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Consultant Directory and Biographies

  
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ERPA; CPC; QPA; QKA
Director of Strategic Programs
+1 (253) 592-6688
+1 (253) 988-2684
Kevin is a Consultant at Spectrum Pension Consultants, Inc., specializing in qualified plan design and implementation.

Throughout his career with Spectrum, Kevin has worked in all areas of qualified plan administration and consulting, including trust accounting, recordkeeping, administration, compliance, plan design, and employee education. His current practice emphasis is on analytical plan assessments and fiduciary education.

Kevin is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Certified Pension Consultant (CPC) designation. In 2008, he was awarded the Martin Rosenberg Academic Achievement Award by ASPPA for outstanding academic achievement on the Defined Contribution-3 (DC-3) examination. Kevin also was selected to co-present a session on Retirement Income Adequacy at ASPPA’s 2008 annual conference.

Prior to joining Spectrum, Kevin graduated with Phi Beta Kappa Honors from Washington University in Saint Louis with a bachelor’s degree in Applied Mathematics.He enjoys reading, running, and volunteering as a guardian ad litem.
  
QKA
Associate Consultant
(253) 592-6669
Jennilee joined Spectrum in 2014 as an Associate Consultant. She focuses on Results in all her endeavors, working with both Plan Sponsor Clients and Plan Participants. Efficiency and automation are part of this Millennials vocabulary, and Jennilee will always seek a quicker, faster, better way to take care of the customer.

Prior to joining Spectrum, Jennilee worked in various industries where she utilized her Accounting background, but got her first glimpse of the 401(k) Industry at a similar firm that also had a Wealth Management division. It was here that Jennilee understood the importance of working with Advisors to service Clients and Participants, something she really enjoys.

In 2012 she graduated from Western Washington University with a Bachelor's Degree in Accounting. In addition to English, Jennilee speaks fluent Central Khmer; one of the native languages in Cambodia accounting for nearly 90% of the population. She hopes to someday volunteer in Cambodia, bringing financial literacy coupled with English, Khmer and education to the country. Jennilee loves to travel, enjoy the outdoors, and is planning on visiting all 50 states in her lifetime along with visiting other countries in the world.
  
AIF
Associate Consultant
(602) 882-2947
Mr. Doku is a Consultant at Spectrum Pension Consultants, Inc. He has over 16 years of professional experience in the retirement plan industry and has been employed by top U.S. public corporations. He began his career at MFS Investment Management in Boston, Massachusetts where he helped manage the domestic expansion and development of MFS in Phoenix, Arizona. During this time, and his subsequent employment at Metavante Corporation, he worked directly with plan sponsors and their participants – servicing thousands of corporate retirement plans. Mr. Doku has also built a strong foundation of experience through his work at a wide range of respected firms such as Charles Schwab & Co., AST Capital Trust Company (acquired by Wilmington Trust in 2008), and TD Ameritrade Trust Company, where he served as Regional Director for the Western United States. Most recently, Mr. Doku was COO of Plan Sponsor Services, LLC (PSS) where he played an integral part in the agreement for Spectrum Pension Consultants, Inc. to purchase 100% of PSS. The merger and change of control of PSS took place officially on June 16, 2016. Mr. Doku’s various Director-level positions have given him a unique perspective on the different service delivery models that exist for corporate retirement plans and strengthened his commitment to the fiduciary standard.

Mr. Doku is a member of the American Society of Pension Professionals & Actuaries (ASPPA). Mr. Doku has also played an active role in the communities in which he has lived. He is a strong proponent of efforts that promote animal welfare and assist underprivileged children. His background includes the role of coach and counselor for Schutt Sports, Sports International Football Camp at Bridgewater State College. He was a member of the 1994 NCAA Division III, New England Football Conference Champions where he played in the Eastern College Athletic Conference (ECAC) championship game.

