About Goosehead

Mr. Miller has served as the President and Chief Executive Officer for Goosehead since July 2024, having previously served as Chief Operating Officer since 2022. In addition, Mr. Miller has served on the board since March 2018. For the prior 15 years, he worked for some of the largest private equity firms in the world helping drive large scale financial and operational transformations. Mr. Miller was the Chief Financial Officer of Pluralsight, Finastra, Marketo, and Active Networks (all Vista Equity Partners portfolio companies at the time). He also served as the CFO of Sabre, and L.H.P. Hospital Group. At Sabre, he held multiple operating and finance positions and was instrumental in the company’s initial IPO and its subsequent $5 billion privatization transaction. Early in his career, Mr. Miller worked for Ernst & Young. Mr. Miller has an accounting degree from Texas Tech University and an MBA in Finance from Rice University. He is also a licensed CPA in Texas.

Mr. Jones joined Goosehead in 2016 as Controller and was promoted to Vice President – Finance in 2020 then Chief Financial Officer in 2022. He oversees Goosehead’s financial reporting, financial planning and analysis, treasury, investor relations, enterprise sales and partnerships. He also played a central role in the company’s highly successful initial public offering in 2018. Prior to joining Goosehead, Mr. Jones worked in Ernst & Young’s audit practice, primarily focused on financial services companies. He graduated from Texas A&M University with a B.B.A. in accounting and an M.S. in finance and is a Certified Public Accountant.

Mr. Pattillo joined Goosehead Insurance in 2009 as an Account Executive and was the first inductee into Goosehead’s President’s Club. In 2014, he was promoted to Sales Manager, then to Managing Director in 2016, Vice President in 2020, and Executive Vice President in 2023. In his role as Executive Vice President, Brian oversees the Corporate Sales team, the Agent Support team who is responsible for driving sales in our franchise network, as well as the carrier relations team. Prior to joining Goosehead, Brian received his BBA in Business Administration and MS in Marketing from Texas A&M University.

Mr. O’Connor joined Goosehead Insurance in 2022 as General Counsel and, in that role, is responsible for all aspects of the company’s legal operations. Prior to joining Goosehead, he spent fifteen years in private practice, including more than a decade with international law firm Weil, Gotshal & Manges, LLP. He most recently served as general counsel for an Austin based real estate development company. Notably, while in private practice, Mr. O’Connor served as outside counsel for Goosehead and has worked as an advisor to the company since 2019. He holds an undergraduate degree from Loyola Marymount University, a master’s degree from Pepperdine University and received his J.D. from Southern Methodist University, where he served as President of the SMU Law Review Association.

Mr. Ricketts joined Goosehead in 2022 as Executive Vice President, Technology, where he spearheads all technology initiatives. With a strong emphasis on innovation and client-centric strategies, his teams are focused on strategic product investments and processes, ensuring the integrity and security of IT infrastructure, and driving digital transformation across the organization. He brings to Goosehead over 25 years of experience, previously serving as the Chief Product and Development Officer for Sabre Hospitality Solutions where he oversaw product management, product development, solution engineering and platform operations. He also held executive positions at HMS Holdings, Unum Group, Susan G. Komen for the Cure and Kaiser Permanente.

Ms. Challis joined Goosehead Insurance in 2021 as Chief Marketing Officer. She is responsible for Marketing and Public Relations, focused on building the Goosehead brand and our digital engagement platform. Ann brings to Goosehead 25 years of marketing leadership and expertise in the financial services industry. She spent the past five years in the fintech space as the Head of Marketing for Elevate and Credible. Prior to that, Ann led growth marketing teams at Blackrock, Wells Fargo, CSAA, Providian Financial and MBNA. Ann holds a Bachelor of Business Administration in International Business from Loyola University Maryland.

