Brett Loxterman is a seasoned professional with extensive experience in retirement services and client relations. Currently serving as a member of the Board of Directors at The Family Conservancy since February 2023, Brett has held the position of VP, Institutional Client Advisor at BOK Financial since July 2021. Prior to this role, Brett was Vice President, Strategic Relationship Management at John Hancock Retirement, where responsibilities included client satisfaction and retention for plans averaging $137M in assets. Previous roles include Senior Account Executive at Lockton Retirement Services, Retirement Benefits Specialist at Southwest Airlines, and Service Delivery Manager at JPMorgan Retirement Plan Services. Educational qualifications include a Master of Arts in Organizational Leadership from Baker University and a Bachelor's degree in General Studies, with a focus on Sociology and History, from The University of Kansas.
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