IPX Team

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Photo of Aaron Bradford

Aaron Bradford

Chief Technology Officer

Aaron Bradford has over 20 years of fintech experience, and has held many leadership positions within the financial services industry, managing all technology functions.

Prior to joining IPX Retirement, Aaron was most recently Senior Vice President of Technology at Vertical Management Systems, supporting multiple, institutional client platforms. Before VMS, Aaron led technology planning, strategy and delivery functions for the Retirement division of Prudential Financial (NYSE: PRU). As the Vice President of Technology for Union Bank, a subsidiary of the Mitsubishi UFJ Financial Group (NYSE: MTU), Aaron supported their Trust and Retirement divisions. He also managed software engineering functions for the Trust and Retirement division for CNA Insurance.

Aaron holds a Masters of Arts Degree in philosophy from California State University, Long Beach, as well as a Bachelor of Arts Degree in philosophy and economics from California State University, Fullerton.

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Alan Hathorne

Senior Director of Information Technology

Alan Hathorne manages security and infrastructure for IPX Retirement, ensuring compliance, reliability and uptime for critical systems.

Prior to joining IPX Retirement, Alan led the corporate IT team for Thompson Creek Metals. During his tenure, he and his team designed a state-of-the-art technology infrastructure for the company’s crown jewel, the Mt. Milligan gold mine. His 25-year career in technology has given him experience in a variety of fields, including GIS, education, mining and financial services.

Alan holds a Bachelor of Science degree in education from the University of New Mexico. Alan spends his spare time working in his wood shop or on a river in Colorado, trying to coax a trout to bite.

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Amy Frisina

Trust Operations Manager

Since joining IPX Retirement in 2016, Amy Frisina has worked in several capacities within our trust operations division. With more than 20 years’ experience in the financial industry, Amy first worked at Matrix Settlement and Clearance Services, where she offered support in operations, and worked as an account executive and then as a business analyst.

Today, she oversees our daily operations, reconciliation, tax reporting and filing, as well as business analysis and new client implementation. Amy has streamlined procedures and created new processes to accommodate business growth. She has been instrumental in building a strong and successful team that continues to provide high quality and customer service during periods of significant growth.

Amy holds a degree in finance from the University of Colorado at Boulder. And she enjoys spending time outdoors, especially in the mountains, with family and friends.

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Bill Mueller

CEO

Bill Mueller oversees the vision, strategy and day-to-day operations of IPX Retirement. Bill has a proven executive management track record of 20+ years and excels at driving growth in the technology industry. He believes that putting the right technology-based platforms in the hands of financial advisors, broker-dealers, TPAs and investment providers improves investment outcomes for all retirement savers.

Prior to joining IPX Retirement, Bill was the CEO of Fi360, Inc., where he led the firm’s transformation into an enterprise-focused company while tripling the size of the firm in five years. Fi360 was purchased by Broadridge Financial Solutions, Inc. in 2019. Bill’s career also includes serving as CFO of Renda Broadcasting Corporation, and he has held various senior product management roles at a number of technology firms, including Entigo Corporation and ServiceWare.

Bill holds a Master of Business Administration degree from the Wharton School at the University of Pennsylvania and a bachelor’s degree from the University of Notre Dame.

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Brandy Walters

Vice President of Relationship Management

Brandy Walters joined IPX Trust in May 2013 as its second employee, specializing in the fields of automation and technology. Before joining us, Brandy worked at Matrix Trust Company, where she was responsible for a variety of assignments, including creating and maintaining the company’s automatic IRA rollover platform. Brandy then joined Charles Schwab’s Trust Services training department, where she served as a client consultant on business efficiencies and platform development projects.

At IPX Retirement, Brandy has more than 20 years of experience in building and maintaining strategic relationships with retirement plan providers, plan sponsors, retirement advisors and third party administrators. She also works very closely with IPX Retirement business units and our sales team to onboard new business to the IPX platform.

Brandy is originally from Colorado but recently moved to Phoenix. She enjoys spending her time traveling and sailing, and with her dogs.

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Cary Sun

Vice President of Technology and Development Manager

Cary Sun co-founded Nexus Financial Services in 2012. Today, he steers technology strategy at IPX Retirement, from design to implementation, and provides leadership to our development and IT teams. Cary’s experience in financial technology spans more than 30 years and includes positions held within various trust, custody, banking, brokerage and retirement service companies. Before assuming his current position with IPX, Cary was Vice President of Technology at Matrix Settlement and Clearance.

Cary holds a bachelor’s degree in economics, with a minor in business management, from SUNY Stony Brook.

