Steve Shearn

Ivy Birgani, QPA, QKA, MBA

Administrator
831.7596350
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Diana De Vera

Distribution Department Manager
831.7596358
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Sharon Goodwein, QKA, CPFA

Retirement Plan Consultant
831.7596352
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Jessica Arellano, QKA

Assistant Administrator
831.7596357
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Steve Shearn

Chief Executive Officer
831.7596336
LinkedIn
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Andrew Mayo, QPA, QKA

Administrator
831.7596351
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Christy Santaella, SHRM-CP, QPA, QKC, QKA, QPFC

Chief Operating Officer
831.7596356
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Zachary J. Cohan

Platform Developer
831.2074247
LinkedIn
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Jason Cordoba

IT Administrator
831.7595051
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Erin Halloran, QKA

Plan Documents Specialist
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Joe Wrobel, JD, APM, QKA

ERISA Attorney – Documents Dept. Manager
831.7789040
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Linette Serenil

Distribution & Loan Specialist
831.7593417
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