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 Technology
John Steinmeyer
Senior Vice President, Software EngineeringManagement Team
Pam Pryor
Senior Director, Human Resources
Jason Miller
Director, Recordkeeping
Jessica Maxwell
Senior Director, Client Services
Jeremy Hykel
Director, New Business
Megan Knapp
Business Development Manager
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
Brian M. Smith
Senior Institutional Sales Director
Diana Perri
Senior Sales Director – Central Region
Cassie Aragon
Regional Sales Director – Southeast
Suzan Hall
Regional Sales Director – Southwest
Brian Kearney
Regional Sales Director – Northeast
Ryan Geringer
Regional Sales Director – West Central
Jennifer McConnell
Regional Sales Director – Eastern Central
Jake Reuschel
Internal Sales Specialist – Eastern Central
Kelli Pledger
Internal Sales Consultant
Teresa Taylor
Internal Sales Consultant
Nadia Jordt
Internal Sales Consultant – Southeast
