Al Otto, AIFA®
Al is the Co-Founder and CEO of Veriphy℠, a 35-year veteran of the financial services industry and has spent the majority of his career as an independent RIA. As a serial entrepreneur, he has built four financial service companies. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters.
Mark McCoy, MBA, AIFA®
Mark is the Founder of Veriphy℠, a 35-year financial industry veteran and has operated an RIA firm for 20 years. He is an expert in the analysis and evaluation of fund managers and target date funds.Mark is a frequent speaker on investment topics and conducts education programs for DOL Investigators. Mark is also active on two industry Boards: WEB & SBEN.
Doug is the Chief Growth Officer of Veriphy℠ and is a highly-seasoned business growth executive who has spent 35 years growing businesses and communities serving the Employee Benefit / Retirement Plan market. “We have known Doug for years and have seen first-hand the innovative work he has done in the market” said Al Otto, Veriphy Analytics CEO/Co-Founder. “He is an energetic and transformative thought leader who will no doubt make a huge and immediate impact on the Plan Sponsor and Investment Advisor Community as we change the game for retirement plan committees.
Doug is an accomplished sales executive with experience in several industries and founder of Jordan Gareth Inc in 1998 where he was able to grow the firm to one of the largest in the Southeast representing clients all over the world. Doug is an Account Executive with Veriphy℠.
Roxy Pennington, MBA
Roxanne began her career in financial services 21 years ago as a financial consultant focusing on retirement plan sales, portfolio management and financial planning. She has been an entrepreneur, award-winning author, and website designer. Roxanne is a Sales and Marketing Coordinator at Veriphy℠.
Howard Ralston Howard is the Technology Solutions Architect at VeriphySM Analytics. Howard is a talented digital architect, developer, computer programmer and military veteran. Over the past 13 years he has honed his skills as a software developer for several major companies including Delta, McCormick, and Walmart Canada.
Marcy Carl Marcy is the Executive Assistant of Veriphy Analytics. Her unique and diverse background includes seven years of military intelligence, working at both the National Security Agency and White House while in the Air Force. Marcy handles managing strategic projects and research for Veriphy Analytics.
Asaph Brown Asaph “Ace” Brown has spent the past decade leading and coordinating IT projects and the management of IT infrastructures. Ace is the IT Executive at VeriphySM and he keeps his ears on the heartbeat of the company.
With Veriphy Analytics you can now evaluate plan value & fees with confidence