Safeguarding
Americans’
retirement security

Our mission and our team

The Pension Protection Act of 2006 was a giant leap forward for retirement savers. But Custodia Financial founder and CEO Tod Ruble noticed something important was missing: a failsafe for people with outstanding retirement plan loans.

If borrowers lose their jobs—through no fault of their own—they risk defaulting on their loans and losing their retirement savings progress. This key insight was Tod’s inspiration for founding Custodia Financial and creating retirement loan protection, an automated, measurable financial wellness program that helps prevent retirement plan loan defaults.

Our leadership team
Tod Ruble

Tod Ruble

CHIEF EXECUTIVE OFFICER

Mark Herman

Mark Herman

PRESIDENT

Kevin Smart

Kevin Smart

CHIEF FINANCIAL OFFICER

John Steinmeyer

John Steinmeyer

CHIEF TECHNOLOGY OFFICER

Bill Ogle

Bill Ogle

CHIEF MARKETING OFFICER

George White

George White

EXECUTIVE VICE PRESIDENT,
OPERATIONS

Sandy Tassinari

Sandy Tassinari

SENIOR EXECUTIVE,
STRATEGIC ACCOUNTS

Terri Johnson

Terri Johnson

SENIOR EXECUTIVE,
STRATEGIC ACCOUNTS

Niles Monica

Niles Monica

EXECUTIVE DIRECTOR OF SALES

Tony Nelson

Tony Nelson

CHIEF DIVERSITY OFFICER

Strategic Advisory Council
Dave Liebrock

Dave Liebrock

STRATEGIC ADVISOR

Bradford Campbell

Bradford Campbell

STRATEGIC ADVISOR

Roger Ochs

Roger Ochs

STRATEGIC ADVISOR

Chuck Hill

Chuck Hill

STRATEGIC ADVISOR

NELU Certified

Committed to DE&I

We’re dedicated to making a real social impact through our solution by improving retirement outcomes for all participants. As part of that commitment, we’re an NELU diversity, equity, and inclusion (DEI) certified company and program.