Meet the Team

It takes a village. There are many moving parts to creating a retirement plan. Through contracts we hold, we have access to the back-office support we need to provide our clients with the best retirement services.

Business Consultants

  • Julia Riller

    Julia Riller

    Founder

  • Holly Brown

    Holly Brown

    Executive Assistant

  • Dee Costa

    Dee Costa

    Business Consultant

Processing/Underwriting

  • Mia Dempsey

    Mia Dempsey

    Director, New Business

  • Jenna Barker

    Jenna Barker

    Annuity & Life Case Manager

  • Ernesto Figueroa

    Ernesto Figueroa

    Life & Annuity Illustration Specialist

Product Experts

  • Josh VerHoeve

    Josh VerHoeve

    VP, Annuity & Life Distribution

  • Kurt Metcalfe

    Kurt Metcalfe

    Sr. Annuity Sales Consultant, Team Lead

  • Jeff Stemler

    Jeff Stemler

    Sr. VP, Advanced Planning