Our executive team is a diverse and dynamic group that combines a history of innovation with vast industry experience. Take a moment to meet the people who lead and inspire us, and see why they are our strength.
Joseph L. Tatum
Chief Executive Officer
Joe represents the core of Relation’s drive to upend the industry with a team of passionate experts who provide collaborative, proactive, custom service. He oversees all strategic and tactical operational functions of Relation and is responsible for company operations. His focus on sales and client management stems from his desire to honor client stories and needs based on extensive insurance-industry experience. Joe has a keen eye for potential partner mergers and manages Relation’s need to grow, but only as quickly as suits our 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.
To visit Joe’s LinkedIn, click here.
To read a recent article by Joe, click here.
Edward Nathan Page
President and Chief Operating Officer
Ed brings to Relation nearly 25 years of experience driving performance improvement for companies’ operations, finances, strategy, implementation, and organizational development.
He leads the team’s collaborative efforts and drives strategic planning, acquisitions, and Relation’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.
To visit Ed’s LinkedIn, click here.
To read a blog post by Ed, click here.
Timothy J. Hall
Executive Vice President, Head of Mergers & Acquisitions
Responsible for Relation’s M&A initiatives nationally across the organization, Tim’s focus is to propel the company’s expansion strategy through accretive acquisitions. An accomplished investment banker in the insurance sector, Tim comes to Relation having most recently served as Partner and Managing Director at Waller Helms Advisors, where he advised insurance carrier, insurance distribution, and insurance services clients on mergers, acquisitions, and capital raises.
Previously, Tim was a Vice President in Macquarie Capital’s Financial Institutions Group, focusing on executing M&A and financing transactions for clients across the insurance sector. Tim began his investment banking career at Cochran Caronia Waller, focusing principally on M&A in the insurance sector.
To visit Tim’s LinkedIn, click here.
Kate leads Relation’s Legal Department and provides guidance, advice, and support to the Company’s management team, board of directors, and business units. In this role, Kate counsels on a broad range of corporate and regulatory matters affecting the Company, including acquisitions, corporate governance, and day-to-day commercial transactions.
Kate received a Bachelor’s degree in finance from the University of Illinois and a Juris Doctor degree from Chicago-Kent College of Law. Kate is a member of the American Bar Association and is licensed to practice law in California and Illinois.
A lover of skiing, reading, traveling, and the beautiful outdoors, Kate recently explored Croatia and hiked its Plitvice Lakes and Krka Waterfalls. One of her most memorable hikes spanned the Kepler Track, one of New Zealand’s “Great Walks.” Due to the trail’s unique location and varying elevations, she experienced all four seasons during the multi-day trek.
To visit Kate’s LinkedIn, click here.
Jonathan W. Cooper
Eastern Region Managing Director, National Sales Leader
Jon leads, engages, and manages the collaborative, interactive team of experts for Relation’s eastern region, including our offices in North Carolina, Georgia, and Florida. He uses his 20+ years of insurance-industry experience to develop acquisition strategy in the East and orchestrate growth through key partner acquisitions.
He earned a Bachelor’s degree from Appalachian State University and a Master’s degree in Business Administration from Pfeiffer University.
When he’s not working, he enjoys vacationing with his family and playing golf at his local country club.
To visit Jon’s LinkedIn, click here.
Steve D. Martin
President, Pan American Insurance Services
As President of Pan American, a division of Relation, Steve develops profitable, multi-line business for the agency. Having joined Pan American in the early 1980s, Steve maintains his own book of business while also overseeing the western-region property-and-casualty operations. He is the Agribusiness Industry Practice Leader and also manages ongoing relationships with key agricultural-industry associations.
Steve earned his Bachelor 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.
To visit Steve’s Linkedin, click here.
President, Employee Benefits
Keri Lopez is responsible for the Company’s benefits operations. With two decades 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-benefits programs that meet their business and human-resource objectives.
Keri received her Bachelor 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 and 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 two daughters. She also enjoys running, snowboarding, water skiing, hiking, biking and traveling.
To visit Keri’s LinkedIn, click here.
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 developed plan brochures, coordinated the issuing of compliant policies, and tracked legislative initiatives and compliance issues. After several promotions, Neil began overseeing client service and business operations. Relation acquired Renaissance in 2009 and shortly thereafter created Relation Collegiate Solutions to focus on providing services to institutions of higher education. Neil was named the Chief Operating Officer and currently leads the practice group.
To visit Neil’s LinkedIn, click here.
Vice President, Human Resources
Kendra strengthens the Relation 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 to enhance the growth of the business and to 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 in Human Resources (PHR) certification and her Senior Professional in Human Resources (SPHR) certification from the HR Certification Institute (HRCI).
To visit Kendra’s LinkedIn, click here.
Chief Accounting Officer
Clark has nearly two decades in the insurance and third-party-administration industry. At Relation, 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 of Science degree in Accounting and Finance from Florida State University.
Clark enjoys offshore fishing and boating in the Bahamas, where he dives, spearfishes, and paddle boards on any river. When he isn’t on the water, he loves to hike with his wife in the backcountry of Montana and Wyoming.
To visit Clark’s LinkedIn, click here.