NEW SOLUTIONS FROM INDUSTRY EXPERTS.
Our leadership team has real world, hands-on experience solving the complex regulatory, technological, and business challenges of the IRA market.
DAVID BERNARD
CEODAVID BERNARD
CEODave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry.
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JOHN ARANOWICZ
CTOJOHN ARANOWICZ
CTOJohn has been in FinTech for over 33 years. John is the CTO and is responsible for the technology team
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ANNE ARCHIBALD
CFOANNE ARCHIBALD
CFOAnne Archibald has held a number of senior finance positions in the financial services industry.
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JOE HIPSKY
CSOJOE HIPSKY
CSOJoe is an experienced leader and business builder with an affinity for driving innovation.
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PETE LITTLEJOHN
CROPETE LITTLEJOHN
CROPete has an extensive and successful background in building retirement and financial services
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LOWELL SMITH
CCOLOWELL SMITH
CCOLowell is a nationally recognized expert on retirement financial services with proven experience in creating,
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DAVID BERNARD
CEO
JOHN ARANOWICZ
CTO
ANNE ARCHIBALD
CFO
JOE HIPSKY
CSO
PETE LITTLEJOHN
CRO