MEET THE LEADERS
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Derrick Skogsberg
FOUNDER & CEO
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Sam Phelps
DIRECTOR OF DEVELOPMENT
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Lindsey Lair
DIRECTOR OF OPERATIONS
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Jen Preston, QKA
DIRECTOR OF PLAN ADMINISTRATION
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Rick Watson
CHIEF TECHNOLOGY OFFICER
MEET THE TEAM
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Steve Bowles
SENIOR CONSULTANT
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Diane Rosenkrantz
SENIOR CONSULTANT
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Dave Woggon
SENIOR CONSULTANT
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Ann Lee, QKA
401(k) PLAN ADMINISTRATOR
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Erin Kimbell, QKA
401(k) PLAN ADMINISTRATOR
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Sarah Sawatzky, QKA
401(k) PLAN ADMINISTRATOR
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Courtney Varone
401(k) PLAN ADMINISTRATOR
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Jenn Simone
SBA LOAN PROCESSOR
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Heather Washburn
CLIENT SERVICE REPRESENTATIVE
SBA LOAN PROCESSOR
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Mindy Littlefield
CLIENT SERVICE REPRESENTATIVE
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Celeste Lewis
ADMINISTRATIVE ASSISTANT
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Anne Netherton
ADMINISTRATIVE ASSISTANT