David joined Goosehead Insurance in January 2024 as the Chief Service Officer. He and his teams are accountable for the strategy and operations to meet our clients’ service needs. David brings 16 years of financial service experience; he held executive positions at USAA in process engineering, contact center sales and service, and contact center vendor management. Following a brief consulting stint, David served as Head of Member Services at a financial service start-up. Prior to his corporate career, David served 11 years active duty as a Naval Flight Officer, supporting operations in Afghanistan, Iraq, Horn of Africa and Central America. He earned a Bachelor of Science from the United States Naval Academy and an MBA from the Naval Postgraduate School.

Mr. Farrell joined Goosehead Insurance in 2020 as Vice President, Capital Markets. He is responsible for leading the company’s Investor Relations and Public Relations efforts. Dan has over 19 years of experience in the insurance sector. Prior to joining Goosehead, he was Head of Investor Relations for Marsh & McLennan Companies and Head of Strategy for Mercer. Dan spent much of his career as sell-side equity analyst covering the insurance sector for 16 years. He graduated from Georgetown University with a B.A. in Economics.

Mr. Hunt joined Goosehead Insurance in 2010 as an Account Executive and is now a Vice President, Agency Operations. In this role, he is primarily responsible for the geographic expansion of the organization. In his 11 years at Goosehead, Mr. Hunt has been a top sales performer, opened new markets, built teams, recruited top talent across the country, and supported Goosehead’s rapidly growing network of franchise owners. Prior to joining Goosehead, he obtained his BBA in Finance from Texas A&M University.

Mr. Lauck joined Goosehead in 2023 as Vice President of Partnerships. His role includes business development and management of strategic business partnerships designed to expand Goosehead’s customer acquisition and presence in the market. Mr. Lauck began his career in the financial services industry and brings more than 14 years of experience to Goosehead. In his career, he has managed business units, business development, marketing acquisitions, and partnerships at various organizations, including Avant Credit, Goldman Sachs, QuinStreet, Elevate Credit, NetSpend, and Gerson Lehrman Group. Mr. Lauck obtained his BA in Economics from the University of Texas at Austin.

Mr. Olsen is responsible for the design, implementation, and management of our agent development programs for both new and tenured agents in the franchise and corporate channels. As Goosehead’s most tenured sales agent, beginning in 2005, Mr. Olsen spent 15 years developing best practices in organization, time management, and sales process, leading him to create the largest book of organically grown business of any agent in the organization, and helping Goosehead stay on the cutting edge of marketing and sales process best practices. Mr. Olsen attended Brigham Young University and graduated Cum Laude with a degree in Marketing.

Mr. Slye joined Goosehead Insurance in 2024 as the Vice President of Franchise Development, bringing a wealth of experience in sales, business development, and strategic growth. Brian is dedicated to expanding Goosehead’s franchise network by identifying and nurturing top-tier talent. Before joining Goosehead, Brian held various leadership positions building high performance Sales & Marketing teams, with a focus on fostering a culture of excellence. Brian holds a BBA from Texas Tech University and a MBA from Southern Methodist University.

Mr. Jones is Goosehead’s Executive Chairman. He is co-founder of the company and served as Chief Executive Officer from inception in 2003 until July 2024. Under his leadership, Goosehead grew to become one of the largest and fastest-growing personal lines insurance brokers in the country. He has also served as CEO of N5B Capital, an alternative asset investment firm, since 2022. Prior to joining Goosehead, he was a Senior Partner and Director of Bain & Company, the global management consulting firm. Earlier in his career, he worked in the audit and mergers-and-acquisitions practice groups for Ernst & Young. He holds a Bachelor of Commerce degree from the University of Alberta and an MBA from Harvard Business School.

Robyn Jones is the co-founder of Goosehead and has served as a Director and Vice Chairman of the board of directors since March 2018. While she has retired from active management roles, she continues to serve on our board. She was selected to our board of directors because of her role in founding the company, the Jones family’s position as our largest shareholder, and her unique role in establishing and maintaining our company culture. Ms. Jones was awarded an Honorary Doctor of Humane Letters degree from Montana State University in recognition of her support of the university in addressing Montana’s healthcare challenges.

