Renee T. Szu, MBA
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 first worked with Marshall Berg, CPA in San Leandro, CA in 1979 before joining Western Pension Administration, a TPA firm in Oakland, CA in 1981 where she began her career in the pension industry. In 1991, she co-founded WESPAC Advisors, Inc., a registered investment advisory firm and WESPAC Plan Services, Inc., an administration and recordkeeping firm. In July of 2008, Focus Financial Partners, LLC (IPO in July of 2018 as FOCS) purchased both companies and they continue to operate as wholly-owned subsidiaries with Renee acting as president.
John C. Williams, III, MBA
John joined WESPAC in the late 1990's and his position as advisory operations manager means not only overseeing the retirement plan advisory business but also fulfilling key compliance and portfolio management roles. John is also a member of WESPAC Advisors' formal investment committee overseeing performance standards for both the qualified plan and high net worth sectors of our advisory services. His prior experience includes positions as a financial analyst with both The North Face and CIGNA Healthcare of Northern California. He served for 4 years in the U.S Army as a linguist and graduated with honors from the University of Florida with a BA in political science and minors in economics and Japanese language. He is also a graduate of the Thunderbird School of Global Management with an MBA in finance.
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 region.
Thomas C. Lambert, CLU, ChFC
Early in his financial services career which began in 1980, Tom focused on working with businesses and their owners to effectively serve their financial, planning and retirement objectives. This path led Tom to join WESPAC in 1982, where he became a senior officer and principal by the late '80s. Tom sought other entrepreneurial opportunities during the '90s and early 2000’s, however he ultimately came back home to WESPAC in 2006. During the years since, Tom has served in multiple roles including operations and project management but has always dedicated most of his time working directly with clients in serving their needs. As a life-long student of the business, Tom’s professional credentials and educational background include the Chartered Financial Consultant and Chartered Life Underwriter designations, along with graduate studies and certificates from The American College of Financial Services in Bryn Mawr, Pennsylvania, undergraduate studies at the University of the Philippines, and numerous industry courses and programs.
Robert D. Perussina, AIF®
As a senior consultant and advisor with WESPAC, Bob directs the Wealth Management Group for WESPAC Advisors. Prior to joining WESPAC, Bob held executive management positions at several financial services and software companies during the past three decades. 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 Estates. He received his Bachelor’s Degrees in Environmental Biology and Economics from the University of California, Berkeley. Bob received his designation of Certified Financial Planner in 1982, and is currently an Accredited Investment Fiduciary. graduating from the AIF Capstone Program, offered through the Wharton School of Finance, University of Pennsylvania, West Coast Campus. Bob also holds a California Life Agent's license.
After graduating with a bachelors in economics from Montana State University, Shevick moved to California to begin his career with WESPAC. Shevick loves data, and has a keen ear for listening to people, which has allowed him to help participants reach their retirement goals for the last eight years. In his free time, he loves to ski and enjoys revisiting his roots in Montana. Shevick is licensed with the series 65.
A graduate of the University of California, Los Angeles in 1987, Tony’s first seven years of career development at Price Waterhouse Coopers provided experience with a broad spectrum of retirement plans and responsibilities. This encompassed everything from new-start to large plans with more than 10,000 plan participants. His initial focus on the narrower field of pension-actuarial design (including completion of an extensive series of Society of Actuaries exam and ASPPA Actuarial certification courses) has evolved in recent years to a wide breadth of practical experience in working with pension clients in conjunction with the defined contribution sectors. He is eminently qualified to provide a high level of consultation and administrative support to WESPAC’s diverse group of client requirements.
Stephen Grillmeyer has been a Pension Administrator with WESPAC Plan Services, LLC since January of 2005 and has been working in the retirement industry for over 20 years. He loves being a Pension Administrator and working with clients and participants on their retirement goals.
Stephen graduated from the University of California, Davis with a degree in Managerial and Agricultural Economics. He also has a Qualfied 401(k) Administrator(QKA) credential from the American Society of Pension Professionals & Actuaries (ASPPA). Before joining WESPAC in 2005, Stephen worked for several other TPAs (third party administrator firms) including Wells Fargo, Barclays Global Investors, Merrill Lynch and PenCal. He also worked for Hambrecht & Quist administering their 401(k) Plan, equity option plans and managing their commission compensation group.
Stephen currently resides in Elk Grove, California with his family. In his free time, Stephen enjoys hiking, bike riding, taking his dogs on walks, attending his son’s soccer games, working in the garden/yard, playing ultimate frisbee and playing guitar.