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With more than 27 years of experience in the investment industry, Eric has developed and integrated a number of innovative investment platforms for the Health Savings Account (HSA) market. Eric along with the Devenir team has created partnerships with the largest banks and administrators in the country to establish their HSA strategy including the integration of the investment platforms. In addition, Eric Co-Authors the Devenir HSA Marketplace Research Report that is published semi-annually and has become the industry standard for HSA marketplace research. Prior to co-founding Devenir, Eric served as an Associate Vice President and Investment Officer with RBC Dain Rauscher. During his 10 years with RBC Dain Rauscher, Eric developed and managed investments for individuals and institutions. In 2007 Eric was named among Institutional Investor 20 rising stars of retirement plan advisors for his work in the HSA market. Eric represents Devenir as a long standing member of the American Bankers Association’s HSA Council. He holds a Bachelor of Arts degree in Economics from the University of Minnesota.

With more than 30 years industry experience, Lori specializes in serving the investment needs of corporations, executive management teams, financial institutions and corporations of all sizes, by creating innovative and customized investment solutions. Focused on the Healthcare Banking marketplace, Lori helps organizations implement quality investment solutions into their existing HSA, VEBA Trust and other custodial programs. She has frequently been asked to speak on HSA and VEBA plan design to corporations, banks and credit unions. Prior to joining Devenir, she was a product manager in the RBC Capital Markets Corporate Services Group, where she helped develop liquidation and asset management strategies for corporate executives and individuals. Prior to working at RBC Capital Markets, Lori spent a number of years with RBC Dain Rauscher in retail sales and marketing. She joined RBC Dain Rauscher from Piper Jaffray where she was involved in retail administration and operational management, sales and marketing. Lori holds a degree certificate in marketing, merchandising and management from Red Wing Technical Institute. She has been a board member of LDA of Minnesota, a fundraiser for the Greater Twin Cities United Way and team leader for the Metro Paint-a-thon.

Jon joined Devenir with a primary focus on the HSA and broader CDH markets. He has been instrumental in the development of Devenir’s HSA research, establishing innovative market perspectives while helping create a statistical baseline for the HSA industry. In addition to his technology and research roles, Jon is a key member of Devenir’s operations and product teams. He was recognized as an Industry Innovator by The Institute for HealthCare Consumerism in 2012. He is a graduate of the University of Minnesota and holds both Series 7 & Series 66 securities licenses.

Geanet joined Devenir in 2014 with a primary focus on managing the HSA Operations and Recordkeeping departments. She is a key component to the daily operations, focusing on efficient and accurate processing of transactions for multiple HSA providers on a daily basis. Prior to joining Devenir, Geanet worked with a Devenir strategic partner processing much of Devenir’s ongoing HSA business for over 14 years. Prior to working with HSAs, she held several roles with Bank recordkeeping departments, primarily focused on 401(k) plans. In addition, Geanet is an important member of Devenir’s management team helping to shape and implement the company’s strategic vision.