Our leadership team has real world, hands-on experience solving the complex regulatory, technological, and business challenges of the IRA market.
Dave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry.MORE ON DAVID
John has been in FinTech for over 33 years. John is the CTO and is responsible for the technology teamMORE ON JOHN
Anne Archibald has held a number of senior finance positions in the financial services industry.MORE ON ANNE
Joe is an experienced leader and business builder with an affinity for driving innovation.MORE ON JOE
Pete has an extensive and successful background in building retirement and financial servicesMORE ON PETE
Lowell is a nationally recognized expert on retirement financial services with proven experience in creating,MORE ON LOWELL