| Name | Title | Contact Details |
|---|---|---|
Joseph Weinberg |
Vice President of Cybersecurity | Profile |
David Clift |
VP Information Security Officer | Profile |
Alex Barker |
Chief Information Officer | Profile |
The word partner in our name reflects our business philosophy: No
LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients` best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape, and help provide cost effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients.
Ameripoint Title is a San Antonio, TX-based company in the Financial Services sector.
Siepe is an innovative provider of financial data management and IT solutions dedicated to helping asset managers navigate the challenges of today`s investing landscape. With over 90 years of combined industry experience, our team has developed an intuitive, managed platform integrating institutional best-practices across technology, services, and operational processes. Our mission is to deliver a single source of truth from which strategic, actionable insights can be harnessed to drive competitive advantage and business growth.
Linn-Co Federal Credit Union is a Lebanon, OR-based company in the Financial Services sector.