Meet Our Staff
Adam Charles
VP, Technology
Allegra Fox
Processor
Alondra Casas
Customer Service Representative
Ashley Goluba
Project Manager
Blake Rhodes, CFP®, AIF®
Director of Financial Planning
Brittney Valdez
Controller
Daniel Driver
Financial Advisor
Daryl Smith
Lead Retirement Plan Specialist
Dennis Bielik, CFA®, FRM
Managing Director
Edgar Ortiz
Retirement Plan Specialist
Eric Light
Portfolio Manager
Garrett Adams
Financial Advisor
Garrett Pittman
VP, Institutional Investments
Hillary Poole
VP, Sales Development
Ian Bunn
Full-Stack Developer
Isaac Mendez
Sales and Marketing Specialist
Jason Vargas
Client Associate
Jesus Alvarado
Retirement Plan Specialist
John Fowler
Retirement Plan Specialist
Julia Albing
Team Lead
Kelli Hanson
Assistant VP, Client Relations
Lauren Harvey
Operations Manager
Macy Dunegan
Retirement Plan Specialist
Maegan Villarreal
Analyst | Institutional Investments
Mark Essenfeld, CFP®
Financial Planner
Matt Escalante
Director, Institutional Investment Initiatives
Mason Moses
Investment Advisor
Megan Polansky
Customer Service Representative
Melissa Kirk
VP, Operations
Michael Matthews
Office Manager
Mildred Dircio
Processor
Monsterrat Bonilla
Cypher Senior Manager
Monica Susaita
Processor
Myrna Fuentes
Team Lead, Distribution Processing
Nicole Garcia
Staff Accountant & Benefits Coordinator
Nicole Silva
Customer Service Representative
Nic Hauptmann
Retirement Plan Specialist
Olivia Prawdizk
Client Associate
Omar Salinas
Processor
Rashad Baker
Customer Service Representative
Raquel Navarro
Processor
Rey Cepeda
Marketing Manager
Robert Hinds
Investment Associate
Sean Romero
Retirement Plan Specialist
Sherry Russell
Retirement Plan Specialist
Simon Miselis
Compliance Specialist
Sonia Sanchez
Processor
Steve Orta
Managing Director
Timothy Satterwhite
Processor
Tina Silva
Team Lead, Contribution Processing
Tommy Vinyard
Business Analyst
Yvette Martinez
Processor