Senior Management Team

Bill Morrissey

Head of Independent
Channel

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Randy Meadows

President

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Rick Almaguer

Chief Compliance Officer

Brian Bichler

Co-Head of Financial Institution Channel

Danielle Goodsell

Head of Human Resources

Travis Grimm

Head of Operations

Amanda Hawley

General Counsel

Bob Holcomb

Chief Marketing Officer

Jason Lewis

Head of Service and Support

Sean Meighan

Head of Advisory Services

Kevin Mummau

Co-Head of Financial Institution Channel

Brian Nelson

Head of Practice Management

John Picone

Head of Investment Solutions

John Reinhardt

Chief Technology Officer