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
The FinFit team is an innovative group of technologists, data masters, people-persons and creatives with a collective purpose of developing a holistic financial wellness benefit platform that creates real behavioral change. We want to help employees solve the real-life challenges they face. That’s why we’re here. We love helping people and we love what we do. We’re FinFit.
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.
Chief Operating Officer
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.
Chief Financial Officer
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.
Chief Technology Officer
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).
Chief Marketing & Revenue Officer
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.
Chief Wellness Officer
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.
Senior Vice President of Strategic Partnerships
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.
Chief Compliance Officer
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.
Vice President of Banking & Credit Services
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.
Director of Human Resources
Brooke joined FinFit in early 2013 and focuses on key areas such as Talent Management, Employee Development and Training, Benefits, Payroll and Compensation, Business Strategy, Employee Relations and developing programs to increase employee engagement. Keep Reading »
Brooke is a graduate of Old Dominion University and started her Human Resources Career at Robert Half International as a Staffing Manager in 2002. She worked there for 3 years and recruited, hired, interviewed, and placed administrative workers into office positions for her clients.
Brooke has years of experience in the hospitality field, where she served as both Human Resources Director and Resort Marketing Recruiter for large organizations such as Gold Key Resorts and LTD Limited. Her skills included the development of effective recruiting programs, handling all associate relations and counseling, tracking all worker’s compensation claims and other various HR functions to support the HR Manager.
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.”
Lisa Burdick | Head of Human Resources | Pilgrim’s USA
“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.”
Geoff Gerks | SVP, Chief Human Resources Officer | G4S North America Region
“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.”
FinFit Loans are issued by Celtic Bank, a Utah-Chartered Industrial Bank, Member FDIC. Loans subject to credit approval. Residents of Colorado, Connecticut, Iowa, Vermont, West Virginia, Nevada and Massachusetts are not eligible for loans. Nothing in this advertisement constitutes an offer or solicitation for loan products to residents of those states. Actual time it takes for loan approval dependent upon loan verification set up with your employer.
Funding time dependent upon funding method selected. Expedited funding may incur additional fees.
Student loan services are provided by unaffiliated third parties. FinFit loans issued by Celtic Bank do not include student loans.
Wage Now is fully funded and managed by an affiliate of FinFit. If any fees apply, those fees will be disclosed prior to entering into any agreements. Residents of California, New York, North Dakota, South Dakota, Tennessee and Vermont are not eligible for WageNow. This does not constitute an offer or solicitation for WageNow to residents of those states.
FinFit’s Financial Wellness Program, which includes educational content, a financial assessment and a financial dashboard, are free to registered members. Services offered may incur fees and/or interest. All fees will be disclosed prior to entering into any agreements. Products listed are a representation of FinFit offerings. Actual availability may vary. The products available to you and your organization will appear on your FinFit membership dashboard. Actual loan amounts and rates offered vary based on lender, credit worthiness and other factors.