A Long History of Planning for the Future
Pension Corporation of America® was established in 1977 to assist employers with the implementation and operation of Defined Contribution, Defined Benefit and other employee benefit plans. We have evolved into PCA, one of the largest employee benefit firms in Southwestern Ohio.
Our staff of more than 50 professionals support our client base of over 475 companies. We serve clients nationally, as well as regionally in our primary market of Ohio, Kentucky, and Indiana from our administration center and headquarters located in Cincinnati, Ohio.
Our Core Values
- Positive
- Integrity
- Client Focused
- Committed
- Humble
Our mission is to provide businesses and individuals objective wealth management and retirement plan services. We have a passion to utilize our expertise in creating flexible solutions for both institutional clients and individuals so they can focus on their families and businesses.
By aligning diversity and inclusion in our practice, we strive to lead with our values and beliefs, in developing the overall potential for our four associated pillars – our employees, our communities, our clients, and our vendors and business partners.
As the area’s premier independent financial services firm, we lead our clients and their families to help realize their goals and successful financial futures. We are recognized as a trusted partner that delivers unrivaled value and exceptional service to our clients. Our success is measured through our actions and by our ability to fulfill our promise.
Affiliates
As a member of the Alliance Benefit Group (ABG®), PCA has the resources of a large national firm, while our local roots enable us to be personally invested in every client relationship. Collectively, ABG® is one of the largest national retirement plan administrators in the country.
19 Recordkeeping Firms | 57,000 Plans | $184 Billion In Assets | 4.5 Million Participants

Meet Our Team

Tom Seitz, CPA
CEO

Zac Burns, CFA, MBA
Managing Partner

Justin Seitz, CFP®
Partner

Mark Janszen, CFP®
Partner

Seth Priestle, CFP®, MBA
Partner

Carrie Lucas, QKA
Retirement Plan Consultant

Mark Holly, QKA, QPFC, AIF
Director: Investment Services

Tim O’Conner, CFP®, MBA
Senior Wealth Management Advisor

Justin Dornbach, CFP®
Wealth Management Advisor

Matt Mullins, CPA, CFP®
Investment Advisor Representative

Frank Metzmeier
Paraplanner

Joanna Berding, ERISA Attorney, J.D.
Manager of Legal Services

James Luttrell, CPA
Chief Financial Officer

Karen A. Bettner, QKA, QKC
Compliance Manager

Cheryl Rogers
Payroll Integration Specialist

Stephanie Wilmhoff
Senior Executive Account Manager | 401(k) Trainer and Processing Manager

Tara Allen, QKA
Senior Executive Account Manager

Jamie Walpole
Senior Executive Account Manager | Lead Account Manager

Dianne Koehler
Senior Executive Account Manager

Joy H. Williams, QKA, QKC, CBS™
Senior Executive Account Manager

Nikki Kennedy, QKA
Senior Executive Account Manager

Brady Gray
Account Manager

Karyn Ramsey, QKA, QKC, QPA
Trading Coordinator | Plan Account Executive


