Our Mission is
Your Future

The people behind the plan

The Quintes Team

With decades of industry experience, Quintes delivers a custom Pooled Employer Plan solution built around your company’s specific needs. Our talented team has the expertise, resources, and accountability you can rely on to design, implement, and deliver a comprehensive retirement plan solution for your company and your employees.

1986

Serving plan sponsors since

Early PEP adopter, 2021

We saw the future, and acted on it

First-class

Service on every interaction

Ivy Birgani, QPA, QKA, MBA

Administrator
831.759.6350

Diana De Vera

Distribution Department Manager
831.759.6358

Sharon Goodwein, QKA, CPFA

Retirement Plan Consultant
831.759.6352

Jessica Arellano

Retirement Plan Coordinator
831.759.6357

Steve Shearn

Chief Executive Officer
831.759.6336

Andrew Mayo, QPA, QKA

Administrator
831.759.6351

Christy Santaella, SHRM-CP, QPA, QKC, QKA, QPFC

Chief Operating Officer
831.759.6356

Zachary J. Cohan

Platform Developer
831.207.4247

Jason Cordoba

IT Administrator
831.759.5051
Erin Halloran

Erin Halloran, QKA

Plan Documents Specialist
Joe Wrobel

Joe Wrobel, JD, APM, QKA

ERISA Attorney – Documents Dept. Manager
831.778.9040
Linette

Linette Serenil

Distribution & Loan Specialist
831.759.3417
linette@quintes.com

The Quintes Mission

Our mission is to set the standard for PEPs through exceptional service, greater efficiency for employers, and better retirement outcomes for every employee.

Ready to work with the Quintes team?

Reach out to learn how we can support your retirement plan and your people.