Meet our leaders
The Pinnacol Assurance leadership team is passionate about serving our customers and dedicated to supporting our employees. Each person on the team brings years of specialized experience to their role and is committed to driving change — not just for our company, but for Colorado and the the workers' compensation industry as a whole.
Phil Kalin, president and CEO
Phil Kalin joined Pinnacol Assurance as CEO in 2013. He has served as the chief executive of both public and privately-backed companies, including large hospital systems, as well as organizations focused on health care data, technology and education. He has been active nationally on health care topics related to insurance, data analytics, technology innovation, cost improvement and risk mitigation.
Kalin began his career as a hospital system executive with the Henry Ford Health System in Detroit. He then served as executive vice president and chief operating officer with Mt. Sinai Health Care System in Cleveland before moving to Colorado to serve as president and CEO of Denver's Rose Health Care System.
Following his 20-year career operating hospitals, Kalin was chairman/CEO of privately-funded CustomMed Solutions, a health care technology company that was sold in 2001. He also served as CEO of the Center for Improving Value in Healthcare (CIVHC). The company received national attention for its work developing databases and analytic tools designed to bring market forces into health care. Additionally, he has served as a leader of a private school and developed senior living communities.
Kalin received his bachelor's degree in general science from the University of Iowa and his master's degree in health services administration from the University of Michigan's Department of Hospital Administration. Kalin has been active on numerous local and national boards. He is a proud father and grandfather, and is a very active road and mountain biker.
David Bomberger, CFA, chief investment officer
David Bomberger joined Pinnacol Assurance in 2012 with more than 35 years of experience guiding large investment portfolios. His responsibilities as chief investment officer include managing Pinnacol's investment portfolio for maximum return, while ensuring its risk, quality and duration.
Prior to joining Pinnacol, Bomberger served as deputy chief investment officer for the Colorado Public Employees Retirement Association (PERA), where he oversaw more than $40 billion in assets. Throughout his career, he also served as the state investment officer for the Nebraska Investment Council managing $15 billion in assets — including retirement plans, endowments and the State of Nebraska's operating investment pool — as well as president and chief investment officer for Caterpillar Investment Management Ltd., a $4 billion investment management company based in Peoria, IL. He was a senior vice president and chief investment officer of The Guarantee Life Insurance Companies Inc. in Omaha, Nebraska where he played a leading role in the company's conversion from a mutual company to a public company (demutualization).
A chartered financial analyst (CFA), Bomberger holds a master's degree in business administration from the University of Nebraska at Omaha. He is a member of the board of directors for the Fire and Police Pension Association of Colorado.
Bomberger is married and has one daughter. He is an avid sports fan, especially college sports, and enjoys outdoor activities including golf and hiking.
Barbara Brannen, vice president of human resources
Barbara Brannen joined Pinnacol Assurance in 2015 with 35 years of human resources experience. She oversees the company's human resources and learning and organizational development areas.
Brannen's previous roles have included serving as vice president of human resources at Innovative Services of America, Qwest Communications and Rose Medical Center. She also served as the director of human resources for the University of Denver and Thera-Care in Boston. For the past 12 years, she has provided human resource consulting, training and coaching for many corporations and organizations through her company, Playmore, LLC. A graduate of Niagara University with a degree in business, Brannen has been honored by the Denver Business Journal with the Outstanding Women in Business Award in Human Resources and received the Human Resource Professional of the Year award from the Colorado Human Resource Association.
She is a member of the National Speaker's Association, a licensed Mastermind Executive Coach, is EQi® certified and is the author of three books, the most recent being "The Kudo Effect."
Brannen enjoys outdoor activities including hiking, biking, kayaking and snowshoeing. She is also a voracious reader, baseball fan and theatergoer.
Mark Isakson, senior vice president, operations
As senior vice president, operations at Pinnacol Assurance, Mark Isakson’s responsibilities include strategic leadership of the organization’s claims management, customer experience and underwriting practices. He oversees the performance and delivery of all medical operations activities, including our comprehensive preferred medical provider network of care, SelectNet, and our medical bill payments area.
