Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.

Finance

Vestwell

Aaron Schumm

Kian Rafia

Brian Guerra

John Farmakis

Douglas Magnolia

Danya Dumbrill Early

Jon Mark

Patty Kim

Ryan Anderson

Richard Tatum

Rob Molchon

Allison Brecher

Dave Sheen

Jonathan Ferrara

The Client Success and Relationship Management team at Vestwell is dedicated to ensuring that clients—advisors, accountants, and financial professionals—receive exceptional support and guidance throughout their engagement with the company's workplace savings and investment solutions. This team focuses on onboarding new clients, optimizing their experience with Vestwell's platform, and fostering long-term relationships by addressing client needs, facilitating seamless implementations, and driving satisfaction and success in their retirement programs.

Client Success and Relationship Management

Leadership Team

Product Development and Engineering

Client Success and Relationship Management

About

Team members

Other teams at Vestwell

Leadership Team

Product Development and Engineering