He is the proud father of a son, who works as a data analyst, and daughter, who is a passionate digital designer. And he is a fan of the culinary arts and world traveler, enjoys recreational cycling and still has a soft spot in his heart for his childhood heroes, Ultraman and Batman.

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Darlene Dailey

Vice President of Business Development
Darlene Dailey joined IPX Retirement in 2018 after working in the financial services industry for more than 24 years. She began her career at CitiStreet in the 403(b) and 457(b) retirement plan markets, where she developed and executed national sales plans, managed strategic relationships and consulted on retirement plan design, all of which contributed to CitiStreet’s reputation as a leader in the industry. She also worked with other industry leaders, including MetLife, AIG VALIC and AXA, before joining FPS Group. Darlene’s work at IPX Retirement includes working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. Darlene is married and has one daughter. She enjoys spending time with family, as well as traveling, discovering new restaurants and fishing.

darlene.dailey@ipxretirement.com

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Hyuk Jo

Supervisor of Operations and Compliance

Hyuk Jo joined the IPX Retirement in 2019, bringing with him more than 12 years of experience in the financial services industry. His career includes a leadership role at Empower and at PENSCO Trust Company, where he improved service times and compliance awareness. Hyuk has a strong background in retirement training, compliance and regulatory oversight. One of Hyuk’s career highlights was being interviewed by the Wall Street Journal.

Today, Hyuk works to develop efficiencies in IPX Retirement processing and client relations, and helps ensure regulatory requirement compliance. He also manages various technical processes, including: In-plan Roth rollovers and plan restatement assistance, among other responsibilities.

Hyuk roots for the Buffaloes at University of Colorado and uses his free time to coach his son’s football team, as well as hike and fish.

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James Olson

Managing Director

James Olson has 20 years’ experience in the retirement plan industry. During that time, he has become an acknowledged leader in his field as the designer of forward-thinking product and service models that have had a significant impact on the retirement plan marketplace.

James got his start in the retirement industry in 1990 as a Client Services Manager for Bank of America Retirement Services while also earning Series 7 and 65 licenses. James' career also includes working for Charles Schwab & Company as Senior Product Manager, as well Decimal Inc. (now Ubiquity) as Senior Vice President of Strategic Initiatives. He was also a founding partner of ASPire Financial Services before joining Bluff Point Associates, where he developed the Investment Provider Xchange platform for the 403(b) marketplace. Today, as a lead executive, James is responsible for steering strategy to achieve business goals.

James also loves to make music. He is an accomplished guitarist, has amassed an impressive “axe” collection and likes to jam with his band, The 402(g)s.

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Jarrod Gelroth

Manager of Operations

With more than 10 years of experience in the financial services industry, Jarrod Gelroth joined IPX Retirement in 2015. His career began at Empower in its broker services department; from there, he moved to MG Trust, where he worked in operations. Jarrod excels at improving operational processes, implementing business solutions and finding creative solutions to problems.

Jarrod is responsible for managing our daily service level agreements across IPX Retirement products, as well as training and developing staff, and increasing operational efficiency while working with internal and external partners. He is dedicated to working with his team to provide an optimal experience for clients.

Jarrod enjoys traveling, reading and spending time with his family.

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Jennifer Crawley

Director of Technology

Jennifer Crawley joined IPX Retirement in 2013, bringing with her the experience garnered in a career spent working in technology and IT relationship-management roles in the healthcare, pharmaceutical and government industries. In these roles she excelled at collaborating with the business needs and IT development needs. She was recognized by the State of New Jersey for her service to foster children through the work she did on the NJAdopt.org website.

At IPX Retirement, Jennifer is adept at driving the delivery of innovative solutions while supporting existing applications. She works closely with the development team and business analysts to make sure new development meets business needs.

When not at work, Jennifer can be found at dog parks, in bookstores, attending ComicCon and traveling the world.

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John Edwards

Vice President of Business Development

John Edwards joined IPX Retirement in 2021. Drawing on over 13 years of experience in investment management and retirement plan recordkeeping, John specializes in helping retirement plan advisors and third-party administrators develop and streamline their retirement plan practices. John’s past experience includes leading the retirement division for a Registered Investment Advisor firm, covering sales and distribution for a large, independent recordkeeper, and consulting for an innovative advisor services firm that is revolutionizing the way advisors engage with plan participants. As an Accredited Investment Fiduciary, John brings a unique perspective to the 403(b), 457, IRA, and DB market.

