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

Brian Davis
Director of Information Systems

Lindsey Doukas
Director of Product

Karl Hansen
CEO

Erik Hansen
President

Jason Lombardi
V.P. Operations

Matt Lundsten
Director of Success

Gina Martinez
Director, Administration

Caroline McGrath
Account Executive

Mike Muldoon
Director of Communications

James Mun
Account Executive

Mariko Ryon
Account Executive