Wealth Management Systems: Your Complete Rollover Solution

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WMSI is organized around a central management team responsible for setting the strategic direction of the company. Each Management Team member has a specific area of expertise and is responsible for carrying out defined initiatives relative to a specific discipline.

John J. Geli
Chief Executive Officer
Mr. Geli oversees all management, business and financial development initiatives within the company. Additionally, Mr. Geli is responsible for Sales efforts including managing prospects and defining product and client promotions.
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Thomas A. Loch
President and Chairman of the Board
Mr. Loch is responsible for new technology development and product expansion strategies in response to changing market trends and the needs of key clients and prospects including: recordkeepers/TPAs, retirement plan providers and IRA providers. Mr. Loch also assists in client selling and implementation scenarios.
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BJ Ralston
Senior Vice President and Chief Administrative Officer
Ms. Ralston is WMSI’s Senior Vice President and Chief Administrative Officer. Ms. Ralston oversees all legal and compliance aspects of the company’s activities including contract development and negotiations. Ms. Ralston also oversees all activities of WMSI Securities LLC, a registered broker/dealer, member of the Financial Industry Regulatory Authority (FINRA), and wholly owned subsidiary of Wealth Management Systems Inc.
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Wilker Shane Bruce, Ph.D.
Chief Technical Officer
Dr. Bruce is a distinguished technology professional with over 23 years experience designing and developing computer software products and systems. He is the chief architect and designer of the Rollover Solution Network.
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Jacqueline F. Rynn
Vice President - Marketing
Ms. Rynn is responsible for the coordination and development of all marketing efforts including the execution of both plan sponsor and participant communications strategies. These responsibilities include client sales and servicing in support of the Rollover Solutions Network.
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WMSI Management Team

At Wealth Management Systems, we've put our 100+ years of combined retirement services experience to work for you.