Leadership

David Musto

David Musto

Interim President of FuturePlan

David is temporarily responsible for the strategic direction of FuturePlan by Ascensus, and is also President and CEO of Ascensus. He has more than 30 years of experience in the retirement, investment, and, insurance industries. Prior to joining Ascensus, David was president of Great-West Investments. He earned a master’s degree in finance and international business from NYU, Stern School of Business, and a bachelor’s degree in finance from The College of William and Mary.

Kasey Price

Kasey Price

Head of Institutional Sales

Kasey heads up FuturePlan’s relationships with our institutional partners. Prior to joining FuturePlan in 2017, Kasey was founding partner and CEO of Georgia-based RSI, where she built a TPA firm known for strong strategic partnerships with advisors and recordkeepers. Kasey holds a Bachelor’s Degree in Economics and Corporate Finance from Augusta State University.

Richard Tatum

Richard Tatum

Divisional Vice President, Sales

Richard is responsible for sales in the Southeast and Southwest Divisions for FuturePlan. Before he joined FuturePlan in 2018, Richard was the CEO of Nashville-based Avintus, a TPA firm with that pioneered a “Client Bill of Rights”. He holds a Bachelor of Science in Finance and Business Management from Lipscomb University.

Eric Sharp, CRPS®, QPFC, AIF®

Eric Sharp, CRPS®, QPFC, AIF®

Divisional Vice President, Sales

Eric is responsible for growing and managing the sales team throughout the Western region for FuturePlan. Prior to joining FuturePlan in 2018, he was Director of Sales and Marketing for Pensys, and founded Pensys Fiduciary Services. Previous to his time at Pensys he was a Vice President of Retirement Plan for Oppenheimer Funds. He holds a Bachelor of Science from California State University.

Dan Kravitz

Dan Kravitz

National Practice Leader for Cash Balance Plans

Dan joined Ascensus in 2017 and is responsible for leading the FuturePlan practice on Cash Balance. Previous to FuturePlan, Dan was the President of Kravitz, the leader in Cash Balance plans for the retirement industry for more than 20 years. He is the author of Beyond the 401k: How Financial Advisors Can Grow Their Businesses with Cash Balance Plans. Dan holds a Bachelor’s degree from the University of California, has completed the American Society of Pension Actuaries exams, and is a certified pension consultant.

Jim Houpt

Jim Houpt

Divisional Vice President, Sales

Jim joined Ascensus in 2016 and is responsible for managing and growing the FuturePlan sales team in the Mid-Atlantic and Northeast. Prior to joining FuturePlan, he was the co-founder and owner of National Retirement Services (NRS), where he served as Senior Vice President. Jim helped grow NRS into one of the nation’s largest independent TPAs, earning a reputation for actuarial and ERISA excellence along with stellar client service. Jim holds a Bachelor’s in Business Administration from Illinois Wesleyan University.

Steve Durocher

Steve Durocher

Vice President, Business Strategy

Steve is responsible for developing FuturePlan’s strategic operating plans related to sales, growth, product design, pricing, and bottom line value. He joined FuturePlan in 2018 and previously he was Managing Director of Crown Rock Consulting and Vice President, Strategy, Planning & Project Management at Prudential Financial. He holds a Bachelor’s Degree in Accounting and Finance from Assumption College.

Greg Taylor

Greg Taylor

Divisional Vice President, Sales

As a founder and former president of QBI, Greg grew a regional TPA firm into a national leader recognized for broad expertise in human capital management and integrated benefits. Greg brings his exemplary leadership vision to FuturePlan with a strategic focus on the fast-growing California market.

Aaron McIsaac, CPFA

Aaron McIsaac, CPFA

Divisional Vice President, Sales

Aaron’s two decades of business development and leadership experience include helping develop Goldleaf Partners into the nation’s leading 3(16) fiduciary services provider. His strategic vision for building strong relationships with advisors and recordkeepers will help drive growth for FuturePlan.

Marcia Dennis

Marcia Dennis

VP, Integration Management

Marcia leads integration efforts across the FuturePlan family of companies. She brings 30 years of project and integration management in financial services to the team, 20 of those years with Ascensus.

Veronica Franks

Veronica Franks

VP, Business Integration

As a partner and COO of Nashville-based Avintus, Veronica led the TPA to achieve excellent client satisfaction and retention metrics. Using her unique blend of experience in HR, payroll, and retirement plan administration, she enabled Avintus to be first to market in Tennessee with 3(16) services.

Bob Zamary

Bob Zamary

VP, Operations

Bob joined FuturePlan via United Retirement Plan Consultants where he led operations and service. Bob brings over 20 years experience in leadership roles in the insurance industry and third party administration where he’s forged has a successful track record of achieving operational excellence and process improvement to create customer-focused organizations.

Julie Niccum

Julie Niccum

SVP, Mergers & Acquisitions

Julie drives FuturePlan’s continued growth as a member of the M&A team. She’s a results-driven, customer oriented, analytical leader focused on achieving goals through the delivery of global operational excellence and development of lasting business relationships.

Brandy Blum

Brandy Blum

VP, Product

Brandy drives agile digital programs/product development and implementation. She is a strong professional leader with a 20 year track record of success in the financial services industry.

Nicole Harper

Nicole Harper

Head of HR
Martha Ophir

Martha Ophir

VP, Marketing
John Townsend

John Townsend

VP, Head of Client Service

John brings over 25 years of industry practice building and leading world class service teams for global financial services firms. He applies his considerable energy and passion for client service with a practitioner/scholar background, to develop, drive, and sustain exceptional client service.

Matt Brown

Matt Brown

Head of Finance
Ben Hokanson

Ben Hokanson

Head of IT
Colleen Rodriguez

Colleen Rodriguez

VP, Total Services and Operations Management