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Our Team
Staff Profiles
Our Team << Our Team
With over 70 years of combined experience, our team of retirement plan professionals can assist you with all your compliance and recordkeeping needs.
 

Meet our Team:

 
Scott Barchus, CPA, Principal, Director of Retirement Plan Services
 

Oregon Staff:

Sallie Olson, CPA, Director of Compliance and Consulting
Chelsi Robertson, Director of Daily Recordkeeping
Becky Ray, Senior Plan Administrator
Bob Kaake, QPA, QKA, Senior Plan Administrator
Brandie Harris, Recordkeeping Specialist
Jaimie Vieth, Recordkeeping Specialist
Nicole Alexander, Recordkeeping Specialist
Rick Beeble, Recordkeeping Specialist

 Southern California Staff:

Lori Foresz, QPA, Pension Manager
Pamela Jimenez, Pension Administrator
Cindy Reynolds, Pension Administrator
Sarah Baker, Administrative Assistant
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