Operations

Chief of Staff

Shelby Babcock

IT Support Coordinator

Christie Ballenger

Senior Accountant

Danette Barnes

Employee Experience Manager

RC Bascur, SHRM-CP

Operations Specialist

Denise Bright

Accounting Manager

Lindsey Chastain, CPA

Senior Accountant

Karen Clinkenbeard

Compliance Associate

Justin Duncan

Compliance Associate

Johanna Furlong

Systems Administrator

Kris Gasparac

IT Systems Manager

Tim Hunt

Director, IT

Zach Johnstone

Talent Acquisition Specialist

Danni Lee, PHR

Senior Financial Advisor

Kevin Lynch, J.D., CFP®

IT Support Specialist

Marlon Moran

Chief Financial Officer

Angie Morrison, CPA

Financial Forecasting & Analysis Manager

Connor Powell, CPA, MBA

Client Experience Manager

Wendy Roberts

Director, Human Resources

Lauren Seaman, MS-HRM, SHRM-CP

Senior Business Advisor & In-House Counsel

Bob E Thieman, J.D., CPA

Creative Director

Emily Trujillo, CAP®

IT Data & Systems Support

Gabriel Turner

Accountant

Cathleen Westfall

HR Operations Coordinator

Courtney Woolever

Client Operations Analyst

Hannah Crockett, CAPM®

Strategic Partnership Specialist

Mark Josefczyk

Chief Compliance Officer

Jan Peebles, IACCP®