Executive Team

JILL DILDINE

CPA, Corporate Vice President, Controller, CCO

MEGAN MEADE

President and CEO

JIM McCLENDON

Managing Director and CIO

Portfolio Management

JULIA STEWART

Portfolio Manager

ERIC NEUFELD

CFA®, Portfolio Manager

KEITH SWANSON

CFA®, Portfolio Manager

JENNIFER ENSTAD

CFA®, Senior Portfolio Manager

JIM McCLENDON

Managing Director and CIO

Sales Team

JAKE CHOW

Financial Consultant

NATHAN RACHELS

Vice President, Florida/Georgia Region

NEIL NAKAGAWA

Vice President, Northwest Region

JULIE MOCHAN

National Director of Retirement Plan Sales

ANDRE YOVANOVITCH

Vice President - Southeastern United States

ERIC KUHNS

Vice President, Southwest Region

MELISSA McNEILL

Vice President, Internal Sales - Central Region

DARRELL SZYMANSKI

Vice President, Internal Sales - Eastern Region

JANET LEE

Vice President, Internal Sales - Western Region

SCOTT FRIEL

Senior Vice President - Director of Enterprise Strategy

KENNETH DEANE

Senior Vice President - Eastern Region

SYLVAIN TEMPLEMAN

Senior Vice President - Western Region

Marketing & Operations

JENNIFER ROWE

Project Manager

INGRID KAFER

Director of Operations

MARYAM TABEI

Marketing Consultant

STEPHANIE LARSON

Vice President of Marketing