Our Leadership

Nathan Carlson

MBA, QPA, QKA

President & CEO

Pamela Farmer

APA

VP | Pension Operations

Matt Poppe

Principal

 

Josh Martin

QKA,QPA,ARA,APA,ERPA

Manager | Pension Operations

Sean Kadel

VP | Business Development

 

Our Actuaries

Brian Zange

EA, MSPA

Senior Pension Actuary

 

Our Plan Consultants

Jenny Harrison

QKA, QPA, ERPA

Senior Plan Consultant

Andy Yost

MBA, QKA, QPA

Senior plan consultant

Ann Griffin

QKA

Plan Consultant

Karree Moore

QKA

Plan Consultant

Chris Bolton

QKA

Plan Consultant

Janet Puterbaugh

 

Junior Plan Analyst

Darcy Bervik

 

Assistant Plan Analyst

Terri Blakely

 

Assistant Plan Analyst

Our Sales Team

Kyle Carlson

Regional Sales Director

Kelly Dunlap

Implementation Manager

Caelyn Spiegel

Internal Wholesaler

Sierra Betterley

Marketing Manager