2020 Executive Committee
Tonya has been in the financial services industry for over two decades and has had the opportunity to experience a lot of challenging, fun and diverse roles. Today, as an Assistant Director-Field Supervision, her role and commitment are to empower financial professionals to grow professionally and reach their awesome potential. Tonya feels that if a person has the tools and resources to convert their potential into success, she can help build toward that success together.
Tonya has her Bachelor’s degree from Illinois State University. She is active in GAMA, NAIFA- Omaha chapter and currently the President of Women in Insurance and Financial Services- Nebraska Chapter (WIFS). She is a nine-time qualifier for Million Dollar Round Table (MDRT) and has achieved the Principal® Management Achievement Round Table (MART) in 2013. Tonya lives in Omaha with her husband David, a retired police officer, and their two teenage children, Melissa and Anthony.
Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Tonya Mathison, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. t16111607bh
Events and Program Chair
Angie Petersen-Green is the CFVS ( Chief Freedom & Vision Strategist) of Vision Maps by Angie and most recently, Coached by Angie! Growing up on a farm in rural Nebraska, Angie’s parents instilled deep values and an impeccable work ethic in her. Angie spent 20+ years working in Long Term Care and her career trajectory landed her in the position of an Assisted Living Administrator. Shortly, after the death of her father in 2015, she realized that her life needed a change. After her awakening, Angie was guided by her first ” life coach” to discover the one thing she’d like to do. After the thought provoking question, “What is the one thing you’d like to do?”,Vision Maps with by Angie was born!
With over 200+ Vision Mapping sessions, Angie realized that her clients needed more! Her passion for creating a visual representation of one’s desires has morphed into a higher level of helping her clients get what they want with Coached by Angie! She holds a Bachelor’s in Business Administration and is a certified OOLA Life Coach. When she is not helping others map their vision and find their freedom, you’ll find her biking, reading, or spending time with her family and friends!
Katie is the Group Events Manager at The Amazing Pizza Machine, a family entertainment center in Millard. Her motivation is to discover what is important to her clients, facilitate fun and create JOY! Her natural enthusiasm encourages play and team spirit, which has been fundamental in her career and in the growth of those she has had the pleasure to work with over the years. She has 20+ years of experience in corporate management, leadership, planning, sales, customer service, and organization. She adores cuddling with her dogs. She is interested in mental health awareness, child and family welfare and environmental/conservation issues.
Jessica enjoys being actively involved in the community, spending time with family and friends, and spending as much time near a lake, pool, or ocean as possible. She has an 18-month-old son and a 6-year-old stepson who keeps her on her toes, as well as a 10-year-old Pomeranian named Macy. She thinks pineapples are super cute and the world could never have enough chips & salsa/queso.
Jessica graduated from the University of South Dakota from the joint accounting program in which she earned both her Bachelor’s and Master’s degrees in Accounting. She then went on to earn, and currently holds her CPA, CFP, Series 66, and Life and Health licenses. Currently, Jessica is a CPA with Verdant Accounting where her focus is on tax planning and preparing tax returns. Her main goal is to make tax time as easy and stress free as possible for all of her clients.
Sales & Sponsorships Chair
Joy is the owner of Performance Planners, LLC, a consulting firm assisting non-profits and businesses with successful event management through strategic planning including defining goals and objectives, event profiles, establishing and managing budgets, navigating conference logistics, and much more. Her focus is on connecting event and marketing pieces from concept to reality through a strategic plan ending with a strong after-action review. She offers the convenience of outsourcing managed services without taking employees away from their existing positions and driving them into unfamiliar areas of expertise.
She is also a Constant Contact Master Certified Solution Provider, coaching customers with email marketing, registration and survey tools, tips, and strategies. Joy delivers real-world examples, tools, and approaches to support and drive results!
A landmark project she co-directed was Student Education and Economic Development in the Sandhills (SEEDS). The project resulted in the opening of the Wolf Den Market a grocery store that started with a fully stocked debt-free grocery store in a community of 129 people. The venture was highlighted in the Omaha World-Herald, the front page of the Wall Street Journal, People Magazine, Chicago Sun-Times, and WGN Radio – Chicago.
Web and Social Media Chair
Carri is the founder of Victory Lane Consulting , LLC. She is a Health & Empowerment Coach empowering women to move out of their own comfort and challenge themselves by losing excess body fat, tackling a new hobby, creating new goals or just adding passion into their lives. She is a published author, national public speaker, 2-time Cancer survivor, and angel mommy. Additionally, she is a world-traveler, 6-time marathon finisher and long-distance cyclist. Most recently, she summitted the top of Pikes Peak by bicycle.
Carri is married to the love of her life, Edwin, who are both so thankful to be parents to their 7-year old Ethiopian daughter, Anavie Hope. Carri gives gratitude for her role with Heartland Women’s Network.
Marketing & Secretary Chair
Lili is the Service Operations Manager at Cassling, an advanced partner of Siemens Healthineers. With over 25 years’ experience in the healthcare and financial services industries, she is regularly on the lookout for the next business dilemma to solve. Her lifelong learning focuses on leadership and team development strategies to help organizations get to where they want to go. Supporting others in their career development journey is a source of inspiration to her.
One of the ways Lili spends her spare time is volunteering for organizations that further healthcare research, as well as packaging or preparing meals for those in need. Lili holds a BS in business administration from California State Polytechnic University, Pomona and an MBA from Indiana University of Pennsylvania. She can often be found improving her golf game with her husband and sons!
2020 Committee Members
Web and Social Media Committee: