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Retirement Plan Specialist
Jackie Albee has been in the Retirement Plan Industry for over 25 years. Jackie’s focus is to assure retirement plans stay in compliance with the complicated and ever-changing ERISA (Employee Retirement Income Security Act) legislation. She prides herself on her knowledge of ERISA and her knack at breaking it down for Plan Sponsors to easily understand the issues. Jackie graduated from the University of Pittsburgh in 1996 with a Bachelor of Science degree in Mathematics. She currently holds a CPC (Certified Pension Consultant), a QPA (Qualified Pension Consultant) through the American Society of Pension Administrators and Actuaries (ASPPA) and a CBC (Cash Balance Coach). She has served on the National Education and Exam Committee for ASPPA and is a Past president and board member for the local ASPPA benefits council. Jackie enjoys reading, crocheting and spending time with her grandkids.
Ted Diamantouros acquired an extensive background in accounting and tax over the past seven years. He finds great value and passion in assisting clients reach their short and long-term goals. His constant pursuit of accounting knowledge allows him the eligibility to sit for the CPA exam, giving Ted the possibility of evolving into a Certified Public Accountant. Ted earned a Bachelor of Science in Business Administration from Northern Illinois University. He also earned an accounting certification in bookkeeping that paired well with many of his roles in the accounting industry. Outside of PBM, Ted enjoys exploring nature, running, hiking, traveling, socializing, and spending time with family.
Menas Dimas has been an accountant at PBM since 2018. Some of his responsibilities at PBM include accounting, payroll, individual and business tax returns, and sales tax. He enjoys working directly with clients to provide effective and timely solutions for their day-to-day business needs. Menas earned a Bachelor of Science in Business in Accounting and Finance from DePaul University. He is licensed with the Internal Revenue Service as an Enrolled Agent and is a QuickBooks Online ProAdvisor. Outside of PBM, Menas enjoys sports, volunteering at his church, and spending time with his family.
Kristen Elhard has been with PBM since May of 2022. She is very detail-oriented and has had extensive client-relations training and HR training. She enjoys using her experience assisting both clients and associates to ensure the day-to-day aspects of our teams’ goals are met and exceeded. Outside of work, Kristen enjoys spending time with family and friends, live music, reading and baking.
|Kelley Van Hecke|
Retirement Plan Specialist
Kelley Van Hecke has been with PBM since 2015. Along with her 16 years of experience with retirement plan administration, she has earned the Certified Employee Benefit Specialist (CEBS) and Qualified 401(k) Administrator (QKA) designations. As a retirement plan specialist, her expertise includes preparing plan documents, calculating annual plan contributions, reconciling plan assets, processing loans and distributions, preparing annual valuations and filing the necessary annual reporting forms to the IRS. Kelley enjoys working with our clients to help them understand their retirement plans. She earned her Bachelor of Science degree majoring in Finance and Marketing at the University of Wisconsin-Madison. She has been involved as a leader with a volunteer youth trip to Appalachia with the Appalachia Service Project for 14 years. She is a member of a women’s philanthropic organization which has a primary focus on providing educational opportunities for female students worldwide. She enjoys hiking, exploring new places and visiting her three daughters in Michigan and Colorado.
Vicki Holtrop has been an accountant for over 20 years and has been with PBM since 2016. She is very detail-oriented and has extensive knowledge in accounting, payroll, and taxes. She focuses on providing clients with personalized attention and developing long-term relationships. Vicki grew up in Illinois and earned her Bachelor of Science degree in accounting from Elmhurst University. In her free time, she enjoys spending time with her family, taking her dog on long walks, experiencing different parts of the world, and cheering on her Chicago sports teams.
Billing and Workflow Manager
Kevin Kuenn has been with PBM since 2021 as Billing and Workflow Manager, and brings over fifteen years of expertise in billing, accounts receivable, process improvement and database management at several Fortune 100 companies. His responsibilities include managing and maintaining PBM’s billing, client, and workflow data, as well as serving as a subject matter expert in MS Excel and other Microsoft Office Suite applications. Kevin earned his Bachelor’s degree in Rhetoric and Creative Writing from the University of Illinois Urbana-Champaign in 2003. In his free time Kevin enjoys spending time with friends and family, traveling, classic cinema, playing guitar, and writing fiction.
