Our Team

Excellence is the result of an investment in great people, process and technologybut it’s mostly the people. We’re proud to introduce you to our leaders.

Principals

Brad Lankford, EA, MAAA

President and CEO

Michael E. Gossard, CPC

National Director of Administration

Trent Newcomb, CPC

Retirement Plan Consultant

Keith R. Pyle, JD

Retirement Plan Consultant, National Director of Fiduciary Services

Clinton C. Reese, QKA

National Director of Marketing

Lynn Morris

CFO

John H. Moye, Jr., CPC

Retirement Plan Consultant

Debbie Norrell, QKA

Retirement Plan Consultant

Brian Chupp, QPA, QKA

Retirement Plan Consultant

Steve Parks, EA, MSPA

Chief Actuary

Martha Phillips, CPC, ERPA

Retirement Plan Consultant

Sarah Snead, QKA

Retirement Plan Consultant

Sarry Phung, QKA, ERPA

Manager, Retirement Plan Division

Nick Gibson, QPA, QKA

Manager, Retirement Plan Division

Scott Costi

Retirement Plan Consultant

Donald Bungenstock, EA

Enrolled Actuary

Jeff Mahon, EA

Enrolled Actuary