Isakson has rapidly increased responsibilities since joining Pinnacol in 2001 as an underwriter trainee. As associate vice president, he directed the transformation of Pinnacol’s association program book of business, served as chair of the organization’s pricing committee, led corporate financial planning, and guided underwriting quality, process improvement, training and mentorship. Prior to assuming his current role, Isakson was vice president of insurance operations, and has also held the roles of vice president of underwriting, business director and senior underwriter.
Previously, Isakson was a business analyst and financial advisor for GAF Materials Corporation and Raymond James Financial Services. He graduated cum laude from the University of Northern Colorado with a bachelor’s degree in business administration, and earned a master’s degree in business administration from the University of Colorado at Denver. Isakson is also a graduate of the Denver Metro Chamber Leadership Foundation’s elite Leadership Denver program.
A Colorado native, Isakson grew up on a family farm in Weld County where his family’s agricultural roots can be traced back over 75 years. He is married, has four children and enjoys spending time with his family, reading, following sports and traveling.
Kathy Kranz, CPA, CGMA, AIAF, ARC, vice president and chief financial officer
As vice president and chief financial officer, Kathy Kranz oversees the financial reporting; business planning and enterprise risks, audits and actuarial functions of Pinnacol Assurance.
Kranz joined Pinnacol in 2008, and since that time she has held the positions of financial implementation analyst, controller and, most recently, associate vice president of finance. In the latter role she oversaw Pinnacol's accounting, financial reporting, cash operations and budgeting functions. Her accomplishments include developing a four-year plan to ensure Pinnacol's profitability, working with Standard & Poor's to secure a strong financial rating for Pinnacol, and securing a $100 million surplus note to address 2015 financial reporting rule changes that impact all member companies of government pension plans. The Denver Business Journal named Kranz a Top Financial Executive in 2017.
Prior to joining Pinnacol, Kranz worked for M.D.C. Holdings as a director of finance and was a vice president of RiskCap (now a part of Beecher Carlson), where she oversaw the finance and accounting operations for 15 captive insurance companies. Kranz also spent four years with PricewaterhouseCoopers in Chicago as a senior associate. Kranz holds a bachelor's degree in business administration from the University of Michigan and a master's degree in business administration from Regis University. She is a 2014 graduate of the Denver Metro Chamber's Leadership Denver program and serves on the board of directors of the Colorado Business Committee for the Arts. In her free time, Kranz enjoys watching sports, travelling and spending time with her son.
Terrence Leve, chief legal and corporate resources officer
Terry Leve joined Pinnacol Assurance in 2012. As Pinnacol's general counsel, corporate resources executive and board secretary, Leve provides advice and counsel to the board of directors and senior management on legal, governance and corporate matters. He leads the company's legal services, subrogation, compliance, special investigations, facilities, and corporate services functions. His legal services responsibilities include overseeing litigation, commercial transactions, regulatory affairs and federal legislative activities, and his corporate services responsibilities include overseeing records, mail and print. Leve also directs Pinnacol's ethics officers and the crisis management team.
Leve is an accomplished executive and legal professional with more than 25 years of experience. Prior to joining Pinnacol, he was general counsel for the State of Tennessee's Division of Health Care Finance and Administration. Before that, Leve was chief legal officer and corporate secretary for Sitel Worldwide, a leading global process outsourcing provider with 57,000 employees and locations in 25 countries. He presently serves as a board member of the Colorado Civil Justice League and as an executive board member of the Boy Scouts of America's Denver Area Council, and previously served on both the Bonfils Blood Center Board of Trustees and Tennessee's Williamson County Board of Education.
Leve, the recipient of LexisNexis Martindale-Hubbell's absolute highest attorney rating of AV Preeminent, has both a bachelor's degree and a law degree from the University of Southern California. He is married and is the father of six children. Leve enjoys spending time with his family, reading, exercising and performing community service.
Kate Schmitz, chief marketing officer
Kate Schmitz joined Pinnacol Assurance in 2017 as chief marketing officer, a role created to help the organization and its agent partners respond to an increasingly competitive marketplace and the dramatic escalation of industry innovations aimed at improving customer service, speed and choice.
As CMO, Schmitz focuses on understanding and meeting fast-changing customer expectations while supporting the implementation of a digital transformation strategy that will deliver the greatest benefit to Colorado employers, their employees and Pinnacol’s agent partners.
