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About Our Team
About Pension Management Consultants, Inc.
Over 150 Years of Experience | Free Consultation | Se Habla Español
Over 150 Years of Experience
Free Consultation
Se Habla Español
You Can Trust Our Enthusiastic Team
At Pension Management Consultants, Inc., our owners are excited about providing you with the information, guidance, and care you need in order to make wise decisions about your pension plans.
From choosing an approach to designing a plan to administering it through the years, we're your locally owned and fully credentialed resource. We offer a FREE consultation so we can get to know your goals and requirements.
Call or visit us today. We speak English and Spanish.
Meet Our Team
Brian D. Copin, ERPA President
- BS, Business Administration, University of the Pacific
- 25+ years of pension administration and consulting experience
Lisa McCormack, APA Operations Manager
- Accredited Pension Administrator
- 25+ years of business and pension administration, plan design and consulting experience
Earlene Gregory, Bookkeeper and Office Manager
- BS in Business Administration, Union College of Lincoln, MW
- 25+ years in Business and Payroll Administration
Amy Shannon, QPA, APA Senior Plan Administrator and Compliance Specialist
- AA, Accounting and Business Management
- 25+ Years in Pension and Administration Management and Consulting
- Compliance Corrections Programs, Prevailing Wage, and MEP Plans
Jeffrey DeWeerd, Senior Administrator
- BS, Business Administration, California State University, Stanislaus
- 25+ years of pension administration experience
David Osborne, APA Senior Administrator
- BA, History, California State University, Stanislaus
- 25+ years of pension administration experience
Gabriel Czirr, QPA Senior Plan Administrator
Crystal Vanderwerff, APA Plan Administrator
Justina Feliz, QKA Plan Administrator
Kirsten Murphy, APA Junior Plan Administrator
Christina Garcia, Distribution Team Manager
- BS, Business Administration, California State University, Stanislaus
- 15+ years of experience in loans, distributions, and Federal and State tax reporting
Jana Jeffries, Certified Distribution and Loan Specialist
- 20+ years of experience in loans, distributions, and Federal and State tax reporting
Rui Zamarripa, Certified Distribution and Loan Specialist
Denise Basilio, Distribution and Loan Specialist
Jay Garcia, Distribution Processor
Carissa Wallimann, Executive Assistant
Kimberly Clark, Administrative Assistant
Susan Yamaguchi, Administrator
- 25+ years of business administration, payroll, and accounting experience
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