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 and CEO 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 30 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 series 66 licensed, holds a Colorado State Life, Accident and Health Insurance license, and also maintains a designation as a Certified Plan Fiduciary Advisor (CPFA).

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

Nichelle Rizk, Vice President

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 - Director of Operations

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 Expand Financial, including proposal development, contract management, and billing. She is also an integral part of technology development and testing. Jennifer has a B.S. in Human Services from Metropolitan State University of Denver.

To contact Jennifer: jbonsall@expandfinancial.com