Our Team

Excellence is the result of an investment in great people, process and technology—but 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

Lynn Lankford initials

Lynn Lankford

CFO

Steve Gradeless

Steve Gradeless

National Director of Sales

Sarry Phung, QKA, ERPA

Manager, Retirement Plan Division

Nick Gibson, QPA, QKA

Manager, Retirement Plan Division

Scott Costi

Retirement Plan Consultant

Martha Phillips, CPC, ERPA

Retirement Plan Consultant

Sarah Baltazar

Sarah Baltazar, QKA

Retirement Plan Consultant

John H. Moye, Jr., CPC

Retirement Plan Consultant

Brian Chupp, QPA, QKA

Retirement Plan Consultant

Jim Gairns

Jim Gairns

Retirement Plan Consultant

Photo of Richard Perez

Richard Perez

Retirement Plan Consultant

Photo of Curtis Tudor

Curtis Tudor, QKA

Retirement Plan Consultant

Steve Parks, EA, MSPA

Chief Actuary

Donald Bungenstock, EA

Enrolled Actuary

Photo of Christian Martinez

Christian Martinez

Internal Sales Assistant