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Staff
With more than 175 years worth of combined experience in our
industry, we feel confident in the intelligent and accurate fulfillment
of your needs. The following are members of our talented team:
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Mike Condon, President and Partner
Mike has nearly 25 years of experience in the successful design and implementation
of qualified retirement plans. His Bachelor of Science degree in mathematics
and economics is from the University of California. |
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Scott Lutton, Vice President, General Counsel and
Partner
Scott is responsible for ensuring compliance with the complex technical issues
governing retirement plans. He has been focused in the area of qualified retirement
plans for over 20 years. Scott received a Bachelor of Science degree in corporate
finance from the University of Toledo and is a graduate of the University of
Toledo College of Law. |
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Brian Blatt, Consultant
Brian has nearly 15 years experience providing excellent customer service in
qualified retirement plan consulting and administration. He graduated from
Bowling Green State University with a Bachelor of Accounting degree. |
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Scott Coolman, Marketing Director
Scott’s over 20 years in the execution of solid sales
and marketing plans are an integral part of PIC’s commitment
to client service and success. He received his Bachelor of
Business Administration degree from the University of Michigan-Flint.
He currently is on the Sylvania Rotary Board. |
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Chris Koby, Senior Consultant
Chris has compiled almost 20 years of solid experience in qualified retirement
plan consulting, administration and compliance review. His Bachelor of Science
Degree in mathematics is from Heidelberg College. |
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Janeen Mussery, Consultant
Janeen’s more than 10 years of experience in qualified retirement plan
consulting and administration has also enabled her to successfully train new
staff members. Janeen is a Cum Laude graduate of the University of Toledo with
a Bachelor’s Degree in finance. |
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Stephanie Nance, Office Manager
Stephanie’s approximate 30 years of experience in the legal, financial
and qualified plan administration areas lends itself to a well systematized organization.
She graduated with a Bachelor’s Degree in business management from Indiana
State University. |
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Todd Peterson, Consultant
Todd has approximately 10 years experience as an IRA and
tax compliance specialist with a focus on IRS retirement
regulations and abating penalty notices. Todd received
a Bachelor’s Degree in psychology from the University
of Toledo and is a graduate of the University of Toledo
College of Law. |
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Kim Porter, Assistant to Consultants
Kim’s successful career spans nearly 30 years in financial
services and qualified plan administration. She is also an
internal accounting assistant responsible for accounts receivable
and payable. |
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Michael Szyperski, Consultant
Mike’s almost 10 years of experience in financial and
qualified plan administration has included successfully training
new staff members. He graduated Cum Laude with a Bachelor
of Science degree in mathematics from Bowling Green State
University. |
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Dawn Wagner, Consultant
Dawn has more than 10 years of successful service in qualified retirement plan
consulting and administration. She graduated Magna Cum Laude from the University
of Findlay with a Bachelor of Science degree in business management. |
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ALL RIGHTS RESERVED |
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