Amanda Iverson, CPA, MBA, PHR, SHRM-CP, APM

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Amanda Iverson is a partner at Pinnacle and the firm’s chief operating officer. Amanda is responsible for managing the firm’s internal operations including accounting, human resources, growth strategy, and efficiency analysis.


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

  • American Society of Pension Plan Professionals & Actuaries (ASPPA) Leadership Council
  • ASPPA Annual Conference Planning Committee Member
  • Financial Executives & Affiliates of Tucson (FEAT) – Affiliate Member
  • Society for Human Resource Management – Greater Tucson (SHRM-GT) – Programming Committee Member
  • Arizona Society of Certified Public Accountants (ASCPA)
  • National Institute of Pension Administrators (NIPA)

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

ASPPA Annual Conference @ National Harbor, MD
Oct 20 @ 10:05 am – 10:55 am

Presentation: Crucial Conversations that Drive Results

ASPPA Annual Conference @ National Harbor, MD
Oct 20 @ 12:15 pm – 1:05 pm

Presentation: Mentor Programs

Contact Amanda 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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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