Specialties: Custody and Trust Services for Corporate Retirement Plans - Plan Management Services - Plan Education and Enrollment - Accredited Investment Fiduciary®
  
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ERPA; QPA; QKA
Associate Consultant
+1 (253) 592-6681
Jill is an Associate Consultant at Spectrum Pension Consultants, Inc. where she oversees the production and management of all retirement plan governing documents and regulatory updates. She is an Enrolled Retirement Plan Agent (ERPA) as well as a Member of the American Society of Pension Professional.

Jill joined Spectrum in 2005 with an extensive background in client service from her prior employer, Alaska Airlines, where she worked in reservations, operations and fielding customer inquiries. While at Alaska she received a peer award for professionalism. Jill was also involved in the early days of internet websites and technical support.

While transitioning from Alaska Airlines to Spectrum, Jill earned a certificate in Paralegal Studies from the University of Washington. She also holds a Bachelor of Science degree from Washington State University.

Outside of work, Jill enjoys spending time with her family and giving back to the community by volunteering.
  
Associate Consultant
+1 (253) 565-2100
Having joined the Spectrum team in August 2016, Lauren is an Associate Consultant in our operations support group working towards Qualified 401(K) Administrator (QKA) credential with the ultimate goal of attaining the Certiified Pension Consultant (CPC) designation with American Society of Pension Professionals & Actuaries (ASPPA) .
 
Lauren recently graduated from the University of Puget Sound with a degree in Business Administration as well as double minors in Economics and Music while working in Tax Service. After dedicating a year to AmeriCorps low-income housing projects, Lauren is excited to start a career in retirement plan administration.
 
In her spare time, Lauren enjoys playing the harp in practice and performance, along with Bikejoring with her Siberian Husky. She also enjoys snowshoeing and hiking at her Family's cabin in the beautiful Methow valley in Eastern Washington.
  
CPC; QPA; QKA
Consultant
+1 (253) 592-6678
+1 (518) 461-4915
Adam is a Consultant at Spectrum Pension Consultants, Inc. where he assists employers and participants with understanding and maintaining their retirement plans.

In addition to his customary day-to-day activities, he trains new employees on the daily recordkeeping, administration, and compliance of daily valued qualified retirement plans. He works directly with vendors to ensure the efficient delivery of documents required by various regulatory agencies. Adam also participates on project teams aimed to enhance the experience of plan sponsors and participants visiting the Spectrum Plan Sponsor and Participant Websites.

Adam has more than 20 years of employee benefits experience and is a member of the American Society of Pension Professionals and Actuaries (ASPPA) where he has earned the Qualified 401(K) Administrator (QKA), Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC) designations.

Although Spectrum is located in Tacoma, Washington, Adam currently telecommutes from Albany, New York. In his free time, he enjoys reading, working on home improvement projects and spending time with his family.
  
QKA
Associate Consultant
+1 (253) 565-2100
Danielle joined the firm in December 2016.
  
AIF; PPC
Managing Consultant
+1 (808) 832-9430
+1 (808) 389-8998
Peter Inoue has spent his entire career serving Plan Sponsors in the Pension & 401k Industry. From his early years in the Internal Revenue Service (IRS), to his entrepreneurial years as President of a Hawaiian Contract Administration firm, Peter has always put his clients first.

Committed to the betterment of the industry, Peter earned both his Professional Plan Consultant (PPC) and Accredited Investment Fiduciary Analyst (AIFA) to apply these principals to his entire Client and Advisor base.

In late 2014, Peter successfully negotiated the merger of Compensation Consultants, Inc. into Spectrum Pension Consultants, Inc., while launching the first ever Alliance Benefit Group Hawaii branch office. He continues to build his brand on all islands of Hawaii, but now has the support of the entire Alliance Benefit Group network, and specifically the Recordkeeping Technology of Spectrum.

Prior to entering the workplace, Peter was a proud Beaver at Oregon State University where he studied Liberal Arts and Sciences. In his free time, Peter can be found spreading Aloha throughout Honolulu.
  
Associate Consultant
+1 (253) 565-2100

Kelly is a Consultant at Spectrum Pension Consultants, Inc. where she assists employers and participants with understanding and maintaining their retirement plans.

