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Summary

Retirement Plan Marketplace Professional with Expertise, Credentials, and Published Media.

Interest

Golf

Poker

Travel

Board of Directors

2005-Present: Spectrum Pension Consultants, Inc., Profit

- Director, Board of Directors

2006-Present: National Association of Actuaries and Consultants, Inc., Non-Profit

- Director, Board of Directors

2008-Present: American Society of Pension Professionals and Actuaries, Non Profit

- Director, ASPPA Benefits Council of the Great Northwest

2009-Present: Beta Omega Foundation, Non Profit

- Director, Board of Directors

2011-Present: GROUPIRA, Inc., Profit

- Director, Board of Directors

2012-Present: American Society of Pension Professionals and Actuaries, Non Profit

- Director, Board of Directors

2015-Present: Pano Koumantaros Cancer Research Fund, Non-Profit

- Director, Board of Directors

2009-2012: American Society of Pension Professionals and Actuaries, Non Profit

- Chairman of the Board of Directors, Political Action Committee 

2009-2012: American Society of Pension Professionals and Actuaries, Non Profit

- Member, Membership Committee

2009-2012: American Society of Pension Professionals and Actuaries, Non Profit

- Co-Chairman of the Board of Directors, Membership Committee, Next Generation Subcommittee

2012-2013: TD Ameritrade Trust Company, Advisory

- Director, Advisory Board of Directors

2007-2008: Charles Schwab Trust and Custody, Advisory

- Director, Advisory Board of Directors

2002-2009: Beta Omega Corporation, Profit

- Director, Board of Directors

2008-2009: American Society of Pension Professionals and Actuaries, Non Profit

- Vice Chairman of the Board of Directors, Political Action Committee

Published Work

Certifications

2007Present

Qualified 401(k) Administrator

American Society of Pension Professionals and Actuaries
2008Present

Qualified Pension Administrator

American Society of Pension Professionals and Actuaries
2009Present

Certified Pension Consultant

American Society of Pension Professionals and Actuaries
Feb 2012Present

Accredited Investment Fiduciary® (AIF®)

fi360

References

Petros Koumantaros

Brian Graff

George Herrera

Work experience

Apr 2008Aug 2016

Consulting Shareholder, Director

Spectrum Pension Consultants, Inc.

Responsible for development of new business nationwide, and internal and external client consulting.

Skills

MS Dynamic CRM
Basic
Pascal
QuickBooks Enterprise
Quicken
MS Office

Education

Sep 1998Jun 2002

Bachelor of Arts in Business Administration

University of Washington

Quarterly Dean’s List:

1999: Spring 1999, Autumn 1999

2000: Spring 2000

2001: Winter 2001, Spring 2001, Autumn 2001

2002: Winter 2002

3.51 Cumulative Grade Point Average

Secret

American Society of Pension Professionals and Actuaries