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Sonia Casares, APA, President is a Member of the National Institute for Pension Administrators and currently holds an Accredited Pension Administrator designation. She is a graduate of California State University, Stanislaus. Sonia has over 20 years of experience in the qualified plan area.
sonia@valleypension.com
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Diane J. Rovedatti, APA, CFO is
a Member of the National Institute for Pension Administrators and
currently holds an Accredited Pension Administrator designation. She is
a graduate of California State University, Stanislaus. Diane has over 20 years of experience in the qualified plan area.
diane@valleypension.com
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| Lisa A. Dirks, APA, Sr. Plan Administrator |
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Hello my name is Lisa A. Dirks, APA. I’ve worked in the pension industry for over eight years and attained my Accredited Pension Administrator designation in 2009. I previously worked for Valley Pension Services for 6 years starting out as the administrative assistant and working my way up to the Office Manager. I relocated to Reno, NV for almost three years in which I continued to work in the pension industry. However, I am excited to be back in Modesto and working with the team at Valley Pension once again. I look forward to assisting you with all of your retirement plan needs.
lisa@valleypension.com
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Hi, my name is Michelle Green, APA.
I was born and raised in the Central Valley and earned my Bachelors
Degree in Business Administration from California State University,
Stanislaus.
Prior to joining Valley Pension Services, Inc. I
worked at E. & J. Gallo Winery for sixteen years with eight of those
years as a Retirement Plans Administrator. I received my APA
designation in 2007.
michelle@valleypension.com
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Hi, my name is Jana Jeffries
I have worked in the pension field for 15 years. I am the Distribution
Manager and I specialize in assisting our clients with Internal Revenue
Service, Department of Labor and Employment Development Department
questions or correspondence. I have been with Valley Pension Services,
Inc. since 2001.
jana@valleypension.com
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| Jana Jeffries, Distribution Manager |
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| Christina Garcia, Distribution Specialist |
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| Hello, my name is Christina Garcia.
I am currently a Bilingual Distribution Specialist and have recently
obtained my bachelors degree from Stanislaus State University. I look
forward to the new experiences that will come with working in the TPA
services area.
christina@valleypension.com
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| Hi, I'm Cory Jones! I am a student at Modesto Junior College and a part time Administrative Assistant.
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