Meet Our Leadership Team
Anders Jones
Chief Executive Officer
Brent Weiss, CFP®, ChFC®
Head of Financial Wellness
Patrick McKenna
Executive Chairman
Shruti Joshi
Chief Operating Officer
Vicki Ryan
Interim Chief Human Resources Officer
Paul Martin
Chief Technology Officer
Bill Fahrbach
Chief Financial Officer
Harry Kirkpatrick
Chief Revenue Officer
Vince Maniago
Chief Product Officer
Chris Hufman
Chief Administrative Officer & Chief Compliance Officer