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.
Phone: (425) 233-6108
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.
Phone: (425) 233-6110