Meet Our Team2018-10-24T09:43:18-05:00

MEET OUR TEAM

We’ll earn your trust. Every day.

JacquelineKrull

Jackie Krull

President
(920) 593-4973
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My PI in Six Words:  Helping Employees Create Retirement Income Security

SusanVanGheem

Sue Van Gheem

CEO
(920) 593-4974
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My PI in Six Words:  Cultivating Partnerships by Sharing Our Story

Jackie’s experience and expertise within the retirement plan industry began in 1991. Jackie is passionate about the retirement plan industry and is dedicated to helping employees create retirement income security. Jackie serves in the roles of President, Owner and Account Administrator. Jackie is a graduate of the University of Wisconsin – Green Bay. She is a member of several professional organizations including the Fox River Area Pension Professional Society (FRAPPS) and the Bellevue Business & Professional Association (BBPA). She impacts community development through her participation on the Village of Bellevue Economic Development Advisory Board (EDAB) and The Friends of Bellevue Parks (FBP) volunteer group.

Sue has been with Pension Inc. since 1992 and currently serves as CEO, Owner and Director of Business Development.  She enjoys meeting with new business partners and plan sponsors to promote the Pension Inc. story and share her passion for helping employees reach their retirement goals.  Sue is a graduate of St. Norbert College and is an active community volunteer.  When she is not spending time with her family, she proudly serves on the St. Norbert College President’s Advisory Council and the Bellin Foundation Board of Directors.  With a dedication to youth development in our community she is also an active member of the Girl Scout Regional Advisory Team and Boys and Girls Club Board of Directors.

SarahGreen

Sarah Green, QKA

Vice President/Treasurer
(920) 593-4976
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My PI in Six Words:  Transforming Retirement Planning Questions into Confidence

ChrisDewsnap

Chris Dewsnap

Vice President/Secretary
(920) 593-4978
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My PI in Six Words:  Transforming Your Retirement Goals into Reality

Sarah joined Pension Inc. in 1997 as a plan administrator.  She enjoys fostering new and long-standing relationships with both plan sponsors and participants.  In 2007, Sarah became a partner and acquired many corporate roles.  She values her corporate responsibility, however, her passion still lies in designing and servicing plans to best fit each client’s needs.  Outside the office, Sarah enjoys volunteering at her children’s school and any activities that take her family outdoors.

Fresh off his graduation from St. Norbert College, Chris joined Pension Inc. in 2000 as an Account Executive.  Since then, his role has expanded to include Owner and Vice President.  Passionate about the legal and compliance aspects of retirement plan design and administration, Chris enjoys crafting qualified plans tailored to each client’s specific goals.  Outside the office, Chris is actively involved in the community’s youth sports associations.

KayleighStewart

Kayleigh Stewart

(920) 593-4985
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My PI in Six Words:  Developing Dependable Retirement Solutions for Employees

SandraMarsicek

Sandra Marsicek

(920) 593-4975
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My PI in Six Words:  Helping Simplify the Retirement Plan Process

Kayleigh joined Pension Inc. in 2009 and continues today as an account administrator for qualified plans. Kayleigh excels in the areas of plan compliance, consultation, and employee education.  In 2017, Kayleigh joined the leadership team as an additional shareholder.  She is a graduate of the University of Wisconsin – Green Bay and serves as a member of the Alumni Advisory Board.

Sandra joined Pension Inc. in 2013 as a processing associate.  Since then, she has transitioned into the role of Plan Operations Manager and Owner.  Sandra is responsible for directing and controlling activities for various departments including daily processing, distributions, trading, and reconciliation of Pension Inc.’s recordkeeping platform.  Her enthusiastic commitment to innovating and improving the client and participant retirement plan experience contributes to the growth and success of Pension Inc.  Sandra graduated from the University of Texas at Austin and enjoys visiting her home state.

ChrisZepczyk

Chris Zepczyk

(920) 593-4979
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My PI in Six Words:  Putting Your Time and Needs First

MinaSmits

Mina Smits

(920) 593-4984
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My PI in Six Words:  Dedicated Support, Helping Successful Participant Outcomes

Chris is a seasoned account administrator, joining Pension Inc in 2005. Chris focuses on strengthening our relationships with our Solo(k) Program, as well as serving as plan consultant for qualified retirement plans.

Mina is dedicated to providing accurate results to ensure client satisfaction. In her Plan Operations Associate role, Mina is responsible for daily processing, interacting with plan sponsors and participants and providing specialized support for Pension Inc. team members.  Her experience in data management and customer service helps deliver efficient plan administration.

Rachel Beauchamp

(920) 593-4982
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My PI in Six Words:  Helping “Sensify” Compliance Requirements for All

Since 2004, Rachel has worked in the financial services industry in plan operations, operations training, and client care; always focusing on improving the overall effectiveness and efficiency of plan processes.  Rachel’s role today is centered on servicing our recordkeeping platform partners.