TRPC’s Executive and Management Team
Patrick Hale, JD, MBA
Patrick received his Bachelor of Arts in Business Administration from Ouachita Baptist University and earned a Master of Business Administration and Juris Doctor from the University of Arkansas. He has over 18 years experience within the retirement plan industry. Prior to joining TRPC, Patrick held leadership positions with several third party administration and investment advisory firms. Patrick is licensed to practice law within the state of Arkansas and attained the designation of Qualified Plan Administrator (QPA) from the American Society of Pension Professionals and Actuaries (ASPPA).
Patricia Bowker, CPA
Chief Financial Officer
Patricia has over 20 years of professional experience in the employee benefits industry. She received her Bachelor of Science in Accounting from David Lipscomb University in Nashville, TN. She is a Certified Public Accountant and a member of the American Institute of CPAs as well as the Tennessee Society of CPAs.
Rick Pummill, CLU, QPA, QKA
Manager of Consulting and Compliance
Rick has worked over 30 years in the development, management and administration of qualified retirement plans. He has assisted thousands of business owners and their advisors in identifying opportunities to help management achieve their objectives. Rick earned a Bachelor of Arts degree in Economics from Dartmouth College and received his Chartered Life Underwriter (CLU) designation from the American College and his Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries (ASPPA). Rick is an active member of ASPPA and the Dayton, Ohio Employee Benefits Group. He also serves on the boards of several local non-profit organizations.
National Sales Director
Rob has over 30 years of experience in qualified plan sales, relationship management, and administration. As National Sales Director he is responsible for building the TRPC sales team and new distribution channels. Rob received his Bachelor of Science degree in Finance from Xavier University. He holds his NASD Series 7, 26 & 63 and his OH Life & Health License.
Scott Cloud, MBA, CPC
Scott has over 15 years of experience in the retirement plan industry, with expertise in plan design, documents, administration/consulting, and employee education/enrollment. His role as Sales Director is devoted to the development and execution of strategies aimed at helping TRPC’s investment advisor partners to acquire, manage, and scale retirement plan advisory business. Scott received a Bachelor of Science in Business Administration from Miami University (OH), and earned an MBA from The Ohio State University. He is an active member of the American Society of Pension Professionals and Actuaries (ASPPA) and has earned his Certified Pension Consultant (CPC) designation.
Director of Wealth Advisory Services
Director of Compliance and TPA Relations
Kerrie has a Bachelor of Science degree in Business Administration from Southern Illinois University and has worked in the financial services industry since 1998. Earning a Series 7 & 63 securities license in 2000 and a Certified Retirement Services Professional (CRSP) designation in 2002, she has dedicated the last 20 years of her career to developing quality teams and processes that allow for successful operation of corporate retirement plans.
Andrew Gehring, AIF, ARPC
Vice President of Sales, East Region
Gary L. Simon Jr., QPFC
Regional Vice President of Sales, Mid Central Territory
Gary is located in Cincinnati, OH . He has worked exclusively with qualified plans for over 20 years. Prior to his sales career, Gary’s extensive background in record keeping and administration developed his consultative brand. An ASPPA member for over 15 years, he delivers plan design consultation and ERISA guidance. Prior to joining TRPC, he was consistently one of the top wholesalers for Ameritas Life and Fidelity Investments. With over $1 Billion of retirement plans sold over his career, Gary has earned such honors as Regional Director of the Year multiple times. Gary Joined The Retirement Plan Company in June of 2018 and holds Series 7, 63 and 65.
Vice President of Sales, South Central Region
Managing Director, India
Senior Director, India
Senior Director, India