Laurie Rowley

Co-Founder & President

Laurie Rowley is a social entrepreneur dedicated to building companies that improve financial security. She is Co-Founder and President of Icon, the country’s first universal retirement plan. She also is the founder of several successful companies including NARPP and N-Labs, where she still holds board positions. She has a background in behavioral finance and research having helped launch the Behavioral Finance Forum. She is widely regarded as an expert in financial decision making, human-centered design and strategy.

Bill Cahan

Co-Founder & President

Prior to starting Icon, Bill was President and Founder of one of the most successful strategic design and branding firms in the country, having received more than 2,800 awards nationally and internationally for his work. Bill specializes in transforming difficult and complex concepts into simple, understandable and engaging design. Bill has been featured on CNN and CNBC, is the subject of a book released by Princeton Architectural Press entitled “I am almost always hungry”, has lectured extensively throughout the world and is in the permanent collections of the Cooper Hewitt National Design Museum, The Chicago Athenaeum Museum of architecture and design, The Library of Congress, the SF MOMA and others.

Warren Cormier

Chief Behavioral Officer

Mr. Cormier has more than twenty five years of quantitative and qualitative experience in financial services and consumer financial decision-making. He is the Co-Founder of Rand’s Behavioral Finance Forum, and is regarded as an expert in the field of behavioral finance and retirement savings.

Alex Rowley

Chief Operating Officer

Alex specializes in building strategic solutions for technical challenges. His background is in global financial services, qualitative and qualitative research, macro trends, and systems integration.

Katherine Norwood

Design and Technology Strategist

Katherine is a design and technology strategist with background in qualitative research, product, service and ecosystem design, brand identity and positioning. Her approach is informed by systems thinking, cultural anthropology, and an appreciation for storytelling across channels.

Katherine specializes in design research, ethnography, digital and contextual anthropology, product and service design, strategic planning and positioning, message development, content strategy, naming and brand identity, copywriting.

Rich Binell

Communications and Strategy

Rich is not just a communications expert; he is a visionary and strategist. He has the ability to transform complicated topics into simple, friendly and intelligent concepts. He was the head writer for Apple for eight years and has worked on a variety of groundbreaking projects over his career.

Kurt Noble

Web Designer and Developer

Kurt is a multi-award winning interactive designer and developer with over 18 years of experience overseeing the branding, user-experience design, and technical production of websites and applications. He has overseen the design and deployment of projects for Sprint, HP, Adobe, Hilton, Pepsi, Levi’s, Warner Brothers, Virgin Records, Bacardi, Yahoo!, Union Bank and was recently named one of the top 10 digital designers in San Francisco by The Next Web Magazine.

Korri Roach


Korri is a communications expert known for developing content strategies that resonate with a wide-range of audiences. Her work is informed by her background in cross cultural communications and academic research.

Todd Richards

Senior Designer

Todd has over 25 years of experience in branding, identity, website and packaging design. His work has been recognized nationally and internationally by the AIGA, The One Show, British Design and Art Direction (D&AD), Graphis, American Center for Design, AR 100, Communication Arts, ID Design and numerous other publications

Daniel Box

Designer & Creative Director

Daniel Box is a digital designer and creative director with a passion for work that is beautiful, functional, and delightful. Over the last 18 years he has created award-winning experiences for top brands including Dolby, HP, Adobe, HBO, Star Wars, and Virgin Records.

Clare Rhinelander


Clare is an expert in production design and production management. She has experience with collateral, packaging, corporate identity systems, website assets, client and vendor management and press checking skills.

Udo Frank

Financial Services Board Member/Trustee

Udo Frank is an innovative and highly successful Global Asset Management Business Leader highly valued for his ability to analyze investment processes, outperform investment indices, and create, manage, and lead well-functioning teams to deliver ambitious business goals. Udo was the Global Chief Executive Officer at Allianz Global Investors from 2001-20011 and Executive Committee Member with Allianz Global Investors until 2014.

Lindsay Owens

Retirement and Economic Policy Advisor

Lindsay A. Owens, Ph.D., is the 2014-2015 American Sociological Association Congressional Fellow. She received her Ph.D. in sociology from Stanford University where she was a National Poverty Fellow at the Center on Poverty and Inequality and National Science Foundation Graduate Research Fellow. She is a frequent author of opinion pieces and editorials, coeditor of a chartbook of 100 facts and figures on inequality (Inequality in the US: Understanding Inequality with Data), and a contributing author to the 2011 book, The Great Recession. Her research has appeared in some of the leading social science journals including Social Forces, Public Opinion Quarterly, and The Annals of the American Academy of Political and Social Science. Her research interests are in inequality, economic sociology, housing, debt, consumption, and political attitudes.

Polly Scott

Communication & Deferred Compensation Plan Manager

Polly Scott is the Communication & Deferred Compensation Plan Manager for the Wyoming Retirement system, and an Executive Board Member of the National Association of Government Defined Contribution Administrators (NAGDCA) until 2017. Polly provides leadership and vision for the Wyoming Retirement System’s 457 Plan and communication initiatives with expertise in retirement plan design, fiduciary oversight, and retirement policy initiatives.

Dr. September Williams

Bioethicist, Writer, Filmmaker

Dr. September Williams trained at Creighton University School of Medicine and Cook County Hospital’s internal medicine residency. Some of her fellowships include: Lowell T. Coggeshall Fellow at the University of Chicago MacLean Center for Clinical Medical Ethics and a HERSA Clinical Fellow in Geriatric Medicine at the University of California, San Francisco.

Dr. Williams studied screenwriting and directing in the MFA programs at Columbia College Chicago, and Boston University. She has shared her expertise with the CDC, The National Center for Bioethics in Research and Health Care at Tuskegee University, and The Robert Wood Johnson Foundation.

Ian Kopelman

Attorney and Partner, DLA Piper

Ian Kopelman is an attorney and Partner in the law firm DLA Piper where he chairs the firm’s U.S. Employee Benefits and Executive Compensation Group. He is also responsible for benefit plan aspects of mergers, acquisitions and divestitures, the establishment of processes to ensure compliance with fiduciary responsibilities and employee communications. He regularly counsels insurance and other financial service providers on product development. He is Chair of the Board of Trustees of his Firm’s over $1 billion retirement plans.

Mr. Kopelman is a frequent speaker and author on employee benefit topics, and has testified before the Department of Labor ERISA Advisory Council. He is listed in Who’s Who in America and Who’s Who in American Law, and has been named an Illinois Leading Lawyer by the Leading Lawyers Network and an Illinois Super Lawyer by Law & Politics and Chicago magazines. He has also been included in the annual editions of Best Lawyers in America for Employee Benefits Law since 2007.

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