Our Team

Jim founded July Business Services in 1994, after practicing as a Certified Public Accountant and providing retirement plan services for more than 20 years. Along the way he acquired an expertise in designing and providing compliance and administration services to qualified retirement plans. He is an experienced veteran of the retirement plan industry with more than 35 years of experience. As Chairman Jim is involved in the management and oversight of ERISA, Technical, Legal and Tax matters. Jim leads our ERISA technical services team and works closely with retirement plans considering the IRS Correction Programs.
Jim has a B.B.A. in Accounting from Baylor University; his background is in income tax planning and compliance. He is a member of ASPPA and a frequent speaker on retirement plan topics and ERISA technical topics for financial advisors and for industry organizations, and has been a past speaker at U.S. Department of Labor training sessions.
It is Jim’s depth of knowledge and technical ERISA resource that gives him the foundation to lead JULY in the retirement plan marketplace.

John co-founded JULY in 1994. As CEO, he is responsible for setting the firm’s vision and providing top-level leadership of the organization. This includes developing and implementing JULY’s strategic plan, overseeing the company’s financial plan, developing key advisor and institutional relationships, and creating high-level staffing plans to serve clients and achieve goals. Prior to joining JULY, John practiced as a CPA with several national accounting firms, including Ernst & Young in Dallas. He is also involved in software development, product development, process improvement, team building, and providing strategic management support to JULY’s overseas outsourcing company. John’s passion for his work helps support JULY’s overall vision of Building Retirement Security and fosters a company culture of innovation, quality and caring.
John graduated from Baylor University with a Master of Taxation. He is a member of ASPPA (the American Society of Pension Professionals & Actuaries), served as past President of the ASPPA Benefits Council of Central Texas, and is an Alumni of Leadership Waco.
Away from work John enjoys spending time with family, traveling, kayaking, fishing, and watching Baylor sports.

Blake is a partner of July Business Services and is JULY’s Chief Consulting Officer. In this role, he is responsible for leading and managing the JULY Sales and Installation Teams. He is a frequent speaker at conferences and meetings across the US and he maintains many key-partner relationships for JULY.
In prior roles at JULY, Blake led the allocation and compliance team where he developed a deep understanding of the complex rules related to retirement plans. As an expert on technical matters, he is involved in the research and resolution of complex and technical operational issues. He also leads clients through IRS audits and DOL investigations.
Blake has a master’s degree in accountancy from Baylor University and is a Certified Public Accountant. He graduated Magna Cum Laude from, and was selected as the Outstanding Spring 2000 Graduate of, Baylor’s Hankamer School of Business. He also was selected for the spring 2000 Accounting Education Foundation Excellence Award. He has served as an adjunct professor at Baylor’s Hankamer School of Business and is a member of ASPPA, the American Society of Pension Professionals & Actuaries.
He enjoys spending time with his wife and two young boys, attending Baylor sporting events, hiking and playing sports, and is a deacon and active member of Highland Baptist Church.

Sheri is a partner of July Business Services and is JULY’s Chief Financial Officer. In this role, she is responsible for the overall management of JULY’s financial reporting and leading JULY’s accounting team who manages client billing, vendor invoicing/contracts, and other accounting responsibilities. Sheri is also responsible for providing strategic financial input to executive management and implementing financial processes. Sheri was President of Summit Benefit Solutions which merged with JULY in 2019. Sheri has been involved in accounting and financial services since the late 1980’s and working with pension administration since 2001. Sheri graduated from Davis and Elkins College, and her credentials include: CPA, PFS and APM. She also holds her Series 66 and Ohio Accident, Health, Life and Variable Annuity License.

Outside of the office, Sheri serves on the Mid Atlantic Trust Company Recordkeeping Advisory Board and on the Finance Committee of Silver Creek Association. Sheri is a past member of Therapy Dogs International, through which she volunteered with her Spanish Water Dog, Nina Baker. She enjoys skiing, traveling, and spending time with family and friends.

