Our Team

Partners

Sherri Cooke AI Insight CEO and President

Sherri Cooke

President and CEO

Jennifer Simon

Executive Vice President and COO

Business Development, Program Management and Marketing

Mike Kell, MBA

Senior Vice President, Business Development and Program Management

Laura Sexton

Senior Director, Program Management

Lucas Johnson

Alternative Investment Analyst

Heather Muckle

Director of Marketing

Client Relations

Jennifer Ronan

Senior Director, Sponsor Relations

Ann Saline

Senior Director, Financial Firm Implementation and Client Services

Ernest Bergman, CFP®, CSA, CLTC

Senior Consultant, Advisor Relations

Sommer Herman

Senior Manager, Financial Firm Client Solutions and CE Relations

Finance and Administration

William Hillemeyer

Chief Financial Officer

Katrina Turner

Senior Manager, Human Resources and Administration

Amber Pippin, MBA

Senior Accounting Manager

Technology

Noel Jerke

Director of Technology

Cheryl Clum

Senior Director, Platform Development