Schmitz has a strong track record of creating data-driven, digitally focused marketing programs that elevate brands and drive growth. Prior to joining Pinnacol, she served as the head of brand and digital at Transamerica where she led a comprehensive rebranding process and was responsible for establishing and overseeing multiple digital platforms. Before that, she provided leadership as the vice president of digital and content at Cactus, a full-service advertising agency.
Schmitz holds a bachelor’s degree in business management from the Leeds School of Business at the University of Colorado at Boulder. She lives in Denver with her husband and three children.
Jon Scott, CPCU, CIC, vice president, agency relations, safety and wellness
As vice president of agency relations, safety and wellness, Jon Scott’s responsibilities include the management and development of Pinnacol’s agent partnerships — a stakeholder group that is crucial to Pinnacol’s business model and to the company’s success. He oversees the planning and execution of all agency management activities and initiatives, working to expand Pinnacol’s products and services in an effort to meet the future needs of our agents and policyholders. In this position, Scott also sets the strategic direction for the safety services team, with an eye on keeping policyholders safe and healthy.
Scott, who began his career on an underwriting desk at Safeco, has been in the insurance industry for more than 30 years. Recognized as a leader in the Colorado property and casualty marketplace, he has a reputation for developing high-performing teams and cultivating long-standing relationships with agents. Prior to coming to Pinnacol, Scott served as the regional vice president of sales and distribution at the Hanover Insurance Group. At Pinnacol, Scott focuses on building relationships with our agent partners and policyholders. He is committed to taking these relationships to the next level by ensuring the right agency compensation and agency benefits are in place and by delivering high quality programs like Pinnacol’s safety group program. A Chartered Property Casualty Underwriter (CPCU) and a Certified Insurance Counselor (CIC), Scott holds a bachelor’s degree in economics from the University of Colorado Boulder.
While not technically a native, Scott has lived in Colorado for 50 years. He is married with two children and in his free time, Scott enjoys working out, running, reading, skiing and playing golf.
Edie Sonn, vice president of communications and public affairs
As vice president of Communications and Public Affairs, Edie Sonn oversees Pinnacol's communications, government relations and community investment functions.
A seasoned professional with experience in government relations, communications and health policy, Sonn joined Pinnacol in 2014. Prior to that, Sonn was the vice president of strategic initiatives for the Center for Improving Value in Health Care. In that role, she helped develop policy and cultivate the networks that were needed to help support CIVHC's efforts to transform healthcare payment and delivery in Colorado. Prior to being at CIVHC, Sonn served as the senior director of public affairs at the Colorado Medical Society, where she oversaw government affairs at both the state and federal levels and led numerous health policy initiatives. Before joining CMS, Sonn spent 10 years in public affairs and public relations, developing legislative, communication and community outreach strategies for a wide range of insurance, healthcare and nonprofit clients.
Sonn holds a master's degree in public policy from Duke University and was a bachelor of arts graduate and a Boettcher Scholar at Colorado College. She serves on the boards of the Metro Denver Economic Development Corporation, Mental Health Center of Denver, Colorado Coalition for the Medically Underserved, Colorado Medical Society Foundation and Colorado College Public Interest Fellowship Program. A Denver native, Sonn is a die-hard Broncos, Avalanche and Rockies fan, and wakes up every day believing that the Rockies will finally get an ace and a decent bullpen — heck, even just a long reliever!
Tamela Vaughn, vice president and chief information officer
As Pinnacol Assurance’s chief information officer, Tamela Vaughn oversees the development and implementation of strategies to create competitive advantage from information technology. Her responsibilities include increasing the efficiency of core business processes, deploying advanced analytics, maintaining reliable technology infrastructure, and ensuring the security of Pinnacol’s systems and data.
Vaughn joined Pinnacol in 2009 as a project manager. She served as an enterprise application manager and associate vice president of information technology before being promoted to associate vice president of application services and most recently to interim CIO in 2016. Before joining Pinnacol, Vaughn was a principal consultant with Oracle and director of operational effectiveness and training at Imagistics International, formerly a Pitney Bowes company.
Vaughn earned a Bachelor of Science in business administration from Pepperdine University.