Envoy Financial Employee Directory

Financial ServicesColorado, United States11-50 Employees

With over 20 years of retirement plan design experience and recognized expertise in the 403(b)/401(k) marketplace, we partner with Plan Sponsors to implement high-impact retirement plans that engage, educate and equip participants for a lifetime of service. 

When we define “retirement” as the development of a Future Funded Ministry Plan, we separate ourselves from those who only see it as preparation for a time of inward focus and personal pleasure. Retirement is “not only a reward for past service, but also a stepping stone to future ministry.”  This is certainly a key distinguishing characteristic of Envoy Financial.

Our Envoy Choice plans enable you to choose confidently, invest boldly, and manage easily. Our expertise includes: total universe of funds, faith-based investments, Third Party Administration and Recordkeeping, service capacity and advanced online tools. We provide cost-effective retirement plans that deliver high-impact results.

The corporate entities providing these services include: Envoy Financial, Inc., Envoy Advisory, Inc., Envoy TPA and Recordkeeping, Inc.

* Envoy does not approve or endorse any third-party communications posted on this site.

Find Envoy Financial employees' phone numbers or email addresses

Envoy Financial Global Highlights

Location
Employees

North America
38

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  • United States Of America
    38

Europe
1

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  • France
    1

Envoy Financial's Leadership

  • Stylized image of a person
    B. B.
    Ceo
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    C. T. N.
    Chief Executive Officer
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    T. L.
    Vp Of Retirement Plan Services
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    E. C.
    President/Ceo-Business Consultant/Advisor
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    E. I.
    Director Of Administration & Hr
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    D. M.
    Director Of Third Party Administration
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    S. P.
    Lifestage Director
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    O. K.
    Financial Controller
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Envoy Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Human Resources
  • Legal
  • Other

Contact profiles from Envoy Financial

Name
Title
Contact Info
Location
Last Update
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    T. B.
    Advisory + Ira Product Manager
    Phone icon
    United StatesColorado
    Aug 20, 2025
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    T. I.
    Retirement Plan Conversion Manager
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    United StatesColorado
    Feb 12, 2026
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    V. T.
    Client Service Manager
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    United StatesColorado
    Feb 12, 2026
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    J. H.
    Financial Advisor
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    United StatesColorado
    Oct 26, 2025
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    A. K.
    Executive Assistant
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    Oct 21, 2024
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    K. A.
    Administrative Assistant
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    United StatesColorado
    Oct 17, 2024
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    M. A.
    Data Entry Clerk
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    United StatesArizona
    Oct 18, 2024
  • Stylized image of a person
    L. B.
    Recordkeeping And Client Services Analyst
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    United StatesColorado
    Oct 26, 2025

Frequently Asked Questions

What is Envoy Financial known for?

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Envoy Financial was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 5333 North Union Boulevard Colorado Springs, Colorado 80918 United States; you can contact the main corporate office by phone at . Explore Envoy Financial's company overview page for more information.

What is Envoy Financial's most common email format?

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Envoy Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Envoy Financial email formats with LeadIQ.

How many employees does Envoy Financial have currently?

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Envoy Financial has approximately 34 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Envoy Financial's key employees and leadership?

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As of February 2026, Envoy Financial's key employees include:

  • Ceo: B. B.
  • Chief Executive Officer: C. T. N.
  • Vp Of Retirement Plan Services: T. L.
  • President/Ceo-Business Consultant/Advisor: E. C.
  • Director Of Administration & Hr: E. I.

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