Candis Belin, QKA
Plan Administrator

Candis joined PPA in October 2014 as a Plan Administrator. She has worked in the retirement plan industry since 2007. 

In 2012, Candis attained the Qualified 401(k) Administrator (QKA) designation with the American Society of Pension Professionals and Actuaries.

In her spare time, Candis enjoys spending time with her husband and three young children. She also enjoys staying active, cooking, crafting and reading, as well as serving in children's ministry at her church.

P: (253) 759-8354, ext. 113,  F: (253) 759-8417 
E: CandisB@ppatpa.com

Courtney L. Wagner
Plan Administrator

Courtney graduated from Western Washington University in 2008 and began working in the retirement plan industry that same year. Courtney joined PPA in August 2017 as a plan administrator, bringing with her a wealth of experience and a strong expertise in technical writing and review.

In her free time, Courtney likes to be home on the farm with her animals and husband, lounging by the pool and hosting parties with friends and family. She also likes to attend the occasional soccer game. Go Sounders!

P: (253) 759-8354, ext. 143,  F: (253) 759-8417 
E: CourtneyW@ppatpa.com

Jackie Hartle, QKA
Plan Administrator

Jackie joined the PPA team in January 2015 as an Assistant Administrator and was promoted to Plan Administrator in August 2015. Since graduating from Pierce College, Jackie has acquired 15 years of experience in the pension industry.

Jackie enjoys spending her free time with her family, enjoying the outdoors as weather permits by going to the park, zoo, camping trips, etc.

P: (253) 759-8354, ext. 136,  F: (253) 759-8417  
E: JackieH@ppatpa.com

Jennifer Virant, QKA
Plan Administrator

Jennifer joined PPA in the fall of 2010 as a Plan Administrator. She has worked in the retirement plan field since 2005 and has over 16 years of accounting experience.

In 2009, Jennifer attained the Qualified 401(k) Administrator (QKA) designation with the American Society of Pension Professionals & Actuaries.

In her free time, Jennifer enjoys reading and spending time with close friends and family.

P: (253) 759-8354, ext. 107,  F: (253) 759-8417 
E: JenniferV@ppatpa.com

Justin White
Plan Administrator

Justin has been with the firm since 2006 and in 2013 assumed full Plan Administrator duties.  Justin graduated from Western Washington University in 2002.

P: (253) 759-8354, ext. 106,  F: (253) 759-8417 
E: JustinW@ppatpa.com

Lola Elford
Plan Administrator

Lola joined the PPA team in 2014 upon graduating from the University of Puget Sound with a degree in Business.  In January 2016, Lola was promoted to the position of Plan Administrator.  

In her free time, Lola visits the San Juan Islands where she grew up and enjoys boating, hiking and spending time with family and friends.

P: (253) 759-8354, ext. 114,   F: (253) 759-8417 
E: LolaE@ppatpa.com

Monica McCurty
Plan Administrator

Monica has worked in the financial and pension industry since 1995. She graduated from the University of Puget Sound with a B.A. in Business with an emphasis in Marketing. After college, she worked in the Financial Services sector before transitioning to the retirement planning field.

P: (253) 759-8354, ext. 132,  F: (253) 759-8417 
E: MonicaM@ppatpa.com

Scott Kaiser, QKA
Plan Administrator

Scott joined the PPA team as a Plan Administrator in May 2010 and has been in the profession since 2002.

In 2009, he attained the Qualified 401(k) Administrator (QKA) designation with the American Society of Pension Professionals & Actuaries.

In his spare time, Scott enjoys running, bowling and making homemade sausage and smoked meats.

P: (253) 759-8354, ext. 111,  F: (253) 759-8417 
E: ScottK@ppatpa.com

Teri L. Zwang
Plan Administrator

Teri joined PPA in August 2017 as a plan administrator. She has been in the retirement plan business since 2006 and also brings with her many years of experience in the financial industry.

Teri loves to spend time hanging out with her family, including nine grandchildren and three rescued Chihuahuas! When she's not in the kitchen sharpening her culinary skills, you might find her reading a good book or watching the Seahawks!

P: (253) 759-8354, ext. 145,  F: (253) 759-8417 
E: TeriZ@ppatpa.com

Tracy Munson
Plan Administrator

Tracy joined the PPA team in August of 2017. She has worked in the retirement plan industry since 2015. With a background of 20 years in banking and accounting, Tracy brings a depth of financial industry experience with her.

In her spare time, Tracy enjoys spending time in Cle Elum where she grew up, riding bikes, cooking, going on walks and spending time with close friends and family.

P: (253) 759-8354, ext. 141,  F: (253) 759-8417 
E: TracyM@ppatpa.com