Expand Financial, LLC provides the Financial Services industry with innovative technology solutions to non-technology problems. Expand’s Team has collectively over one hundred years of experience in serving the Financial Industry.

Board of Directors/President/CTO

Greg Bakke is a co-founder, CTO and the Managing Partner of Expand Financial, LLC. Prior to co-founding Expand Financial, Greg spent more than 12 years in senior management positions as Chief Technology and Chief Information Officers at First Trust Corporation, FiServ and Trust Company of America (TCA). Greg's background includes over 20 years of experience in finance and technology.

Greg is a financial adviser who focuses his practice in the pension plan arena - including both Defined Contribution and Defined Benefit plan advisory services. After having spent a number of years building and managing "back office" technology infrastructures to support the financial advisory and administration businesses of his employers, Greg struck out on his own in 2009.

Greg received his Bachelor of Science degree with a focus in Business Administration (finance/accounting) from the University of Colorado at Boulder, as well as a Masters of Science degree in Computer Information Systems from the University of Denver. Greg is FINRA Series 7 and 66 licensed, holds a Colorado State Life, Accident and Health Insurance license, and also maintains a certificate as a Global Fiduciary Strategist (GFS).

Greg lives in Denver and has two children. He enjoys spending time with his family, sports, and running.

To contact Greg: gbakke@expandfinancial.com or (720) 387-8158

Nichelle Rizk, Vice President Marketing and Distribution

Nichelle Rizk is Vice President of Expand Financial, LLC and has over 27 years of experience in the bank and trust fields, with an emphasis on retirement services management and business development. She has held management positions at Wachovia National Bank and Trust, and High Point Bank and Trust where she served as the Manager of Retirement Services and Sales. Nichelle is a graduate of High Point University and has obtained the Certified Retirement Services Professional (CRSP) designation from the American Banking Association, and AIF©.

To contact Nichelle: nrizk@expandfinancial.com or (336) 608-8736

Jennifer Bonsall - Operations Manager

Jennifer joined Expand Financial in 2010. She is integral in performing the daily operations of the business. Additionally, she manages the business processing and procedures for eFiduciary Adviser, including proposal development, contract management, and billing. She is also an integral part of technology development and testing required by Expand Revenue Management, LLC. Jennifer has a B.S. in Human Services from Metropolitan State University of Denver and is pursuing a counseling career. She enjoys watching movies, painting, and gardening.

To contact Jennifer: jbonsall@expandfinancial.com

Vincent Della Rocca -Board of Directors

In 2012, Vincent Della Rocca invested in Expand. Prior to investing in Expand, Vincent was the Director of Finance for over three years at ASPire Financial Services, LLC in Tampa – an open architecture record-keeper in the retirement services space. Mr. Della Rocca was also an investor in ASPire while still in its early stages.

Prior to his experience with ASPire, Vincent held various investment banking positions focused on the insurance sector during his tenure with Morgan Stanley in New York, UBS in Chicago as well as at Allstate in its M&A department in Northbrook, IL. While in Tampa, Vincent was an investment banking generalist at SunTrust Robinson Humphrey and a commercial banker at SunTrust Bank. In 2008, Vincent co-founded Prepared Insurance, a FL-only homeowners insurance company based in Tampa. Vincent also spent three years focused on commercial real estate development with Atlantic American Realty Group with a focus on the acquisition and conversion of multifamily properties to condominium units in Florida.

Vincent Della Rocca has a B.A. in Economics from Cornell University. He lives in Tampa, Florida with his wife and three boys.

Doug Bakke - Board of Directors

Doug Bakke has been on the Board of Directors for Expand Financial, LLC since 2010. For 26 years, Doug has specialized in tenant representation and the leasing and sale of office properties in Denver. In the last 5 years, Doug has been involved in more than 1,200 lease and sale transactions totaling more than 16 million square feet and resulting in over $1.7 billion in total consideration. This volume of business specific to the Downtown Denver, Northwest Corridor, Boulder and Longmont areas, has provided clients invaluable insight and perspective on current dynamics in order to help facilitate prudent long term real estate decisions.

Doug achieved the distinction of becoming an Executive Vice President at CBRE in 2009, and is a team leader for CBRE’s national Critical Environments Group, which specializes in technology and telecommunications and the specialized spaces that go along with those complex requirements. Doug has represented numerous users with both office and technology requirements such as Level 3 Communications, US Oncology, Local Insight Media, New Global Telecom, JP Morgan Chase, Pulte Mortgage, Polycom, Inflow, Cambium, Amgen, Wild Oats, Northrop Grumman, Teletech, Wachovia and Adams County School District.

Doug graduated in 1986 from the University of Colorado with a B.S. in Business. He lives in Denver with his wife and three children. Doug enjoys running, golf, skiing, and spending time with his family.

Matthew D. Hickey - Board of Directors

Matt has been on the Board of Directors for Expand Financial, LLC since 2010. Matt graduated from the University of Denver in 1984 with a BSBA in Finance and Marketing. While in school, Matt obtained his insurance license and completed an internship with Northwestern Mutual.

In 1986 he started Capital Asset Management to help high net worth individuals and families with wealth management. He focuses on working with other team members to service the high net worth market. He is responsible for the review and selection of the portfolio managers and insurance companies Capital Asset Management utilizes. He is also actively involved in the growth strategies for the company and its employees.

Matt lives in Denver with his wife and three children. He enjoys hunting, fishing, and spending time with his family.