Having joined the Spectrum team in April 2016, Kelly is an Associate Consultant in our operations support group working towards Qualified 401(K) Administrator (QKA) credential with the ultimate goal of attaining the Certiified Pension Consultant (CPC) designation with American Society of Pension Professionals & Actuaries (ASPPA) .
 
Kelly  graduated from the University of Puget Sound with a degree in Business Administration as well as a minor in Economics. After spending 3 years as an Accountant/HR Admin in manufacturing, she is excited to start a career in retirement plan administration.
  
Associate Consultant
+1 (253) 565-2100
Rebecca joined the Spectrum team in December of 2016.  Rebecca brings more than seventeen years of expertise working with Defined Contribution Retirement Plans.

Prior to joining Spectrum, Rebecca worked at Securian which is a large financial firm based in St. Paul, Minnesota.  During her tenure with Securian, she was responsible for managing clients ranging from $1M to $50M in retirement assets.  She has an established track record of establishing long term relationships with best in class clients while delivering timely and accurate results.  Her main area of focus has been the Compliance Testing for defined contribution plans, preparation of the 5500 tax filings, as well as making sure that documents are up to date with ever changing IRS regulations.

She is very active in the community and most recently has been the head of the eMentor program with the Best Prep organization.  Rebecca has been in charge of this program for the past eight years and received the Volunteer Service Award in 2016.  This award is given to volunteers who show outstanding dedication and commitment to Best Prep and the education of Minnesota students.  This program works with high school students helping in the area of financial literacy education.

Outside of work, you can usually find Rebecca attending one of her kids sporting events.  She has a twelve year old son who is an accomplished wrestler and a ten year old daughter who is a competitive gymnast.  She and her husband also enjoy time with their two giant English mastiff puppies.
  
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Accounts Receivable Manager
+1 (253) 592-6677
+1 (253) 279-4770
Maria (Mary) J. Koumantaros is a Shareholder and Director of Spectrum Pension Consultants, Inc. She joined the Firm's Board of Directors and has been a senior member of the organization since June 1981.

During the course of her 30 year-career as an employee benefits practitioner, Mary has performed a wide range of duties including consulting with plan sponsors, plan management and financial accounting, work product quality assurance, and mentoring associate consultant colleagues.

Dedicated to giving back to the community which has afforded her much success over the years, Mary was a co-founding member of the South Sound Cancer Awareness and Research Expansion (SS CARE), and served as its first President in 2008. She is actively involved in raising money to support cancer research initiatives and a wide range of other local philanthropic endeavors. Mary serves on the St. Nicholas Greek Orthodox Church Parish Council Board, is active in Philoptochos, a charitable organization that reaches out to needy people in the community, the Tacoma Narrows Rotary Club, and Fircrest Golf Club.

Prior to joining Spectrum, Mary taught mathematics at Curtis Junior High School in University Place, Washington from September 1971 to June 1981. She earned a Bachelors of Science in mathematics and a teaching certificate from the University of Puget Sound.
  
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CPFA
Managing Director & Chief Executive Officer
+1 (253) 592-6673
+1 (253) 988-6986
Petros P. Koumantaros is a Managing Director and the Chief Executive Officer of Spectrum Pension Consultants, Inc. He became the Firm's CEO on December 23, 2005 and has served on its Board of Directors since 2003.

Petros' practice specialties include all forms of employer-sponsored deferred compensation plan arrangements. He consults with employer decision-makers in every aspect of employee benefit plan design and administration.

As an industry expert, Petros has testified before the U.S. Department of Labor ERISA Advisory Council and has lectured on business topics to retirement plan professionals. In December 2013, Petros was elected to the Board of Managers of Alliance Benefit Group, a national consortium of leading employee benefits consulting firms, which collectively provides services to over 13,000 plans, representing more than 1 million retirement plan participants and $51 billion in assets.

