Our Team
Our team consists of highly educated individuals with the depth and breadth of experience and tenure that allows us to provide plan sponsors with individual attention and professional consultation that is accurate. Our staff are seasoned professionals plan sponsors can depend on.
Scott Coolman
President
Ext. 555
Scott’s over 25 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 is a long standing member of Sylvania Rotary, having served as Club President and Club Foundation Chairman.
Scott Lutton
Retired Partner and General Counsel
Ext. 583
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 25 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.
Mike Condon
Retired Partner
Mike has nearly 30 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.
Chris Koby
Partner
Ext. 515
Chris has been a Partner in the firm since 2010 and has more than 30 years of experience in the retirement plan industry. He has an extensive background relating to IRS and DOL regulations on retirement plans. Chris is responsible for assisting in the firm’s day-to-day operations including employee management, plan administration, compliance testing and consulting. Chris holds a Bachelor of Science degree from Heidelberg University, Tiffin, Ohio, with a major in mathematics. Outside of work, Chris enjoys reading, traveling, golf and cheering on his favorite sports teams.
Heather Campbell
Partner
Ext. 511
Heather has over 15 years of experience in the financial services field, previously holding her Series 7 investment license and has 9 years of retirement plan design and administration experience. She received both her BBA and her Master’s in Business Administration from the University of Toledo.
Chris Goodson
Partner
Ext. 518
Chris brings to us a wealth of talent and over 20 years of retirement plan design and administration experience. He received his Bachelor’s Degree in Accounting from BGSU and his MBA in Business Administration from the University of Findlay.
Stacey Dosch
Consultant
Ext. 508
Stacey has over 15 years of experience in the financial services industry. Previously advising individuals on their retirement plans and personally managing over $65 million dollars of investments while holding both her Series 7 and 66 license. Her experience is broad throughout the financial industry working in internal audit, accounting, finance and investments. She received her Bachelor’s Degree in Business Administration from the University of Toledo. In her free time, you likely can find her supporting her children’s sporting events or enjoying the fantastic Toledo Metroparks.
Jacque Hahn
Document Administrator
Ext. 525
Jacque is a proud graduate of Hillsdale College with a BA degree in Accounting. Her 25 years of prior experience covered all phases of plan administration, with concentration in the areas of plan design and document preparation.
Dawn Wagner
Consultant
Ext. 519
Dawn has more than 17 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.
Todd Peterson
Consultant
Ext. 513
Todd has approximately 17 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.
Kylie Ellis
Sales & Marketing
Ext. 538
Kylie is a graduate of The University of Toledo with a BBA in Finance and a minor in Sales. Previously working in the insurance industry, dealing with a wide variety of products and services such as life insurance, investments, Medicare, retirement accounts, financial planning, etc. Kylie holds her life and health license. Fun fact, she auditioned for a Shark Tank Casting Call in 2018.
Molly Wolf
Consultant
Ext. 514
Molly has nearly 19 years of experience specializing in employee benefit plans which includes work as a dedicated employee benefit plan auditor and a retirement plan consultant. She received a Bachelor of Science in Business Administration with an accounting specialization from Bowling Green State University. At the end of 2022 Molly obtained the ASPPA Qualified 401(k) Administrator (QKA) credential.
Trish Veres
Consultant
Ext. 587
Trish has over 16 years of retirement plan administration and consulting experience. She graduated from the University of Toledo with a BS in Finance.
Ashley Robertson
Consultant
Ext. 364
Ashley has 16 years of retirement plan administration and plan design experience. She graduated Magna Cum Laude from the University of Toledo with a BBA in Business Analysis and a Minor in Finance.
Kathy Muneio
Assistant to Consultants
Ext. 505
With over 35 years as a Paralegal, Kathy’s experience includes work with Plan & Benefits administration. Kathy is a graduate of the University of Toledo, having first earned a Paralegal Certificate, then a Bachelor’s Degree, magna cum laude, in 2014. She also achieved CRCM certification from the America Banker’s Association. With excellent customer service and organizational skills, Kathy supports our Consultants with their daily tasks.
Kim Porter
Assistant to Consultants / Accounts Receivable/Payable
Ext.574
Kim’s successful career spans nearly 35 years in financial services and qualified plan administration. She is also an internal accounting assistant responsible for accounts receivable and payable.
Megan McNamee
Distribution Specialist
Ext. 506
Megan graduated Magna Cum Laude from the University of Toledo in 2026 with a Bachelor of Science in Mathematics and a minor in Business. She brings extensive customer service experience and also gained valuable industry experience through her internships during college. Outside of work, Megan enjoys travelling and exploring new places.
From basic recordkeeping questions to the most complex technical issues, we'd love to talk to you.
Highly educated, with the depth and breadth of seasoned professionals, our administration team can provide your organization with individual attention and professional advice that is accurate, timely, and practical.