One of my favorite times of the year at PlanSource (only partially because we were on the beach in Turks and Caicos).
Coming off our Presidents Club trip, I can’t help but feel incredibly proud of this team. Seeing people who work so hard all take time to celebrate together alongside their spouses and partners is a powerful reminder of why we do this.
The accomplishments across our client support, operations, product, and engineering teams this year were nothing short of amazing. You all continue to raise the bar, and the impact shows up for our customers every day.
And of course—Sales! The hustle, the discipline, the teamwork, the results. Presidents Club exists because of you, and you earned every moment of that trip. A big congratulations to all of our Presidents Club Winners.
2025 was an outstanding year by any measure. But what excites me most is what’s ahead.
Grateful. Proud. Fired up for what’s next. Accelerate to Dominate! Glenn LarsonLeslie DaricekAJ BergeronKim ZimmerMatthew GibbsKathleen AgnewTheresa SalmeriJosh JohnsonBrian SmithKevin FillippsJaime SotoKate RuppertBrian PhilipsAllison MalitoJennifer WearMindy SmithDonald UsherBill WattSydney (DeiMaggi) HammonsJulie EngelmanBriana NicastroKen NovakEddie PintoRandi BentSteve ParkhouseMike MoriniJennifer WisslerAmanda Lund AndersonJessica SeldinTim SturtevantKristin DobsonHeather Raper, CPPTodd StockardJennifer ZadorAna PerezMichael EhlersSarah Smith Mark Walker Devin de la Parte