Neil Steffen

Senior Manager

Spiro Theodorakakos

Director of Client Service

Joseph Corona

Director of Sales & Strategic Partnerships

Colleen Dorney

Sr. Client Service Manager

Matthew McLaren

Manager, Participant Service Center

Melissa Yoder

Plan Administration Analyst

Bradley Wade

Sr. Development Manager

James Bach

Senior Development Manager

Francis Schlimmer

Senior Software Engineer

Brenden Steltz

Software Engineer

Monacelli Debora

Conversion Project Manager

Lisa Suttell

401(k) Conversions Specialist

Jenna Finocchario

Senior Internal Sales Manager

Mike Abraham

Director Of Finance

Kurt Weisenreder

Controller

Lindsey Brinkel

Staff Accountant