July Business Services Executive and Leadership Team

John Humphrey, the President & Chief Executive Officer at July Business Services, directs the overarching strategic vision for the organization. By prioritizing the development of retirement plan solutions that reduce administrative complexity, the President & Chief Executive Officer ensures that employers and financial advisors receive high-touch support. John Humphrey architects the long-term growth trajectory, focusing on market expansion across the United States. This leadership role involves constant collaboration with the Board to maintain fiduciary standards while integrating advanced technology into core service offerings. By fostering a culture of client-centric innovation, the President & Chief Executive Officer drives the company toward its goal of enhancing participant financial security. Through rigorous oversight of corporate initiatives, the President & Chief Executive Officer maintains the firm's reputation as a trusted partner in the retirement planning market, ensuring that every service aligns with regulatory requirements and client objectives.

Sheri Baker, the Partner, Chief Financial Officer at July Business Services, directs the financial health and fiscal strategy of the organization. By managing capital allocation and financial reporting, the Partner, Chief Financial Officer ensures that the company maintains the resources necessary to support its retirement plan administration services. Sheri Baker oversees the financial planning and analysis functions, providing the data-driven insights required for long-term business sustainability. This role involves close partnership with the executive team to evaluate investment opportunities and operational costs, ensuring that the firm's growth remains aligned with its core mission of providing secure financial solutions. By maintaining rigorous financial controls, the Partner, Chief Financial Officer supports the company's commitment to fiduciary excellence. Baker drives the fiscal discipline required to navigate the complexities of the retirement market, ensuring that the firm remains a stable and reliable partner for all clients.

Blake Willis, the Chief Operating Officer at July Business Services, manages the daily execution of retirement plan administration and client service delivery. By streamlining internal processes, the Chief Operating Officer ensures that plan design and fiduciary support remain consistent and high-quality for all stakeholders. Blake Willis oversees the operational teams responsible for maintaining compliance and participant satisfaction, driving efficiency across the entire service lifecycle. This leadership position involves coordinating with other C-suite members to translate strategic goals into actionable, day-to-day workflows. By focusing on the practical application of service standards, the Chief Operating Officer enhances the overall client experience, making retirement planning more accessible for employers. Willis maintains a sharp focus on operational excellence, ensuring that the firm's high-touch service model remains sustainable while the company scales its reach and impact within the retirement planning industry.

John Steinmeyer, the Chief Technology Officer at July Business Services, architects the digital infrastructure necessary for seamless retirement plan administration. By implementing robust payroll integration systems, the Chief Technology Officer enables employers to manage complex plan data with increased efficiency. John Steinmeyer oversees the development of proprietary platforms that simplify the participant experience, ensuring that technology remains a core differentiator in the competitive financial services landscape. This role requires constant alignment with the executive team to ensure that digital tools meet evolving regulatory standards and security protocols. By optimizing internal workflows through automation, the Chief Technology Officer reduces operational friction for plan sponsors. Steinmeyer drives the technical roadmap, focusing on scalable solutions that support the company's mission of providing accessible, high-touch retirement planning resources to a diverse client base across the national market.