Our Team

Get to Know Our Team

The EGPS team is comprised of friendly, professionally-credentialed retirement plan experts. With an in-house compliance team of ERISA gurus, enrolled actuaries, and dedicated plan consultants, we’re confident we can help you tackle any problem.

Below are just a few of the brilliant minds that lead the vision and mission of EGPS. 

Industry designations our people have worked hard to attain in order to provide the best service to our partners and clients.

  • APA
  • ARPS
  • CPA
  • CPC
  • QPA
  • QKA
  • ERPA
  • TGPC
  • EA
  • MSPA
  • FSA

Our Sales and Leadership Team

Daniel Liss Headshot

Daniel Liss

Chief Executive Officer
Dawn Genz (1)

Dawn Genz

Chief Operating Officer
Jj

JJ McKinney

Director of Sales
Erin Books (3)

Erin Books

Director of Compliance
Norman Levinrad

Norman Levinrad

Chief Actuary
L. Lisnmeyer Headshot

Lauren Linsmeyer

Human Resource Director
Lindsay Lopez

Lindsay Lopez

Director of Operations
Tali Vaughn

Tali Vaughn

Regional Vice President, Sales & Consulting
Phuong Jennings

Phuong Jennings

Regional Vice President, Sales & Consulting
Stacya

Stacya von der Osten

Regional Vice President, Sales & Consulting
Robyn

Robyn McNair

Regional Vice President, Sales & Consulting
Art

Arthur Kagan

Regional Vice President, Sales & Consulting
Craig Franke

Craig Franke

Product Development Manager
Malcolm Thompson

Malcolm Thompson

Regional Vice President
Ken Mabie

Ken Mabie

Regional Vice President
Cheri Wilner Kessler

Cheri Wilner Kessner

Enrolled Retirement Plan Agent
Linda

Linda Neylon

Regional Vice President, Sales & Consulting
Elise

Elise Feldman

Regional Vice President, Sales & Consulting
Fred

Fred Harrison

Regional Vice President, Sales & Consulting
Jim Rothaus

Jim Rothaus

Regional Vice President, Sales & Consulting
John T (1)

John Towles

Internal Sales Partner
Tyson Genz

Tyson Genz

Emerging Markets Internal Sales Partner
Michael

Michael Leonard

Internal Sales Partner
Brittney Hastings (1)

Brittney Hastings

New Business Manager
Sharon Birnbaum

Sharon F. Birnbaum

Accounting Manager
Charlene Nelson

Charlene Nelson

Senior Retirement Plan Consultant and Regional Manager
Kathryn Goracke

Kathryn Goracke

Senior Retirement Plan Consultant and Regional Manager
Nick Nowak (1) (002)

Nick Nowak

Senior Retirement Plan Consultant & Regional Manager
Robert Miotto

Robert Miotto

Senior Retirement Plan Consultant and Regional Manager
Alison Rose (003)

Alison Rose

Senior Retirement Plan Consultant and Regional Manager
Michele Furano

Michele Furano

Senior Retirement Plan Consultant and Regional Manager
Jeremy C

Jeremy Clark

Senior Retirement Plan Consultant & Regional Manager