HELPING BUILD GOALS AND DREAMS
HELPING BUILD GOALS AND DREAMS

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. Looking for your local contact? Check out our National Sales Map.

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.

  • AIF
  • APA
  • ARPS
  • CPA
  • CPC
  • QPA
  • QKA
  • QKS
  • ERPA
  • TGPC
  • EA
  • MSPA
  • FSA
  • CPFA
  • CRPS

Our Sales and Leadership Team

Daniel Liss Headshot

Daniel Liss

Chief Executive Officer
Dawn Genz (1)

Dawn Genz

Chief Operating Officer
Jj Mckinney1

JJ McKinney

Chief Revenue Officer
Erin Books (3)

Erin Gray

Director of Compliance
Norman Levinrad

Norman Levinrad

Chief Actuary
Lauren Linsmeyer

Lauren Linsmeyer

Human Resource Director
Lindsay Lopez

Lindsay Lopez

Director of Operations
Headshot Ryan Beaver

Ryan Beaver

Director of International Operations
Tali Vaughn

Tali Vaughn

Regional Vice President, Sales & Consulting
Phuong Jennings1

Phuong Jennings

Regional Vice President, Sales & Consulting
Stacya Pic Img 2560 (002)

Stacya von der Osten

Regional Vice President, Sales & Consulting
Amber

Amber Waddell

Regional Vice President, Sales & Consulting
Craig Franke

Craig Franke

Product Development Manager
Malcolm Thompson

Malcolm Thompson

Regional Vice President
Elise

Elise Feldman

Regional Vice President, Sales & Consulting
Fred

Fred Harrison

Regional Vice President, Sales & Consulting
Joe Vilmael

Joe Vilmael

Regional Vice President, Sales & Consulting
David Bard

David Bard

Regional Vice President, Sales & Consulting
Ross Plumberg Website

Ross Plumberg

Regional Vice President, Sales & Consulting
Chad Swiger Website

Chad Swiger

Regional Vice President, Sales & Consulting
John Kelly Website

John Kelly

Regional Vice President, Sales & Consulting
Sharon Birnbaum

Sharon F. Birnbaum

Accounting Manager
Kris Birr

Kris Birr

Operations Manager, Defined Benefit Plan Support
Lu Saetern

Lu Saetern

Analyst Manager
Mike Tibolet

Mike Tibolet

3(16) Fiduciary Services Manager
Kevin O'grady

Kevin O’Grady

Operations Manager
Rachel Martin

Rachel Martin

New Business Manager
Annalisa Levinrad.website

Annalisa Levinrad

Plan Termination Manager
Ab Headshot (002)

Alison Bryant

Combo Plan Administration Manager
Charlene Nelson

Charlene Nelson

Senior Retirement Plan Consultant and Regional Manager
Kathryn Goracke

Kathryn Goracke

Senior Retirement Plan Consultant and Regional Manager
Robert Miotto

Robert Miotto

Senior Retirement Plan Consultant and Regional Manager
Alison Rose1

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