Get to Know Your JULY Team

Executive Team

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Jim Hudson

Jim Hudson

Founder & Partner

John Humphrey

John M. Humphrey

President & Chief Executive Officer

Blake Willis

Partner & Chief Operating Officer

Sheri Baker

Sheri A. Baker

Partner & Chief Financial Officer

Greg Bakke

Chief Executive Officer, Advisory Services, Expand Financial

John Steinmeyer

John Steinmeyer

Chief Technology Officer

Matt Welstead

Senior Vice President, Operational Technology

Greg Snyder

Greg Snyder

Senior Vice President, Information Technology

Michelle LeCates

Michelle LeCates

Senior Vice President, Business Development & Marketing

Ginger Gibbs

Ginger Gibbs

Senior Vice President, Human Resources

Adam Barker

Adam Barker

Vice President, TPA Partner Services

Bill Riccio

Bill Riccio

Vice President, National Sales

Heather Stewart

Vice President, Consulting & Plan Administration

Jessica Maxwell

Vice President, Client Services

Management Team

Pam Pryor

Pam Pryor

Senior Director, Human Resources

Renee Leon

Senior Director, Internal Accounting

Doug Mai

Senior Director, Information Technology

Jeremy Hykel

Senior Director, New Business

Jason Miller

Senior Director, Recordkeeping

Lindsey Phillips

Lindsey Phillips, APA

Senior Director, Retirement Plan Consulting

Jahedur Rahman

Jahedur Rahman

Senior Director, Software Engineering

Leslie Smith

Director, Marketing & Communications

Lee James

Lead Actuary

Photo of Jen Nau

Jen Nau

Director, Client Services

Ashley Temple

Ashley Temple

Director of Channel Partners

Megan Knapp

Senior Business Development Manager

Photo of Scott Langer

Scott Langer

Participant Services Manager

Sales Team

Bill Riccio

Bill Riccio

Vice President, National Sales

Adam Barker

Vice President, TPA Partner Services

Brian M. Smith

Senior Institutional Sales Director

Diana Perri

Senior Sales Director – South Central

Cassie Aragon

Regional Sales Director – Southeast

Brian Kearney

Regional Sales Director – Northeast

Ryan Geringer

Regional Sales Director – West Central

Jennifer McConnell

Regional Sales Director – Northeast Central

Michael Baron

Michael Baron

Regional Sales Director – Mid-America

Photo of Jake Reuschel

Jake Reuschel

Internal Sales Specialist – Eastern Central

Kelli Pledger

Kelli Pledger

Internal Sales Consultant

Teresa Taylor

Internal Sales Consultant

Nadia Jordt

Nadia Jordt

Internal Sales Consultant – Southeast

Quintan Kocher

Quintan Kocher

Advisor Services Coordinator

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