Meet our team of retirement experts that includes former senior executives from Fidelity Investments, Financial Engines, SunGard, Voya Financial, and Wells Fargo.
Chief Executive OfficerTod Ruble
As Custodia Financial’s founder, and as CEO since 2009, Tod Ruble leads the firm on its mission to automatically improve retirement readiness by solving America’s $2.5T 401(k) loan default problem.
Chief Financial OfficerKevin Smart
Kevin Smart joined Custodia in 2010 as Chief Financial Officer. Kevin is part of the leadership team working to champion a comprehensive solution to the systemic problem causing more than $6B of retirement leakage from 401(k) plans annually.
Executive Vice President, OperationsGeorge White
George White joined Custodia in 2016 to head up operations for RLE. George is part of the leadership team who champions RLE as a breakthrough solution that prevents 401(k) loan defaults before they occur.
Executive Vice PresidentRennie Worsfold
Rennie Worsfold is Executive Vice President, responsible for Retirement Loan Eraser distribution. Rennie is part of the leadership team at Custodia Financial, a unique consortium of retirement industry experts who embrace a clear vision: Improving retirement outcomes by eliminating 401(k) loan defaults.
Senior Executive, Strategic AccountsTerri Johnson
Terri Johnson is a Senior Executive for RLE strategic accounts at Custodia Financial. Previously, Terri held management positions with Wells Fargo and First Trust, an organization that is now US Bank.
Senior Executive, Strategic AccountsSandy Tassinari
Sandy Tassinari is a Senior Executive for RLE strategic accounts at Custodia Financial. Sandy has over 35 years of experience in the benefits field. Prior to joining Custodia, she spent four years at Voya Financial...
Chief Marketing OfficerAaron Tabela
Aaron Tabela is Custodia Financial’s Chief Marketing Officer, responsible for positioning Retirement Loan Eraser in the institutional retirement marketplace, and driving awareness of 401(k) loan defaults as an important financial wellness and fiduciary challenge. Aaron is part of the leadership team at Custodia Financial, a unique consortium of retirement industry experts who embrace a clear vision: Improving retirement outcomes by eliminating 401(k) loan defaults.
Chief Technology OfficerJohn Steinmeyer
John Steinmeyer joined Custodia in January 2015 to ensure a smooth market integration of its proprietary RLE platform to a rapidly growing pipeline of customers. Prior to Custodia, John served as Vice President of Software Development at SunGard Relius.
Meet the members of our growing Strategic Advisory Council (SAC). The SAC advises Custodia on a range of strategic issues, including product development, distribution, insurance, and regulatory matters.
Strategic AdvisorDave Liebrock
Dave Liebrock is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In this role, he is active as an expert advisor and industry advocate, supporting distribution efforts for Retirement Loan Eraser, Custodia Financial’s groundbreaking loan protection program.
Strategic AdvisorMark Herman
Mark Herman is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In his role on the SAC, Mark provides guidance and subject matter expertise on product development, insurance underwriting, insurance carrier partnerships, and other key areas.
Strategic AdvisorRoger Ochs
Roger Ochs is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In his role on the SAC, Roger provides guidance and subject matter expertise on corporate matters, capital markets, and corporate governance.
Strategic AdvisorBradford Campbell
Bradford Campbell is a Member of Custodia Financial’s Strategic Advisory Council (SAC). As a partner of the law firm Drinker Biddle, Brad provides guidance and subject matter expertise on regulatory matters, legislative issues, and public policy.
Strategic AdvisorChuck Hill
Chuck Hill is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In his role on the SAC, Chuck provides the “voice of the plan sponsor,” and supports distribution efforts for Retirement Loan Eraser across his broad network of senior HR executives and industry practitioners.
Employees Stressed Over Possibility Of 401(K) Loan Defaults, New Study By Custodia Financial And Greenwald & Associates Shows
October 29, 2019
New 401(k) loan research highlights the “voice of the participant” on 401(k) loans...
Former Chief Human Resource Officer of Pfizer Chuck Hill Joins Custodia Financial Strategic Advisory Council
July 31, 2019
Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today that it...
Former HD Vest CEO Roger Ochs Joins Custodia Financial Strategic Advisory Council
July 11, 2019
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today...
Former Assistant Secretary of Labor Bradford Campbell Joins Custodia Financial Advisory Council
June 18, 2019
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today...
Insurance Industry Veteran Mark Herman Joins Custodia Financial’s Strategic Advisory Council
January 8, 2019
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), today announced...
Custodia Financial Brings on Aaron Tabela as CMO to Make 401(k) Loan Defaults Top-of-Mind for Plan Sponsors
December 11, 2018
DALLAS, December 11, 2018 – Custodia Financial, the creator of Retirement Loan Eraser...
Rennie Worsfold Joins Custodia Financial to Lead Retirement Loan Eraser Distribution
April 3, 2018
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today...
Terri Johnson and Sandy Tassinari join growing RLE business
September 7, 2016
DALLAS – Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced today...