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1645 Shaw Avenue Suite 101 Clovis, CA 93611

(559) 436-6606
info@pacetpa.com
Client Center

Anticipate the Unexpected

Preparing now is the first step to enjoying your life in the fast lane.

Speak with one of our advisors today, to prepare for tomorrow.

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Compliance Done Right

We create strategies that are tailored to your needs and goals.

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Work with Professionals

Years of experience have prepared us to guide you through your life transitions.

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Fee Transparency

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Portal Access

To reduce paper and to add security, we have added a client portal for the employer to access plan and participant records. To establish an employer login, please contact our office for assistance. If you have an account, please login at any time to retrieve records and submit information securely.

Portal Access
About Us

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow.

Comprehensive Solutions for All Your Needs

We are committed to offering complete objectivity and unbiased advice.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Financial Planners & CPAs

Financial Planners & CPAs

Learn about the benefits provided to your
clients when they utilize a third party administrator.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Team

Amy Yapp

Amy Yapp

Retirement Plan Administrator

Donielle Hall-Kasperek

Donielle Hall-Kasperek

Retirement Plan Administrator

Mary Romero

Mary Romero

Administrative Assistant

Rich Cromwick

Rich Cromwick, QKA, QPA, APR, ERPA

Director of Marketing, Sr. Administrator

Ruth Reyes

Ruth Reyes

Office Manager

Shelley Sisney

Shelley Sisney

Accounting

Tracie Shamp

Tracie Shamp

General Manager

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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