Get to Know Your JULY Team

Executive Team

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Jim Hudson

Jim Hudson

Founder and 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

Senior Vice President, Software Engineering

Ginger Gibbs

Ginger Gibbs

Senior Vice President, Human Resources

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

Management Team

Pam Pryor

Pam Pryor

Senior Director, Human Resources

Jason Miller

Director, Recordkeeping

Jessica Maxwell

Senior Director, Client Services & Talent Acquisition

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

Lindsey Phillips

Lindsey Phillips, APA

Director, Plan Administration

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

Brian Kearney

Regional Sales Director – Northeast

Ryan Geringer

Regional Sales Director – West Central

Jennifer McConnell

Regional Sales Director – Eastern Central

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