Get to Know Your JULY Team
Leadership Team
John M. Humphrey
Chief Executive Officer
Blake Willis
Chief Operating Officer
Sheri A. Baker
Managing Director, Wealth & Advisory Services, Expand Financial
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
Chief Executive Officer, DataPath, Bangladesh
Matt Welstead
Senior Vice President, Product
Adam Barker
Senior Vice President, Sales
Greg Snyder
Senior Vice President, Engineering
Michelle LeCates
Senior Vice President, Business Development & Marketing
Ginger C. Gibbs
Senior Vice President, Human Resources
Heather Stewart
Vice President, Consulting & Plan Administration
Jason Miller
Vice President, Recordkeeping Services
Jessica Maxwell
Vice President, Client Services
Matt Bravo
Vice President, Actuarial Services
Will Grigoratos
Vice President, Information Technology
Kelly Francis
General Manager, JULY SA, South Africa
Jordan Fickessen
Controller
Jeremy Hykel
Senior Director, Operations
Ashley Temple
Senior Director, Plan Installation
Renee Leon
Senior Director, Accounting
Doug Mai
Senior Director, Information Technology
Jahedur Rahman
Senior Director, Software Engineering
Jodi Vormezeele
Senior Director, Client Experience – Mid-Market Service Team
Lori Hawkins
Senior Director, Learning & Development
Jennifer Duff
Director, Plan Administration
Kay Tlustos
Director, Recordkeeping Services
Tommie Graszl
Director, Client Services
Leslie Smith
Director, Marketing & Communications
Heather Halstead
Director, Client Services
Caroline Martinez
Director, Recordkeeping Services
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
Area Vice President, Sales
Chris McCarthy
Director, Strategic Accounts & Channel Development
Nadia Jordt
Director, Internal Sales
Jonathan Sacks
Manager, Internal Channel Sales Desk
Cassie Aragon
Regional Sales Director – Southeast
Brian Kearney
Regional Sales Director – Northeast
Michael Baron
Regional Sales Director – Mid-America
Ryan Geringer
Regional Sales Director – West Central
Amy McDaniel
Regional Sales Director – West
Ryan Martinez
Regional Sales Director – South Central
Chris Imbrunone
Regional Sales Director – Heartland
Kelli Pledger
Retirement Plan Consultant – Internal Sales
Luke Anderson
Retirement Plan Consultant – Internal Sales
Drew Norris
Retirement Plan Consultant – Internal Sales
Justin Shoemaker
Retirement Plan Consultant – Internal Sales
Flo Huang
Retirement Plan Consultant – Internal Sales
Wilson Wolfe
Retirement Plan Consultant – Internal Sales
Chase Meitler
Retirement Plan Consultant – Internal Sales