Dan Beck

Co-Founder

Kelly Wilde

Director Of Client Success

Dillon Hunt

Senior Retirement Plan Consultant

Karli Maughan

Business Development Manager

Kevin Richards

Senior Plan Consultant

George Busby

Vice President of Engineering

Joseph Marullo

Chief Of Staff

Rhett Engel

Payroll Specialist

Isaac Holt

Analyst, Enablement and Business Intelligence

Bridget Quain

Communications & PR Specialist

Brandon Wilson

Client Success Manager

Hannah Degn

Client Success Manager

Hyrum Saunders

Software Engineer

Brady H. Ririe

Advisory Board Member

Alisha Ann Archibald

Event Marketing Manager

Jared Twitchell

VP of Digital Enablement

Anita Frost

Director of Compliance