LIFESTYLE RETIREMENT COMPANY - Key Persons
Jodi Reish is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA). Ms. Reish has over twenty years pension experience drafting and amending qualified plan documents, plan terminations, IRS submissions and negotiations. Ms. Reish earned her Administrative/Legal Secretarial A.S.B. degree at South Hills Business and Technology School in State College.
Justin Glantz is a 2011 graduate of The Pennsylvania State University and holds a Bachelor of Science Degree in Supply Chain Management, with a minor in Information Systems Management. Mr. Glantz currently assists the analysts with their data manipulations, systems integration, and other IT solutions.
Lisa Weaver is founder of Lifestyle Retirement Company, and is both a Certified Public Accountant and lawyer. Ms. Weaver's work experience is in retirement consulting, planning, employee benefits, and compliance. She earned her Masters of Law in Tax from Georgetown in Washington D.C., her law degree from Southwestern in Los Angeles, and her accounting degree from Penn State at University Park. Ms. Weaver also serves as adjunct professor in Penn State's Smeal College of Business.
Tina Rossman is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service and a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals & Actuaries (ASPPA). Ms. Rossman has over seventeen years experience administering Defined Contribution Plans with a focus on New Comparability Profit Sharing, and 401(k) plans. Ms. Rossman also works with Age-Weighted Allocations, Compliance Testing, Form 5500 preparation, and plan design issues.
Job Titles:
- Founder of Lifestyle Financial Matters
Tracey Childers is founder of Lifestyle Financial Matters. Ms. Childers' work experience includes business planning, tax planning, retirement planning and financial planning, as well as investment securities. Ms. Childers holds a Bachelor of Science degree in Accounting from The Pennsylvania State University. She is a Certified Financial Planner (CFP®), and Enrolled Agent with the Internal Revenue Service. She holds Series 7, 63 & 65 licenses, and is a Registered Representative of World Capital Brokerage, Inc., a member of the FINRA and SIPC. She is also an Investment Advisor Representative (IAR) of World Capital Advisors, LLC, a Registered Investment Advisor.