Jim Overton

VP Of Large Plan Operations

Greg Ayers

Junior Retirement Plan Consultant

Jacob Kauhane

Third Party 401k Analyst

Shaun Fisher

Jr. Consultant

Wobi Torujo

Financial Analyst

Cindy Huynh

Communications Specialist

Dawn Mills

Business Development

Evan Kuykendall

Staff Accountant

Grace Josten

Director, Client Relationship Manager

Elliot Sims

Operations Manager

Bret Ellis

Salesforce Administrator

Sanders Polin

Analyst

Rebecca Taber

Office Manager

Nancy Fairfax

Service Center Manager

Robert Dent

VP Client Services

Andrew Galsim

Analyst

Adam Brown

President

Thomas McFann

Retirement Plan Analyst