About usMeet the team behind WealthPlus.

Dedicated professionals committed to equipping you with the expertise and insights needed to shape your future.

United by a passion for innovation, our team at WealthPlus is driven every day to transform wealth management and empower our clients to reach their full financial potential.

Driven by innovation
Our team is passionate about creating smarter, more user-friendly technology that optimizes wealth management and empowers individuals to shape their financial futures.
Committed to meaningful solutions
We work at WealthPlus because we create solutions that truly serve individuals and families—designed to be flexible, transparent, and make a real difference in their financial future.
Inspired to set new standards
We're redefining wealth management by delivering a platform that's not just better, but truly transformative. As a trusted back office partner to the TPA community, we go beyond a one-size-fits-all approach, crafting customized solutions that elevate the experience for plan sponsors, advisors, and participants. Through collaboration, we set new industry standards, ensuring high-impact results for every client.
Our platform

The brains behind WealthPlus: our seasoned experts

Our executive team excels in product, consumer insights, financial services, and sales, driving innovation.

Justin Bales - Chief Executive OfficerJustin Bales

Chief Executive Officer

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Mike Gottfried - Head of Operations Mike Gottfried

Head of Operations

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Meg Bauer - Director of FinanceMeg Bauer

Director of Finance

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Jon Williams - Head of ProductJon Williams

Head of Product

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Lee Tenney - Head of SalesLee Tenney

Head of Sales

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Zach von Felten - Head of TechnologyZach von Felten

Head of Technology

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Mihaela Enachescu - Senior Engineering DirectorMihaela Enachescu

Senior Engineering Director

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Jessie Marino - Head of ImplementationsJessie Marino

Head of Implementations

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