Our team works diligently to help you meet your retirement needs. We work together to give you the transparency you deserve, and we do our best to offer you a safer approach to retirement.

Leadership

Planners

Office Mangers

Marketing

Servicing

Leadership

Brian Decker
CEO | CCO
MEET BRIAN
Shelly Kaufman
Controller | Human Resources
MEET SHELLY

Leadership

Planners

Office Mangers

Marketing

Servicing

Planners

Ben Koval
VP of Planning | Seattle & Kirkland Planner
MEET BEN
Bradley Geddes
San Francisco Planner
MEET BRADLEY
Bruce Tynan
Lehi & Salt Lake City Planner
MEET BRUCE
John Switzer
Renton Planner
MEET JOHN

Leadership

Planners

Office Mangers

Marketing

Servicing

Operations Managers

Jess Lamb
Regional Manager | Seattle & Kirkland Operations Manager
MEET JESS
Katie Waggoner
San Francisco Operations Manager
MEET KATIE
Daryl Foster
Renton Operations Manager
MEET DARYL
Mike Decker
Salt Lake and Lehi Operations Manager
MEET MIKE

Leadership

Planners

Office Mangers

Marketing

Servicing

Marketing

Clayton Bradshaw
Clayton Bradshaw
Marketing Manager
MEET CLAYTON
Jake Decker
Director of Client Experience
MEET JAKE
Gabby Persons
Executive Assistant
MEET GABBY
Jordon Argyle
Videographer
MEET JORDON

Leadership

Planners

Office Mangers

Marketing

Servicing

Servicing

Arrin Wray
Account Processing Manager
MEET ARRIN
Cameron Archibald
Servicing Manager
MEET CAMERON
Cameron Carlson
Transfer Manager
MEET CAMERON
Josh Hunsaker
Transfer Manager
MEET JOSH
Kevin Boyer
Servicing Associate
MEET KEVIN
Scott Boyce
Account Processing Manager
MEET SCOTT

A Safer Retirement™

Take control of your retirement plan