Title Image

Leadership

Meet Our Management Team

Experts that help shape your business

Our management team is built on experience. Everyone on this team is still involved in the day-to-day details of plan administration and recordkeeping. That means they use the same systems and processes as the rest of our team and they know what is working – and what isn’t. This team also has direct client responsibility which means they can’t get too isolated from the day-to-day details and have to be willing to answer for our work on an ongoing basis.

Office Leaders

Seattle, Washington

Mr. Jim Overton

4025 Delridge Way SW, Suite 250
Seattle, WA 98106
[email protected]
206.933.1500

Seattle, Washington

Mr. Rob Dent

4025 Delridge Way SW, Suite 250
Seattle, WA 98106
[email protected]
206.933.1500

Mill Creek, Washington

Ms. Shanley Johndrow

15130 Main Street, Suite 300
Mill Creek, WA 98012
[email protected]
425.742.0177

San Jose, California

Mr. Jason Birkle

160 W. Santa Clara Street, Suite 1550
San Jose, CA 95113
[email protected]
408.298.1170

Baltimore, Maryland

Mr. Steven Mandelberg

300 East Joppa Road, Suite 601
Towson, MD 21286
[email protected]
410.823.3788

Functional Leaders

President and CEO

Mr. Tim Wulfekuhle

Chief Operating Officer

Mr. Harley Spring

Chief Financial Officer

Mr. Adam Brown

VP of Sales

Mr. Tom O’Brien