Outside of work, John enjoys spending time with his wife and two daughters, as well as golfing and sailing. John is active in his community, serving on several local boards over the years.

john.edwards@ipxretirement.com

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Kevin Loffredi

Chief Product Officer

Kevin Loffredi uses his expertise at IPX Retirement to help ensure that the tools and solutions we offer also align with our overall vision. To achieve his goals, Kevin focuses on working closely with clients, while also focusing on operations, sales and technology to ensure great outcomes.

Kevin’s product management skills were acquired during more than 20 years spent building solutions for the financial services industry—and using technology as a financial planner. His industry-leading research tool, Annuity Intelligence, was acquired by Morningstar in 2010. While working at Morningstar, Kevin was responsible for a team created bespoke solutions built to leverage Morningstar’s vast capabilities.

A subject matter expert on the topic of variable annuities, Kevin has trained FINRA examiner, made presentations at national conferences and created continuing education content.

Kevin attended Northern Illinois University, where he received a Bachelor of Science degree in finance. He also holds a FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ Certificant.

Kevin and his wife have a son and daughter, both of whom share an interest in car racing with their father. Kevin also enjoys rebuilding cars and engines.

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Mark Koeppen

Senior Vice President of Strategic Rollovers

For nearly three decades, Mark Koeppen has focused on providing innovative and efficient solutions for the management, consulting and compliance of retirement plans. He shares his knowledge by making frequent contributions to industry articles and speaking at conferences throughout the year.

In the years spent working at Great-West Life and at MetLife, Mark became proficient in designing, managing and troubleshooting retirement plans, with a focus on efficiency. In 2014, he began addressing retirement plan leakage and Plan Sponsor bestMark practices for managing missing participants.

Since joining IPX Retirement in 2017, Mark has led initiatives to provide Safe Harbor IRA market solutions, as well as reduce cost auto-rollover IRA for terminated de minimis accounts. He has developed a complete solution to resolve and eliminate stale-dated uncashed checks and created a comprehensive service package assisting consultants, advisors and plan sponsors to successfully reduce the risk associated with missing plan participants.

mark.koeppen@ipxretirement.com

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Michael Schaeffer

Vice President of Business Development

Michael Shaeffer joined us in 2020 as a sales leader for our IPX team. Michael began his career in West Texas specializing in the design of retirement plans for the education and healthcare markets. Today, with more than 30 years of experience in the retirement plan and financial services industries, Michael is a recognized leader in the industry.

Within IPX Retirement Michael works with plan sponsors, broker dealers, distribution partners, product providers, third party administrators, consultants and RIAs to provide the best retirement solutions using leading edge technology. His understanding of our targeted markets and his reputation as a valued resource in the industry make him a great addition to the IPX Retirement.

Michael is married and lives in Pasadena, California.

michael.shaeffer@ipxretirement.com

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Lee Tenney

Head of Sales and Distribution

Lee Tenney is Head of Sales and Distribution at IPX Retirement. In this role, he leads the sales and distribution efforts for the organization, focusing on building successful relationships with clients and partners.

With more than 20 years’ experience in the financial services industry, Lee has a history of success in business development, product innovation and organizational leadership. He has a strong technical understanding and remains abreast of industry trends and legislation within the Defined Contribution and Defined Benefit arenas.

Prior to joining IPX Retirement, Lee worked for Allianz Global Investors, CUNA Mutual Group, 3D Asset Management and WisdomTree Investments.
He earned a Bachelor of Business Administration degree in finance and economics from The University of Rhode Island and holds FINRA Series 7 and 63 licenses.

Lee lives in West Hartford, Connecticut, with his wife, Rachel, two sons, Liam and Ryan, and a labradoodle named Coco. When not working, he enjoys spending time boating with his family, playing golf and fishing.

lee.tenney@ipxretirement.com

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Liz Alexander

Vice President of Operations and Compliance

Elizabeth (Liz) Alexander joined IPX Retirement in 2018, bringing with her nearly two decades of experience in the financial industry, with a focus on operations within the retirement sector. Liz began her career at Lincoln Trust Company and, through several mergers and acquisitions, became vice president of operations for Pensco Trust Company. Working in its Denver office, Liz managed 85 employees.

Today, Liz is responsible for the daily operations of five different retirement solutions. She is also the relationship manager for outside institutional vendors and customers, sales support, compliance (including audits) and strategic planning.