Petros is a credentialed member of the National Association of Plan Advisors (NAPA), where he holds the Certified Plan Fiduciary Advisor (CPFA) Designation. Since 2007, Petros has participated in the SunGard Relius Executive Forum, where his contributions influence software technology solutions for thousands of employers and over 4 million retirement plan participants.

Active in the community, Petros serves on the Board of the Rotary Boys & Girls Club of Seattle and is a member of the Seattle #4 Rotary Club, Fircrest Golf Club, and The Rainier Club. He has mentored University of Washington Business School students through the Rotary Business Mentors Program.

In July 2013, the Puget Sound Business Journal recognized Petros as one of the region's 40 Under 40, an award honoring distinguished business and civic leaders under the age of forty.

Prior to joining Spectrum, Petros was a Program Manager with Intel Corporation. Petros earned a Bachelor's Degree in Business Administration from the University of Washington, and an MBA from Arizona State University’s W.P. Carey School of Business. Petros, his wife Regina, and daughter Paige live in Seattle.
  
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AIF; CPC; QPA; QKA
Managing Director of Client Engagements
+1 (253) 592-6687
+1 (253) 988-7045
Yannis P. Koumantaros is a Shareholder and the Managing Director of Client Engagements at Spectrum Pension Consultants, Inc. He has served on the Company's board since 2003. Yannis joined Spectrum in 2002, but today, his responsibilities include managing a staff of consultants, servicing clients, and nationwide business development.

Responsible for the firm’s Growth, Yannis is an avid retirement plan marketplace expert. He was a contributing author in SmartMoney Magazine’s “10 Things Your 401(k) Provider Won't Tell You,” has been featured on Radio Shows as a Pension Consultant Expert, and has served on both the Charles Schwab Trust Company Advisory Board and the TD Ameritrade Trust Company Advisory Board. He co-authors a quarterly Cheap Technology article in both the Plan Consultant Magazine and 403(b) Advisor Magazine.

He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations. Yannis volunteers on the numerous ASPPA Committees, is on the Board of Directors of the ASPPA Benefits Counsel of the Great Northwest, and holds memberships with the National Institute of Pension Administrators (NIPA), Society of Professional Asset-Managers and Record Keepers (SPARK), National Association of Actuaries and Consultants, Inc. (NAACI), and the Alliance Benefit Group (ABG).

Selected by his peers to speak at the 2007-2014 ASPPA National Conferences in Washington DC on the following topics, his volunteerism to the society extends nationally:

- Investment Advice to Participants,
- Retirement Income Adequacy,
- Full Disclosure Fee Transparency,
- Social Media,
- Recruiting the Next Generation workforce,
- Cheap Technology,
- Outsourcing & Mergers/Acquisitions
- Capturing IRA Rollovers
- Effective Client Communication of Technical Topics

When Fiduciary issues related to the solicitation of Individual Retirement Accounts from Qualified Plans became a hot topic in 2011, he co-founded GROUPIRA; an online IRA Rollover open architecture platform provider. Today, GROUPIRA, INC. is a separate business entity with the tagline "Invest with the Power of Many" focused on leveraging the collective buying power of many investors to access high quality, low cost investments, which are generally unavailable to retail investors.

In 2012 he was asked to serve on the 20 member ASPPA Board of Directors for the National Association where he stands to serve two 3 year terms. He also received his Accredited Investment Fiduciary (AIF) Designation. He is delighted to be a part of this prestigious network of professionals dedicated to advancing fiduciary responsibilities.

Yannis graduated from the University of Washington with a Bachelor’s Degree in Business Administration with concentrations in Finance and Marketing. He was selected to perform academic research for the Finance department at the University on the correlation of “How Credit Ratings Affect the Intrinsic Value of a Corporation.” Portions of his research were published in 3 different financial journals, and even today he continues to work with the University of Washington's Finance Department on matters of interest to the future of Retirement Plans.
  
