Meet Our Team

Custodia Financial is the innovator behind Retirement Loan Eraser (RLE). We are passionate about RLE because we believe it is a breakthrough solution to the serious problem of 401(k) loan leakage.

RLE was developed by a team of experts who have joined forces to champion it in the marketplace and includes executives, retirement industry veterans and thought leaders from some of the country’s leading financial institutions. Each team member shares an excitement for RLE as a solution to the systemic industry problem of loan defaults.  

Tod Ruble - Chief Executive OfficerChief Executive Officer

Tod Ruble

Mr. Ruble’s career has spanned a broad array of financial services, including commercial real estate, investment banking, and insurance and benefits. His proven successes in identifying emerging trends, creating strategic vision, and building successful...

Read More >>

    Kevin Smart - Chief Financial OfficerChief Financial Officer

    Kevin Smart

    Kevin Smart joined Custodia in 2010 as Chief Financial Officer. He 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. He 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. Mr. Worsfold 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, Mr. Steinmeyer served as a Vice President...

          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. Mr. Tabela 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. Ms. Tassinari 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, Ms. Johnson held management positions with Wells Fargo and First Trust, an organization that is now US Bank.

                Read More >>

                  Dave Liebrock - Independent AdvisorIndependent Advisor

                  Dave Liebrock

                  For 30 years, Mr. Liebrock had a successful career as one of the industry’s leading retirement plan executives, with prominent positions at Fidelity Investments and most recently with CAPTRUST as a member of their Advisory Board.

                  Read More >>