If one word captures what our team is about it’s passion. We’re financial educators, gurus and enthusiasts and we are passionate about changing the world one employee at a time. Meet the team that will lead your quest to financial wellness.
Meet the Team
David Kilby has been President/CEO of FinFit since its founding in 2008. He has grown the company from a single idea into the nation’s largest, most comprehensive Financial Wellness Benefit platform. Chosen as one of the top 100 companies to work for three years in a row (2014-16), FinFit pursues a mission of changing employees lives one employee at a time. Keep Reading »Prior to FinFit, David led a multi-million-dollar financial institution holding company, where he was inspired to find a way to help employees get more financially fit. At KPMG Peat Marwick, Norfolk, Virginia, he worked with a variety of public and private organizations in a variety of industries including automotive, chemical manufacturing, consumer finance, managed health care, retail, real estate and wholesale organizations.
David received his CPA designation in the Commonwealth of Virginia in 1991 and graduated from Old Dominion University. Today he serves as the President of the Ability Center of Virginia, a charity devoted to helping children and adults with disabilities serve productive lives. He is also an active member with the Young Presidents Organization, an active Board Member of Old Dominion University Business School, a member of the American Institute of Certified Public Accountants and Virginia Society of Certified Public Accountants.
Paul Grosch is a seasoned technology executive with over 20 years of experience growing business through software development, infrastructure management, data analytics and customer support. He brings a wealth of experience with strengths in areas such as technology process standardization, measurement and disciplined innovation. Keep Reading »Paul has worked across a broad spectrum of industries including construction, retail, hospitality, financial services and Department of Defense.
Paul joined the FinFit team in Q3 2018. Prior to joining FinFit, Paul served as the Vice President of Information Technology for Gold Key Hotels and Resorts, the largest and most demanding hospitality developer, owner and operator in the Mid-Atlantic. Paul led the technology team through a series of rapid growth, innovation and exit cycles. This included the $168MM sale of Gold Key Resorts in and recent sale of oceanfront Hilton properties valued over $87MM. Paul has also led state of the art development projects within Lockheed Martin and the Department of Defense.
Paul Grosch obtained his Bachelor and Master of Science in Computer Science from Old Dominion University. He holds an MBA from University of Virginia Darden School of Business. He is a Certified Project Management Professional (PMP) and Certified IT Service Management Expert (ITIL).
Nate Herr joined FinFit through the merger with Salary Finance and serves as the Chief Product & Operating Officer focused on the company’s enterprise clients. At Salary Finance, Nate served as the US Managing Director & Chief Operating Officer, responsible for the SF’s US business and the execution of the day-to-day strategy and operations. Nate has been with the company for over 5.5 years and managed Salary Finance’s Operations, Product, Credit Risk & Data, and Legal & Regulatory Compliance functions during that time. Keep Reading »Prior to Salary Finance, Nate spent over 7 years in the private student lending space at Cognitional Financial (formerly First Marblehead) in various roles including product strategy, corporate development, pricing, and capital markets. He also has over 3 years of retirement benefits consulting experience as a Sr. Actuarial Analyst at Willis Towers Watson focused on pension funds. Nate is a CFA Charterholder and holds a BS degree in mathematics and economics from Duke University.
Kristen Stringer came to FinFit in 2010 and has been instrumental in the development of the proprietary FinFit systems and processes. Kristen served as FinFit’s Director of Operations for 7 years before being promoted to Vice President of Banking and Credit Services. She is responsible for managing strategic partners including the Celtic Bank and Ares credit relationships, in addition to establishing new relationships in the sponsor bank market. Keep Reading »Kristen also oversees the underwriting and credit areas and is involved with development of underwriting models and new credit products, expansion of credit offerings, auditing and compliance, and the overall performance of credit products.
