Eagle, ID

Sean O’ Flaherty has been in the financial services industry since 1991 and has been a speaker on retirement plan topics at many industry events including the National Convention of ASPPA (American Society of Pension Professionals and Actuaries), California Society of CPA’s, Associated General Contractors, and the Human Resources Association of Treasure Valley Conference.

Mr. O’Flaherty is a 1986 graduate of St. Mary’s College of California with a B.S. in Business and a minor in Economics. Sean is active in several industry organizations including ASPPA, NAPA, WP&BC, and HRATV. He is married with three children and resides in Eagle, Idaho.

Taylor joined the Pensionmark, now WIA, team in 2011 and currently serves as the Senior Vice President of Client Relations. In this role, she oversees the implementation of all retirement plan management systems uniquely designed for WIA’s independent advisor network. The breadth of responsibility includes the onboarding of new advisor affiliates, sustaining high-quality corporate and branch relationships; overseeing internal sales desk operations; organizing national conferences, and supporting the expansion and retention of WIA’s services within its national market.

Taylor has a master’s in Business Administration, Finance from the University of Pepperdine’s Graziadio School of Business and Management, and a Bachelor of Arts degree in Business Economics, Accounting with a minor in Technology Management. Taylor is an active member of the Junior League of San Diego, an organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.

Emilio joined Pensionmark, now WIA, in 2014 and serves as the Director of Participant Engagement. His team provides financial wellness education, and advice/planning services to 401(k) participants with a mission of creating inclusivity where people can make better money choices, change the systemic issues that serve as barriers, and have better financial health.

Emilio graduated from the University of California, Santa Barbara, with a double major in Communications and Spanish and is an MBA candidate at the University of Southern California. He holds is Series 6 and 63 registrations.

Gregory joined Pensionmark, now WIA, in 2019 on the client operations support team. He is a great addition to the team and quickly got on board with the firm's vision. He is part of our Financial Wellness Team and supports retirement plan participants through various channels and loves helping participants and being able to provide resources and build a gap between financial barriers they may have. He also supports advisors and takes on Relationship management duties for plan sponsors.

Greg graduated from Northern Arizona University with a B.S. in Biology and minor in Chemistry and Certificate in Forensic Investigation. He started his financial career with The Vanguard Group in Scottsdale, AZ and has about a decade year of experience in the financial industry. He currently holds Series 6, 7, and 63 licenses and is bilingual and speaks Spanish.

He recently became a father to identical twin girls, Ariana and Alexia. He loves to spend time with family and enjoys playing sports and playing music with his guitar, drums, and trumpet from time to time.

Kera joined the Pensionmark, now WIA, team in 2019 in a client support role. In 2021, she transitioned into the Participant Engagement department to develop and implement the SMARTMap Financial Wellness Program. Currently, she serves as the Product Marketing Manager for SMARTMap, overseeing brand strategy, content creation, and user research.

Kera graduated from the University of California, Santa Barbara with a B.A. in Economics and is working toward her Series 65 registration.

Kyle joined the Pensionmark, now WIA, team in 2014 and serves as Director of Advisor Relations. He focuses on supporting WIA’s advisors from their initial introduction and throughout their affiliation. Kyle’s scope of work includes 401(k) vendor management, onboarding new advisors, and providing client support through various channels.

Kyle graduated from the University of California, Santa Barbara with a B.A. in Economics and holds his Series 6 and 65 registrations.

Christina joined the Pensionmark, now WIA, team in 2018 and now serves as Manager of Business Development. She works to connect our team of advisors with Plan Sponsors in need of unbiased retirement plan consulting, financial wellness services, fee benchmarking and other industry resources.

Christina graduated from the University of California, Santa Barbara with a B.A. in Economics and Undergraduate Certificate in Technology Management.

Maren joined the Pensionmark, now WIA, team in 2018 and serves as a Senior Investment Analyst for the Investment Team. She assists with fund research & due diligence, quarterly reporting for advisors and analyzing retirement plan fund line-ups.

Maren graduated from the University of Iowa with a B.A. in Communication Studies. She holds her Series 65 registration, the Accredited Investment Fiduciary (AIF®) designation, and is a CFA® charterholder.

Mark is a seasoned financial professional with over 25 years of diverse industry experience. In the last decade he has served employers through various roles including: OSJ Manger, Chief Compliance Officer, Senior Risk Officer, Investment Consultant, Director of Research, Investment Analyst, and Chairman of Investment and Risk Committees. He has a well-rounded background and understands perspectives from both the sales field force and back office operations.

Mark holds the Series 7, 24, 66, and 51 Registrations, he is a FINRA Dispute Resolution Arbitrator, and has earned the right to hold the Chartered Financial Analyst (CFA®) designation. Mark obtained his Bachelor of Science degree from Florida State University in 2000.

Evan joined Pensionmark, now WIA, in 2021 as an Investment Analyst. He works with the other members of the Investment Team to perform due dilligence research and provide fund recommendations for WIA's Advisors.

Evan graduated from Westmont College with a B.A. in Economics and Business.