B.A. in Mathematics
Rob has spent his entire employment career (over 25 years) in the retirement administration and actuarial services business on the local to national level in Cleveland, Indianapolis and currently, Columbus, Ohio.
He currently holds the ERPA and QPA designations and received his Bachelor's in Mathematics from The Ohio State University.
Rob founded Crest Retirement in 2014.
ERPA, QPA, QKA
B.A. in Mathematics & Economics
Allanya has a demonstrated history of 15+ years in the financial retirement services industry.
She currently holds the ERPA, QPA and QKA designations, and received her Bachelor's in Mathematics & Economics from the University of Washington.
Allanya has been with the firm since 2015.
Senior Plan Analyst/Account Manager
B.A. in English
Courtney has extensive background experience in employee benefits, HR, and financial administration.
She currently holds the CRPS® designation and received her Bachelor's in English from The Ohio State University. She is also a licensed Notary Public.
Courtney has been with the firm since 2016.
B.A. in Psychology
M.A. in Social Psychology
Nichole's background is focused on customer service and roles that support the community.
She received her Bachelor's in Psychology from Anderson University, and received a M.A. in Social Psychology from Ball State University.
Nichole has been with the firm since 2019.
B.A. in Accounting & Business/Management
MBA in Accounting & Business/Management
Barbara brings vast experience in the corporate world from the accounting and finance sectors.
She received her Bachelor's in Accounting & Business/Management from Muskingum University, and received an MBA in Accounting & Business/Management from the University of Phoenix.
Barbara has been with the firm since 2020.
Our purpose is to provide customized retirement plans and ongoing administrative services to small businesses. We leverage our knowledge of the industry rules and regulations in a manner that provides a retirement plan that is ideal for both the principals and the rank and file.
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