Kristen holds a bachelor’s degree in business with a concentration in finance, and is currently pursuing her MBA at Old Dominion University. She began her career at HSBC Bank in the customer service and collections departments and later was responsible for process improvement and project management. She was selected to lead numerous special projects including a foreclosure avoidance project that liquidated over $2 million dollars in less than three months. In her spare time, Kristen enjoys photography and is an avid sports fan.
Pete Ostberg joined FinFit in 2017 after spending 20 years in the payroll industry. Pete is responsible for overseeing all business operations, ensuring FinFit has effective operational procedures in place. He also conducts market research and analyses to strengthen FinFit’s product portfolio by adding new and exciting offerings to help employees become more financially stable. Keep Reading »Pete is focused on growing the number of valued partners and ensuring the successful implementation of FinFit with each one.
Prior to FinFit, Pete worked at Paychex in a variety of roles. He has in-depth knowledge of tax payments, payroll, insurance, operations, business analysis, and product management. During his tenure there, he helped to strategically position new products as they were brought to the market. Pete has a degree in Political Science from SUNY Geneseo and in his spare time, he enjoys spending time with family and traveling.
Michael Woodhead comes to FinFit with over 20 years of sales & marketing leadership experience. Over that time, Michael has demonstrated a proven track record of sustained revenue growth by implementing clear vision backed by process implementation which generates planned, predictable performance. Most recently, Keep Reading »Michael owned his own consulting practice where he worked with a diverse array of clients, including multiple startup SaaS firms, large enterprise clients, non-profits, and municipal governments. One of those clients, FinFit, presented Michael with the opportunity to come on board and do what he does best: stabilize revenue producing teams and build new opportunities for strategic growth.
Sara Revsin joined FinFit through the merger with Salary Finance and serves as Chief Marketing Officer. At Salary Finance, Sara built out the marketing function for the US expansion of the UK-based business, establishing the company as a leader in the financial wellbeing space and overseeing successful launches with enterprise clients. Keep Reading »
Prior to Salary Finance, Sara was Director of Marketing at Sun Life, the multi-national insurance company, after its acquisition of employee benefits technology company Maxwell Health, where Sara was a member of the founding team and its head of marketing. In her time at Maxwell Health, she led the brand to attract 250+ broker partnerships, including over 25% of the top 100 largest agencies in the US within three years. After the Sun Life acquisition, she oversaw and implemented the design of the new combined go-to-market strategy for the company’s voluntary benefits distribution organization.
Charles Lattimer is a seasoned technology entrepreneur and innovator, with 25 years of experience. He founded his first technology start up in graduate school at Virginia Tech back in the 1990s, which was acquired in 2000. He has pioneered technologies and business models in financial technology, payment systems, loyalty programming, funding models, online learning, management and profitability simulations, and most recently financial wellness. Keep Reading »
While on faculty at Virginia Tech, Charles founded and led Cooperative Leadership Institute (VTCLI) through the Provost’s office. VTCLI pioneered online leadership and management education using a SaaS business model. VTCLI also developed data and analytics platforms that enabled organizations to simulate profitability based on qualitative and qualitative metrics for management decisions. During his tenure at VTCLI, he also co-authored one of the top-selling college management textbooks, “Management: A Balanced Approach for the 21st Century,” published by Wiley and Sons (2012), which forged the application of new methodologies in systems thinking and positive psychology to address a more dynamic workforce and opportunities for innovation in the marketplace.
Charles holds lifetime memberships in Phi Beta Kappa and Phi Kappa Phi and is the faculty President Emeritus of Virginia Tech’s Phi Beta Kappa chapter.
Jennifer Creech brings more than 20 years of sales and marketing experience to FinFit. Jennifer is accountable for the overall sales initiatives, client acquisition and strategic relationships. She is also responsible for client retention strategies and the development and management of sales agents. Keep Reading »
Jennifer previously served as VP/Director of Marketing at Bank of Hampton Roads/Hampton Roads Bankshares, Inc. As an officer of the bank, she was responsible for the development and implementation of the bank’s sales and marketing programs and was a member of the Retail Leadership Committee to expand the retail banking division.