Matt leads the recordkeeping team responsible for daily processing, trading, and reconciliation of JULY’s recordkeeping platform. He also supervises the participant distributions and technology teams and monitors JULY’s organizational performance through KPI metrics. Matt’s 17+ years in the industry have provided him experience in many areas including plan administration, distributions, plan documents, process improvement, and recordkeeping.
Matt graduated from Baylor University with a BBA in Finance and a Master’s in Taxation. He is a Certified Public Accountant and a Qualified 401(k) Administrator by the American Society of Pension Professionals and Actuaries.
Matt enjoys spending time with his family attending Baylor sporting events and spending time outdoors especially bicycling, hiking, running, and playing soccer. He is involved in his local church where he serves as a deacon and participates in a mentoring program at a local elementary.

Heather manages a team of retirement plan consultants that provide plan administrative and ERISA services to our clients. She oversees the preparation of the annual retirement plan reports, retirement plan tax compliance, consulting, plan documents, as well as answering administration and ERISA questions. She has worked in all aspects of retirement plan administration at July Business Services since December 2001. Heather is an Enrolled Retirement Plan Agent (ERPA), a Qualified Pension Administrator (QPA), a Qualified 401(k) Administrator and a member of ASPPA.
Heather graduated from Baylor University with a bachelor’s degree in Business Administration in Accounting.
Away from work, Heather spends enjoys spending time with her husband and three children.

Michelle joined JULY in 2012 and provides oversight and strategy directly to JULY’s Client Services and Marketing Departments. She is responsible for the delivery of quality service to plan sponsors and advisors. She also manages many of JULY’s key institutional relationships.
In addition, she supports JULY’s Marketing & Communications Department—responsible for JULY branding, marketing initiatives, event planning and client facing communications. Since entering the retirement industry in 1995, Michelle has dedicated her career to assisting advisors and plan sponsors with achieving retirement plan goals and managing multi-faceted client relationships with firms such as The 401(k) Company and Schwab Retirement Plan Services.
Michelle’s education includes a BS in Accounting from Park University and BBAs in Marketing and General Business from Tarleton State University. She is a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) by the American Society of Pension Professionals and Actuaries. Outside of the office, Michelle enjoys running, mountain biking, and following her two daughters in competitive cheer and softball.

Pam Pryor is an experienced Human Resources professional that joined JULY in 2004. In her role as Human Resources Director, Pam is responsible for identification, recruitment and orientation of new employees, managing and overseeing employee compensation and benefits administration, and assisting our team in implementing employee training and development programs. She is also responsible for workplace law and regulations, performance management, employee relations and the management of social committees.
She is an active member of the local Heart of Texas SHRM Association, a member of the National SHRM (Society for Human Resources Management), and a certified and experienced instructor of Model-Netics, a management training and development program offered through the Main Event Management Corporation. This program is utilized by JULY to train new and experienced managerial employees.
In her free time Pam enjoys cooking, traveling, spending time with her family, and focusing on health and fitness.

As the Director of Software Development for JULY, Greg is responsible for leading our team of software developers to design and implement new internal and client-facing software applications. His teams focus on our proprietary CRM tool, public website, and client websites. In addition, he is critical in the creation and implementation of additional tools and resources that JULY offers its clients. Greg is a graduate from Baylor University with a BBA in Information Technology and Marketing. He entered the technology industry in 1995 and has extensive experience designing and implementing software solutions in the retirement industry. In his spare time, Greg enjoys spending time with his family, playing piano and guitar, and cooking.

Renee leads and manages JULY’s Internal Accounting and Payroll Services teams. The Internal Accounting team is responsible for billing, collections, recording of financial transactions, and preparation of financial statements and related information. In addition, this team works closely with custodians and mutual fund companies to ensure that fees and revenue sharing are allocated appropriately. Renee also reviews all corporate related contracts and agreements to ensure our third party vendors meet our stringent security and quality requirements. JULY’s Payroll Services team provides payroll services to our retirement plan clients in order to ensure compliance with state and federal regulations as well as ensure an easy integration with the retirement plan.
With entering the finance industry in 2001, Renee brings with her experience in corporate billing, payroll, sales team commission structures, and corporate real estate.
In her spare time, Renee enjoys attending her son’s 4-H events, listens to music, and spends time with family.