Vestwell
Lisa Yelton currently serves as the Content Marketing Manager at Vestwell since June 2023. Prior to this role, Lisa held multiple positions at Zogo from June 2019 to June 2023, including VP of Content & Education and Manager of Content. Lisa gained earlier experience as a Business Operations Intern at the University of North Carolina at Chapel Hill in mid-2019. Academically, Lisa earned a Bachelor’s degree in Economics and Hispanic Linguistics from the University of North Carolina at Chapel Hill, complemented by studies at Universidad de Sevilla in 2018.
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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.