Get to Know Your JULY Team

Executive Team

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Jim Hudson

Jim Hudson

Chairman

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

Matt Welstead

Vice President, Business / Process Analyst

Michelle LeCates

Vice President, Institutional Relationships / Product Development

Heather Stewart

Vice President, Consulting & Plan Administration

Greg Snyder

Vice President, IT Services

Management Team

Pam Pryor

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

Aaron Leitzy

Director, Plan Administration / Compliance

Doug Mai

Director, Information Technology

Leslie Smith

Director, Marketing & Communications

Lee James

Lead Actuary

Sales Team

Adam Barker

Regional Sales Director – West Coast

Kelli Pledger

Internal Sales Consultant

Diana Perri

Regional Sales Director – Central

Teresa Taylor

Internal Sales Consultant

Brian M. Smith

Regional Sales Director – Midwest

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

Nadia Jordt

Internal Sales Consultant – Southeast