Jennifer is currently the President of It’s A Surprise and offers support to various community charities.
Matthew Fahy serves as Chief Financial Officer for FinFit, with responsibility for the overall financial management of the company, including accounting, financial planning and analysis, credit and treasury functions and tax. Keep Reading »
Matt brings extensive financial and operations management experience to FinFit, primarily in the technology industry. Before joining FinFit, Matt served as CFO and Executive Vice President of Global Services for AgilQuest Corporation, a Workplace Management Enterprise SaaS company. Prior to that, he served as CFO for Public Access Technologies, Inc. and QualityClick.com Inc. and oversaw the rapid growth of these Internet companies. Matt was also a Senior Manager for KPMG in the Information, Communications and Entertainment practice serving public and private media, entertainment and technology clients. Matt began his accounting career with Paul Scherer & Company, a boutique CPA firm in New York City serving Advanced Publications and Newhouse Broadcasting Corp., the largest privately held media company in the world.
Matt is a graduate of The Ohio State University with a Bachelor of Science in Business Administration, specializing in Accounting & MIS. Matt received his CPA designation from the state of Ohio in 1993.
Meg McCarthy joined FinFit through the merger with Salary Finance and serves as Chief People Officer. At Salary Finance, Meg built out the people function for the US expansion of the UK-based business. Her current focus is partnering with business stakeholders to promote a positive, inclusive, and evolving culture at FF. She will continue to merge the two teams while rebuilding current policies/procedures and implementing new initiatives. Keep Reading »Prior to Salary Finance, Meg worked in the Life Sciences start-up space with a focus on HR tech & Talent Acquisition. While there, she supported two company acquisitions within two years. She originally began her career in Marketing and holds a bachelor’s degree in Communication from the University of Massachusetts, Amherst.
Bill Hall serves as Compliance Officer for FinFit and is responsible for identifying, assessing, mitigating and monitoring all legal, regulatory, operational and reputational risks for the company. Keep Reading »
Bill brings extensive legal and regulatory compliance experience to FinFit, primarily in the financial services industry. After beginning his legal career as an Associate Attorney with Womble, Carlyle, Sandridge and Rice in Winston-Salem, NC, Bill had a 19-year career in the Law Department at United Guaranty Corporation in Greensboro, NC. At United Guaranty, Bill served as Vice President and Associate General Counsel, as well as International Group General Counsel.
Bill earned a B.A. degree, cum laude, from Davidson College and a J.D. degree, with honors, from the University of North Carolina School of Law. Bill is licensed as an attorney in the state of North Carolina.
Employers offering FinFit’s Financial Wellness program report:
“Our partnership with FinFit is already producing results and empowering our team members to take better control of their financial future. This innovative tool will create opportunities for our team members to set a course for future financial success for themselves and their families.”
“G4S is committed to assessing our benefit offerings on an annual basis to proactively identify gaps and find the best solutions on the market to support our employees. It was important for us as an organization to find the right financial wellness program to help decrease our employees’ stress levels and improve their overall financial wellbeing. FinFit provides a holistic financial wellness offering, and we are excited to support our U.S. employees with this essential benefit.”
“Since implementing FinFit, we have received an extremely positive response from our employees. G4S employees have been asking for assistance with their current financial challenges, as well as educational resources to help them better plan for the future.”
“I wanted to check in and tell you how much we appreciate your FinFit benefit. We have several staff who have dived into your financial learning resources and have told me how much they appreciate it. One example: After staff have been here for two years, they are eligible for a retirement plan. One staff member was lined up to talk with the representative, but before she did that, she was on your website doing all kinds of research/learning. When she met with the financial person, she was so knowledgeable-he was really impressed and I think, a little stumped on some of her questions. It was great!
We also love your Thursday, 2:00pm (CT) trivia. Some of us plan our day around it.
Thank you again and if you have new, updated tools, please let me know.”