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.

Read More >>

    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.

    Read More >>

      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.

      Read More >>

        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.

        Read More >>

          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.

          Read More >>

            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.

            Read More >>

              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...

              Read More >>

                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.

                Read More >>

                  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.

                  Read More >>

                    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.

                    Read More >>

                      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.

                      Read More >>

                        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.

                        Read More >>