Meet the people that make the magic happen.

Steven Kapor

President

Becky Asher

Vice President, Operations

Aaron Dotson

Sales Engineer, Fundriver

Bruce Smith

Director of Software Engineering

Don Sullivan

Director, IT and Information Security

Amy Cotterell

Senior Onboarding & Special Projects Advisor, Balance

Beth Thormann

Lead Development Engineer (.NET)

Chris Michaelis

Onboarding & Special Projects Advisor, Balance

Cosley Campbell, RYT

Culture & Communications Lead

Emily Bloomer

Client Experience Coordinator

James Stockton

.NET Developer

Jenn Barker

Director, Client Experience

Jennifer Johnson

Product Manager

Jennifer Post

Client Support Manager, Impact

Johanna Gross, CPA

Client Experience Team Manager, Balance

Jon Anderson

Senior Training and Success Advisor, Balance

Julie Case

Onboarding Advisor, Balance

Lisa Clark

Assistant Director of Client Engagement

Lisa Robotham

Lead Development Engineer

Maria Slyneva

Quality Assurance Analyst

Megan Page

Special Projects Advisor

Paul Sabataitis

Endowment Accounting Specialist

Rosa Roman

Endowment Accounting Specialist

Sara Erno

Onboarding Coordinator, Balance

Tracy Gust

Endowment Accounting Specialist

Vicky Smith

Business Analyst

Carrie Gemmell

Bookkeeper