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Executive Team

Garth Rouse

Director of Marketing

BS - Oregon State University

Rene Jones

Director of Finance

BS - Oregon State University

MBA - University of Oregon

Greg I. Jones

Business Development Director

BS - Oregon State University

Lauren Lalack

Keith Dunn

Victoria Evans

Mitch Jones

Human Resource Director

BS - Oregon State University

MBA - Willamette University

Retirement Division Director


MBA - Willamette University

Health & Welfare Division Director

BS - Oregon State University

Information Technologies Director

BA - George Fox University

We currently have over thirty employees dedicated to plan administration and many other in supporting roles. All administrators have a minimum of specialized post-secondary training and the formal education ranges upwards to graduate degrees in business. Between them, they have over 200 years' experience with employee benefit plan administration. Several staff members have MBA's and industry designations. All staff regularly attend seminars and workshops in a continuing effort to stay current in cafeteria, retirement, medical and pension fields. The average experience with our firm is over five years.

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