Get to Know Your EXPAND Wealth Team
We’re here for one reason – to help you get the most out of your opportunity to save for your future. While we can’t promise financial performance, we can promise you’ll get personal attention, coaching, and answers to your questions. Let us know how we can help you.
Advisory Services Team
Quintan Kocher
Advisory Services Manager
Lori Cavin
Advisory Services Associate
Joshua Hernandez
Advisory Services Associate
Jennifer Bonsall
Director of Operations
Melanie Strojny
Fiduciary Services Manager
Leadership Team
Greg Bakke
Chief Executive Officer, Advisory Services
Expand Financial
Sheri A. Baker
Chief Accounting Officer
Michelle LeCates
Senior Vice President, Business Development & Marketing
Greg Snyder
Senior Vice President, Information Technology​
Renee Leon
Senior Director, Internal Accounting
Pam Pryor
Senior Director, Human Resources
Doug Mai
Senior Director, Information Technology
Jahedur Rahman
Senior Director, Software Engineering
Leslie Smith
Director, Marketing & Communications
Megan Knapp
Senior Manager, Business Development