Vestwell
Aaron Schumm is the founder and CEO of Vestwell, a digital platform that helps simplify retirement planning for employees and employers. Aaron has over 15 years of experience in the financial services industry, including previous roles as an advisory board member for Quovo (acquired by Plaid) and as an investor and advisor for Vestorly (acquired by FMG Suite).
Aaron Schumm studied finance as an undergraduate at the University of Illinois Urbana-Champaign, before going on to complete their MBA at Duke University.
Some direct reports include Patty Kim - SVP, Head of People, Mary Dent - Board Member, and Dave Sheen - Chief Financial Officer.
Vestwell
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Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.