• Delivering creative solutions to business challenges using retirement planning strategies

OUR PROFESSIONALS

Pamela A. Johnson, QPA, CPC
Vice President

602-957-7101 x 65951

Ms. Johnson has over 30 years of experience designing and administering all types of qualified plans. She has achieved her designations as a Qualified Plan Administrator and as a Certified Pension Consultant. Ms. Johnson leads the administration department for the firm and also provides expertise in complex consulting for our clients.


S. Jill Hastings, J.D.
Vice President

602-957-7101 x 65944

Ms. Hastings has over 30 years of experience designing and implementing all types of qualified plans. Ms. Hastings began her career practicing law and has further developed her qualified plan expertise designing custom pension plans for small to medium sized employers.


Julie M. Thompson, QKA, QPA
Operations Director

602-957-7101 x 65946

Ms. Thompson has over 20 years of experience working with complex defined benefit plans. Ms. Thompson leads one of our defined benefit teams. Her expertise is in providing technical expertise and review of the preparation of the annual administration and actuarial valuations, annual returns, Form 5500, for our defined benefit clients.


Daniel Hofmann, AIF®
Vice President Sales

602-957-7101 x 65956

Mr. Hofmann has over 21 years of retirement plan experience in a variety of areas including new business production, client service and consulting. He works with Financial Advisors and their clients to help them customize a retirement plan specific to their needs with less effort and fair costs.


Justin Riley
Regional Sales Consultant

602-957-7101 x 67505

Mr. Riley has been in the industry for 15 years.He specializes in plan consulting and administration for all sized plans. He holds the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators (NIPA).

Privacy Management | Terms and Conditions | Security