Liz is a native Coloradan, where she lives with her husband and two children. Liz spends free time supporting her children in their chosen sports. She also enjoys relaxing with a good book or with friends.

elizabeth.alexander@ipxretirement.com
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Mike Gottfried

Senior Vice President of Operations

Mike Gottfried’s 20 years’ experience in the retirement plan industry has afforded a range of experience focused on client services, including daily recordkeeping and administration, plan conversions, performance management and sales support. Mike was co-founder of Aspire Financial Services, where he served in several capacities, including chief operations officer. Mike also worked for InvestLink Technologies, where he focused on software training, conversions and quality assurance, and for United Asset Management Retirement Plan Services working with new plan conversions and daily valuation administration of existing plans.

In his current role at IPX Retirement, Mike is responsible for daily recordkeeping operations for 403(b), 457, 401(a) and other retirement plans, including Health Savings Accounts. He is involved in strategic planning, product development, sales support and customer service, and manages our relationship with the IPX Retirement technology team.

In 2010, Mike was recognized as a Florida Finalist for Ernst & Young’s prestigious Entrepreneur of the Year award. In 2011, under his leadership, Aspire Financial Services was ranked No. 18 on the Tampa Bay Business Journal’s Fastest 50 Growing Companies list.

Mike earned a Bachelor of Business Administration degree from Hofstra University. He is a hockey fan, loyal to the Colorado Avalanche team, and he and his family enjoy skiing together.

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Shohil Patel

Senior Vice President, IRA Solutions

Shohil is a member of the IRA Solutions team working with Plan Sponsors, TPAs, 3(16) fiduciaries, Recordkeepers and Financial Advisors by helping them mitigate fiduciary risk associated with missing participants and uncashed checks associated with their retirement plans.

Prior to joining IPX Retirement, Shohil was an RIA external investment consultant and a director with Allianz Global Investors, which he rejoined in 2018 after previously working with the firm from 2007 to 2016. He was a member of the RIA Sales team, Northeastern Division, responsible for coverage throughout the northeast. In his previous role, Mr. Patel was an external investment consultant and a senior investment specialist with PIMCO/Allianz Global Investors. He has 18 years of investment-industry experience. Shohil also worked as a regional wholesaler at Amundi Pioneer Asset Management.

He has a B.E. in computer engineering and an M.S. in telecommunications management from Stevens Institute of Technology. He also holds the Certified Investment Management Analyst (CIMA®) and the Chartered Alternative Investment Analyst (CAIA®) designations.

Shohil lives in Skillman, NJ with his wife, Mukti, and 2 sons.

He enjoys spending time with family and friends, traveling, and watching his favorite team, Liverpool, play soccer.

sohil.patel@ipxretirement.com

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Paul Delcogliano

Vice President of Technology

Paul graduated Pace University in 1993 with a bachelor degree in Management Information Systems. In 2012, Paul co-founded Nexus Financial Services.

Paul has been working with Microsoft technologies for over 25 years. Throughout that time, he has worked for a wide variety of firms including fin-tech, advertising, and consulting companies. He has built systems for a diverse range of delivery platforms including Windows, Web and mobile. At Nexus, Paul oversees a team of developers and is the lead software architect of the IPX Platform. In this role, he works closely with business stakeholders to develop applications which improve operational efficiency and enhance IPX product offerings. Building secure, high-performing and scalable systems is one of his passions.

Back before print media died, Paul authored many articles and columns on a variety of topics, and co-authored a book or two for various trade publications, including Microsoft Press. Paul has taken up running and has participated in several half marathons. He is an avid Star Wars fan. You may even spot him at a comic convention dressed as his favorite characters from the movies.

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Richard Moser

Vice President Strategic Relations

Rick Moser has dedicated more than 35 years of his career to the employee benefits and financial services industries. He began his career at United Healthcare Inc. in Baltimore. After moving to Denver, he joined Fiserv Trust, where he was instrumental in doubling the company’s assets under custody. In 2006, he went to work for Aspire Financial Services as its vice president of national sales. In that role, Rick worked directly with hundreds of advisors and plan sponsors, as well as independent advisors. During his tenure at Aspire, the company experienced significant growth in both 401(k) and 403(b) plans/assets.

At IPX Retirement, Rick is responsible for obtaining and maintaining key advisor and plan relationships. He works directly with advisors, third party administrators, plan sponsors, distributors and investment firms, while also overseeing training, demos and sales calls.

In his free time, Rick enjoys skiing, camping and hiking.

rick.moser@ipxretirement.com

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Scott Pearson

President and CEO

Founder of IPX Trust Company in 2013, Scott Pearson has dedicated more than 35 years of his career to the financial services industry. He began his career at Piper Jaffray, then joined Universal Pension to lead a team of more than 300 employees to become one of the top recordkeepers in the field. Universal was then acquired by Ascensus. Next, Scott worked at Matrix Settlement and Clearance Services, serving as president of its affiliate, MG Trust Company. In that capacity, he helped increase revenue by focusing on infrastructure and product development. Scott’s areas of expertise include long-term planning, creating business efficiencies and managing strategic initiatives.

