MEET THE TEAM
Diane is the Principal of the firm and received a Bachelor of Science degree from Western Washington University.
She also obtained a degree in Data Processing and is extremely proficient in the complexity of pension legislation and related regulations.
She previously worked at a major actuarial firm and has been involved in direct pension administration for more than three decades.
She is an active member of the Western Pension Conference.
Rochelle, Senior Consultant, has worked in the pension administration industry for over 20 years.
She has a Bachelor of Science degree from Washington State University and was a Series 7 Registered Representative
in the stock brokerage industry prior to becoming a pension consultant.
She has received the designations of Qualified Pension Administrator and Qualified 401(k) Administrator through the
American Society of Pension Actuaries and is working towards her Certified Pension Consultant designation.
She is also a member of the Western Pension Conference.
Keri, Senior Consultant, has a Bachelor of Arts in Mathematics from the University of Washington
and has been involved in pension administration since 1986.
Before joining Davis Moore & Associates, Inc. in 2001, she provided in-house retirement consulting and administration
for a large publicly traded northwest employer. Prior to that she worked at a pension consulting company providing a full array
of administrative functions to plan sponsors.
At Davis Moore she is actively involved in the more complex allocation methodologies utilizing her mathematics background.
She too is an active member of the Western Pension Conference.