Leadership Team
Our leadership team members serve as role models, provide strategic oversight and motivation, and contribute to the collective good of our clients, the company, and the industry.
Stephanie Barton
Director of Planning
Amy Byrne
V.P. Benefits
Rae Lee Clark
Chief Compliance Officer
Karl Hansen
CEO
Erik Hansen
President
Elizabeth Henderson
Account Executive
Jason Lombardi
V.P. Operations
Matt Lundsten
Director of Success
Caroline McGrath
V.P. Benefits
James Mun
Account Executive
Mariko Ryon
Account Executive