As industry experts and champions of JULY’s core values, our Executive Team helps our employees succeed in providing the best experience for our clients.
With diverse perspectives and backgrounds, our Advisory Council members help our Executive Team in guiding JULY for future growth and success.
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.
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.
Santa Monica, CA
abarker@julyservices.com 310.844.3128Waco, TX
kpledger@julyservices.com 254.296.4015 x3150Austin, TX
dperri@julyservices.com 888.333.5859 x3174Waco, TX
ttaylor@julyservices.com 254.296.4015 x3128Columbus, OH
brian.smith@julyservices.com 614.306.9192Mansfield, OH
qkocher@julyservices.com 254.296.4015 x4152Tampa, FL
caragon@julyservices.com 770.776.7444Nashville, TN
jmcconnell@julyservices.com 615.764.9971Boston, MA
bkearney@julyservices.com 617.981.9242Waco, TX
kpledger@julyservices.com 254.296.4015 x3150Nashville, TN
jmcconnell@julyservices.com 615.764.9971Denver, CO
rgeringer@julyservices.com 254.299.6021Waco, TX
ttaylor@julyservices.com 254.296.4015 x3128