President & Senior Analyst

• Born and educated in Taiwan with a BA in Accounting and a minor in Computer Science, Renee completed her postgraduate studies at Cal. State University-Hayward with an MBA in Finance. She began her career as an auditor with a regional CPA firm before joining WESPAC in 1981. As a principal and the chief programmer in support of WESPAC's Daily Valued Recordkeeping System, Renee's 30+ years of experience covers all facets of Plan services. In addition to building and sustaining a growing organization's challenging demands, Renee's primary focus has been on the administration and operation of daily valued defined contribution plans. Her broad experience in the daily recordkeeping environment includes general operations support, data conversion, systems conversion, plan implementation/conversion, and omnibus trust reconciliation. Renee's ease and expertise across multiple platforms places her among the most technologically proficient of pension professionals.

V.P. Retirement Plan Administration

• A graduate of the University of Washington with a BA in Economics, Amy began her career at GT Development Corporation where she handled quality control and customer service issues for their larger clients. Upon her relocation to Fresno, Amy started at CKS in 2003 as an account manager and her mastery of current pension laws and compliance issues propelled her to Retirement Plan Manager by mid 2006. Due to WESPAC's growth demands, Amy has taken her practice skills in plan administration, conversion, document-drafting lead, and recordkeeping skills to lead WESPAC's administrative team.

VP - Advisory Services & Consultant

• A graduate of the American Graduate School of International Management, with an MBA in Finance, since joining WESPAC's Advisory Division in 1998, he has been actively pursuing his CFA ("Chartered Financial Analyst") designation in support of WESPAC's core practice emphasizing technical risk management strategy. John's experience includes an internship with the American Business Center performing economic and market research for companies expanding to the Russian market, and service as a Financial Analyst with CIGNA Healthcare of Northern California. An Investment and Financial Analyst since the late '90s, John leads his staff and WESPAC's advisory team in providing both technical and administrative support for Plan Sponsors and their employees. Since the beginning of 2005, John has been the head of WESPAC's formal investment committee overseeing quality matters and performance standards for both the qualified plan and high net worth sectors of our advisory services.

VP/Senior Consultant & Advisor

• One of Mr. Chia's original students and understudies in an industry pension curriculum in the early '80s, Tom embraced the vision of the multi-financial disciplines in order to better serve the small and mid-sized business owners, traditional to the core of WESPAC's practice. Tom's uncanny consulting and operational skills catapulted him to be one of the most effective chief operating officer's of the WESPAC pension consulting and service division by the late '80s. Frustrated by the company's necessary cautious growth, Tom sought other entrepreneurial opportunities during the '90s to include his international vision to organize a number of overseas opportunities from his adopted country of his youth in the Philippines, thus missing the rampant and ultimate market bust by early 2000. Unscathed and determined, Tom's return to the U.S. and to the financial services industry ultimately led him back home to WESPAC. He will join in the fourth decade of our company to complement his skill set with our consulting and advisory team where his renaissance and comprehensive financial background will stimulate the collateral knowledge capital of WESPAC clientele on a national level.

Wealth Management Director/Senior Consultant & Advisor

• As a senior consultant and advisor with WESPAC, Bob directs the Wealth Management Group for WESPAC Advisors. He received his Bachelor's Degrees in Environmental Biology and Economics from the University of California. Bob is an Accredited Investment Fiduciary. He recently graduated from the AIF Capstone Program, offered through the Wharton School of Finance, University of Pennsylvania, and West Coast Campus. Prior to joining WESPAC, Bob held executive management positions at several financial services and software companies. He pioneered the SAFE Workshops, an in-depth series of employee education programs adopted nationally by large companies such as Nestle, Harris Digital, PG&E, and Beringer Wine Estate. Bob also holds a California Life Agent's license.

Senior Consultant & Advisor

• A graduate of UC Berkeley, Will embarked on a benefits career with John Hancock before joining WESPAC in 1998. In his early tenure, Will developed an effective network with Charles Schwab and their branch retirement plan specialists to educate and promote Schwab's partnership program with selected firms. He supported both startup and seasoned retirement plans which did not meet their national service model. In the ensuing years, Will further honed his relationship development and sale skills through servicing a broad brokerage base with Principal Financial and Nationwide's retirement programs. His key responsibilities with WESPAC include the continued education role with SCHWAB while developing new consulting opportunities in concert with WESPAC. Will manages our strategic relationship with key branches of Charles Schwab in California and the Western Regions.

Portfolio Manager & Senior Advisor

• A graduate of Rutgers University with a BA in Economics and Labor Relations, Greg began his career by accumulating ten years of brokerage experience at A.G. Edwards and Wedbush/Morgan Securities. After assisting a major regional bank in the development of their financial services division, Greg organized his Reno consulting team with a focus towards providing independent services through WESPAC Advisors in the Nevada Tahoe region. Greg contributes his unique and highly personal consulting style to WESPAC, re-emphasizing the importance of a team approach. He was with Sierra West Bank in the capacity of Investment Services Manager for over 7 years. His accent on personal service, which has made him highly regarded throughout the Tahoe/Reno area, helps distinguish WESPAC from larger institutional service providers.