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Our Team

We specialize in delivering personalized, custom, flexible, reliable, and compliant 401(k) plan administration for businesses of all sizes. As an independent Third-Party Administrator (TPA), we work for you—not for a provider—ensuring your retirement plan is optimized to serve your goals and your employees’ futures.

beautiful young corporate worker in modern office

With TFB Since: 2016

Interests/Fun Facts: If I’m not working, I’m outside! I live in a recreational lake community where we spend time fishing, golfing, and floating.

What I enjoy about the 401(k) world: There’s so much to know about a 401(k)! I enjoy learning about a retirement plan that I too am using to build for my future retirement. Rules and guidelines are constantly changing which means there’s always something new to learn.

Jennifer Shoot

Sr. Retirement Plan Specialist

portrait of handsome businessman with bristle in glasses looking at camera in office

With TFB Since: 2023

Interests/Fun Facts: Personal Finance, Cooking & Baking, Video Games

What I enjoy about the 401(k) world: I like that 401(k) plans are designed to help employees create a nest egg for themselves that can grow along with them and can be relied on when they need it most.

Jasmine Davis

Retirement Plan Specialist

portrait of handsome businessman with bristle in glasses looking at camera in office

With TFB Since: 2000

Interests/Fun Facts: When not working, I enjoy going to KC Royals games, KU football games, playing golf and spending time with my wife and 3 kids.  Enjoy anything outdoors, and try to visit Colorado in the Summer as much as possible.

What I enjoy about the 401(k) world: Working with plan sponsors on plan design, and educating the benefits and features of their plan

Mark Koenig

Sr. Retirement Plan Specialist

beautiful young corporate worker in modern office

With TFB Since: 2016

Interests/Fun Facts: I enjoy taking walks, whether it’s around the neighborhood, on a nearby trail, or hiking in the mountains.

What I enjoy about the 401(k) world: Since all 401(k) plans are different, I enjoy helping participants learn about the 401(k) options they have while they are an active employee and after they have left the company.   

Brandi Marsh

Retirement Plan Specialist

portrait of handsome businessman with bristle in glasses looking at camera in office

With TFB Since: 2004

Interests/Fun Facts: Fan of all KC and Mizzou sports

What I enjoy about the 401(k) world: Helping people save money.   

Peter Flora

Retirement Plan Specialist

beautiful young corporate worker in modern office

With TFB Since: 2020

Interests/Fun Facts: My husband, 4 kids, 2 dogs and I live right next to Lake Michigan, so during the summer months you can find us outside exploring what this great state has to offer!

What I enjoy about the 401(k) world: I love getting to work directly with the clients and be their first line of communication to assist with new plans or transfers of 401(k) plans. I am constantly absorbing new information daily in the retirement world which then in turn I can better assist new clients when talking about new 401(k) plans

Ashley McCullough

Plan Implementation Specialist

beautiful young corporate worker in modern office

With TFB Since: 2014

Interests/Fun Facts: I’m a major foodie who is always on a mission to find fun and unique foods! New restaurants, weird snacks, viral eats? Count me in! I’m your go-to ‘professional taste-tester’ (unofficial title, but fully committed)! Another fun fact: I’m also an identical twin, so there’s quite literally another version of me out there.

What I enjoy about the 401(k) world: I love helping my friends and family make sense of retirement plans. It’s a total mystery for a lot of people, so being the go-to guide is pretty rewarding (and kinda fun!).

Ashley Roller

Sr. Retirement Plan Specialist

beautiful young corporate worker in modern office

With TFB Since: 2001

Interests/Fun Facts: I enjoy puzzles, documentaries and working in my yard.

What I enjoy about the 401(k) world: I like that through payroll deductions, a 401(k) is a way to save consistently and effortlessly

Lisa Lienemann

Administrative Assistant

beautiful young corporate worker in modern office

With TFB Since: 2012

Interests/Fun Facts: I enjoy cruising to the tropics of the Caribbean; I try to go at least once a year!  One day I would like to make it to Greece

What I enjoy about the 401(k) world: Since being with TFB I have learned that 401k’s have so many rules and regulations that help benefit all employees of a company.

Cathy Campbell

Sr. Retirement Plan Analyst

portrait of handsome businessman with bristle in glasses looking at camera in office

With TFB Since: 2009

Interests/Fun Facts: I’m a proud Iowa State Cyclones fan! Whether going to games or watching on tv, I won’t miss one. I enjoy being outside playing with the dog and/or on the deck perfecting my BBQ smoking skills.

What I enjoy about the 401(k) world: The most rewarding is from being a manager and seeing my team excel at what we do and succeed in their career paths. Getting to interact with our great clients every day. No two days are the same, and there is always something new to learn, which keeps the work fresh and rewarding.

Brad Baedke

Vice President of Retirement Plans