Accountant / Payroll Specialist
Jordan Marugg joined PBM in 2020. She has more than 20 years of experience in the accounting field. As an accountant and payroll administrator, Jordan enjoys the continual opportunity to provide clients with solutions, best practices and personal dedication. Jordan found her calling to accounting in high school when asked to help her father with his small land surveying business. From there her curiosity and love for a challenge led to transitioning the business accounting records to a computer based system. She holds a bachelor's degree in Business Administration with a focus in accounting. Outside of work, Jordan spends her time working on home improvement projects and traveling to see friends and family.
MaLisa McGee Joined PBM November 2023 as an accountant. She holds a Bachelor of Arts degree in Business Administration with an emphasis in Accounting from Chicago State University, Summa Cum Laude 2008. She has 15 years of experience in client service focusing on tax compliance and analysis. Having previously worked across a broad range of industries and entity structures, she is excited to bring her experience to a focused client base of Healthcare Practice Owners. Aside from client service, MaLisa enjoys event planning, attending live performances such as theater and comedy, traveling, reading, and home improvement projects.
Laura Mendez is a Certified Public Accountant (CPA), licensed in Illinois and Texas, and a QuickBooks Online ProAdvisor. She has been with PBM since 2018 and her responsibilities as an accountant/consultant include accounting, tax preparation, payroll and other special projects, as needed. She enjoys using her education and experience assisting clients as they navigate the ever-changing world of business. Laura graduated from the University of Houston-Clear Lake with a Bachelor of Science degree in Accounting in 1984 and has worked in public accounting since then. She spends her time traveling, visiting family, and reading.
Kelsey Millard is a payroll specialist who has worked in the payroll industry since 2018 and has been the Payroll Coordinator at PBM since 2020. In her role, Kelsey facilitates the processing of live payrolls, the setup and closing of company payrolls, and helps clients keep up with payroll tax deposit and filing requirements across several different states. Kelsey earned an Associate’s degree from Oakton Community College and is currently working towards a Bachelor’s degree in Accounting at Northeastern Illinois University. She enjoys volunteering at her local animal shelter, attending live concerts in Chicago, and doing fun activities with her daughter, niece, and nephews.
Deanna Paragas joined PBM in 2017 as an accountant and feels PBM is the perfect environment to combine her background of tax accounting, technology consulting and business management skills. She has been in the tax and accounting field since 2004 and is an Internal Revenue Service Enrolled Agent specially trained in tax matters for businesses and individuals. Deanna has a strong interest in making things easier and more manageable for clients so they can enjoy life rather than be overwhelmed with day-to-day details. Deanna earned a Bachelor of Science degree in Business Management from Brigham Young University and has completed a 5th year of college in accounting courses. She grew up in Washington state and enjoys exploring the west coast, Hawaii and Central America.
Retirement Plan Specialist
Donna Perlino has been in the retirement plan industry for over 15 years. She joined PBM in 2017 and has been a key member of the retirement team with her extensive knowledge in retirement plan administration, year-end closes, distributions, annual reporting, and document preparation. Donna earned a Bachelor of Science degree in Organizational Management from Northern Illinois University as well as a Master of Business Administration. She is currently working towards her QKA® (Qualified 401(k) Administrator). She enjoys traveling and spending time with her family and friends.
Patrick Ryan has been an accountant working with medical and dental professionals for over 25 years. He joined PBM in 2016 and has continued providing his clients with the same service and professionalism, focusing on accounting, payroll, and corporate taxes. He takes pride in maintaining long-term relationships with his clients; some as far back as when he first started in the industry. Patrick earned his bachelor’s degree in English at Illinois State University. He furthered his education in accounting at Elmhurst University. Outside of work, he enjoys spending time with family and friends, and loves attending outdoor concerts/events.
Ashley Snyder has been at PBM since 2017 as office coordinator. She handles client communications, scheduling, portal advisement, and the inflow of client information. Ashley resides in the northern suburbs of Chicago. She enjoys reading, remodeling her home, and spending time with her husband and children.
Elisabeth Woodbridge has been a Certified Public Accountant (CPA) for over ten years. She is a QuickBooks Proadvisor and assists clients with QuickBooks and QuickBooks Online set-up and training. Her goal is to convert accounting, payroll, and tax requirements into processes her clients can understand and achieve. Elisabeth has worked in various capacities at PBM since 2003. She is currently an Accountant/Consultant. She focuses on helping clients with accounting, payroll and taxes. She develops long term relationships with medical and dental professionals and their staff by seeing them as part of the same team. Elisabeth earned a Bachelor’s Degree from Wheaton College, a Professional Accounting Certificate from the College of Lake County, and a Master’s Degree from Trinity International University. She enjoys volunteering at her church and attending cultural events in the Chicago area with friends and family.