Our Team

Our Team

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
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John Gingas is proud to have been recognized as a Summit Club advisor for 2018—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

retirement_council
 

Member of The Commonwealth Retirement Advisor* 

*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 Insutance 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