Our executive team is a diverse and dynamic group that combines a history of innovation with vast industry experience. Take a moment to meet some of the men and women who lead and inspire us, and see why our people are our strength.
Chief Executive Officer
Joseph L. Tatum
Joe represents the core of Ascension’s drive to upend the industry using a team of passionate experts to provide collaborative, proactive, custom service. He oversees all strategic and tactical operational functions of Ascension and is responsible for company operations. His focus on sales and client management stems from a desire to honor client stories and needs, based on extensive insurance industry experience. Joe has a keen eye for potential partner mergers and manages Ascension’s need to grow only as quickly as suits clients and his team.
Joe’s legacy in the insurance industry includes fostering collaborative teams as Managing Partner with Willis Northern California, Chief Financial Officer with Marsh Midwest Region, and Chief Financial Officer with Sedgwick Insurance Services.
Joe earned a Bachelor of Science degree in Finance from the University of Southern Mississippi and is a Certified Public Accountant.Download Complete Bio
President and Chief Operating Officer
Edward N. Page
Ed brings nearly 25 years of experience driving performance improvement for companies’ operations, finances, strategy, implementation, and organizational development, to Ascension.
He leads the team’s collaborative efforts, drives strategic planning and drives Ascension’s industry leadership. Day to day, he oversees all finance and operations functions, information technology and human resources.
Ed has a Bachelor’s degree in Electrical Engineering from M.I.T, a Master’s degree in Electrical Engineering from UC Berkeley, and a Master’s degree in Business Administration from Stanford University.
Ed is a gourmet cook and wine enthusiast. When he’s not cycling, lifting weights or driving fast cars, he can often be found at home, in Oakland, playing jazz piano.Download Complete Bio
Chief Financial Officer
Jamie has spent his career advising leaders on how to identify opportunities to increase revenues and reduce costs. At Ascension he provides financial and operational insight, analysis and support for Ascension’s business unit leaders and senior management.
Jamie has a Bachelor’s degree in Economics & Accounting from the College of the Holy Cross, and a Master’s in Business Administration from Harvard Business School. He is also a Certified Public Accountant.
Outside of work, Jamie is an avid world traveler, having visited over 30 countries. He climbed Mt. Kilimanjaro, the highest mountain in Africa, in January of 2013 and ran the NYC Marathon in November of 2001. He also enjoys playing tennis, golf, running and is a certified pilot with a VFR pilot’s license.Download Complete Bio
President, Pan American Insurance Agency, Inc.
Steve D. Martin
As President of Pan American, a division of Ascension, Steve develops profitable, multi-line business for the agency. He begins his 33rd year in 2015 with Pan American and in addition to maintaining his own book of business, he’s responsible for the Western region Property and Casualty Operations and is the Agri-Business Industry Practice Leader. He also manages ongoing relationships with key Agricultural industry associations.
Steve earned his Bachelor’s of Science degree in Business Management from San Diego State University.
He and his wife Esther have two adult children, Chelsea and Ashley. When he’s not working, he enjoys waterskiing, snow skiing, travel and wine.Download Complete Bio
Eastern Region Managing Director
Jonathan W. Cooper
Jon leads, engages, and manages the collaborative, interactive team of experts for Ascension’s Eastern Region including our offices in North Carolina, Georgia, and Florida. He uses his 20-plus years of insurance-industry experience to develop acquisition strategy in the East and orchestrate growth through key partner acquisitions.
Jon began his career with First Union National Bank and most recently directed sales, service, and acquisitions as the Chief Operating Officer for First Charter Insurance Services.
He earned a Bachelor’s of Science degree from Appalachian State University and an Master’s in Business Administration degree from Pfeiffer University.Download Complete Bio
CFO and COO, Eastern Region
Clark has 17 years in the insurance and third party administration industry. At Ascension, he oversees finance and operations and is responsible for the integration of process and operating improvements for the Eastern Region. Clark partners with the Eastern Region Director on strategic direction and is involved in regional acquisition efforts. Within the Florida office, he works closely with the business unit leader on the administration of the property and casualty risk programs.
Clark is a is a Certified Public Accountant and member of both the American and Florida Institute of Certified Public Accountants. He holds a Bachelor’s of Science degree in Accounting and Finance from Florida State University.
Clark enjoys offshore fishing and boating in the Bahamas where he dives and spearfishes and paddle boarding on any river. When he isn’t on the water, he loves to hike with his wife in the backcountry of Montana and Wyoming.Download Complete Bio
President, Education Practice
Neil leads his team in providing consulting and administrative services to institutions of higher education; clients are colleges and universities nationwide, varying in size from small private schools to large public institutions.
Neil began his career in the insurance industry when joining Renaissance Agencies in 2001. He first served as part of the IT department, helping to maintain data integrity and streamlining back-office processes, then moved to the Compliance department and worked to develop plan brochures, coordinating the issuance of compliant policies, and tracking legislative initiatives and compliance issues. Following several promotions, Neil began overseeing client service and business operations, and Renaissance was acquired by Ascension Insurance, Inc. in 2009. In 2012 Ascension created Ascension Collegiate Solutions to focus on providing services to institutions of higher education, and named Neil the Chief Operating Officer to lead the practice group.
President, Western Region Benefits
Keri Lopez is responsible for the California benefits operations. With 19 years of employee benefits consulting experience, Keri brings expertise focused on strategic planning, funding analysis, carrier negotiations, compliance, and communication strategies. She provides leadership in the identification and assessment of broad health and welfare marketplace trends.
She also continues to work with select mid to large clients designing and managing employee benefit programs that meet their business and human resource objectives
Keri received her Bachelor’s of Science degree in Business Administration from the University of Southern California. She is an active speaker on the topic of Healthcare Reform and was interviewed & quoted in a 2015 Employee Benefit News article: Health care benefits in 2015: What employers need to know
She’s most proud of being a mom to her 2 year old daughter, Brooke. She also enjoys running,
snowboarding, water skiing, hiking, biking and traveling.
Corporate Legal Counsel
Kate manages all of Ascension’s corporate and regulatory compliance matters and advises on a broad range of corporate and transactional matters, including corporate formation, mergers and acquisitions, debt financings, equity investments, commercial lending, regulatory compliance, and corporate governance.
Kate received a Bachelor’s degree in finance, from the University of Illinois at Urbana-Champaign, and a Juris Doctor degree from Chicago-Kent College of Law, at the Illinois Institute of Technology. She is a member of the American Bar Association and has been licensed to practice law in California and Illinois, since 2014 and 2009, respectively.
Kate loves traveling and hiking–she recently hiked several of New Zealand’s ‘Great Walks’, including the Kepler Track, a 4 day hike during which she experienced all 4 seasons, due to the varying elevation of the trail. She also enjoys skiing and reading.Download Complete Bio
Vice President, Human Resources
Kendra strengthens the Ascension team by creating, guiding, and managing human resources services, policies, and programs. She works collaboratively with the executive team and managers in developing and implementing initiatives that will enhance the growth of the business. and enable the organization to recruit extraordinary talent. Day to day she aligns HR strategies to organizational goals, provides strong compensation and benefits leadership and leads the efforts of the HR Team while supporting a customer-centric approach to internal stakeholders.
Kendra is a member of the Society for Human Resource Management Association (SHRM) and the Society for Human Resource Management of Johnson County (SHRM-JC). She earned her Professional certification in Human Resources and her Senior Professional certification in Human Resources from the HR Certification Institute.Download Complete Bio