Meet Our Staff

Aaron Henning

Aaron Henning

Retirement Plan Specialist

Adam Charles

Adam Charles

VP, Technology

Alondra Casas

Alondra Casas

Customer Service Representative

Ashley Goluba

Ashley Goluba

Project Manager

Barbara Martin

Barbara Martin

Office Assistant

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Brittney Valdez

Brittney Valdez

Controller

Cyndi Floyd

Cyndi Floyd

Staff Accountant

Clayton Puckett

Clayton Puckett

Retirement Plan Specialist

Daniel Driver

Daniel Driver

Financial Advisor

Daryl Smith

Daryl Smith

Lead Retirement Plan Specialist

Dennis Bielik, CFA®, FRM

Dennis Bielik, CFA®, FRM

Managing Director

Devin Turner

Devin Turner

Equity and Derivatives Analyst

Edgar Ortiz

Edgar Ortiz

Retirement Plan Specialist

Eric Light

Eric Light

Portfolio Manager

Garrett Adams

Garrett Adams

Financial Advisor

Garrett Pittman

Garrett Pittman

VP, Institutional Investments

Hillary Poole

Hillary Poole

VP, Sales Development

Ian Bunn

Ian Bunn

Full-Stack Developer

Isaac Mendez

Isaac Mendez

Sales and Marketing Specialist

Jason Vargas

Jason Vargas

Client Associate

Jesus Alvarado

Jesus Alvarado

Retirement Plan Specialist

John Fowler

John Fowler

Retirement Plan Specialist

Julia Albing

Julia Albing

Team Lead

Kelli Hanson

Kelli Hanson

Assistant VP, Client Relations

Kieran Talbot

Kieran Talbot

Customer Service Representative

Lauren Harvey

Lauren Harvey

Operations Manager

Madeleine Hall

Madeleine Hall

Marketing Manager

Macy Dunegan

Macy Dunegan

Retirement Plan Specialist

Maegan Villarreal

Maegan Villarreal

Analyst | Institutional Investments

Mark Alonzo

Mark Alonzo

Customer Service Representative

Mark Essenfeld, CFP®

Mark Essenfeld, CFP®

Financial Planner

Matt Escalante

Matt Escalante

Director, Institutional Investment Initiatives

Mason Moses

Mason Moses

Investment Advisor

Megan Polansky

Megan Polansky

Customer Service Representative

Melissa Kirk

Melissa Kirk

VP, Operations

Michael Gonzalez

Michael Gonzalez

Customer Service Representative

Michael Matthews

Michael Matthews

Office Manager

Mildred Dircio

Mildred Dircio

Trade Agent

Monsterrat Bonilla

Monsterrat Bonilla

Cypher Senior Manager

Monica Susaita

Monica Susaita

Processor

Myrna Fuentes

Myrna Fuentes

Team Lead, Distribution Processing

Nicole Garcia

Nicole Garcia

Staff Accountant & Benefits Coordinator

Nicole Silva

Nicole Silva

Processor

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Olivia Prawdizk

Olivia Prawdizk

Client Associate

Omar Salinas

Omar Salinas

Technology Services Associate

Ramesha Carter

Ramesha Carter

Customer Service Representative

Rashad Baker

Rashad Baker

Customer Service Representative

Rey Cepeda

Rey Cepeda

Product & UX Design Manager

Robert Hinds

Robert Hinds

Investment Associate

Ryan Swayze

Ryan Swayze

VP - Technology & Development

Sean Romero

Sean Romero

Retirement Plan Specialist

Sherry Russell

Sherry Russell

Retirement Plan Specialist

Sire Becerra

Sire Becerra

Customer Service Representative

Simon Miselis

Simon Miselis

Compliance Specialist

Sonia Sanchez

Sonia Sanchez

Processor

Steve Orta

Steve Orta

Managing Director

Timothy Satterwhite

Timothy Satterwhite

Processor

Tina Silva

Tina Silva

Team Lead, Contribution Processing

Tommy Vinyard

Tommy Vinyard

Business Analyst

Yvette Martinez

Yvette Martinez

Trade Agent