Firm Partners - Pension Assurance

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Our Partners

Graduated Cal State Northridge and began career at Arthur Andersen in 2002
In 2006, after one year as a sole practitioner, merged with and was named Partner-in-Charge of benefit plan audits at CNM LLP
Co-founded Pension Assurance LLP in 2014
Regularly speaks at retirement plan conferences and events

Attended University of Southern California film school
Post film school, began a second education in public accounting
Launched CPA career as a staff auditor at a local firm, performing audits of small-to-mid-sized corporations, non-profits, and employee benefit plans
Joined John Russon’s employee benefit plan audit practice in 2007
Named Practice Leader in 2012; named Partner in 2014

Undergraduate degree in Business Economics (Accounting Emphasis) from the University of California, Santa Barbara
Named Partner at Pension Assurance LLP in 2018
Oversees several of the firm’s largest, most complex, and challenging retirement plan audits
Lives in Los Angeles with his wife and current foster dogs. Pastimes include playing golf and watching sports

Graduated from the University of California, Santa Barbara, with a bachelor’s degree in business economics

Named Partner at Pension Assurance LLP in 2020
Enjoys working closely with clients to understand their needs and find the best solutions
Lives in Tarzana with his wife and three children

Attended California State University, Long Beach College of Business with an emphasis in Accounting
Launched CPA career as a staff auditor in 2003 at a regional firm in Orange County, CA, performing audits of mid-market privately held companies, non-profits, and employee benefit plans
Joined Pension Assurance in 2019 as a Practice Leader and named Partner in 2022
Obtained the Qualified 401(k) Administrator (QKA) Credential from the American Society of Pension Professionals and Actuaries in 2023

Attended California State University, Northridge, with a degree in Accountancy
Launched CPA career as a staff auditor at Moss Adams LLP, where she specialized in assurance services for retirement plans, manufacturing and distribution, food and beverage, and healthcare industries
Joined Pension Assurance LLP in March 2020 as a Manager, and named Partner in January 2023

Graduate of Old Dominion University
Began career in public accounting in 2006, performing attest functions for small to large size companies in various industries, with a heavy emphasis on employee benefit plans
Joined Pension Assurance LLP in March 2022 as a Practice Leader and named Partner in January 2024
Enjoys building relationships with clients and coworkers alike and providing a seamless audit experience