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:

Mike Condon, President and 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.

 

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 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.

 

Scott Coolman, Marketing Director and Partner
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 currently is on the Sylvania Rotary Board.

 

Chris Koby, Partner
Chris has compiled almost 25 years of solid experience in qualified retirement plan consulting, administration and compliance review. His Bachelor of Science Degree in mathematics is from Heidelberg College.

 

Crystal Cahill
Crystal has over 15 years of experience in retirement plan administration. She has also worked for a local public accounting firm completing plan audits and tax returns for four years. She earned the Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries (ASPPA). In addition, she is a proud graduate of the University of Toledo with a BS in Finance.

 

Heather Campbell
Heather has 13 years of experience in the financial services field, with an emphasis in compliance. She received both her BBA and her Master's in Business Administration from the University of Toledo.

 

Chris Goodson
Chris brings to us a wealth of talent and over 15 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.

 

Jacque Hahn
Jacque is a proud graduate of Hillsdale College with a BA degree in Accounting. Her 23 years of prior experience covered all phases of plan administration, with concentration in the areas of plan design and document preparation.

 

Jessica Hildreth
In addition to being a proud University of Cincinnati graduate, she brings to us 9 years of experience in the benefits industry.

 

Kelly Jordan
Kelly earned her BA in Business Administration magna cum laude from Indiana Institute of Technology. She has over 10 years experience in administration, data analysis and project management with a focus on compliance. She is a board member and current Treasurer of Prevent Blindness Northwest Ohio and a member of the Napoleon Lions Club.

 

Janeen Mussery, Consultant
Janeen's more than 15 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.

 

Todd Peterson, Consultant
Todd has approximately 15 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.

 

Kim Porter, Assistant to Consultants
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.

 

Ashley Robertson
Ashley has over 10 years of retirement plan administration experience. She graduated Magna Cum Laude from the University of Toledo with a BBA in Business Analysis and a Minor in Finance. In addition, she also possesses the QKA designation from ASPPA.

 

Dawn Wagner, Consultant
Dawn has more than 15 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.