If you have retirement planning or cash balance plan needs for your employees, feel free to contact us via phone or email. We’d love to hear from you.

Westlake Office

2659 Townsgate Rd, Westlake Village, CA 91361

(866) 764-9222

Hawaii Office

Phillip S. Packard

RVP of Sales and Client Relations, Hawaii

(808) 585-1510

Utah Office

Ryan J. Pedroza

President/CEO – Utah

(805) 267-2934

Senior Management
Ryan J. Pedroza, ERPA, QPA, APA President/CEO(805) 267-2934
Dave Ryding COB(808) 757-5705
Holly Nickels Chief Financial Officer(805) 267-2911
Sales & Marketing
Daniel Fowler Managing Director, Sales (805) 807-4253
Julie Tucker Vice President for Client Relations (805) 267-2566
Danielle Sesock, ERPA New Business Director (805) 267-2935
Phillip S. Packard, CBC RVP of Sales and Client Relations, Hawaii (808) 585-1510
Cash Balance/Defined Benefit Plan Administration
Lori Sabbe, CPC, APA Senior Pension Consultant(805) 267-2568
Gabrielle Luna Pension Consultant (805) 267-2933
Coleton Hutchins Pension Consultant (805) 267-2925
Plan Documents
Janine Kolebuck ERPA, QKA, APA Director of Compliance & Documents(805) 267-2936
Danielle Lorrigan Plan Documents Supervisor (805) 267-2919
Kaley Sahagun Documents Assistant (805) 267-2937
Accounting & Office Support
Mindy Mueller, QKA Accounts Receivable Specialist(805) 267-2912
Consultants
Helen Doebler Consultant (805) 267-2913
Beverly McLeod Consultant (805) 267-2913
401(k) & 403(b) Plan Administration
Karen MacLeod, ERPA, QPA Manager of Pension Administration (805) 267-2938
Elitres Freelon ERPA, QKA, QPA Senior Pension Consultant (805) 267-2922
Stephanie Smith ERPA, QPA, QKA Senior Pension Consultant (805) 267-2565
Roxanne Ritter, ERPA, QPA, APA Senior Pension Consultant (805) 267-2916
Teresa Harper Senior Pension Consultant (805) 267-2930
Fernando Rincon Jr., QKA Pension Consultant (805) 267-2928
Savannah Benedict Administrator (805) 267-2923
Lupe Castillo Pension Consultant(805) 267-2926
Michael Wilson Pension Consultant(805) 267-2561
Collin Johnson Administrator(805) 267-2915
Andrew Murillo Administrator(805) 267-2572
Brianne Galik Administrator(805) 267-2939
Sean Sesock Administrator(805) 267-2929
Autumn Harris Administrator(805) 267-2940
Shannon Brake, ERPA, QPA, QKA Senior Pension Consultant (805) 267-2914