Today at IPX Retirement, Scott offers leadership in product development and in strategic relationships with clients and partners; he also provides financial and operational oversight and continues to lead IPX Trust, a wholly-owned subsidiary of IPX Retirement. He has served on the Colorado Banking Board, and now is chair of the Association of Colorado Trust Companies. Scott also was founder, and serves as chair, of Denver Golfer’s Against Cancer, a charity dedicated to cancer research. An avid golfer himself, Scott enjoys watching his two sons play collegiate golf for Colorado Mesa University and Pacific Lutheran University.

scott.pearson@ipxretirement.com
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Shauna Lynn

Controller

Shauna Lynn joined IPX Retirement in 2013 as a part-time contractor, becoming a full-time employee in 2015. She has more than 17 years of accounting experience across multiple industries. Before joining us, Shauna worked as a public accountant preparing personal and business tax returns, and compiling and reviewing financial statements. She is adept at financial reporting, budgeting and forecasts, and at business tax and compliance.

In her time with us, Shauna has built an accounting department that is highly focused, producing quality results and supporting the growth of the organization. She and her team work closely with other IPX Retirement departments for effective collaboration and communication across the company.

Shauna graduated from The University of Tennessee at Chattanooga with a double business-administration major in business accounting and finance. She currently serves as treasurer of the board for Denver Golfer’s Against Cancer, where she also works as a volunteer. Shauna enjoys spending time with her son, as well as snowboarding, golfing, hiking and relaxing with friends.

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Susan Baber

Director of Marketing

Susan Baber joined IPX Retirement in 2020, bringing with her 20 years of experience in financial services. Early in her career, she worked as a marketing manager at AT&T before pivoting to start her own practice as a financial advisor to individuals and small businesses. Committed to providing and promoting solutions to financial advisors and institutions that best fit their needs, she became a marketing director in the wealth management and advisor education markets. She has been a Certified Financial Planner® since 1998.

At IPX Retirement, Susan is responsible for working with the sales team to craft messaging and campaigns that promote the full suite of IPX Retirement products, including the Investment Provider Xchange platform, Safe Harbor force-out IRA solution, and custom-branded IRA programs. She specializes in marketing that drives results, whether through a campaign for a product solution, an event or educational webinar.

A Texas native, Susan has lived in Colorado for more than 26 years. She has two daughters and loves hiking, biking, and traveling.

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Troy Dryer CRPC, AIF, FPS Group

Vice President of Business Development
Troy Dryer brings more than 30 years of industry service to our group. He specializes in retirement plans for plan sponsors in healthcare, higher education, church and government. He is well versed in all types of retirement solutions, including 401(k), 403(b), 457 and non-qualified plans, and has helped establish executive comp and cash balance plans that allow key executives/highly compensated employees to save more for retirement. Prior to joining FPS, Troy held various leadership and sales roles. As managing vice president of business development and client retention at VALIC, Troy implemented a new CRM system and increased his sales team’s productivity and implemented strategies to improve client retention. His career also includes positions with VOYA Financial, Fidelity and National Benefits Services with a focus on client experience outcomes. As a subject matter expert, Troy has spoken at regional and national industry conferences including NACUBO, ASHHRA and NAGDCA on retirement trends and compliance topics. As a thought leader on emerging industry trends, Troy has created education material, presentations and white papers on plan design and participant applications. Troy attended the University of Utah where he received his Bachelor of Science in finance. In addition, he holds the FINRA Series 7, 24, 63 and 65 registrations.

troy.dryer@ipxretirement.com

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Warren Hadley

Chief Financial Officer

Warren Hadley is the Chief Financial Officer of IPX Retirement where he leads the Finance, HR, and Legal functions. He has over 25 years of experience at high growth companies in the financial services and technology industries.

Prior to joining IPX, Warren was CFO at Innovest Systems, a trust accounting software company acquired by SS&C Technologies (NASDAQ:SSNC) in May 2020. Prior to Innovest, he served as CFO at Wealth Management Systems Inc. (WMSI), a technology-based rollover services and retirement planning tools company acquired by DST Systems in 2015.

He began his career at PWC (Price Waterhouse Coopers) and also spent 10 years at Forrester Research Inc. (NASDAQ:FORR).