Our team
A team of 11 who answer your questions, run your reviews and help your employees.
They set the firm's direction and track the rule and market changes that affect your plan.
Nicholas Gialamas
Chairman of the Board
Brian Jessen
President and CEO
John Patrinos
Chief Financial Officer
Mallory Grove
Director and Chief Compliance Officer
Scott Danes
Senior Vice President
Travis Johnson
Vice President & Director of AI Enablement
The people who work with your company and employees day to day.
Katie Bennett
Client Advisor
Maddie Baxa
Client Advisor
Harry Hughes
Client Advisor
Kyle Gardner
Investment Analyst
Margaret Clegg
Director of Marketing