Leadership

Executive Team

RetireOne® was founded by veteran executives from industry-leading firms such as Charles Schwab and Fidelity who shared the vision of building retirement income and savings platform focused exclusively on independent RIAs.

With more than 20 years of experience each, the RetireOne leadership team have the elite management skills and product development expertise to deliver innovative solutions that help RIAs protect their clients and expand their retirement income business.

David Stone

David Stone

Chief Executive Officer, Co-Founder
Scott Strait

R. Scott Strait, Ph.D.

Chief Technology Officer, Co-Founder
Karen Chang

Karen Chang, CPA

Chief Financial Officer
Russell Parker

Russell Parker

Chief Strategy Officer
Kevin Hissong

Kevin Hissong

Senior Managing Director
Mark Forman

Mark Forman

Senior Managing Director

Board of Directors

David Stone

Chairman

As a former senior legal counsel to major life insurance companies, mutual funds and broker dealers, David has more than two decades of financial services experience as well as specific expertise in annuity product development and distribution.

Russell Parker, CIMA

Vice Chairman

For over three decades, Russell has helped some of the most formidable names in financial services build market presence, expand distribution and drive profitable results. Now, as Aria’s Chief Strategy Officer and board member, he oversees the firm’s strategic development.

Thomas F. Streiff

Board Member

Mr. Streiff is President of TFS Resources where he uses his 30 years of experience to assist financial service firms in adapting and thriving in today’s investment environment. Mr. Streiff has the unusual background of working in Wealth Management, Asset Management, Insurance, and Investment Banking. Most recently Tom was a Senior Managing Director and Head of Retirement Income Products and Distribution for TIAA-CREF & Nuveen.

Alan Spoon

Board Member

Alan is a General Partner at Polaris Partners, a venture and growth capital firm. He joined in 2000 and served as Managing General Partner (2000-2010). He leads investments in ecommerce (LegalZoom, Art.com), digital media, financial services (Focus Financial Partners), and distance learning.

Advisory Board

Rob Klapper

For over 20 years Rob has helped build and advised businesses that improve consumers’ financial and intellectual well-being, including Charles Schwab, insurance.com and Ashworth College.

Gail M. Lingle

Gail is the Regional Director of OneAmerica Financial Partners. She has 30 years of retirement expertise and has received The Lifetime Achievement Award from Prudential Retirement. Gail is married, has two children and lives in Kenilworth, Illinois.

Darlene DeRemer

Darlene T. DeRemer has over 35-years of experience in the financial services industry. As co-founder of the advisory merchant bank Grail Partners LLC serving investment management since 2013, Darlene handles sale and purchase mandates for institutional and mutual fund managers in the US, as well as restructuring assignments for alternative investment firms that seek to tap public markets in the US and abroad.

Book some Time

Our licensed experts will review a client annuity, service an existing account, or simply present an overview of the RetireOne platform.