|Kristy Wiernasz | Chief Executive Officer
Kristy started with PCC in 2002 as a Retirement Plan Administrator. During her tenure, she has become a credentialed member of the American Society of Pension Professionals and Actuaries, earning the Qualified 401(k) Administrator, Qualified Pension Administrator, and Certified Pension Consultant designations. Kristy took over as President in 2014 and has been doing everything in her power to stay out of the way of PCC’s amazingly smart and talented team ever since. A graduate of Marquette University with a Bachelor’s of Science majoring in Finance and Economics, Kristy truly enjoys helping other business owners design, implement, and maintain their qualified retirement plans. Working in an environment that demands perfection and requires continuous learning is what keeps her coming back for more.
|Jake Dumke | Chief Operating Officer
Jake has been with PCC since 2004 and works directly with business owners and investment professionals to design, implement, and maintain qualified retirement plans. Jake is a firm believer in a proactive approach to plan design and prides himself on providing the best customer service experience possible. A graduate of St. Norbert College, Jake has a Bachelor’s Degree in Business Administration. He is also a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA), holding both a Qualified 401(k) Administrator and a Qualified Pension Administrator designation. Jake is enrolled to practice and represent clients before the IRS with respect to Form 5500s as a retirement plan agent (ERPA).
|Norma Robertson | Senior Retirement Plan Administrator
Norma joined PCC as a Senior Retirement Plan Administrator in 2015. With more than 14 years working as a retirement plan administrator, Norma’s experience consists of performing all aspects of plan administration, including contribution calculations, non-discrimination testing, preparing government filings, processing distributions, and trust accounting. A graduate of the University of Washington, Norma has a Bachelor’s Degree in Geography. She is also a credentialed member of the National Institute of Pension Administration (NIPA), holding the Accredited Pension Administrator designation.
Matt Seidl | Retirement Plan Administrator
Matt joined PCC as a Retirement Plan Administrator in 2012. With over six years of experience focusing on defined contribution plan administration, Matt’s experience includes non-discrimination testing, contribution calculations, preparation of government forms, plan conversions, and plan terminations. Working through the complexities of plan administration makes his career both challenging and rewarding. Matt enjoys being a resource for his clients in helping them achieve their retirement plan goals and keeping their plans in compliance with IRS and DOL regulations. A graduate of St. Norbert College, Matt has a Bachelor’s Degree in Business Administration. He is also a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA), holding both a Qualified 401(k) Administrator and a Qualified Pension Administrator designation.
|Amber Zellner | Retirement Plan Administrator
Amber Zellner, a graduate of the University of Wisconsin - Green Bay, joined PCC as a Retirement Plan Administrator in 2015. With a Bachelor of Science Degree in Mathematics, Amber is a natural fit for the complex world of retirement plan testing. She has quickly gained the expertise needed to provide excellent support for her clients regarding all aspects of their plan design and operational compliance. For Amber, the most rewarding part of working as a retirement plan consultant is forming relationships with her clients so she can better address their specific retirement benefit goals.