Meet Our Leadership Team

Our leaders bring together decades of experience in investments, technology, and retirement services all united by a single purpose: helping people achieve a more secure retirement.

Duane Bernt
Chief Executive Officer
About Duane
Michael Chlan
Chief Technology Officer
Chief Operating Officer
About Michael
Dan Fay
Chief Distribution Officer
About Dan
Michael Isaac
Chief Compliance Officer
About Michael
Kerr McGowan
Chief Product Officer
About Kerr