Ryan has 18 years of experience creating software for various industries. He has co-founded, developed, and sold two successful software and business service companies (both of which were prominent in their markets). He has extensive experience in developing systems for benefits management and administration, health care provider billing, order processing and inventory management, and manufacturing requirements planning. Ryan has also successfully managed both in-house and outsourced development teams focused on delivering enterprise applications.

Ryan has held positions with Brookline Employer Services & Technologies (BEST), SYLINQ Corporation, and Ceridian.

Ryan earned a Bachelor of Science in Electrical Engineering at the University of Utah.

Richard, who was part of the team that founded PlanSource, serves as the company's Chief Product Strategy Officer. Richard brings a proven understanding of the needs of employers of all sizes for efficient, self-service benefits administration.

Richard began his career in employee benefits administration in 1992 with one of the first employee benefit service bureaus, Health Benefits America (HBA). HBA offered employee benefits administration outsourcing to very large, mostly Fortune 100, clients.

In 1999, Richard co-founded his own company, Brookline Employer Services & Technologies (BEST), where he began developing a rules-driven, web-based system for self-service benefits administration. BEST soon merged with SYLINQ, which focused on employer groups with 1,000 to 30,000 employees. SYLINQ was purchased by Ceridian in 2002 when Richard became a part of the Ceridian team.

Richard earned a Bachelor of Computer Science and Mathematics degree at Weber State University.

Jim is a seasoned IT professional with more than 30 years experience creating enterprise management systems for some of the country's largest corporations. An accomplished system architect, his vision and expertise in large-scale system integration and data management helped him found a successful consultancy.

Offering a rare blend of technical and business skills, Jim has achieved notable success and is recognized for his ability to meet technology and business objectives from even the most demanding projects.

Jim has held positions with American Express, Ceridian, COSTCO, Hughes, Intel, Northrop Grumman, and Williams International. He also founded a company called Priority Service.

Jim earned a Bachelor of Science in Mechanical Engineering at Weber State University.

Carrie has an extensive background in human resources operations and a wealth of experience in the service industry. Serving as Senior Vice President of Operations, Carrie's executive responsibilities include transition, delivery, client satisfaction, and the achievement of all our company's standards for quality and excellence.

Carrie has worked for PlanSource's parent company, CoAdvantage, for more than 10 years in positions of increasing responsibility, including Senior Vice President of Operations for both CoAdvantage and ZeroChaos, where her responsibilities included Fortune 500 accounts, such as IBM, American Express, GlaxoSmithKline, and EDS. During her tenure with ZeroChaos, Carrie implemented a unique team-based service approach that achieved exceptional member satisfaction. She also served as Vice President of Operations for CoAdvantage, where she contributed greatly to the growth and quality of service delivery.

In addition to her experience with the CoAdvantage family of companies, Carrie served as Quality Director of staffing company Transworld, where she introduced ISO 9000. She also developed and implemented national account programs, including the creation and development of service delivery models for strategic staffing locations.

Carrie graduated Magna Cum Laude with a Bachelor's in Personnel Administration and Economics from Wichita State University.

Steve has worked in the benefits business for over 25 years. He founded Instant Benefits Network (IBN) in 2000 and created benefit communication and enrollment tools for the smaller group market. In 2004, his company launched the first online tool for collecting medical underwriting information on small groups and transferring this data to carriers' for rating. IBN also specialized in building custom administrative platforms for insurance carriers. When PlanSource acquired IBN in 2008, Steve became Executive Vice President of Sales.

Prior to founding IBN, Steve was employed by The Guardian and served in a number of roles. His milestones included the appointment to Guardian's youngest Regional Manager and youngest Divisional Sales Director. He was also chosen to lead The Guardian's Reengineering team and reduced annual expenses by over $28 million. Steve's team at The Guardian also overhauled the company's voluntary product division, which lead to a dramatic increase in sales.

Steve earned a Bachelor of Science degree from Bucknell University.