Our Team

Partners

Sherri Cooke

Sherri Cooke

President and CEO

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Jennifer Simon

Executive Vice President and COO

Business Development, Program Management and Marketing

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Mike Kell, MBA

Senior Vice President, Business Development and Program Management

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Laura Sexton

Senior Director, Program Management

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Heather Muckle

Director of Marketing

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Lucas Johnson, CFA

Alternative Investment Analyst

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Deborah Barnhart, CFA

Program Analyst

Sales and Client Relations

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Michelle Browning

Vice President National Sales & Client Engagement

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Jennifer Ronan

Senior Director, Sponsor Relations

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Ann Saline

Senior Director, Financial Firm Implementation and Client Services

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Ernest Bergman, CFP®, CSA, CLTC

Senior Consultant, Advisor Relations

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Sommer Herman

Senior Manager, Financial Firm Client Solutions and CE Relations

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Cristina Oliver

Sales Consultant

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Andy Van Erp

Sales Consultant

Finance and Administration

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William Hillemeyer

Chief Financial Officer

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Katrina Turner

Senior Manager, Human Resources and Administration

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Amber Pippin, MBA

Senior Accounting Manager

Technology

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Noel Jerke

Director of Technology

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Cheryl Clum

Senior Director, Platform Development