Thinking Served Fresh

A new way of thinking to better serve our valued clients and Partners is underway. Learn about the leadership re-envisioning the way we’ve been providing financial services to you for more than 45 years.

President And Chief Executive Officer

Kathryn J. Davis

Vice President of National Sales

Erin Allen

Chief Information Officer

Darrell Christoff

Senior Vice President, Counseling And Client Care

Rico Delgadillo

Vice President of Marketing & Education

James Flores