Chelsea Balak is the Vice President of Operations at The Pension Source, bringing a tech-forward, strategic approach to retirement plan administration. Previously, Chelsea was a founding team member at fintech startup wemlo, where she drove 40% operational growth in a year and led key initiatives across onboarding, compliance, customer success, and systems design, helping position the company for its acquisition by the largest name in real estate. Known for building high-performing teams and simplifying complex processes, Chelsea now applies that same operational rigor to help TPAs, advisors, and plan sponsors collaborate more effectively and achieve better outcomes for clients.