Kelly Brown - President / CFO

Kelly F. Brown is a native Pasadena resident.

For the past eleven years, Kelly has sponsored, managed and coached Pasadena Little League as well as Travel Baseball Teams. Kelly has also been involved in a very successful family business in Pasadena.

Tara Brown, QPA - Vice President

Tara has 24 years of pension experiences specializing in Plan design, administration and consulting.

Tara has a BComm Degree (Major Accounting) from the University of Calgary, Alberta, Canada.  She obtained her Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Tara is also a member of NIPA, WP&BC, Fiduciary Round Table, and the Pasadena-based ProVisors (the Professional Network Group, Inc.)

Stan McKinney - Director of Administrative Services

Stan brings over 15 years of experience in Plan administration, Plan design and Plan operations for all sizes and tax-qualified types. His focus is always on the client and how a Plan should be an addition to an Employer. Stan's goal is to make the Employer's Plan the best an Employer can offer his employees.

Stan has a B.S. in mathematics from the University of Texas-Arlington, and a M.S. in mathematics from Texas A&M - Commerce. While Stan has lived and worked "coast to coast", he has never given up on his lifelong love of the Dallas Cowboys. When not working, you may spot him at a Race Track viewing the latest thoroughbreds (and hopefully cashing a winning exacta ticket).

Shanelin Wang - Enrolled Actuary

Shanelin is an enrolled actuary and is an associate of the society of actuaries. Shanelin has over 15 years of actuarial experience in both DBPP and Cash balance Plans including Plan design and valuation.

Cherryll Ulit - Plan Services Consultant

Cherryll Ulit has a Degree in Computer Science and has worked in the Pension Industry for a number of years. She's responsible for all aspects of plan administration, which include providing dedicated ongoing proactive services to our clients.

Brian Roosjen - Plan Services Consultant

Brian is a native of California, has spent years in Peru and Hungary, and then moved to Chicago to seek out jazz and attend Northwestern University, which he left with a B.A. in Economics and a minor in Music Technology.

David Dorazio - Plan Design + Marketing

Devid entered the field of Qualified Retirement Plan Administration in the 1980’s.  After concentrating mostly on all aspects of the day to day Plan administration throughout his career, David has transitioned to his current role as Plan Design – Sales & Marketing Director.  His thorough knowledge of all types of retirement plans, together with his excellent communication style, allow him to translate the complexities of the retirement plan rules in laymen terms to both clients and their advisors, assuring that each client has the exact type of plan that they expected.

Yna Pineda - Client Services Coordinator

Yna Pineda has a BS  in Business Management and an MA in Human Resources and Organizational Development. She has spent a year abroad teaching English and traveling to Asian countries. Yna has joined us as our Client Services Coordinator.