Contact Us | Pinnacle Plan Design

PlanSponsorLink

Contact Us

Contact Us

We look forward to hearing from you! Please fill out this form and we will get in touch with you shortly.

Name*
First Last
Company
Email*
Phone
Message*
Comments
This field is for validation purposes and should be left unchanged.

Leadership

Kevin Donovan Actuary, CPA, EA, FSPA, FCA
T.J. Orr ERPA, QPA, QKA
Amanda Iverson CPA, MBA, PHR, SHRM-CP, APM
Stephanie Terry CPA, QPA, QKA
Lynn Young Actuary, EA, MSPA, MAAA
Sheri Alsguth Actuary, EA, CPC, MSPA, QPFC

Plan Opportunity Consultant

Robbie Petrillo QPA, QKA

Retirement Plan Administrators

Caitlyn Bradley QKA
Jennifer Brown ERPA, QPA, QKA
Gianna Cacolici
Sandra Chao QPA, QKA
Wendy Clements ERPA, QPA
Andrew Forgrave Actuary, EA, MAAA, MSPA, FCA
Lori Johnson APR, QKA
Gail Kuhn ERPA, QPA, QKA
Monica Martinez ERPA, QPA
Blaine Mason QKA
Tammy Shinohara QKA

Trust Accountants

Mike Leiterman CPA, APA
Mark Nielson

Distribution Specialists

Administrative Team