About

Our History

2006

2008

2010

2013

2015

2016

2017

2023

Meet Our Team

Derrick Girard

President & CEO

With over 15 years of experience in the financial services industry, Derrick is our visionary.

Stacey Witty

Account Executive

Stacey has 25+ years of business experience and has a strong passion for taking care of customer needs.

Mark Bunkowske

Principal Software Engineer

With over 20 years in software development, Mark is our principal software engineer.

Melissa King

Client Experience Manager

A communications expert ready and willing to help you improve your client communication.

Doug Drenckpohl

Not only a sales and support leader, but one with an extensive background in the financial services industry.

Kristine Madsen

Client Experience Manager

The best service comes from those who know what you do day in and day out.