Your Retirement Plan Partners

Michelle Marsh, QKA - Ph: 260.969.3853 | Fax: 260.969.3853
President/Chief Visionary Officer

Ronda Bernath, MBA, QKA - Ph: 260.969.3863 | Fax: 260.484.9845
Business Manager

 


 

 


 

New Business Development Directors:

Matt Solomon, CRPS, PRP - Ph: 317.979.1248 | Fax: 260.484.8705
New Business Development Director

Mike Watkins, ARPC, PRP - Ph: 260.740.4490 | Fax: 260.484.2782
New Business Development Director

 

New Business/Installation Partners:

Robyn Pequignot - Ph: 260.969.3831 | Fax: 260.969.3866
Document Consultant & Installation Manager

Randy Crouch - Ph: 260.969.3860 | Fax: 260.969.3860
Senior Document & Compliance Specialist

 

ERISA Consultants:

Suzy Guck, ERPA, QKA - Ph: 260.969.3847 | Fax: 260.484.4803
Manager of Operations & Senior ERISA Consultant

Lisa Bowser, ERPA, QKA - Ph: 260.969.3837 | Fax: 260.373.0749
Senior ERISA Consultant

Jennifer Deffenbaugh, QKA - Ph: 260.969.3858 | Fax: 260.484.7209
Senior ERISA Consultant

Stefanie Hallett, QKA - Ph: 260.969.3836 | Fax: 260.484.7907
ERISA Consultant

Holly Rust - Ph: 260.969.3848 | Fax: 260.471.8766
ERISA Consultant

Lea Smith, QKA, TGPC - Ph: 260.969.3868 | Fax:260.969.3868
ERISA Consultant

 

Distribution Specialists:

Cherry Bird - Ph: 260.969.3850 | Fax: 260.373.0208
 

 



 

Andrew Wyckoff - Ph: 260.969.3854 | Fax: 260.399.3705
Head of Systems and Database Management

Heather Palmer - Ph: 260.710.8022 | Fax: 260.710.8022
Accounts Payable/Accounts Receivable Specialist

Dawn Creech - Ph: 260.484.0848 | Fax: 260.484.1609
Office Assistant
 



 

 


 

 

 



Cecilia Sanborn - Ph: 260.969.3849 | Fax: 260.399.3720
Senior Installation Coordinator


 

 

Assistant ERISA Consultants:

Caroyln Smock - Ph: 260.969.3864 | Fax: 260.484.8297
Assistant ERISA Consultant with Suzy Guck



 



Cynthia Sembach - Ph: 260.710.8021 | Fax: 260.710.8021
Assistant ERISA Consultant with Stefanie Hallett and Lea Smith

Chris Stiltner - Ph: 260.710.8020| Fax: 260.710.8020
Assistant ERISA Consultant with Holly Rust