Our Team

Our Team

The staff at Financial Technology is experienced, talented, and dedicated. 

C. Richard Herrold

Founder/Chairman of the Board

Professional Focus:

  • Personal financial planning
  • Estate planning
  • Qualified retirement plans

Administrative Positions:

  • Chairman of the board
  • Shareholder
  • Registered securities principal of Commonwealth Financial Network®
  • Founded Financial Technology, Inc., in 1980

John Gingas

President

Professional Focus:

  • Qualified Retirement Plans
  • Personal Investment Planning
  • Asset Management
  • Retirement Income Planning

Administrative Positions:

  • President
  • Shareholder
  • Joined Financial Technology, Inc., in 1990
  • Over 30 Years Experience in Financial Services Industry
President’s Club
John Gingas is proud to have been recognized as a President's Level advisor—a distinction attained by just 14 percent of advisors affiliated with Commonwealth Financial Network during 2013.

 

Doug Stacks

Vice President

Group Benefits 

  • Life insurance
  • Medical insurance
  • Dental and vision insurance
  • Short- and long-term disability insurance
  • Long-term care insurance

Personal Insurance

  • Major medical
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Medicare supplement (Medigap)
  • Medicare advantage plans
  • Prescription drug plans

Business Insutance and Planning

  • Business continuity
  • Business life insurance
  • Business disability insurance

Administrative Positions

  • Vice President
  • Shareholder
  • Joined Financial Technology in 2012
  • 40 Years Experience in employee benefit design and administration

Michael Cantor

Vice President

Professional Focus:

  • Qualified Retirement Plans
  • Retirement Income Planning
  • Personal Investment Planning
  • Asset Management

Administrative Positions:

  • Vice President
  • Shareholder
  • Joined Financial Technology in 2013
  • Qualified Plan Financial Consultant
  • Accredited Investment Fiduciary®
  • 27 Years Experience in Financial Services Industry

Sara J. Frank-Hepfer

Vice President

Professional Focus:

  • Personal Investment Planning
  • Asset Management
  • Retirement Income Planning

Administrative Positions:

  • Vice President
  • Registered Representative
  • Accredited Asset Management Specialist
  • CERTIFIED FINANCIAL PLANNER™ professional

Peggy J. Buche

Responsibilities:

  • Operations manager
  • Corporate benefit plans administrator
  • Compliance supervisor
  • Broker/dealer liaison

Experience:

  • Joined Financial Technology, Inc., in 1980

Ted Hollenbeck

Employee Benefit Plans • Professional Wealth Management

Group Benefits

  • Life Insurance
  • Medical Insurance
  • Dental & Vision Insurance
  • Short & Long Term Disability Insurance
  • Long Term Care Insurance

Personal Insurance

  • Major Medical
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Medicare Supplement (Medigap)
  • Medicare Advantage Plans
  • Prescription Drug Plans

Business Insurance & Planning

  • Business Continuity
  • Business Life Insurance
  • Business Disability Insurance

Brian Shepard

Professional Focus:

  • Personal Investment Planning
  • Retirement Income Planning
  • Qualified Retirement Plans
  • Personal Insurance
  • Group Benefits

Experience:

  • Joined Financial Technology, Inc. in 2012
  • Ten years Nonprofit Management
  • Nine Years in Sales and Marketing
  • Twelve Years in Small Business Mangement

Tom Szedlak

Responsibilities:

  • Pension adminstrator
  • Corporate information technology manager

Experience:

  • Joined Financial Technology, Inc., in 1989
  • 23 years of experience in financial services industry

Linda D. Pulver

Responsibilities:

  • Supervisor of pension administration
  • Development and enhancement of client services
  • Pension compliance

Experience:

  • Pension administrator since 1983
  • Joined Financial Technology, Inc., in 1990

Lorri L. Yusten

Responsibilities:

  • Administrative Assistant to C. Richard Herrold
  • Supervisor of securities administration
  • Investment administrative processing
  • Client services
  • Financial planning administration

Experience:

  • Joined Financial Technology, Inc., in 1997
  • More than 30 years of administrative experience
  • BA in Business Administration

Rebecca Hill

Responsibilities:

  • Administrative Assistant to John P. Gingas
  • Investment Administrative Processing
  • Client Services

Experience:

  • Joined Financial Technology, Inc. in 2013
  • Over 20 years of administrative experience
  • BS in Accounting