Broker Check

Executive Team

John Longley

John Longley

Chief Financial Officer

Jon T. Upham, MA

Jon T. Upham, MA

President / Head of Institutional Retirement

Tara  Egan

Tara Egan, MBA, SPHR

Chief Human Resources Officer

Natasha Pfeiffer

Natasha Pfeiffer

Chief Legal Officer

Randall C. Long

Randall C. Long

Founder & Managing Principal