Associate Consultant
+1 (253) 592-6683
+1 (253) 576-2073
Shane was born and raised in Tacoma, Wa.  Shane attended Bellarmine Preparatory High School where he excelled as a student-athlete playing Football and Basketball.  After high school Shane went on to Central Washington University where he played Football and studied Business Administration. His love for sports and competition were a driving force attracting him to the Sales and Customer Service industry.  Shane is a results-oriented Sales Consultant that takes great pride in listening to what each individual client is looking to achieve and their objective.  Once the objective has been discussed and understood, he rolls up his sleeves, goes to the drawing board, and presents the best options available to achieve the client’s goals.

Shane spent 6 years in the Insurance business where he sold property, casualty, and life insurance for the first 3 years then worked with business owners in the Commercial Insurance field his last 3 years.  Through networking locally with business owners, he was reconnected with longtime friend and fellow Bellarmine Prep classmate and Alumni (’98) Yannis Koumantaros(Spectrum Owner).  Through years of working with similar business owners, Shane decided to leave the insurance industry and pursue a career at Spectrum in the Pension Industry as a Sales and Associate Consultant.

Shane has 2 beautiful children Lauren(11) and Mason(4).  He enjoys watching them play sports and showing them the outdoors and adventures.  In his spare time, Shane enjoys competitive golf, skiing/snowboarding, paddle boarding, hiking, and spending time with his large family at the Maul family cabin on Case Inlet near Allyn, Wa.
  
QKA; QPA
Managing Consultant
+1 (253) 565-2100
+1 (559) 790-1925
Amy McGuire joined Spectrum in 2016 and is a Managing Consultant. She runs the Fresno, California location for Spectrum. Amy has resided in the Fresno and Visalia area for the last 13 years and has made California her home.  She is excited to bring the various services and expert consulting that Spectrum offers to the clients and advisors in the Central Valley of California.

She began her career with CKS Employee Benefits located in Fresno, CA in 2003.  She quickly worked her way up to managing the daily valuation department.  After CKS was acquired by BenefitStreet, Inc., Amy oversaw the entire Fresno book of clients including administration and recordkeeping for both the daily valuation and traditional balance-forward plans.  She worked with independent Registered Investment Advisors to onboard clients and ensure their businesses benefited from a relationship with BenefitStreet.

In 2008, Amy transitioned to WESPAC Plan Services, LLC to open and establish a presence for the Oakland based firm in the Central Valley.  She was promoted to V.P. of Retirement Plan Administration and oversaw all administration, conversions, local independent Registered Investment Advisor relationships and customer service department.  She worked closely with the recordkeeping department to streamline and automate processes for clients.

A graduate of the University of Washington, she has a Bachelors of Arts degree in Economics.

In her free time you will find Amy and her family boating and waterskiing out on the lake.  She is very active in her childrens' school and currently holds the Treasurer position on the Parents Guild. 
  
QKA
Associate Consultant
(253) 565-2100
(218) 330-3190
Matthew joined the Spectrum team in 2014, having recently graduated from University of Washington (UW) where he earned his Bachelor of the Arts Degree in Accounting from the Milgard School of Business in Tacoma, WA.

Although originally joining the Spectrum team at their headquarters in Tacoma, Washington, Matt has become one of several team members to telecommute, working from his office in his hometown of Brainerd, Minnesota. Matthew is currently working toward his designation as a Qualified 401k Administrator (QKA) with the ultimate goal of achieving the Certified Pension Consultant (CPC) designation.

In his free time Matthew can be found spending time with friends and family, enjoying the great outdoors or working on his next big housing project.
  
CPC; QPA; QKA
Consultant
+1 (253) 592-6696
+1 (253) 459-0108
Matt joined the team at Spectrum in the role of retirement plan consultant in 2006. While at Spectrum, Matt has gained valuable knowledge and experience that has allowed him to deliver high quality consulting services to his clients. Matt’s role includes conducting annual plan review meetings, performing compliance testing, and consulting on client administration issues.

He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and has earned credentials as a Certified Pension Consultant (CPC), ASPPA’s highest non-actuarial retirement plan designation.

