Leadership
Nice to meet you.
Our passionate team is reinventing workplace savings.
Management Team
Aaron Schumm
Founder & Chief Executive Officer
Allison Brecher, JD
General Counsel & Chief Privacy Officer
Dave Sheen
Chief Financial Officer
Doug Magnolia
Chief Customer Officer & President, Vestwell State Savings
Jon Mark
Chief Operating Officer
Jonathan Ferrara
COO, Vestwell Trust Company & Head of Custody Platform Solutions
Patty Kim
Chief People Officer
Richard Tatum
President, Vestwell Workplace Savings
Rob Molchon
Chief Technology Officer
Ryan Anderson
Chief Product Officer
Board of Directors
Lori Hardwick
Board Director, Chairwoman
RedRock Strategic Partners 
Aaron Schumm
Board Director
Vestwell 
John Rettig
Board Director
Bill 
Justin Overdorrf
Board Director
Lightspeed Venture Partners 
Logan Allin
Board Director
FinCap
