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Savology Leadership Team

Savology is a venture-backed startup that is on a mission to improve the financial well-being of millions of American households by making financial planning more accessible, actionable, and effective than ever before. In just 5 minutes, users can get a free financial plan, holistic report card, and personalized action items. Savology, based in the Silicon Slopes of Utah, was founded by serial entrepreneur Spencer Barclay in early 2019.

Savology leadership team - Spencer - CEO

Spencer Barclay, Founder & CEO

Spencer is a serial entrepreneur that has built and helped build startup ventures covering other areas of personal finance and financial services, such as credit, estate planning, investing, financial wellness, and retirement planning. Most recently, he was COO at BenefitGuard, a venture-backed 401(k) provider for small businesses, where he helped develop and sell the company in a multi-million dollar deal to HealthEquity.

Spencer earned his MBA from Westminster College where he also completed a bachelor’s degree in economics. He met his wife there and now they live in Lehi, Utah with their two children. He is passionate about personal finance, economics, politics, and football.

Savology leadership team - Tim - VP of Engineering

Tim Hecht, VP of Engineering

Tim is an incredibly talented technology leader, developer, and architect. He was most recently at Henry Schein as Architect & Senior Engineer, where he managed the build out of the cloud-based practice management platform. He was also a Software Engineer at both Domo and Qualtrics in their early days. Tim has a bachelor’s degree in Physics from BYU. As VP of Engineering at Savology, Tim is responsible for building the financial planning engine and making sure that households have access to the best and most accurate financial plan.

Savology leadership team - Kris - Head of Marketing

Kris Borghesan, Director of Marketing

Kris comes from a diverse background of entrepreneurship and marketing where he has previously helped startups and high-growth companies scale their marketing by developing content marketing frameworks that focus on human interaction and conversation. He most recently led marketing for Canadian fintech, Planswell, where he helped the company build more than 100,000 financial plans. As Director of Marketing at Savology, Kris is focused on providing free, accessible financial planning to all Americans.

Savology leadership team - Jordan - white background

Jordan Pinedo, Head of Partnerships

Jordan has a deep passion for anything finance related and has a rich background in personal finance, employee benefits, and relationship management. He was most recently the Partner Manager at HealthEquity where he worked with and developed strategic solutions with enterprise retirement plan record keeping partners. Prior to his tenure at HealthEquity, Jordan had served in many sales, operations, customer success and relationship management capacities at local startups.

Jordan received a bachelor’s degree in finance from Utah Valley University. As Head of Partnerships at Savology, Jordan is responsible for developing strategic relationships with employers, financial institutions, educational institutions, and financial advisors.

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