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.
Mark Isakson, chief customer officer
As the chief customer officer, Mark Isakson serves as the senior executive overseeing operations, information services, agency relations and safety services.
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 senior vice president of operations, 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.
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. Prior to joining Pinnacol Assurance, she 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 licensed Mastermind Executive Coach, is EQi® certified and is the author of three books.
Brannen enjoys outdoor activities including hiking, biking, kayaking and snowshoeing. She is also a voracious reader, baseball fan and theatergoer.
Quincy Douglass, CPCU, vice president, operations
As vice president, operations, Quincy Douglass leads the organization’s claims management, customer experience and underwriting practices. He also 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.
Douglass has applied his passion for both listening to and anticipating customer needs throughout his tenure. As the associate vice president of customer experience, he led six business teams and the Customer Experience and Spanish Services teams. He oversaw the transformation of the digital experience for policyholders and the creation of a comprehensive voice of the customer program that ensures Pinnacol is focused on delivering improvement that is based directly on input from our key stakeholders. For the past several years, he has led the financial planning process for the organization.
Douglass joined Pinnacol in 2008 as a product manager, was promoted to business director in 2011 and to associate vice president of customer experience in 2014 prior to this most recent role in 2018.
Prior to joining Pinnacol, he spent time at Accenture Consulting and Corporate Express. A Chartered Property Casualty Underwriter (CPCU), he holds a bachelor’s degree in accounting from the University of Wyoming.
Douglass is married with twins, a daughter and a son. He spends his free time coaching soccer, playing golf and loves taking on home improvement projects.
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.
Krista O’Rourke, CIC, vice president of agency relations and safety services
As vice president of agency relations and safety services, Krista O’Rourke is responsible for managing and developing Pinnacol’s partnerships with agents — a stakeholder group that is crucial to our business model and the company’s success. She oversees the planning and execution of all agency management activities and initiatives, working to build and expand Pinnacol’s industry-leading products and services to meet the future needs of our agents and customers. In this position, O’Rourke also sets the strategic direction for the safety services team, with a focus on keeping Pinnacol’s customers safe and healthy.
O’Rourke, who began her career in the insurance industry as a commercial lines producer working with top national and regional brokers, has more than 20 years of experience in the areas of national program development and product management, new business acquisition and retention, and risk evaluation and book profitability. She has been recognized for her ability to build strong strategic partnerships and for her knowledge of agency and carrier operations. At Pinnacol, O’Rourke has led high-performance teams, first as a business director then as the associate vice president of underwriting. She was also instrumental in leading Pinnacol’s efforts to improve the digital experience for agents, including enhancements to the Agent Portal, straight-through processing and the Agent Quote system.
A Certified Insurance Counselor and licensed property and casualty agent, O’Rourke earned her bachelor’s degree in communications from the University of Colorado. She is married and loves being a grandma. In her free time, she enjoys golfing and spending time with family and friends.
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.
Edie Sonn, vice president of communications and public affairs
Edie oversees Pinnacol’s internal and external communications, government relations and community relations functions.
She joined the company in 2014, bringing 20+ years of experience in health policy and public affairs. Before coming to Pinnacol, she was the vice president of strategic initiatives for the Center for Improving Value in Health Care, helping to develop policy and cultivate the networks to support CIVHC's efforts to transform healthcare payment and delivery in Colorado. Previously, 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 was a public affairs and public relations consultant, 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 is a bachelor of arts graduate and a Boettcher Scholar from Colorado College. She chairs the board of the Mental Health Center of Denver, the Colorado Competitive Council and the Pinnacol Foundation, and also serves on the boards of the Colorado Association of Commerce and Industry, Metro Denver Economic Development Corporation and Colorado Medical Society Foundation. She is a member of the Metropolitan State University of Denver Community Cabinet and a mentor for the Colorado College Public Interest Fellowship Program.
She was named a 2018-2019 Governors Fellow by Governor John Hickenlooper. In 2017, she was named the “Outstanding Woman in Business: Communications/Media” by the Denver Business Journal.
A Denver native, Sonn is a die-hard Rockies fan, and begins every season convinced that this is the year the Rockies will finally have reliable starting and bullpen pitching.
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.