Meet Our Leadership Team

Anders Jones

Chief Executive Officer

Brent Weiss, CFP®, ChFC®

Head of Financial Wellness

Patrick McKenna

Executive Chairman

Shruti Joshi

President & Chief Operating Officer

Vicki Ryan

Interim Chief Human Resources Officer

Paul Martin

Chief Technology Officer

Chris Hufman

Chief Administrative Officer & Chief Compliance Officer

Darshan Patel

Chief Financial Officer

Bini Lee

Head of Planning & Advice

Tom Graff

Chief Investment Officer