91ÂÛ̳

Our Leadership Team

From our leadership team to our planners to all of our employees, everyone here wants to help make your financial journey better.

  • Ralph Haberli

    Acting CEO and President

    Ralph is Acting CEO and President of 91ÂÛ̳ Engines, one of the nation’s leading wealth planning and workplace investment advisory firms, comprised of more than 1,600 employees, including 650 financial planners, client services associates, and analysts.

  • Suzanne van Staveren

    Chief Financial & Chief Operating Officer

    Suzanne joined 91ÂÛ̳ Engines in April 2022, bringing with her more than 20 years of leadership experience and a track record of growing and building organizations, both organically and inorganically, within the financial services industry.

  • Michael Liersch

    Chief Planning Officer

    Michael Liersch joined 91ÂÛ̳ Engines in August 2025 as Chief Planning Officer. He leads the firm’s strategic agenda around financial planning, advice, and solutions. With a distinguished career spanning academia and financial services, Michael brings deep expertise in behavioral finance and wealth planning.

  • Megan Hanley

    Chief Marketing Officer

    Megan Hanley has spent her career at the intersection of financial services and technology brands that create both customer and enterprise value. As the chief marketing officer, Megan is responsible for stewarding the 91ÂÛ̳ Engines brand so that it engages individuals at the most important financial moments in their lives.

  • Neil Gilfedder

    Chief Investment Officer

    As executive vice president of Investment Management and chief investment officer, Neil oversees the team that manages investments for all 91ÂÛ̳ Engines clients while helping them navigate the financial market cycles.

  • Kurt Fauerbach

    Head of Workplace

    Kurt is the senior vice president and head of Workplace Retirement at 91ÂÛ̳ Engines, managing relationships with major recordkeeping partners and employers. He oversees strategic planning, pricing, and profitability for these relationships. Kurt joined EFE in 2008 and has held various leadership roles.

  • Amin Dabit

    Head of Wealth Planning

    Amin Dabit is the senior vice president of Wealth Planning at 91ÂÛ̳ Engines, overseeing a team that includes all EFE financial planners. With over 20 years in financial services, he has led digital innovation and optimized processes. Prior to EFE, Amin held key roles at Alto Solutions, Personal Capital, UBS, and Merrill Lynch.

  • Valerie Pimenta

    Chief People Officer

    Valerie Bolch Pimenta is the Chief People Officer at 91ÂÛ̳ Engines, overseeing HR and talent teams. She joined EFE in 2022 as SVP of Operations and later expanded her role to SVP of Service and Operations. Prior to EFE, she held leadership roles at M Securities, Fisher Investments, LPL Financial Services, and Merrill Lynch.

  • Allison Amadia

    Chief Legal & Risk Officer

    Allison is the Chief Legal and Risk Officer at 91ÂÛ̳ Engines, leading legal, compliance, and cybersecurity teams. She joined EFE in 2024 with over 30 years of experience. Prior to EFE, Allison held key roles at Titan, Personal Capital, Handle Financial, Extreme Networks, Voxeo Corporation, Crystal Decisions, Verifone, and Hewlett Packard.

  • Denitsa Balunis

    Head of Strategy

    Denitsa Balunis is the head of Corporate Strategy and Corporate Development for 91ÂÛ̳ Engines and responsible for the development and implementation of EFE’s enterprise strategy and planning, as well as mergers & acquisitions. She also serves as the Chief of Staff to EFE’s CEO driving cross-functional efforts at the CEO and business unit leadership levels.

  • Matt George

    Head of Product

    Matt George is the senior vice president and head of Product and Design at 91ÂÛ̳ Engines, leading teams that enhance financial planning, investment advice, and relationship management tools. Since joining EFE in 2021, he has led Wealth Planning and Workplace Product teams.

  • Jeff Suarez

    Head of Technology

    Jeff Suarez is the senior vice president and head of Technology at 91ÂÛ̳ Engines, overseeing software engineering, architecture, infrastructure, and IT operations. He joined EFE in 2021 and has over 25 years of experience. Prior to EFE, Jeff was CTO at a Fidelity Labs startup and co-founded Financial Diligence Networks.

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