Sometimes, the right people meet at the right time.

Rock bands. Marriages. Baseball teams. When people who truly complement one another unite for a single cause, powerful—revolutionary—things can happen. But we won't toot our own horn. Our experience speaks for itself. 

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Jerry Szatko | Chief Executive Officer

Drawing from a core of solid integrity and a vast career background, Jerry aims to provide a guiding light for people lost in navigating the often confusing language of finance. He is both ship captain and lighthouse, combining his team’s knowledge and his own experience to form a beacon for the financial services industry.

An airline pilot since 1997, Jerry wields a business ethic that has afforded him much entrepreneurial success; he’s served as a financial consultant for powerhouses like Morgan Stanley, Wells Fargo, and Knights of Columbus to name a few, and has run several of his own businesses—all while maintaining certifications in commercial flight.

For Jerry, piloting is a perfect metaphor for his mission with Unitifi; instilling a talented crew with a clear sense of direction is key to success whether at the helm of an airplane or the helm of a company. As Founder and Chief Executive Officer of Unitifi, he believes in the power of collaboration with the best of the best. Jerry holds a Bachelor’s Degree from the University of Nebraska Omaha.


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Joe Muzic | Business & Marketing Operations

Joe brings 25 years of business operations and digital marketing experience to the Unitifi team. Adept at leading day to day business operations efficiently and cost-effectively, he’s responsible for Unitifi’s digital marketing influence, overseeing system development/integration and collaborating on product innovation. Previous roles in start-up and established organizations provided him invaluable insight regarding business functions and methodologies at local and global levels.

As the founder of SandStream, Joe wanted to fulfill a need in the lead generation industry for highly qualified leads and customized marketing services. This hands-on experience and knowledge gained bringing SandStream to fruition, provides him a unique opportunity to position Unitifi as a leader in the growing market for behavior-based advising services as well as future product applications.

Joe works closely with Unitifi resources to keep the business poised and ready to take advantage of opportunities - yet have the ability to adapt swiftly to client and market needs. He is excited about the future of Unitifi and its success due to the team’s persistence and forward thinking.


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Nicolaas Vansteenbergen | Data & Technology Specialist

Nicolaas is a recent summa cum laude graduate of the University of Nebraska at Omaha in Business and International Studies. He has served various organizations in areas of entrepreneurship, technology and international relationships. Nicolaas has also interned as a digital marketing associate with a focus on website design.


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Edan Jorgensen, Ph.D. | Data & Luck

Edan L. Jorgensen received his Bachelors degrees from Southern Utah in Sociology and Interpersonal Communication, his Masters degree in advanced research methods and his Ph.D. in Sociology from the University of Nebraska. Dr. Jorgensen is a recognized expert with over 15 years experience as a professor and consultant to some of the most recognizable organizations in the world. His expertise is centered on data and psychometrics that assist in the processes of talent management (including 360 degree surveys), development, talent acquisition/retention, executive selection, performance metrics, and workplace culture. 
 
Dr. Jorgensen has designed, implemented and coached talent management processes for organizations such as The Ritz Carlton, Denver Health, Henry Ford Health Systems, Talent Plus, National Research Corporation, Basic Research Inc., and The  Church of Jesus Christ of Latter-day Saints.


Stacia Jorgensen | Data & Luck

Stacia received a Master of Arts in Sociology from the University of Nebraska-Lincoln. In addition to her experience in collecting data, she also teaches undergraduate level Sociology courses. While her heart lies with Research Methods courses and courses in Applied Sociology, she has also taught courses on the Sociology of Sport, Marriage and the Family, and the Sociology of Crime. This academic background in Sociology influences Stacia to look at Unitifi's research beyond just the numbers, but from a human behavior and real-world perspective.

She resides in the mountains outside of Salt Lake City, Utah with her husband, two small children and two small dogs.


Dena Bartlett Cofounder & coo | CD2 Learning

CD2 Learning is a complete, cloud based learning architecture. We provide an adaptive and configurable platform to deliver engaging content in a new, innovative way. Using our tools, you can develop a comprehensive and cohesive organizational strategy centered on providing flexible training. Employ coaching and mentoring tools to drive progress to meet team and organizational goals while enhancing individual careers. Organizations can select from a combination of easy to use technology offerings to create a unique system that scales to any size for onboarding, collaboration, educating internal or external customers and more.


Rich Bartlett Cofounder & ceo | CD2 Learning

CD2 Learning is a complete, cloud based learning architecture. We provide an adaptive and configurable platform to deliver engaging content in a new, innovative way. Using our tools, you can develop a comprehensive and cohesive organizational strategy centered on providing flexible training. Employ coaching and mentoring tools to drive progress to meet team and organizational goals while enhancing individual careers. Organizations can select from a combination of easy to use technology offerings to create a unique system that scales to any size for onboarding, collaboration, educating internal or external customers and more.