Who We Are

Our Team

Leadership Team
Client Advisors
Client Service Specialists

Our Leadership Team

Jonathan

Boulos

CEO

Paul

Evans, CPA

COO

Geoff

Turbiak

Dir. Marketing and Experience

Doug

Erla

Chief of Staff

Product Offering Leads

Steve

Kneier

Dir. Of Transformation

Kimberly

Kelly

Payroll Manager

Client Advisors

Mark

Mannerino

Brittany

Carr

Adan

Batres

Jacquelyn

O'Neill

Sandra

Shamoun

Matthew

Keller

Mary

Stange

Eric

Keogler

Will

Sharp

Client Service Specialists

Maria

Pfeiffer

Meg

Heller

Mary Kate

Doran

Scott

Tassan

Lucy

Brown

Daniela

Meyers

Shirley

Yaich

Michelle

Molina

Theresa

Delgado

Annie

McAleer

Join our team!

If you want to be a part of an amazing team committed to solving the Church’s financial crisis, take a look at our open positions.