Executive Team

MEGAN MEADE

Co-Chief Executive Officer

NICK SCALZO

Co-Chief Executive Officer TPFG | RiskPro

JAMES MOLLOY

Chief Operations & Administrative Officer

Compliance

JASON LUHAN

Chief Compliance Officer

Finance

JILL DILDINE

Chief Financial Officer

CORY WHITE

Director of Finance

Portfolio Management

JENNIFER ENSTAD

Chief Investment Officer

ERIC NEUFELD

Portfolio Manager

Sales Leasership

SYLVAIN TEMPLEMAN, AIFA®

Executive Vice President - National Sales Manager

JANET LEE

Senior Vice President - National Sales

MELISSA McNEILL

Senior Vice President - National Accounts

DARRELL SZYMANSKI

Senior Vice President - National Sales

Sales Team

LOGAN CUMMINGS

Vice President, Great Lakes Region

MIKE JENCO

Vice President, Mountain Region

ERIC KUHNS

Vice President, Southwest Region

PARKER MOSLEY

Vice President, South Central Region

NEIL NAKAGAWA

Vice President, Northwest Region

NATHAN RACHELS

Vice President, Florida/Georgia Region

AARON RAMSEY

Vice President, Northeast Region

Operations

JACOB BROWNFIELD

Vice President of Operations

INGRID KAFER

Director of Operations

JENNIFER ROWE

Project Manager

Marketing

RON RICE

Director of Marketing

MARYAM TABEI

Marketing Manager

Information Technology

MARTY PEARSON

Director of Information Technology

Executive Board

JIM McCLENDON

Founder & Board Member