• Delivering creative solutions to business challenges using retirement planning strategies

OUR PROFESSIONALS

Pamela A. Johnson, QPA, CPC
Principal, COO

602-957-7101 x 303

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.
Principal, CEO

602-957-7101 x 333

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.

David Schattenberg, APA
Managing Director

602-957-7101 x 310

Mr. Schattenberg has over 18 years of experience working with complex plans of all types. He has achieved his Accredited Pension Administrator designation and works on new business development. Mr. Schattenberg adds significant knowledge and expertise to our plan design and implementation team.

Julie M. Thompson, QKA, QPA
Managing Director

602-957-7101 x 305

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.

Brian A. Wohrle, CPC, QPA, QKA
Managing Director

602-957-7101 x 329

Mr. Wohrle has over 13 years of experience working with complex defined benefit plans. He leads a team of defined benefit retirement plan specialists. He has achieved his Qualified Pension Administrator designation. Mr. Wohrle has significant expertise in the very technical issues with respect to defined benefit plan valuation and includes working with insurance in plans. He actively reviews preparation of the annual administration and actuarial valuations, annual returns, Form 5500, for our defined benefit clients.

Jack M. Lawless, C.P.A.
A.P.M., of Counsel

602-957-7101 x 318

Mr. Lawless has over 38 years of experience designing all types of qualified plans. Mr. Lawless is a Certified Public Accountant and began his career in corporate taxation. After many years in a successful tax practice, he decided to specialize in the qualified plan area. He has developed significant expertise in innovative tax planning designs for small to medium sized employers.

Pension Strategies


Pension Strategies, Inc.
2141 E. Highland Ave.
Suite 180
Phoenix, AZ 85016
Tel. 602.957.7101
Fax: 602.957.7505

© 2019 Pension Strategies, Inc., part of FuturePlan by Ascensus®. All rights reserved.