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Adam joined JULY in 2006 and has held multiple positions within the company, from client services to institutional relationship management to sales. In each role, Adam has contributed creative ideas for improving processes and outcomes and a passion for serving our clients. Adam graduated from Baylor University with a degree in International Political Science and Spanish. He enjoys traveling and exercise and has visited more than 30 countries during his travels. Adam resides in Santa Monica, California where you’ll sometimes find him running on the boardwalk with his faithful canine companion, Duke.

Kelli works with advisors and plan sponsors throughout the sales process. From plan design to proposal creation to implementation hand-off, Kelli works quickly and accurately to ensure advisors and plan sponsors have a plan best suited to their unique needs. Formerly a Client Relationship Manager, Kelli’s career with JULY has spanned over 10 years. Kelli graduated from Texas Tech University with a degree in Finance. She holds the professional designation of QKA (Qualified 401k Administrator).

In her spare time Kelli enjoys Texas Tech football, traveling, social events, spending time with family, and fantasy football. For the last 8 years she has served on the Heart of Texas Fair & Rodeo Sweetheart Committee.

Diana is our external sales consultant for the West Coast and South Texas. She is a Qualified Pension Administrator (QPA), who has 25 years of experience in the industry. Diana also is a member of ASPPA.

She is a Phi Theta Kappa graduate from Austin Community College with an associate of science degree in Business Administration. Diana enjoys traveling, hiking and dancing.

Teresa assists financial advisors and plan sponsors in designing and implementing retirement plans. Consulting, plan design recommendations and complex plan corrections are some of the things she enjoys most about her job. Teresa has been instrumental in developing the JULY ERISA Annual Conference. The ERISA Conference is an educational event that provides both technical and sales training for financial advisors and industry partners. The conference as well as her knowledge of ever-changing ERISA and IRS rules position her as a thought leader with whom advisors and plan sponsors can collaborate.

With nearly 20 years of experience in the retirement plan industry, Teresa holds the following professional designations: Accredited Pension Administrator, APA (NIPA), Qualified 401(k) Administrator, QKA (ASPPA). She is currently pursuing the Certified Employee Benefits Specialist (CEBS) credential.

Teresa’s interests outside of work include reading, traveling, and spending time with family.

Brian has more has more than 18 years of sales and service experience in the retirement planning industry. Prior to joining JULY, Brian worked for Trinity Pension Consultants, The Tegrit Group, Baden Retirement Plan Services, Nationwide and The Guardian.

Brian co-founded the Central Ohio Retirement Professionals (CORP) networking group and is a member of the non-profit group, Team Honor, which is made up veterans, their families and fellow patriots who support families of fallen soldiers.

In his free time, Brian enjoys the outdoors and water sports along with all things Ohio State. He is a graduate of The Ohio State University, where he received his bachelor’s degree in science from the Max M. Fisher College of Business. Brian lives in Powell, Ohio with his wife and three sons.

Cassie works with advisors and retirement plan sponsors on advanced plan design, improving participant experience, and enhancing plan communications. She also assists advisors and TPA firms with lead generation, plan illustrations, proposals, and client presentations. She has over 20 years of industry experience, and prior to joining JULY worked for ASPire, Retirement Alliance, Inc., and Regions Bank (formerly AmSouth Bank).

Cassie moved to the United States from Germany when she was 17 years old. After earning a degree in accounting, she began her employee benefits career.

Cassie’s passions include spending time with her two daughters, reading, nature walks, volunteering and music. She is also very active in her church.

Brian enjoys the challenge of helping advisors, TPAs and plan sponsors best meet their unique and sometimes complex needs related to retirement plans. Brian has over 16 years of retirement plan industry experience and has worked previously at The Entrust Group, Daily Access Corporation, Columbia Management and Putnam Investments.

Brian holds a degree in Finance from The Catholic University of America, Washington, DC. Brian has earned Series 6, 63, and Life Insurance licenses as well as the following professional certifications: Certified IRA Services Professional (CISP), Accredited Investment Fiduciary (AIF) and Professional Plan Consultant (PPC).

Brian is based in Boston, MA where he resides with his wife and two young children. In his spare time, Brian enjoys travel, golf, and downhill skiing.

Kelli works with advisors and plan sponsors throughout the sales process. From plan design to proposal creation to implementation hand-off, Kelli works quickly and accurately to ensure advisors and plan sponsors have a plan best suited to their unique needs. Formerly a Client Relationship Manager, Kelli’s career with JULY has spanned over 10 years. Kelli graduated from Texas Tech University with a degree in Finance. She holds the professional designation of QKA (Qualified 401k Administrator).

In her spare time Kelli enjoys Texas Tech football, traveling, social events, spending time with family, and fantasy football. For the last 8 years she has served on the Heart of Texas Fair & Rodeo Sweetheart Committee.

After obtaining her MBA, Jennifer worked in public accounting for several years before beginning her career in the retirement plan industry. Prior to joining JULY, Jennifer worked as a Relationship Manager for a TPA/Recordkeeper firm in Nashville, TN.

Jennifer is passionate about assisting advisors and plan sponsors with all aspects of the sales process. She supports clients with plan design, proposals, and presentations.

Jennifer resides in Nashville, TN with her husband and two children. She enjoys cooking, music, and traveling with her family.

Ryan has more than 15 years of sales and service experience in the retirement planning industry. Prior to joining JULY, Ryan worked for Paychex Retirement, ASPire Financial Services and Great-West Life & Annuity Insurance Company. In each of these roles, he excelled at connecting advisors with resources and opportunities to help them grow their business. Ryan has a deep appreciation for JULY’s independent, entrepreneurial culture and open architecture platform and looks forward to working with advisors, plan sponsors and institutional partners in creating tailored retirement plans to help participants build retirement security. Throughout the course of his career, Ryan has held FINRA Series 6, 63 and State Life Variable Insurance licenses. In his free time, he and his wife enjoy cycling and go on rides together as often as possible. Ryan also likes to solve Rubik’s cubes and can solve a regular model in around 30 to 40 seconds! Ryan lives in Denver, Colorado with his wife and five children.

Teresa assists financial advisors and plan sponsors in designing and implementing retirement plans. Consulting, plan design recommendations and complex plan corrections are some of the things she enjoys most about her job. Teresa has been instrumental in developing the JULY ERISA Annual Conference. The ERISA Conference is an educational event that provides both technical and sales training for financial advisors and industry partners. The conference as well as her knowledge of ever-changing ERISA and IRS rules position her as a thought leader with whom advisors and plan sponsors can collaborate.

With nearly 20 years of experience in the retirement plan industry, Teresa holds the following professional designations: Accredited Pension Administrator, APA (NIPA), Qualified 401(k) Administrator, QKA (ASPPA). She is currently pursuing the Certified Employee Benefits Specialist (CEBS) credential.

Teresa’s interests outside of work include reading, traveling, and spending time with family.