Greenbook Financial Services

Robert S. Holcomb is the Chief Executive Officer of Greenbook Financial Services, Inc., setting the firm’s strategic direction and management priorities. Prior to becoming CEO, Mr. Holcomb founded DataStream, a software development firm that created proprietary applications for the financial services industry. DataStream was acquired in early 2000 by Thomson Financial, a division of the Thomson Corporation (NYSE: TOC). Post-acquisition, Mr. Holcomb served as Chief Operating Officer for Thomson’s Wealth Management division, overseeing several large contract “wins” for the design of next generation in wealth management technology. Mr. Holcomb has also served as a lead consultant to prominent investment banks such as Goldman Sachs, Merrill Lynch and JP Morgan on many of the largest IPOs in Wall Street history.

Rick A. Jaye is Greenbook’s Chief Financial Strategist, providing management support and financial planning oversight to the company’s Advisor community. His duties also include integrating existing programs into the Greenbook portfolio of solutions and developing new services and strategies for Greenbook clients. Before joining Greenbook, Mr. Jaye spent 23 years providing financial services to high-net-worth business owners and health professionals through his affiliation with several national planning and investment advisory organizations. Mr. Jaye serves on the Board of Directors of Doctors Bank, LLC, a bank holding company in Manhattan Beach, CA. He is a registered investment advisor representative and holds a life, health, and variable insurance license. Mr. Jaye earned an economics degree from the University of California, San Diego.

Silas I. Harrington serves as Greenbook’s General Counsel, working closely with Greenbook’s Pension Services division to oversee compliance for advanced pension plan design. Mr. Harrington previously worked for the Washington State Bar. He later joined the Seattle law firm of Preston, Gates, and Ellis, where he was involved in high-profile cases, including Microsoft’s antitrust defense. Mr. Harrington obtained his undergraduate history degree and his law degree from the University of Washington, and returned to the University of Washington School of Law to attend the Graduate Tax Program, with areas of practice concentration including qualified and non-qualified deferred compensation plans and advanced wealth transfer. In addition to his duties as head of Greenbook’s in-house legal team, Mr. Harrington provides seminars to various groups around the country on the benefits of qualified retirement plans for business owners and their employees. *Licensed in CA & WA.

Active in both the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA), Robert G. Thurlow serves as President of Greenbook’s Pension Services division. Mr. Thurlow was recently honored with a Lifetime Achievement Award from NIPA, and is a published author and speaker at national conferences. Mr. Thurlow has more than 27 years of executive experience in specialty employee benefits. He has been responsible for the design, installation and administration of thousands of qualified pension and profit sharing plans. Mr. Thurlow earned a BA from the University of California at Berkeley and a JD from McGeorge School of Law, University of the Pacific.

Michael A. Nichols serves as Vice President of Marketing for Greenbook Financial Services, Inc. overseeing the company’s integrated marketing strategy. In this position, Mr. Nichols is responsible for Greenbook’s brand identity, lead generation efforts and events, working from the company’s Scottsdale, Ariz. office. Mr. Nichols began his career in business media, holding a variety of editorial and publishing roles over a nine-year career at VPI, a Phoenix, Ariz.-based publisher of niche trade magazines. He later served as Director of Technology Marketing at IKON Office Solutions, responsible for all technology and product marketing deliverables, as well as the company’s various websites and Research and Development labs. Prior to joining Greenbook, Mr. Nichols was Director of Product Marketing for Electronics for Imaging, a Foster City, Calif.-based software company. Mr. Nichols earned a BA degree from Kansas State University.