The staff at Financial Technology is experienced, talented, and dedicated.
C. Richard Herrold
Founder/Chairman of the Board
Professional Focus:
- Personal financial planning
- Estate planning
- Qualified retirement plans
Administrative Positions:
- Chairman of the board
- Shareholder
- Registered securities principal of Commonwealth Financial Network®
- Founded Financial Technology, Inc., in 1980
John Gingas
President
Professional Focus:
- Qualified Retirement Plans
- Personal Investment Planning
- Asset Management
- Retirement Income Planning
Administrative Positions:
- President
- Shareholder
- Joined Financial Technology, Inc., in 1990
- Over 30 Years Experience in Financial Services Industry
*The Retirement Advisor Council is an exclusive group of Commonwealth Financial Network® advisors who:
- Specialize in working with qualified retirement plans and have deep knowledge and expertise in this area of the retirement industry
- Exchange business planning ideas and collaborate on how Commonwealth can help advisors achieve success in this marketplace
- Help to inform and shape the direction of Commonwealth’s retirement plan offering
Doug Stacks
Vice President
Group Benefits
- Life insurance
- Medical insurance
- Dental and vision insurance
- Short- and long-term disability insurance
- Long-term care insurance
Personal Insurance
- Major medical
- Life insurance
- Disability insurance
- Long-term care insurance
- Medicare supplement (Medigap)
- Medicare advantage plans
- Prescription drug plans
Business Insurance and Planning
- Business continuity
- Business life insurance
- Business disability insurance
Administrative Positions
- Vice President
- Shareholder
- Joined Financial Technology in 2012
- 40 Years Experience in employee benefit design and administration
Michael Cantor
Vice President
Professional Focus:
- Qualified Retirement Plans
- Retirement Income Planning
- Personal Investment Planning
- Asset Management
Administrative Positions:
- Vice President
- Shareholder
- Joined Financial Technology in 2013
- Qualified Plan Financial Consultant
- Accredited Investment Fiduciary®
- 27 Years Experience in Financial Services Industry
Sara J. Frank-Hepfer
Vice President
Professional Focus:
- Personal Investment Planning
- Asset Management
- Retirement Income Planning
Administrative Positions:
- Vice President
- Registered Representative
- Accredited Asset Management Specialist
- CERTIFIED FINANCIAL PLANNER™ professional
Brian Shepard
Professional Focus:
- Personal Investment Planning
- Retirement Income Planning
- Qualified Retirement Plans
- Personal Insurance
- Group Benefits
Experience:
- Joined Financial Technology, Inc. in 2012
- Ten years Nonprofit Management
- Nine Years in Sales and Marketing
- Twelve Years in Small Business Mangement
Tom Szedlak
Responsibilities:
- Pension adminstrator
- Corporate information technology manager
Experience:
- Joined Financial Technology, Inc., in 1989
- 23 years of experience in financial services industry
Lorri L. Yusten
Responsibilities:
- Administrative Assistant to C. Richard Herrold
- Supervisor of securities administration
- Investment administrative processing
- Client services
- Financial planning administration
Experience:
- Joined Financial Technology, Inc., in 1997
- More than 30 years of administrative experience
- BA in Business Administration
Rebecca Hill
Responsibilities:
- Administrative Assistant to John P. Gingas
- Investment Administrative Processing
- Client Services
Experience:
- Joined Financial Technology, Inc. in 2013
- Over 20 years of administrative experience
- BS in Accounting
Karen Edwards
Responsibilities:
- Healthcare Administrative Assistant
- Employee Benefits Specialist
- Special Events Coordinator
Joined Financial Technology in 2015
Chris Albon
Responsibilities:
- Pension Compliance
- 401(k) Plan Administrator
Joined Financial Technology in 2018
- Qualified 401(k) Administrator (QKA)
- Certified Plan Fiduciary Advisor (CPFA
Rebecca Bossenbroek
Controller
Responsibilities:
- Business Manager
- Corporate Benefits Plans Administrator
- Compliance Supervisor
- Broker/Dealer Liaison
Joined Financial Technology in 2018
Ted Hollenbeck
Employee Benefit Plans • Professional Wealth Management
Group Benefits
- Life Insurance
- Medical Insurance
- Dental & Vision Insurance
- Short & Long Term Disability Insurance
- Long Term Care Insurance
Personal Insurance
- Major Medical
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Medicare Supplement (Medigap)
- Medicare Advantage Plans
- Prescription Drug Plans
Business Insurance & Planning
- Business Continuity
- Business Life Insurance
- Business Disability Insurance
Holly Schoenbachler
Licensed Insurance Account Specialist
Joined Financial Technology in 2019