Our Team

The people who make up the FPS team are experts in their fields. To build the best technology tools, we employ the best tech pros. Working together, we solve problems with determination and creativity. And our team evolves our solutions to meet the ever changing needs of our clients.

But it takes more than tech expertise to make a team successful. Collaboration is essential, as is communication, trust and integrity. Our team brings these qualities and skills to every client interaction, every day.

Bill Mueller


Cary Sun

Vice President of Technology

James Olson

Managing Director

Kevin Loffredi

Chief Product Officer

Photo of Lee Tenney

Lee Tenney

Head of Sales & Distribution

Mike Gottfried

Senior Vice President of Operations

Paul Delcogliano

Vice President of Technology

Scott Pearson

President and CEO

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Warren Hadley

Chief Financial Officer

If it doesn’t exist, we’ll build it.

Alan Hathorne

Senior Director of IT

Amy Frisina

Trust Operations Manager

Brandy Walters

Vice President of Relationship Management

Darlene Dailey

Vice President of Business Development, IPX

Eric Lutz

Director of Sales

Hyuk Jo

Compliance Manager

Jarrod Gelroth

Operations Manager

Jennifer Crawley

Director of Technology

Liz Alexander

Vice President of Operations & Compliance

Mark Koeppen

Senior Vice President of Strategic Rollovers

Michael Schaeffer

Vice President of Business Development, IPX

Rick Moser

Vice President Strategic Relations

Shauna Lynn


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Sohil Patel

Senior Vice President, IRA Solutions

Susan Baber

Director of Marketing

Troy Dryer

Vice President of Business Development, IPX