Before joining Spectrum, Matt attended Pacific Lutheran University (PLU) where he earned his Bachelors degree in Business Administration with a concentration on finance. He played NCAA golf during his years at PLU and enjoys kayaking and cycling.
  
Consultant
+1 (253) 565-2100
+1 (661) 803-0379
Bhavesh Patel joined Spectrum in January 2017 to lead our Conversion and Transition Management team.  Bhavesh brings over twenty years of experience in the retirement, banking and insurance industries. 

Prior to joining Spectrum, Bhavesh was the Implementation Manager at Ubiquity Retirement + Savings, where he led the team responsible for ensuring a smooth transition for new clients. His previous experience also includes working in various roles at the Ryding Company, Transamerica, and AIG SunAmerica. In all of his roles, Bhavesh has enjoyed providing outstanding service to his clients.

Bhavesh graduated from the University of Phoenix with a Bachelor’s degree in Information Technology. He is located in Southern California and enjoys hanging out at the beach and traveling in his spare time.
  
ERPA; CPC; QPA; QKA; QPFC; TGPC; CEBS
Director of Plan Services
+1 (253) 830-3440
+1 (253) 205-5666
Koralee is a Consultant at Spectrum Pension Consultants, Inc., having joined the team in 2013.  She brings more than 25 years of retirement plan consulting experience, working with both defined contribution and defined benefit pension plans. 

Koralee’s special focus and interest is in plan compliance and technology integration.  Prior to joining Spectrum, she was the Compliance Manager for a large benefits administration and consulting firm in Seattle.

As a Member of the American Society of Pension Professionals and Actuaries (ASPPA), Koralee holds the Certified Pension Consultant (CPC) professional designation and the Tax-Exempt & Governmental Plan Consultant (TGPC).  She is also licensed to practice before the U.S. Department of Treasury as an Enrolled Retirement Plan Agent (ERPA).  She graduated with dual Bachelor’s degrees in Mathematics and Statistics from the University of Washington.

Koralee enjoys cooking, open water swimming and spending time with her family, especially her twin sons.
  
Associate Consultant
(253) 830-3456
Tony is an Associate Consultant at Spectrum Pension Consultants, Inc. since Spring 2015. He is responsible for customer service inquiries and requests and is driven by customer satisfaction. He is actively pursuing professional designations through the American Society of Pension Professionals and Actuaries (ASPPA).

After attending the University of Washington Tacoma, he graduated in 2012, where he earned his Bachelor’s Degree in Interdisciplinary Arts and Sciences with a concentration in Global Studies and Minor in Economics.

He is very happily married and has his hands full with a daughter, born in 2012 and boy/girl twins born in 2014. In his free time, he loves spending time outdoors with his family biking, camping, and hunting. Tony is also very active in his church and community in support of kids and families.
  
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CPC; QPA; QKA; AIF
Consultant
+1 (253) 592-6699
Chad joined the consulting team at Spectrum in 2007. He is responsible for the ongoing administration and consulting for several valued client relationships.

He is a member of the American Society of Pension Professionals and Actuaries (ASPPA). Chad has obtained the designation as a Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC).

Chad's strength in building client relationships, and his focus on service, has developed strong lasting relationships with Spectrums' clients. His knowledge in the industry and ability to effectively communicate with plan sponsors allows him to better understand their needs and objectives and tailor retirement plans to meet their specific goals.

A graduate of Pacific Lutheran University, Chad received a Bachelor's in Business Administration. While attending Pacific Lutheran University, he played on the PLU Men's Soccer Team. He continues to enjoy outdoor pursuits including participation in events such as Tour de Cure which is a cycling event to support research and awareness for Diabetes, and Relay for Life, as a survivor, to help find a cure for cancer.
  
Associate Consultant
+1 (253) 535-2694
I have worked in various fields and industries. The primary role of many of the positions I have been involved in, revolve around service. Whether it is customer, employee, or company, we all are involved in providing services to each other to reach a common goal. The best tool to reach goals, is communication. With strong communication, and strong pride for people in general, anything can be accomplished with some hard work and dedication.

