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

Steve Gaven

Steve Gaven

Chief Growth Officer

Natasha Pfeiffer

Natasha Pfeiffer

Chief Legal Officer

Christina Walsh

Christina Walsh

Chief Financial Officer

Randall C. Long

Randall C. Long

Founder & Managing Principal