REDWOOD PENSIONS - Key Persons
Andrew Zollman has over 33 years of experience in the retirement plan administration industry. He was raised in Alaska, then moved to Sacramento where he began his career in retirement plan administration. He earned the professional designations of Enrolled Retirement Plan Agent (ERPA) from the Internal Revenue Service, Certified Pension Consultant (CPC) and Qualified Pension Administrator (QPA) from The American Society of Pension Professionals and Actuaries (ASPPA), and Accredited Pension Administrator (APA) from The National Institute of Pension Administrators (NIPA).
Beth Bowles is our Participant Support Specialist, specializing in processing distributions and loans to plan participants. She previously worked with Christina, Andrew, and Michele at other pension firms, then re-joined them at Redwood Pensions, LLC.
Beth Bowles has over 20 years of experience in the retirement plan administration industry. She has a Bachelor of Arts, Psychology from the University of California, Santa Cruz.
Christina Jones has over 28 years of experience in the retirement plan administration industry. Originally studying to become a CPA, that path led her to a career in retirement plan administration instead. She earned the professional designations of Enrolled Retirement Plan Agent (ERPA) from the Internal Revenue Service, Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from The American Society of Pension Professionals and Actuaries (ASPPA).
Lori Walters, APA is a Plan Consultant. She previously worked with Michele Presnell at another firm, and they have been re-united at Redwood Pensions, LLC.
Lori Walters has over 23 years of experience in the retirement plan administration industry. She has a Bachelor of Arts and a Bachelor of History from the University of California, Berkeley. She earned the professional designation of Accredited Pension Administrator (APA) from The National Institute of Pension Administrators (NIPA).
Michele Presnell has over 22 years of experience in the retirement plan administration industry. She earned the professional designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from The American Society of Pension Professionals and Actuaries (ASPPA).