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Vanessa R. Schallmo, QKA®, TGPC, QPFC
Sr. Retirement Plan Manager

Vanessa recently joined our team as a Senior Retirement Plan Manager responsible for managing and delivering our suite of administration, consulting, and compliance services to our retirement plan clients.  Vanessa has over 20 years of experience in the retirement plan industry, most recently with Ameritas and Lincoln Financial Group, and holds the Qualified 401(k) Administrator,  Qualified Plan Financial Consultant, and Tax-Exempt & Governmental Plan Consultant designations.  She earned a BA from State University of New York at Fredonia and is a member of the American Society of Pension Professionals and Actuaries (ASPPA).

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