Redwood Pensions, LLC is based in the San Francisco Bay Area (but it also serves
clients outside the Bay Area and in other states). Its founders and managers are
Andrew Zollman, ERPA, CPC, APA, QPA and Christina Jones,
ERPA, QPA, QKA.
They worked together previously at other pension firms before deciding that they could most effectively apply
their complementary skills, ideas, experience and work ethic by forming a new company together.
Michele Presnell, QPA, QKA is the Senior Plan
Consultant. She previously worked with Christina and Andrew at other
pension
firms, then re-joined them at Redwood Pensions, LLC.
Samantha Chau is a Plan Consultant. She previously
worked with Andrew Zollman and Christina Jones at another firm, and they have been re-united at Redwood Pensions, LLC.
Beth Bowles is our Participant Support Specialist, specializing in processing distributions and loans to plan participants. She previously worked with Christina, Andrew,
and Michele at other
pension
firms, then re-joined them at Redwood Pensions, LLC.
Andrew Zollman has over 34 years of experience in the retirement plan administration
industry. He was raised in Alaska, then moved to Sacramento
where he began his career in retirement plan administration. He earned the professional designations of
Enrolled Retirement Plan Agent (ERPA) from the
Internal Revenue Service,
Certified Pension Consultant (CPC) and
Qualified Pension Administrator (QPA)
from
The
American Society of Pension Professionals and Actuaries (ASPPA), and
Accredited Pension Administrator (APA) from The National Institute
of Pension Administrators (NIPA).
Christina Jones has over 29 years of experience in the retirement plan administration
industry. Originally studying to become a CPA, that path led her to a career in retirement plan administration instead. She earned the professional designations of
Enrolled Retirement Plan Agent
(ERPA) from the Internal Revenue Service,
Qualified Pension Administrator (QPA) and
Qualified
Michele Presnell has over 23 years of experience in the
retirement plan administration industry. She earned the professional designations of
Qualified Pension Administrator (QPA) and
Qualified
Samantha Chau has over 27 years of experience in the retirement plan administration industry.
Beth Bowles has over 2 years of experience in the retirement plan administration industry. She has a Bachelor of Arts, Psychology from the University of California, Santa Cruz.