Get to Know Your JULY Team
Leadership Team
John M. Humphrey
Chief Executive Officer
Blake Willis
Chief Operating Officer
Sheri A. Baker
Chief Accounting Officer
Greg Bakke
Chief Executive Officer, Advisory Services, Expand Financial
John Steinmeyer
Chief Technology Officer
Michael Marks
Chief Financial Officer
Jim Hudson
Founder and Former CEO
Ashfaqur Rahman
CEO, DataPath (Bangladesh)
Matt Welstead
Senior Vice President, Operational Technology
Greg Snyder
Senior Vice President, Information Technology
Michelle LeCates
Senior Vice President, Business Development & Marketing
Ginger Gibbs
Senior Vice President, Human Resources
Adam Barker
Senior Vice President, Sales
Heather Stewart
Vice President, Consulting & Plan Administration
Jessica Maxwell
Vice President, Client Services
Matt Bravo
Vice President, Actuarial Services
Will Grigoratos
Vice President, Information Technology
Kelly Francis
General Manager, South Africa
Pam Pryor
Senior Director, Human Resources
Renee Leon
Senior Director, Internal Accounting
Doug Mai
Senior Director, Information Technology
Jeremy Hykel
Senior Director, Operations
Jason Miller
Senior Director, Recordkeeping
Jahedur Rahman
Senior Director, Software Engineering
Jodi Vormezeele
Senior Director, Client Experience – Mid-Market Service Team
Ashley Temple
Senior Director, Plan Installation
Leslie Smith
Director, Marketing & Communications
Tommie Graszl
Director, Client Services
Heather Halstead
Director, Client Services
Jennifer Duff
Director, Plan Administration
Lori Hawkins
Director, Learning & Development
Eric Reinhardt
Senior Manager, Owner Only 401k Plans
Megan Knapp
Senior Manager, Business Development
Scott Langer
Senior Manager, Participant Services
Lee James
Lead Actuary
Sales Team
Adam Barker
Senior Vice President, Sales
Brian M. Smith
Senior Institutional Sales Director
Nadia Jordt
Internal Sales Manager
Cassie Aragon
Regional Sales Director – Southeast
Brian Kearney
Regional Sales Director – Northeast
Ryan Geringer
Regional Sales Director – West Central
Ryan Martinez
Regional Sales Director – South Central
Michael Baron
Regional Sales Director – Mid-America
Amy McDaniel, QKS
Regional Sales Director – West
Jake Reuschel
Retirement Plan Consultant – Internal Sales
Kelli Pledger
Retirement Plan Consultant – Internal Sales
Michael DeMita
Retirement Plan Consultant – Internal Sales
Drew Norris
Retirement Plan Consultant – Internal Sales