Get to Know Your JULY Team
Executive Team
Jim Hudson
Founder and Partner
John M. Humphrey
President & Chief Executive Officer
Blake Willis
Partner & Chief Operating Officer
Sheri A. Baker
Partner & Chief Financial Officer
Greg Bakke
Chief Executive Officer, Advisory Services, Expand Financial
Matt Welstead
Vice President, Business / Process Analyst
Michelle LeCates
Vice President, Business Development & Marketing
Heather Stewart
Vice President, Consulting & Plan Administration
Greg Snyder
Vice President Information TechnologyManagement Team
Pam Pryor
Senior Director, Human Resources
Jason Miller
Director, Recordkeeping
Jessica Maxwell
Senior Director, Client Services
Jeremy Hykel
Director, New Business
Megan Knapp
Marketing/Institutional Relationship Coordinator
Renee Leon
Senior Director, Internal Accounting
Doug Mai
Director, Information Technology
Leslie Smith
Director, Marketing & Communications
Lee James
Lead Actuary
Sales Team
Adam Barker
Senior National Sales Director
Kelli Pledger
Internal Sales Consultant
Diana Perri
Senior Sales Director – Central Region
Teresa Taylor
Internal Sales Consultant
Brian M. Smith
Senior Institutional Sales Director
Quintan Kocher
Advisor Services Coordinator
Cassie Aragon
Regional Sales Director – Southeast
Jennifer McConnell
Regional Sales Director – Eastern Central
Brian Kearney
Regional Sales Director – Northeast
Ryan Geringer
Regional Sales Director – West Central
Nadia Jordt
Internal Sales Consultant – Southeast
Jake Reuschel
Internal Sales Specialist – Eastern Central