On a more personal note, I enjoy playing games on the computer with my boyfriend and spending time with my step-son and two cats.  I am a huge animal lover of all kinds as well as music in general.  I love to travel by air and have been to the majority of the continental U.S., Canada, and Germany.  Hopefully to be adding more locations in the near future to that list as well. A born native of the Midwest, Minnesota will forever be my home, but since moving away from that state I have lived in South Dakota, Georgia, and now California.  Each region has brought new levels of diversity to my life which I am extremely grateful for.  It has helped shape me to be the person I am today.
  
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CPC; QPA; QKA; AIF
Consultant
+1 (253) 592-6676
+1 (253) 225-7232
Chris joined our team in 2012. While at Spectrum, Chris has gained valuable knowledge and experience that has allowed him to deliver high quality consulting services to his clients. His role is focused on both service and sales. He is responsible for the ongoing client service under our platform services and IRA service offering. With strengths in building client relationships he actively works with our strategic partners to develop new client relationships.

He is a member of the American Society of Pension Professionals and Actuaries (ASPPA), earned the designation of Qualified 401(k) Administrator (QKA) and the designation of Qualified Pension Consultant (QPA) in 2014. Chris completed the requirements to earn the designation of Certified Pension Consultant (CPC) in 2016.

Committed to the betterment of the industry, Chris earned his Accredited Investment Fiduciary® (AIF®) to apply these principals to his entire Client and Advisor base.
 
As a graduate of Western Washington University, Chris earned his Bachelor’s Degree in Business Administration with a concentration in finance. Originally from Gig Harbor, Chris enjoys the outdoors with Manny (his dog), golf, and volunteers as a board member with the young professional’s network of Tacoma-Pierce County.
  
CPC; QKA; QPA; ERPA
Consultant
+1 (253) 592-6670
+1 (605) 359-2852
Moira joined Spectrum Pension Consultants, Inc. in 2013 with not only 12+ years of direct plan administration experience, but also many years of previous experience working for other retirement-focused providers.  Her primary focus is in helping the plan sponsor manage all the responsibilities associated with providing a retirement benefit for its employees while making it as easy as possible to meet all the associated obligations.  Moira prides herself on her strong relationship building and customer service skills, firmly believing that a strong customer support focus helps build strong professional relationships.

She is a member of the American Society of Pension Professionals and Actuaries (ASPPA), earned the designation of Qualified 401(k) Administrator (QKA) in 2006 and earned the designation of Qualified Pension Consultant (QPA) in 2013. Moira completed the requirements to earn the designation of Certified Pension Consultant (CPC) in 2015.

Moira is an active in many church-related activities, most notably applying her favorite musical skills in the hand-bell choir.  She also strongly supports her kids’ activities, including acting as treasurer for a seemingly non-ending list of sports teams and all their fundraising activities.  In her free time she loves to travel and golf . . .  especially in all the delightful places where she is able to visit.
  
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CPC; QPA; QKA
Consultant
+1 (253) 592-6690
+1 (440) 263-4580
Elizabeth (Liz) joined the Spectrum team in 2004. She is a consultant specializing in plan administration and compliance, focusing mostly on plan trust accounting and audit support.

Since finishing college, Liz has been working in the pension retirement field. She received her Bachelors’ Degree in Business Management, with an Economics minor, from Wittenberg University in Springfield, OH. She is a member of the American Society of Pension Actuaries (ASPPA) and holds the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401k Administrator (QKA) designations.

Liz is originally from Cleveland, OH. She joined Spectrum after moving to Washington when her husband, a chemical soldier in the United States Army, was stationed at Fort Lewis. She stays very busy with her three daughters’ active dance, sports, and school schedules.  She also stays active in the Army community, especially supporting the Army’s Family Readiness Groups as her family moves from one duty station to the next.
  
QKA; QPA
Consultat
+1 (253) 565-2100
+1 (559) 301-9010
Dyanne Zumwalt is a Consultant at Spectrum working from our Fresno, California location.
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