Co-Founder of Personalized Pensions in 1993 Scott has worked in all aspects of 401(k) plan design, record keeping and administrative functions for over 25 years. Scott began his career working summers doing plan administration, record-keeping and preparing plan documents. Scott graduated from Pepperdine University in 1992 and returned to a career in the qualified plan field. After college Scott attended the College for Financial Planning and obtained his Certified Financial Planner designation in 1998.
Founder of Personalized Pensions in 1993 Tom has been in the actuarial field since 1970. Prior to moving to Arizona and starting Personalized Pensions, Tom’s professional experience includes a Pension Actuary with William Mercer in Kansas City and the Head consulting division of Alexander & Alexander in Kansas City. Tom’s educational background started with A BS in mathematics from the University of Nebraska followed by completion of the Actuarial exams through the American Society of Pension Actuaries. Tom was admitted as an Enrolled Actuary through the Joint Board for enrollment of actuaries and was later on the examination committee and past chairman for Actuarial exams through the American Society of Pensions Actuaries. Tom’s professional activities and designations include the American Society of Pension Actuaries, Fellow of the Society of Pensions Actuaries FSPA, member of the American Academy of Actuaries MAAA and an Enrolled Actuary EA.
Adi has been an invaluable asset to our team since 2011, specializing as a Retirement Plan Administrator. With esteemed certifications including Enrolled Actuary, Qualified Pensions Administrator (QPA), and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA), Adi brings over a decade of expertise to his role. His adeptness in managing retirement plans ensures smooth operations, catering to the unique needs of various clients, from small businesses to diverse organizations. Adi's commitment to excellence and attention to detail empower individuals to make informed decisions about their financial futures, fostering security and prosperity in retirement for countless individuals and families.
Copyright © 2018 personalizedpensions.com - All Rights Reserved.
Securities and investment advisory services offered through Cadaret Grant (RAA) member FINRA (www.finra.org)/SIPC(www.sipc.org). RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. This communication is strictly intended for individuals residing in the states of Arizona. No offers may be made or accepted from any resident outside of Arizona.
Powered by GoDaddy Website Builder