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Meet the team

United States, Costa Rica, Brazil, floating on a boat in the Mediterranean Sea, behind that tree: if there’s a good enough internet connection, one of our employees might be there.

Stephen Chen

Founder & CEO

Sam Boonin

Chief Product Officer

Dave Gynn

Chief Technology Officer

Rachel Diesel

Head of Design

Connellan Coxwell

Head of Consumer

Chelsea Power

Head of Enterprise Success

Dave Robison

Head of Platform

Danielle Jackson

Chief of Staff

Eric Takahashi

Chief Data Architect

Kelly Michel

Interim Head of Sales

Susan Kennedy

Head of Advisor Solutions

Matt Park

Enterprise Sales

Al Chou

Lead Software Engineer

Henry Zhang

Software Engineer

Luis Fernando Lima

Senior Product Designer

Allie Phan

Marketing Analyst

Frank Nevers

Chief Information Security Officer

Jenelle Martinez

Customer Service Representative

Joe Goldwasser

Software Engineer

Michael Bourke

Senior Engineer

Nancy Gates

Lead Educator & Financial Coach

Randy Frutos

Front-End Developer

Simon Rentzke

Software Engineer

John Pick

Software Engineer, IT

Robbie Herbert

Customer Service Representative

Juan Ramirez

Front-End Engineering Lead

Zenia O'Leary

Product Design Director

Mary Endres

Product Design Director

Rae DeBruyne

Business Analyst

Erin Disselhorst

Senior Product Manager

Jean Allen

Financial Wellness Coach

Erin Kim

Product Designer

Meg Young

Senior Product Manager

Cez Corpus

Senior Product Designer

Mike Pappis

Financial Advisor

Julie Tapia

Executive Coordinator

Raul Morales

QA Manager

Brett Stoppel

Director of Engineering

Brooke Peterson

Director of Program Management

Gabe Leon

Engineering Manager

Megan Ring

Engineering Manager

Aaron Norling

Senior Full Stack Engineer

Harish Bhandari

Program Director

Dorothy Fuentes

Senior Customer Success Manager

Kevin Thomas

Data Analyst Lead

Scott D'Antuono

Senior QA Engineer

Amanda Erickson

Director of Marketing and Growth, Consumer Products

Patrick Hammons

Product Manager

Mark Ramos

Senior Platform Engineer

Grant Stannard

Full Stack Engineer

Grisselle Escoto

Director of People and Culture

Sarah Busch

Advisor Paraplanner

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Disclaimer: The content, calculators, and tools on Boldin.com are for informational and educational purposes only and are not investment advice. They apply financial concepts in a general manner and include hypotheticals based on information you provide. For retirement planning, you should consider other assets, income, and investments such as equity in a home or savings accounts in addition to your retirement savings in an IRA or qualified plan such as a 401(k). Among other things, Boldin provides you with a way to estimate your future retirement income needs and assess the impact of different scenarios on retirement income. Boldin Planner and PlannerPlus are tools that individuals can use on their own behalf to help think through their future plans, but should not be acted upon as a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. Boldin strives to keep its information and tools accurate and up to date. The information presented is based on objective analysis, but it may not be the same that you find on a particular financial institution, service provider or specific product's site. All content, tools, financial products, calculations, estimates, forecasts, comparison shopping products and services are presented without warranty.