Meet Our Staff

Adam Charles

Adam Charles

VP, Technology

Allegra Fox

Allegra Fox

Processor

Alondra Casas

Alondra Casas

Customer Service Representative

Ashley Goluba

Ashley Goluba

Project Manager

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Brittney Valdez

Brittney Valdez

Controller

Daniel Driver

Daniel Driver

Financial Advisor

Daryl Smith

Daryl Smith

Lead Retirement Plan Specialist

Dennis Bielik, CFA®, FRM

Dennis Bielik, CFA®, FRM

Managing Director

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

Lauren Harvey

Lauren Harvey

Operations Manager

Macy Dunegan

Macy Dunegan

Retirement Plan Specialist

Maegan Villarreal

Maegan Villarreal

Analyst | Institutional Investments

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 Matthews

Michael Matthews

Office Manager

Mildred Dircio

Mildred Dircio

Processor

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

Customer Service Representative

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Olivia Prawdizk

Olivia Prawdizk

Client Associate

Omar Salinas

Omar Salinas

Processor

Rashad Baker

Rashad Baker

Customer Service Representative

Raquel Navarro

Raquel Navarro

Processor

Rey Cepeda

Rey Cepeda

Marketing Manager

Robert Hinds

Robert Hinds

Investment Associate

Sean Romero

Sean Romero

Retirement Plan Specialist

Sherry Russell

Sherry Russell

Retirement Plan Specialist

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

Processor