Amanda Rae Iverson

Amanda Rae IversonCPA, MBA, PHR, SHRM-CP, APM

Amanda Iverson

Amanda Rae Iverson is Pinnacle’s CEO. Amanda is responsible for stewarding the firm’s vision and growth, while optimizing client experience and internal operations. In addition, Amanda is the 2024 President of ASPPA – the American Society of Pension Professionals & Actuaries.


Areas of Specialty

  • Efficiency Analysis
  • Accounting and Auditing
  • Human Resources


  • Certified Public Accountant (CPA) – AZ State Board of Accountancy
  • Master of Business Administration (MBA)
  • Professional in Human Resources (PHR) – HRCI
  • Society for Human Resource Management – Certified Professional (SHRM-CP) – SHRM
  • Associated Professional Member (APM) – ASPPA



  • Pacific University, Bachelor of Arts in Business Administration with emphasis in Accounting
  • University of Wisconsin MBA Consortium – Master of Business Administration (MBA)

Community Involvement

  • Greater Tucson Leadership, Board Member
  • Greater Tucson Leadership, Alumnus (Class of 2014)

Professional Involvement

  • 2024 President, American Society of Pension Professionals & Actuaries (ASPPA)
  • Society for Human Resource Management – Greater Tucson (SHRM-GT) – Programming Committee Member
  • Arizona Society of Certified Public Accountants (ASCPA)
  • Financial Executives & Affiliates of Tucson (FEAT) – Affiliate Member

Get to Know Amanda

Married to high school sweetheart. Mother of two. The Cake Decorating Queen. Grew up in the coldest state in the country. More shoes than closet space!

Industry Thought Leadership

Contact Amanda Rae Iverson

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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