Brad Barron

CEO and Founder

Katie Winkler

VP Customer Solutions & Product

Hope Terry-Hopkins

Customer Engagement Team Lead

Susan Clegg

Customer Success Account Manager

Tim Barth

Vice President Of Financial Coaching

Susan Tate

Account Manager, Financial Wellness Programs

Lori Lorenzen

Certified Financial Health Counselor

Nazar Saleem

Financial Education Project Coordinator

Tammy Davidson

Senior Money Coach II

Vivian Perez

Money Coach/presenter

Daniel Davis

Chief Operating Officer

Jared Alvarez Sphr

Human Resources Director

Shandra Thomas

Vice President Of Education

Brian J Estenson

Manager Of Partner Success

Lee A. Davis

Manager

Amy Larson

Marketing Coordinator

Cindy Barron

Senior Marketing Strategist

Gretchen Yip

Financial Controller

Tamara Zidar

Vice President Of Training & Development

Jeff Scott

Vice President Of Data Analytics

Chad Wolfe

Manager of Member Engagement