Get to Know Your JULY Team
Senior Leadership Team
Jim Hudson
Founder & Partner
John M. Humphrey
President & Chief Executive Officer
Blake Willis
Partner & Chief Operating Officer
Sheri A. Baker
Partner & Chief Accounting Officer
Greg Bakke
Chief Executive Officer, Advisory Services, Expand Financial
John Steinmeyer
Chief Technology Officer
Michael Marks
Chief Financial Officer
Matt Welstead
Senior Vice President, Operational Technology
Greg Snyder
Senior Vice President, Information Technology
Michelle LeCates
Senior Vice President, Business Development & Marketing
Ginger Gibbs
Senior Vice President, Human Resources
Heather Stewart
Vice President, Consulting & Plan Administration
Jessica Maxwell
Vice President, Client Services
Adam Barker
Vice President, TPA Partner Services
Bill Riccio
Vice President, National Sales
Matt Bravo
Vice President, Actuarial Services
Leadership Team
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
Jodi Vormezeele
Senior Director, Client Experience – Mid-Market Service Team
Lindsey Phillips, APA
Senior Director, Retirement Plan Consulting
Jahedur Rahman
Senior Director, Software Engineering
Leslie Smith
Director, Marketing & Communications
Tommie Graszl
Director, Client Services
Heather Halstead
Director, Client Services
Jennifer Duff
Director, Plan Administration
Jen Nau
Director, Client Services
Lori Hawkins
Director, Learning & Development
Ashley Temple
Director, Channel Partners
Eric Reinhardt
Senior Manager, Owner Only 401k Plans
Megan Knapp
Senior Manager, Business Development
Scott Langer
Manager, Participant Services
Lee James
Lead Actuary
Sales Team
Bill Riccio
Vice President, National Sales
Adam Barker
Vice President, TPA Partner Services
Brian M. Smith
Senior Institutional Sales Director
Nadia Jordt
Internal Sales Manager
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
Teresa Taylor
Regional Sales Director – Northeast Texas
Michael Baron
Regional Sales Director – Mid-America
Amy McDaniel, QKS
Regional Sales Director – West
Jake Reuschel
Retirement Plan Consultant – Internal Sales
Kelli Pledger
Retirement Plan Consultant – Internal Sales
Michael DeMita
Retirement Plan Consultant – Internal Sales
Drew Norris
Retirement Plan Consultant – Internal Sales