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

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

DALLAS, July 11, 2019 – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today that it has appointed Roger Ochs, former CEO of HD Vest, to its Strategic Advisory Council (SAC). In his role on the SAC, Roger...

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

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

DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), today announced that it has appointed Mark Herman to its Strategic Advisory Council (SAC). As a member of the SAC, Mr. Herman will help guide Custodia on its mission to automatically improve...

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

DALLAS, December 11, 2018 – Custodia Financial, the creator of Retirement Loan Eraser (RLE), today announced that it has hired Aaron Tabela as Chief Marketing Officer. In his new role, Mr. Tabela will be responsible for driving awareness of...

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Rennie Worsfold Joins Custodia Financial to Lead Retirement Loan Eraser Distribution

DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today that Rennie Worsfold has joined the organization as Executive Vice President to lead RLE sales. RLE is an automated loan insurance program that prevents 401(k) loan...

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Terri Johnson and Sandy Tassinari join growing RLE business

DALLAS – Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced today that Terri Johnson and Sandy Tassinari have joined the organization as Senior Executives, Strategic Accounts. Johnson and Tassinari will be responsible for managing key client relationships...

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