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Contact Us

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Leadership

Kevin Donovan Actuary, CPA, EA, FSPA, FCA
T.J. Orr ERPA, QPA, QKA
Amanda Iverson CPA, PHR, SHRM-CP
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
Jennifer Brown ERPA, QPA, QKA
Gianna Cacolici
Sandra Chao QPA, QKA
Andrew Forgrave 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

Marketing

Eric Majchrzak