Name: Tom Mathews
Title: Senior Vice Chairman
Residence City: Duluth, GA
Years in the Financial Services Industry: 17
www.tommathews.wfgnet.com
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WFG - Carl Meldrum
Name: Carl Meldrum
Title: Senior Vice Chairman
Residence City: Nanaimo, BC, CN
Years in the Financial Services Industry: 11
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WFG - Penney Ooi
Name: Penney Ooi
Title: Senior Vice Chairman
Residence City: Milpitas, CA
Years in the Financial Services Industry: 15
www.penneyooi.wfgnet.com
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WFG - Bryce Peterson
Name: Bryce Peterson
Title: Senior Vice Chairman
Residence City: West Jordan, UT
Years in the Financial Services Industry: 18
www.brycepeterson.wfgnet.com
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WFG - Jerry Vahl
Name: Jerry Vahl
Title: Executive Vice President
Residence City: Cedar Rapids, IA
Years in the Financial Services Industry: 21
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WFG - John Woo
Name: John Woo
Title: Senior Vice Chairman
Residence City: Los Angeles, CA
Years in the Financial Services Industry: 16
www.johnwoo.wfgnet.com
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