Broker Check

Team

When you contact any of us, you'll be speaking to a real live human being ... imagine that?

Real service from experts in their field who can actually answer your questions and provide you with the service you deserve.

 
Tom has over thirty years experience in Third Party Qualified Plan Administration, Strategic alliance development, marketing and client retention. This experience has created an organization whose goals are to provide individual design...

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Tracie Shamp, Senior Administrator has been with the team since 1993 with over 17 years of experience in Section 125 Plans. Her expertise and dedication helped to create a positive climate for the growth of flexible spending plans,...

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Rich Cromwick

Director of Marketing, Sr. Administrator

(702) 445-6958

Richard Cromwick started working in the pension industry over 20 years ago. He has obtained many titles over the years including his QKA, QPA, APR, ERPA, M.A., which has given him extensive knowledge in designing the most comprehensive...

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Gary Wallen

Retirement Plan Administrator

(559) 436-6606

Gary joined the team in April 2011 and is currently responsible for providing administrative and marketing support for the company staff. Gary has more than 40 years of experience in employee benefits and plan administration.

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Amy Yapp

Retirement Plan Administrator

(559) 436-6606

(559) 436-4679

Amy Yapp is a Senior Retirement Administrator with over 10 years experience. She facilitates the annual administration of 401(k) and Profit Sharing plans and works with clients to achieve their benefit goals while maintaining plan...

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Donielle Hall-Kasperek is a Senior Pension Administrator who has worked in the pension industry for over 20 years. She specializes in plan design/installation and annual administration of 401(k) and Profit Sharing Plans. By providing...

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Lucita Temple

Retirement Plan Administrator

(559) 436-6606

(559) 436-4679

Lucita Bonnette Temple is a Senior Retirement Administrator who helps Trustees and Participants to ensure that they understand the daily, monthly, and/or annual processing of their company retirement plan and events that may arise...

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Patricia Robles

Retirement Plan Administrator

(559) 436-6606

(559) 436-4679

Patricia Robles is a Senior Retirement Administrator with over 10 years experience. She facilitates the annual administration of 401(k) and Profit Sharing plans and works with clients to achieve their benefit goals while maintaining...

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Sandra Parent

Retirement Plan Administrator

661-369-7464

559-436-4679

Sandra Parent is a Jr. Plan Administrator who works with other administrators and clients. She is there to answer client questions, assess product or service problems, and resolve issues in a variety of ways using her 10+ years of...

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Denice Turner

Flexible Benefit Administrator

(559) 436-6606

(559) 436-4850

Denice Turner is a Flexible Benefit Administrator who helps clients, administrators, and the HR director ensure that they’re needs are met, projects are completed, and support is present. She believes in Franklin D....

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May Tong Tcha

Flex Assistant Administrator

(559) 436-6606

May Tong Tcha has been an administrative assistant in the Section 125 department since 2005. She is the dependent care and medical expense claims processor. May is the customer service representative for flex calls, questions, and...

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Marc Adrian Smith is an Administrative Assistant who helps in communications with our clients and data entry. Marc has 10+ years of experience helping clients with administrative needs that include directing their phone calls, data...

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Ruth Reyes is the Office Manager for the Las Vegas office. She is responsible for the day to day operation, including financial, staff and facilities management, and communication. She also an assistant to two senior administrators...

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Laurel Weber is an Administrative Assistant who helps in communications with our clients and data entry. Laurel has 10+ years of experience helping clients with administrative needs that include directing their phone calls, data entry...

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Cindy Dominguez

Accounting Department

(559) 436-6606

(559) 436-4679