Our Team

Partners

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Sherri Cooke

President and CEO

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Jennifer Simon

Executive Vice President and COO

Business Development and Program Management

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Mike Kell, MBA

Vice President, Program Management and Business Development

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Laura Sexton

Senior Director, Program Management

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Patrick McGowan

Senior Director, Broker Dealer and RIA Sales

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Heather Muckle

Sponsor Sales and Marketing Specialist

Client Relations

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Jennifer Ronan

Senior Director, Sponsor Relations

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Ann Saline

Senior Director, Broker Dealer Implementation and Client Service

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Ernest Bergman, CFP®, CSA, CLTC

Senior Director, Sponsor Relations and Training

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Sommer Herman

Manager, Broker Dealer Implementations

Finance and Administration

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William Hillemeyer

Chief Financial Officer

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Katrina Turner

Administrative Manager

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Amber Pippin, MBA

Accounting Manager

Technology

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Noel Jerke

Director of Technology

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Cheryl Clum

Senior Director, Platform Development