The Personal Touch
With Financial Technology, one phone call connects you with professionals who provide the personal attention you need. We take the time to build genuine, personal relationships with our clients.
Our team of dedicated advisors and skilled administrators can help you streamline, simplify, and optimize your employee benefits and financial planning processes.
C. Richard Herrold
Founder, Chairman of the Board
Sara J. Frank-Hepfer
Insurance Account Specialist
Get to Know Us
C. Richard (Dick) Herrold
Founder/Chairman of the Board/Shareholder
Dick founded Financial Technology in 1980 and his vision has led our firm for more than 40 years. Dick has vast experience in financial planning, estate planning, and qualified retirement plans. Away from the office, Dick enjoys MSU events, volunteer work, and family travel.
John joined financial Technology in 1990. With more than 30 years’ experience in the financial services industry, he specializes in qualified retirement plans, personal investment planning, asset management, and retirement income planning. John enjoys spending time with his friends and family, bicycling, and during the winter months, working from the Florida Keys.
F. Douglas (Doug) Stacks
Doug joined Financial Technology in 2012 and has more than 40 years of experience in the insurance industry. He is a versatile employee benefits professional and a licensed insurance counselor/agent. As an Administrative Service Manager for third-party administrative services, Doug specializes in several areas including risk management, benefit plan design, and plan compliance. Doug is an avid golfer.
Michael (Mike) Cantor
Mike joined Financial Technology in 2013 and offers more than 23 years of industry experience. He is a qualified Plan Financial Consultant and an Accredited Investment Fiduciary®. He specializes in qualified retirement plans, retirement income planning, personal investment planning, and asset management. Mike is the quarterback for the firm’s mutual fund research and is instrumental in selecting funds for qualified plans managed by the firm. In his spare time, he enjoys cycling, working out, and reading.
Sara joined Financial Technology in 2014, and now has 15 years of industry experience. She is an Accredited Asset Management Specialist℠, AAMS® and a CERTIFIED FINANCIAL PLANNER™ professional, specializing in personal investment planning, asset management, and retirement income planning. When not in the office, Sara can be found partaking in creative outlets such as theater, sewing, or assisting her husband with woodworking.
Theodore (Ted) Hollenbeck
Ted joined Financial Technology in 2011. As a Licensed Insurance Counselor (LIC) with more than 15 years of experience, his focus is to serve the insurance needs of our business and personal clients. Ted earned his BBA in management from Grand Valley State University’s Seidman School of Business. When not assisting our clients with the challenges of purchasing health insurance, he enjoys family activities with his wife, MaryBeth, and their three boys: Andrew, Nolan, and Eli.
Brian joined Financial Technology in 2012. He has 12 years of small business management, 10 years of nonprofit management, and nine years of sales and marketing experience. Brian focuses on personal investment planning, retirement income planning, qualified retirement plans, Medicare, and group benefits. He is a member of his local Lions Club for more than 30 years and has served in a variety of leadership roles for the State of Michigan Association.
Rebecca (Reba) Bossenbroek
Reba joined Financial Technology in 2018 and serves as the firm’s controller. She holds a BBA in business professional studies from Davenport University and manages accounting functions, employee benefits administration, facility maintenance, and event planning. Away from the office, Reba serves on Trinity Lutheran Seminary’s Advisory Board and sings with Sistrum Lansing Women’s Chorus.
Pension Department Manager
Tom joined Financial Technology in 1989. He has 32 years of experience in the financial services industry. In addition to his pension administration responsibilities, Tom serves as our in-house Information Technology specialist. During his free time, Tom enjoys golfing and camping.
Qualified Plan Administrator
Chris joined Financial Technology in 2018, bringing 18 years of experience in the financial services industry. He holds a bachelor’s degrees in Japanese language and culture and in economics. His certifications include Qualified Plan Administrator (QKA) and Certified Plan Fiduciary Advisor (CPFA).
Lorri joined Financial Technology in 1997. She holds a bachelor’s degree in business administration and has more than 30 years of administrative experience. Lorri provides administrative support to C. Richard Herrold and Brian Shepard, and serves as the supervisor of securities administration. She also coordinates investment administrative processing, client services, and financial planning administration. In her spare time, Lorri enjoys camping and spending time with her four grandchildren.
Rebecca joined Financial Technology in 2013. She has a bachelor’s degree in accounting and has more than 20 years of administrative experience. Rebecca provides administrative support to John Gingas, Sara Frank-Hepfer, and Mike Cantor. She also coordinates investment administrative processing and client services.
Karen joined Financial Technology in 2015. She has 20 years of client interface experience and brings much-appreciated humor and levity to the workplace. Karen provides administrative support to Doug Stacks and experienced service to employee benefit plan participants.
Licensed Insurance Specialist
Holly joined Financial Technology in 2019, bringing five years of experience with customer service in the insurance industry. In July 2020, Holly earned the COBRA Certified Administrator certification. She provides administrative support to Ted Hollenbeck and excels in customer relations and finding insurance solutions. Outside of work, Holly is an avid concert goer and enjoys spending the weekends at her family cottage with her golden retriever, Doyle.
Striving for Financial Freedom?
Schedule a free consultation today to learn how we can help.