Director of Recordkeeping Services
Brian is an innovative and diligent recordkeeping professional who has experience in all facets of the Recordkeeping, Administration, and Compliance for qualified Defined Contribution plans. Additionally, he holds three ASPPA designations: Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA) and Qualified Plan Financial Consultant (QPFC).
Brian has been in the Defined Contribution plan business for over 18 years, with the main focus of his work centered on recordkeeping services. He has always had a passion for business management and the financial sector, believing that quality and efficient work will allow any company to succeed, and thrive. Brian brings with him a tremendous work ethic and dedication to exceptional customer service that were largely shaped by being raised in a family that depended on the success of a small business.
Brian and his family--two beautiful girls and a wonderful wife-- have recently relocated to the central coast from the Sacramento area. Together they spend a great deal of time enjoying the best California has to offer, including a love of Lake Tahoe and the California Coast. They are looking forward to exploring and learning more about their new home.
Director of Operations
With almost 20 years in business operations, her expertise, amiable demeanor, and instant relatability make Giselle an impressive asset that we were thrilled to have join our team.
Giselle graduated cum laude from Cal Poly, San Luis Obispo, in 2000 with a Bachelor of Arts in English. She spent many years working in business operations for an international education company, specializing in customizing operations to exceed client expectations.
Giselle is a local to the central coast and lives in Templeton with her husband, Paul, two children – Ben and Anna, and two very energetic golden retrievers – Posey and Patton. Giselle loves to cook and have friends and family around her table, to read, and to watch BBC mysteries, when she is not cheering her kids on from the sidelines at sporting events.
Our Evolve team is backed by an experienced office team that has been in the retirement plan arena for nearly twenty years and is committed to assisting our clients and partners with all aspects of their qualified plan.
Learn more about our recordkeeping platform or how you can partner with us.