 |
|
| |
Staff
With more than 175 years worth of combined experience in our
industry, we feel confident in the intelligent and accurate fulfillment
of your needs. The following are members of our talented team:
 |
Mike
Condon, President and Partner
Mike has nearly 25 years of experience in the successful
design and implementation of qualified retirement plans.
His Bachelor of Science degree in mathematics and economics
is from the University of California. |
| |
|
 |
Scott Lutton,
Vice President, General Counsel and Partner
Scott is responsible for ensuring compliance with the
complex technical issues governing retirement plans.
He has been focused in the area of qualified retirement
plans for over 20 years. Scott received a Bachelor of
Science degree in corporate finance from the University
of Toledo and is a graduate of the University of Toledo
College of Law. |
| |
|
 |
Chris Koby, Partner
Chris has compiled almost 20 years of solid experience
in qualified retirement plan consulting, administration
and compliance review. His Bachelor of Science Degree
in mathematics is from Heidelberg College. |
| |
|
 |
Brian Blatt, Consultant
Brian has nearly 15 years experience providing excellent
customer service in qualified retirement plan consulting
and administration. He graduated from Bowling Green
State University with a Bachelor of Accounting degree. |
| |
|
 |
Scott Coolman, Marketing Director
Scott's over 20 years in the execution of solid sales
and marketing plans are an integral part of PIC's commitment
to client service and success. He received his Bachelor
of Business Administration degree from the University
of Michigan-Flint. He currently is on the Sylvania Rotary
Board. |
| |
|
 |
Janeen Mussery,
Consultant
Janeen's more than 10 years of experience in qualified
retirement plan consulting and administration has also
enabled her to successfully train new staff members.
Janeen is a Cum Laude graduate of the University of
Toledo with a Bachelor's Degree in finance. |
| |
|
 |
Stephanie Nance,
Office Manager
Stephanie's approximate 30 years of experience in the
legal, financial and qualified plan administration areas
lends itself to a well systematized organization. She
graduated with a Bachelor's Degree in business management
from Indiana State University. |
| |
|
 |
Todd Peterson,
Consultant
Todd has approximately 10 years experience as an IRA
and tax compliance specialist with a focus on IRS retirement
regulations and abating penalty notices. Todd received
a Bachelor's Degree in psychology from the University
of Toledo and is a graduate of the University of Toledo
College of Law. |
| |
|
 |
Kim Porter,
Assistant to Consultants
Kim's successful career spans nearly 30 years in financial
services and qualified plan administration. She is also
an internal accounting assistant responsible for accounts
receivable and payable. |
| |
|
 |
Michael Szyperski,
Consultant
Mike's almost 10 years of experience in financial and
qualified plan administration has included successfully
training new staff members. He graduated Cum Laude with
a Bachelor of Science degree in mathematics from Bowling
Green State University. |
| |
|
 |
Dawn Wagner,
Consultant
Dawn has more than 10 years of successful service in
qualified retirement plan consulting and administration.
She graduated Magna Cum Laude from the University of
Findlay with a Bachelor of Science degree in business
management. |
|
|
|
 |
|
© PENSION INNOVATIONS AND CONSULTING.
ALL RIGHTS RESERVED |
|
|