Heidi LeMieur Vice President – Compliance & Training Heidi has nearly 25 years in retirement services, providing compliance, business development support, and education to financial
The Superior Senior Leadership Team Kevin Boyles President, Managing Partner Get To Know Linkedin Envelope Jason Bain SVP – Sales, Managing Partner Get To Know
Travis Hanson Regional Vice President – Sales Travis began his decade career in the Retirement Services industry as a Customer Service Representative, primarily focusing on
Superior Executive Team Kevin Boyles President, Managing Partner Get To Know Linkedin Envelope Jason Bain SVP – Sales, Managing Partner Get To Know Linkedin Envelope
Superior Senior Leadership Team Lori Johnson VP – Customer Service & operations Get To Know Linkedin Envelope Alison Wiegman Director – Communications Get To Know
Andrea Scott Director of Client Operations Andrea has a deep passion for operational excellence, bringing more than two decades of industry experience and expertise in
Alison Wiegman Director – Communications Throughout her career, Alison has embraced the power of a growth mindset in her professional work and her relationships with
Lori Johnson VP – Customer Service & Operations With over 15 years of experience working with IRAs and HSAs, Lori brings a wealth of knowledge
Ryan Shearer SVP – Sales,Managing Partner As a deeply experienced business consultant, Ryan uses his focus and passion for retirement plans to assist financial institutions
Jason Bain SVP – Sales, Managing Partner Over the last two decades, Jason has worked very closely with state banking associations and credit union leagues
Exceptional service. Today’s technology.
Superior results.
