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Handshake  Our Team

 
 

As industry experts and champions of JULY’s core values, our Leadership Team helps our employees succeed in providing the best experience for our clients.

 

Executive Leadership

 
Jim Hudson

Jim Hudson

President & Chief Executive Officer View Details
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 CEO Jim is involved in the strategic management and operation of July Business Services, including sales and marketing, operations, and other business-critical services. He is also directly involved in growing and building JULY’s sales and marketing efforts, including building relationships with key partners, referral sources, and vendors. Jim leads our ERISA technical services 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 M. Humphrey

John M. Humphrey

Chief Operating Officer View Details
John co-founded JULY in 1994. He leads JULY’s Operations, Sales, and Senior Leadership Teams and is responsible for guiding these teams to develop and execute JULY’s strategic plan. 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 Willis

Blake Willis

Partner and Chief Consulting Officer View Details
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.
 

Leadership Team

 
Matt Welstead

Matt Welstead

Vice President, Recordkeeping Operations View Details
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 Stewart

Heather Stewart

Vice President, Consulting & plan Administration View Details
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 LeCates

Michelle LeCates

Vice President, Institutional Sales & Relationship Management View Details
Michelle leads Institutional Relationships in order to support JULY’s strategic partners with sales, relationship management, thought leadership, product development, and marketing. 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, track and volleyball.
Pam Pryor

Pam Pryor

Director, Human Resources View Details
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.
Greg Snyder

Greg Snyder

Director, Software Development View Details
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 Leon

Renee Leon

Director, Internal Accounting View Details
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.
 

JULY’s Management Team is made up of a diverse group of individuals with extensive experience related to the recordkeeping and administration of retirement plans.

 

Management Team

 
Adam N. Barker

Adam N. Barker

Director, Strategic RelationshipsView Details
Adam joined JULY in 2006 and has worked extensively with both internal and external sales teams to implement excellent processes to onboard new plans and to help foster highly productive relationships with advisors. Adam currently leads the company’s efforts to forge strategic alliances with other national service providers. Within this role, Adam works closely with strategic TPA partners, custodians, and DCIO’s to help support and grow their business. Adam graduated from Baylor University with a degree in International Political Science and Spanish. Adam enjoys traveling and exercise. He has visited more than 30 countries during his travels. Adam resides in Santa Monica, California where he continues to master the art of spotting Hollywood stars.
Leslie Smith

Leslie Smith

Director, Marketing & Communications View Details
While Leslie began her career in consumer advertising at GSD&M, she entered the financial services industry in 2004 and has experience with firms such as The 401(k) Company and Schwab Retirement Plan Services Company. Leslie graduated from the University of Texas at Austin with a Bachelor of Science in Advertising and Bachelor of Arts in Spanish Culture. Outside of work Leslie enjoys spending time with her family, cooking, and traveling.
Sanjoy Kanti Nath

Sanjoy Kanti Nath

Director, Recordkeeping & Process Improvement View Details
Sanjoy manages the day-to-day recordkeeping team, operations and core processes. His in-depth experience in recordkeeping has allowed him to create enhanced process improvements, add valuable input to client facing interfaces, and be a subject matter expert on complex operational topics. Some of his core process responsibilities include: contribution file processing, participant statements, quarterly fees, cash/unit reconciliations, fee disclosures, participant enrollment, and client reporting. Sanjoy earned his Master’s in Business Administration from North South University (Bangladesh) and joined the JULY team in 2008. He is a member of the American Society of Pension Professionals and Actuaries and holds the designation of Qualified 401(k) Administrator (QKA) and Qualified Plan Financial Consultant (QPFC). Outside of the office, Sanjoy enjoys spending time with family, cooking, and watching movies.
Jeremy Hykel

Jeremy Hykel

Director, New Business View Details
As Director of New Business, Jeremy leads the team responsible for the installation of all plans utilizing JULY’s services. Jeremy works with his team to ensure that the client on-boarding experience is seamless, educational, and efficient. His team is responsible for guiding clients through the installation process by conducting plan education training with plan sponsors, providing enrollment materials to advisors, working with custodians to establish retirement accounts, and coordinating conversions from prior recordkeeper providers. Jeremy has been with JULY since 2007 and managed the JULY Distributions Department before moving to the Client Implementation Team. Jeremy is a graduate of the University of Texas in Arlington, holds the professional designation of QKA (Qualified 401k Administrator) with the American Society of Pension Professionals and Actuaries (ASPPA) and is certified as a Distribution Administrator with the National Institute of Pension Administrators (NIPA). In his free time Jeremy enjoys spending time with family, reading, exercising, and being involved with the local church.
Jessica Maxwell

Jessica Maxwell

Senior Director, Client Services View Details
Jessica is the Senior Director of Client Services and directs a team responsible for delivering quality service to plan sponsors, advisors and plan participants. Jessica entered the retirement industry in 2004 and joined JULY in 2006. In addition to leading the Client Services Team, Jessica serves as a technical subject matter expert for complex plan design and compliance matters such as nondiscrimination testing, control groups, affiliated service groups and the IRS Employee Plans Compliance Resolution System (EPCRS). Jessica attended Indiana University and graduated with a double major in Finance and Computer Information Systems. Jessica is an Enrolled Retirement Plan Agent (ERPA) with the IRS, a Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA) with the American Society of Pension Professionals and Actuaries (ASPPA). Outside of the office, Jessica enjoys spending time with her husband and twin daughters, attending sporting events, live music, traveling, and yoga.
Lee James

