TRPC’s Executive 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 of 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).
Managing Director of Client Experience
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.
Managing Director of Operations
Now serving as the Managing Director of Operations, Jon previously held leadership positions as Vice President of Technology and Operations—with U.S. BENCOR/MidAmerica, a partner firm under the USRBP umbrella. Before joining USB/MA in 2019, Jon was a Senior Director at Willis Towers Watson, leading both U.S. and India-based teams, and managing application development, DevOps, infrastructure, technology operations, data services, and client configuration management of custom and SaaS platforms supporting the core business.
Jon earned both his Bachelor of Science and Master of Science degrees from the University of Florida. He is a Certified Scrum Master and holds certification as a Project Management Professional (PMP) from the Project Management Institute.
Director of Communications
Elisa has 10 years of experience in the Learning and Development field. She brings her expertise from various industries, including retail, fast food, and medical, as well as U.S. BENCOR/MidAmerica, a partner firm under the USRBP umbrella. Now as Director of Communications with TRPC, Elisa leads a team of Learning & Development and Marketing professionals. This role empowers her passion for developing and educating both our own team members as well as our clients and participants. Elisa earned a bachelor’s degree in Business Administration, with a concentration in Human Resources, from Keiser University and a master’s degree in Instructional Design & Technology from Purdue University.
Managing Director, Business Processing Center
As the managing director of our processing centers, Amit is integral in leading and executing the strategic direction for our processes. Amit holds a Master of Business Administration degree and has nearly two decades of global experience in the retirement plan industry.
Managing Director, RIA
With 27 years of experience in the retirement plan industry, including 18 years with Ingham/TRPC, Todd is genuinely passionate about wealth management and helping clients achieve their financial goals. For Todd, building trust is what it’s all about—he builds trusted relationships with plan sponsors, plan participants, and staff to consistently deliver industry-leading results. He is committed to providing education and guidance to participants and plan sponsors, enabling them to make informed decisions about retirement savings, because everyone deserves the opportunity to retire with financial security. Todd earned a Bachelor of Science degree in Finance from Syracuse University.
Managing Director of Finance & Accounting
Ryan sharpened his financial expertise in a number of prior roles before joining TRPC, most recently as Vice President of Finance for U.S. BENCOR/MidAmerica, a partner firm under the USRBP umbrella. Previously, Ryan served as Controller and then Vice President of Finance for Acclaris, Inc., a Willis Towers Watson Company. Ryan earned a Bachelor of Business Administration degree in Accounting from the University of Notre Dame and a Master of Business Administration degree from the University of Florida. He is a Certified Public Accountant (CPA).
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.
Managing Director, Technology
Since joining The Retirement Plan Company (TRPC) in 2016, Bill has been leading the Technology team, setting the technological direction of the company and managing TRPC’s global Development and QA staff.
Bill’s entire 40+ year career is comprised of pension systems software development, beginning at Tillinghast, Nelson & Warren (now part of Willis Towers Watson), where he developed their first in-house DC and DB administration systems. Next, he served in various management capacities in the development of Corbel’s industry leading Quantech pension administration system (now FIS-Relius), ending his tenure as Relius’ Vice President of Software Development and head of their global Development groups.
Bill earned a Bachelor of Science in Software Development with emphasis on Business Administration from DeVry University Atlanta. When he’s not working on pension systems, he’s a professional sports photographer shooting at the collegiate, Olympic, and professional levels.