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.

American Funds
First Mercantile
Great West
Hartford
ING
John Hancock
Mass Mutual
Nationwide
Principal
TransAmerica