Bringing together leading industry experts to solve America’s 401(k) loan default problem.

Meet our team of retirement experts that includes former senior executives from Fidelity Investments, Financial Engines, SunGard, Voya Financial, and Wells Fargo.
Tod Ruble - Chief Executive OfficerChief Executive Officer

Tod 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.

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    Kevin Smart - Chief Financial OfficerChief Financial Officer

    Kevin 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.

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      George White - Executive Vice President, OperationsExecutive Vice President, Operations

      George 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.

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        Rennie Worsfold - Executive Vice PresidentExecutive Vice President

        Rennie 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.

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          Terri Johnson - Senior Executive, Strategic AccountsSenior Executive, Strategic Accounts

          Terri 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.

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            Sandy Tassinari - Senior Executive, Strategic AccountsSenior Executive, Strategic Accounts

            Sandy 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...

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              Aaron Tabela - Chief Marketing OfficerChief Marketing Officer

              Aaron 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.

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                John Steinmeyer - Chief Technology OfficerChief Technology Officer

                John 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.

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                  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.
                  Dave Liebrock - Strategic AdvisorStrategic Advisor

                  Dave 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.

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                    Mark Herman - Strategic AdvisorStrategic Advisor

                    Mark 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.

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                      Roger Ochs - Strategic AdvisorStrategic Advisor

                      Roger 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.

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                        Bradford Campbell - Strategic AdvisorStrategic Advisor

                        Bradford 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.

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                          Chuck Hill - Strategic AdvisorStrategic Advisor

                          Chuck 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.

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                          Employees Stressed Over Possibility Of 401(K) Loan Defaults, New Study By Custodia Financial And Greenwald & Associates Shows
                          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...

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                          Former Chief Human Resource Officer of Pfizer Chuck Hill Joins Custodia Financial Strategic Advisory Council
                          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...

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                          Former HD Vest CEO Roger Ochs Joins Custodia Financial Strategic Advisory Council
                          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...

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                          Former Assistant Secretary of Labor Bradford Campbell Joins Custodia Financial Advisory Council
                          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...

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                          Insurance Industry Veteran Mark Herman Joins Custodia Financial’s Strategic Advisory Council
                          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...

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                          Custodia Financial Brings on Aaron Tabela as CMO to Make 401(k) Loan Defaults Top-of-Mind for Plan Sponsors
                          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...

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                          Rennie Worsfold Joins Custodia Financial to Lead Retirement Loan Eraser Distribution
                          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...

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                          Terri Johnson and Sandy Tassinari join growing RLE business
                          Terri Johnson and Sandy Tassinari join growing RLE business
                          September 7, 2016

                          DALLAS – Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced today...

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