Our Team

Our solutions-oriented team of experienced professionals has walked in your shoes.


How Can We Help




Bill Jones


Bill founded Unitas Financial Services in 1995 with a strong passion to provide the highest levels of customer service that lenders said was lacking from others in the industry. With now over 25 years of experience in the specialty insurance field Bill has grown the company into one of the largest providers in the nation. He and the staff at Unitas Financial Services attribute their growth to meeting the high customer service standards that have been in place since Unitas Financial Services' founding. Bill graduated with a degree in engineering and economics from the U.S. Military Academy at West Point, New York in 1989 and had tours of duty in Germany and in the Persian Gulf with the U.S. Army. Bill has 5 children and lives in Dublin, Ohio with his wife. He enjoys The Ohio State University sports, hunting, and the outdoors in general.


Lisa Cooper

Co-Owner & President Unitas Mortgage Division, Board Member

Lisa has been in the financial institution and real estate investment segments of risk management since 1985. She is a licensed insurance agent for both admitted and surplus lines business in 40+ states and has achieved and maintained her CIC credentials demonstrating her commitment to excellence in this demanding industry. Lisa developed a relationship with Lloyd’s, London that has led to tribunalization of two different agencies enabling binding authority status.

Lisa has strong expertise in underwriting and managing coastal risk. Lisa resides in Florida and enjoys the beach and other activities that the warm weather brings


Greg Shimkus

Co-Owner & President Unitas Specialty Division, Board Member

Greg’s professional experience includes leadership positions in Technology, TPA Operations, and Strategic Business Development for privately held specialty insurance agencies and Fortune 500 global enterprises. With a career focus on financial institution(FI) risk, Greg has designed and implemented risk transfer programs aligning community banks and credit unions, captive finance companies and top-100 commercial banks with major domestic and foreign program underwriters. Greg's extensive network of relationships across corporate America, and throughout the domestic and foreign Insurance marketplaces brings a unique set of talents to Unitas.

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Brian Barnett

SVP, Customer Success

Brian currently serves as the Senior Vice President of Customer Success. Brian joined Unitas Financial Services in April 2002, with over 15 years of financial institution experience. After graduation from Mount Vernon Nazarene University, he married his wife of 28 years and resides on their third-generation family farm with his two sons. Brian adopted the company motto of “Great Programs with an Attitude of Service” when he joined the company and still believes and practices this motto with every client contact today.

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Tod Hastings

SVP, National Sales

Tod began his Unitas Financial Services career in 2009 as an agent. He currently oversees national sales efforts while also servicing customers in Ohio, Indiana, and Florida. After graduating with a B.S. in Business from Miami University in 1989, Tod has spent the past 31 years in the lending and financial services industries in various leadership and sales roles. His experience includes management positions with Wells Fargo Financial, Option One Mortgage, John Deere Credit, and Chase Home Lending. Tod makes his home in Johnstown, Ohio, with his wife and two sons. Tod enjoys playing golf in his spare time and rooting for The Ohio State Buckeyes.


Brian Ruhe

VP, Regional Business Development

Having joined Unitas Financial Services in November 2017, Brian serves as a Vice President of Regional Business Development. Brian is a graduate of The Ohio State University, with a B.S. in Allied Medicine. For the last 15 years, he has gained experience in various aspects of sales and business management, including time in mortgage banking and credit consulting. He understands the lending challenges that community banks and credit unions face across the landscape of this great nation and is motivated to offer them solutions to improve their overall strength. He and his wife cherish the daily challenges and delights in raising their four young daughters, life is certainly busy.


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Jim Perry

VP, Regional Business Development

Jim joined Unitas Financial Services in November of 2018 as a Vice President of Regional Business Development. Jim is a graduate of the United States Military Academy at West Point with a major in Economics. After graduating from West Point, Jim spent time at Fort Stewart, Georgia as an Infantry Officer. After his time in the Army, Jim sold commercial real estate and worked as a mortgage banker. Jim currently resides in Arvada, CO with his wife and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time. 


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Allen Moss

VP, Regional Business Development

Allen joined the Unitas Financial Services team in October of 2019 as a Vice President of Regional Business Development. Allen is a graduate of the United States Military Academy at West Point with a major in Mathematics. After graduating from West Point, Allen spent time at Schofield Barracks, Hawaii as an Infantry Officer. Following that assignment, Allen was selected to join the 75th Ranger Regiment at Fort Benning, Georgia, where he served as the Reconnaissance Company Operations Officer. Allen currently resides in Columbus, Ohio, and enjoys traveling, the outdoors, sports, and reading.

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Blaine Moricle

VP, Regional Business Development

Blaine joined Unitas Financial Services in January of 2020. After graduating from Elon University, Blaine has spent his professional career in the consumer and mortgage lending industries in various sales and leadership roles. During this time, he has worked with lenders of all sizes in growing their loan portfolios, generating fee income, and transferring risk from their balance sheets. Blaine is a native North Carolinian and currently resides in Summerfield, North Carolina. In his spare time, he enjoys the outdoors and spending time with his wife and two kids.

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Chareese Hastings

Director of Operations

Chareese joined the Unitas Financial Services Staff in January of 2017 with over 20 years of accounting and insurance experience. She has been instrumental in developing our new accounting system and streamlining many of our accounting functions to make our processes more “user-friendly” for our staff and clients.  Chareese attended Ohio University for two years and graduated with an Associates in Business Management from Columbus State University. She enjoys spending time with her family, cooking, traveling, and cheering for The Ohio State Buckeyes. Chareese is married and has 2 sons that she loves to boast about.


Dana Brown

Claims Director

Dana graduated in January of 2020 with a Master of Science degree in Investigations from the University of New Haven in Connecticut. She also has a Bachelor of Science in Criminal Justice- Forensic Science and graduated in 2018. Dana has two beautiful children and a combat veteran spouse that are her greatest joys in life. She enjoys writing children’s stories and watching football. Her late father raised her on the principles of two men: Paul “The Bear” Bryant (Roll Tide) and Vince Lombardi. "Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work.” -Vince Lombardi

Joe Tyler

Board Member

Joe Tyler is the co-founder and Managing Partner for SpringStart, an early stage investor in Saratoga Springs, NY. Tyler was formerly the CEO of Informz, a software company that he founded in 1997 and sold in 2017. He has a BS in Aeronautical and Astronautical Engineering from Purdue University, an MS in Aerospace Engineering from the University of Maryland and is a former US Army officer.  

Ben Contra

Board Member

Ben retired from Trivantis, a leading eLearning Solutions provider, in 2011. He now spends his professional time volunteering and giving back to the community. His volunteering efforts have been focused on helping to raise money in the non-profit area, strategic advice for companies that are on the cusp of greatness and helping people who have been diagnosed with Young Parkinson’s Disease. Ben has a BA in Political Science, Communication, and Theatre Arts from Heidelberg University.