Welcome to the Team, Bill Presson!

Amanda Iverson

Amanda Iverson

“Bill and I have worked together for years on the ASPPA Annual Planning Committee and the ASPPA Leadership Council.  Bill brings a wide range of experience in operations, sales, and defined contribution plan technical expertise.  He will be assisting Pinnacle as we continue to grow and expand our footprint.  He is well-versed at working with Advisors, CPAs, and Recordkeepers to ensure that clients are not only set up with the best plan, but also receiving the best service possible.

We are so excited to welcome Bill to our team!”

-Amanda Iverson, COO

 

Bill Presson’s Contact Information:

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William C. Presson, ERPA, APA, QPA, QKA, APR

Senior Manager

BPresson@pinnacle-plan.com

Direct: (520) 367-5298

 

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