Lee James

Lead Actuary View Details
Lee serves as lead actuary for JULY. He has more than thirty years of experience consulting with clients on retirement actuarial matters including compliance, funding, accounting, strategy and plan design. His experience includes several major actuarial consulting forms and clients of all sizes. Lee’s education and achievements include: Fellow of the Society of Actuaries, Member of the American Academy of Actuaries, Fellow of the Conference of Consulting Actuaries, Enrolled Actuary, Member of the Society of Pension Professionals & Actuaries, MBA in actuarial science from The University of Texas at Austin, BA from Baylor University. In his free time Lee enjoys his daily jog, hiking in the hill country, and vacationing in Florida.
Doug Mai

Doug Mai

Director, Information Technology View Details
As Director of Information Technology, Doug leads the team responsible for the infrastructure, systems, and technology in use at JULY. He is a graduate of Texas State Technical College in both Systems Administration and Network Security and entered the field of information technology in 2000. In his free time, Doug enjoys playing guitar and amateur astronomy.
 

The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your business. Our team has many years of experience helping with all aspects of the retirement plan sales process, and we work with advisors of all experience levels.

 

Sales Team

 
WA OR NV CA HI AK AZ UT ID MT WY CO NM TX OK KS NE SD ND MN MO AR L A I A VT NH M A RI CT NJ DE MD NY WV ME KY IL WI MI IN OH PA MS AL GA FL SC NC TN VA

West Coast


Diana Perri, QPA
West Coast & Rocky Mountain – Regional Sales Consultant

Austin, TX

dperri@julyservices.com 888.333.5859 x3174
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.
View Details
Teresa Taylor, APA
Internal Sales Consultant

Waco, TX

ttaylor@julyservices.com 254.296.4015 x3128
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.
View Details

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Rocky Mountain


Diana Perri, QPA
West Coast & Rocky Mountain – Regional Sales Consultant

Austin, TX

dperri@julyservices.com 888.333.5859 x3174
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.
View Details
Teresa Taylor, APA
Internal Sales Consultant

Waco, TX

ttaylor@julyservices.com 254.296.4015 x3128
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.
View Details

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Central


Joe Long, CEBS, CPC, QPA, AIF
Central – Regional Sales Consultant

Dallas, TX

jlong@julyservices.com 888.333.5859 x3172
Joe works with financial advisors and their clients to design and implement retirement plans including 401(k), Defined Benefit and Cash Balance plans. With over 25 years of experience, Joe has worked with over 2,000 plan sponsors to-date.

Joe is a graduate of the University of Oklahoma and holds the designations of Certified Pension Consultant (CPC), Certified Employee Benefit Specialist (CEBS), Qualified Pension Administrator (QPA), Qualified Pension Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF). Joe served on the board and is a past president of the ASPPA Benefits Council of Dallas-Fort Worth.

In his spare time, he enjoys researching his family history, travel and sports.
View Details
Kelli Pledger,
Internal Sales Consultant

Waco, TX

kpledger@julyservices.com 254.296.4015 x3150
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.
View Details

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Midwest


Scott Smith,
Midwest – Regional Sales Consultant

Cleveland, OH

ssmith@julyservices.com 440.387.8810
Scott works closely with advisors, TPAs and retirement plan sponsors on advanced plan design, improving participant experience, and enhancing communications. Scott has over 18 years of retirement plan industry experience and has worked previously at MassMutual Financial Group and Fidelity Investments.

Scott holds a Bachelor of Science in Business degree from Miami University and a Master of Business Administration degree from Xavier University. Scott has earned Series 7 and 63 licenses.

Based in Cleveland, OH, Scott is a longtime Cleveland sports fan. He enjoys jogging, basketball, the outdoors and maintaining an active lifestyle alongside his wife and two daughters.
View Details
Beth Parkinson, AIF
Internal Sales Consultant

Waco, TX

bparkinson@julyservices.com 254.296.4015 x3139
Beth prepares proposals and plan illustrations for advisors and their clients. Additionally, she collaborates with advisors, providing them with investment research and plan design recommendations.

Beth has over 20 years of experience in the financial services industry and has held Series 6 and 63 licenses. She holds professional designations including AIF (Accredited Investment Fiduciary) and QKA (Qualified 401k Administrator).

Reading, traveling, horseback riding, and jazzercise are some of Beth’s pursuits outside of the office.
View Details

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Southeast


Cassie Aragon,
Southeast – Regional Sales Consultant

Atlanta, GA

caragon@julyservices.com 770.776.7444
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.
View Details
Kelli Pledger,
Internal Sales Consultant

Waco, TX

kpledger@julyservices.com 254.296.4015 x3150
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.
View Details

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Northeast


Brian Kearney,
Northeast – Regional Sales Consultant

Boston, MA

bkearney@julyservices.com 617.981.9242
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.
View Details
Teresa Taylor, APA
Internal Sales Consultant

Waco, TX

ttaylor@julyservices.com 254.296.4015 x3128
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.
View Details

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