Mr. Lane has served on our board since March 2018. He previously spent 12 years at Bain & Company, where he was a Partner and led the Dallas and Mexico City offices as well as the oil and gas practice. Mr. Lane was an Operating Partner with TPG Global and CEO of Axip Energy Services. Mr. Lane has served on the boards of Petro Harvester, Taylor Morrison Homes and FleetPride and has been a senior advisor to Altamont Capital Partners. Mr. Lane holds a BS in physics from the University of Birmingham in the United Kingdom and an MBA from the Wharton School. Mr. Lane was selected to our board of directors because he brings extensive experience in business operations, finance and corporate governance.

Mr. Miller has served as the President and Chief Executive Officer for Goosehead since July 2024, having previously served as Chief Operating Officer since 2022. In addition, Mr. Miller has served on the board since March 2018. For the prior 15 years, he worked for some of the largest private equity firms in the world helping drive large scale financial and operational transformations. Mr. Miller was the Chief Financial Officer of Pluralsight, Finastra, Marketo, and Active Networks (all Vista Equity Partners portfolio companies at the time). He also served as the CFO of Sabre, and L.H.P. Hospital Group. At Sabre, he held multiple operating and finance positions and was instrumental in the company’s initial IPO and its subsequent $5 billion privatization transaction. Early in his career, Mr. Miller worked for Ernst & Young. Mr. Miller has an accounting degree from Texas Tech University and an MBA in Finance from Rice University. He is also a licensed CPA in Texas.

James “Rusty” Reid has served on our board since March 2018. He has worked at Ramey, King, & Minnis Insurance Agency, American General Fire & Casualty Company, and at Higginbotham Insurance Agency, Inc. as Chairman, CEO and President. Under his leadership, Higginbotham has become a leading Texas independent commercial insurance broker. Mr. Reid is a member of Independent Insurance Agents of Texas and the Council of Insurance Agents and Brokers. He serves as Chairman of the Finance and Facilities Committee and on the Board of Regents of the University of North Texas System. Mr. Reid holds a BS in Business Administration/Insurance from the University of North Texas and is a Certified Insurance Counselor.

Ms. Cruzado has served as President of Montana State University since 2010. Montana State University has set new student enrollment records, becoming the fastest growing and the largest university in the state. President Cruzado was honored as the 2011 Michael P. Malone Educator of the Year from the Montana Ambassadors for demonstrating outstanding accomplishment, excellence, and leadership in the field of education. In 2012, President Barack Obama appointed President Cruzado to the Board for International Food and Agricultural Development. She was reappointed in 2017 and served on the board until 2020. In 2013, President Cruzado began serving on Montana’s Gov. Steve Bullock’s Equal Pay for Equal Work Task Force. Ms. Cruzado currently serves on several educational boards and was a former member of the Board of Directors of PayneWest Insurance before it was acquired by Marsh & McLennan Agency in April 2021. Ms. Cruzado holds a bachelor’s degree from the University of Puerto Rico and masters and doctoral degrees from the University of Texas at Arlington.

Mr. McConnon is Managing Director – Head of Public Equities and Chief Economist at Wildcat Capital Management, LLC (“Wildcat”). At Wildcat, which he joined in October 2018, Mr. McConnon leads the firm’s public equities investment team. Before Wildcat, Mr. McConnon was a founding Investment Partner at Indaba Capital Management, from 2010 to 2018. Prior to Indaba, Mr. McConnon was a Principal at TPG Capital from 2004 to 2010, where he focused on large-scale private equity investing and sat on the boards of Sabre Holdings, Creative Artists Agency and Mammoth Mountain Ski Area. Before that, Mr. McConnon worked at Bain Capital and The Boston Consulting Group. Mr. McConnon holds an AB magna cum laude from Harvard University and an MBA from Stanford University where he was an Arjay Miller Scholar.