Tarah Williams

President & COO

Tim Edwards

Chairman & Co-ceo

Allen Coskrey

401k Sales

Eric Corder

Product & Services Sr. Specialist

Mona Norton

Sales Assistant

Marco Galvan

Director Of Information Technology And Platform

Bryan Waldrop

Information Technology Team Lead

Mario Cruz

Salesforce Administrator

Timothy Eldridge

IT Specialist

Will Schmitt

General Counsel

Abel Garcia

CFO CCO

Crystal Ashford

Executive Assistant

George Lollis

Vice President - Investments

David Stringer

Vice Chairman & Co-CEO

Hilary Pluemer

CAO

Antonio Bokaie

Advisory Services Product Specialist

Jemma J.

Executive Assistant

Francis Moise

Sr Vice President-investments