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
831.7596350

Diana De Vera

Distribution Department Manager
831.7596358

Sharon Goodwein, QKA, CPFA

Retirement Plan Consultant
831.7596352

Jessica Arellano, QKA

Assistant Administrator
831.7596357

Steve Shearn

Chief Executive Officer
831.7596336
LinkedIn

Andrew Mayo, QPA, QKA

Administrator
831.7596351

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

Chief Operating Officer
831.7596356

Zachary J. Cohan

Platform Developer
831.2074247
LinkedIn

Jason Cordoba

IT Administrator
831.7595051

Erin Halloran, QKA

Plan Documents Specialist

Joe Wrobel, JD, APM, QKA

ERISA Attorney – Documents Dept. Manager
831.7789040

Linette Serenil

Distribution & Loan Specialist
831.7593417

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.