Meet Our Team
Michelle M. Marsh, QKA

President &

Chief Visionary Officer

Business Office

Ronda K. Bernath, QKA

Business Manager

Andrew M. Wyckoff

Head of Systems & Database Management

Heather M. Palmer

Accounting Assistant

Administrative Assistant

Carol L. Jarvis


Mike R. Watkins, ARPC, PRP

New Business

Development Director

Samantha M. Diggs

Marketing Director &

Internal Sales Specialist


Robyn D. Pequignot

Document Consultant &

Installation Manager

Cecilia J. Sanborn

Sr. Installation Coordinator


Suzy T. Guck, ERPA, QKA

Manager of Operations &

Senior ERISA Consultant

Lisa R. Bowser, ERPA, QKA

Sr. ERISA Consultant

Jennifer E. Deffenbaugh, QKA

Sr. ERISA Consultant

Stefanie M. Hallett, QKA

ERISA Consultant

Holly M. Rust

ERISA Consultant

Carolyn S. Smock

Sr. Assistant ERISA Consultant

Cyndy A. Sembach

Assistant ERISA Consultant

Chris A. Stiltner

Assistant ERISA Consultant

Cherry H. Bird

Assistant ERISA Consultant

Mary F. Squier

Distribution Specialist

Distribution Specialist

Justin L. Nestleroad

Learn More About How We Can Help You

We are the largest, locally-owned Third Party Administrator (TPA)
for Qualified Retirement Plans

in Northern Indiana and one of only two CEFEX-Certified TPAs in the state.

Ask us how we can manage your retirement plan so you can manage your business.

Contact Us


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