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Our Team

 

We’re a team of strategists, former financial advisors, fintech geeks and storytellers who ask tough questions to solve complex problems. What do we all have in common? Curiosity and determination to get us to our shared goal: making a positive impact on the financial lives of people around the world. Oh, and a shared love of poké bowls.

 
 
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H. Adam Holt

CEO and Founder
Professional Doodler

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Alison Susko

Director of Partnerships
Telework Aficionado

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Tony Demark

Chief Technology Officer
Head Brewmaster

 
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Don Tinneny

Product Manager
Eagles Fanatic

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Matt Paulsen

EVP, Enterprise Business Solutions
Cornhole Champ

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Nick Cisler

Director of Sales
Peanut Butter Enthusiast

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Alan Giancaterino

Chief Revenue Officer
Rock ‘n’ Roller

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Matt LaBenz

Account Manager
Trivia Guru

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Jordan Gonzalez

Business Analyst
Sports Nerd

Perry

Perry Feinstein

Marketing Manager
Rugged Globetrotter

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Jack Kerr

Account Manager
House Foodie

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Sean Dodds

Client Success Specialist
Evil Twin

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You could be next

View Open Positions
We can’t wait to chat!

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Michael Schwabe

Director of Customer Success
Fly Fisherman

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Steven Engle

Account Manager
Movie Quotes Extraordinaire

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Eddie Lieber

Data Analyst
Wise Guy