Michael L. Atchison,

MBA, CFP, CLU

With more than 20 years experience, Mike has helped over 1,000 CPAs, investment advisors and business owners implement the most tax effective retirement plans available.

Email: m.atchison@apexba.com

Curriculum

 1978: Graduated from U.C. Berkeley

 1981: MBA in Financial Planning, Chartered Life Underwriter, and Certified Financial Planner

 2004: Started APEX Benefits Administration in Richland, WA.

Dian Atchison,

Owner

Dian started in the retirement plan industry in 1983. She has over 14 years experience in retirement plan management and administration.

Email: dian@apexba.com

Curriculum

 1983: Started Hicks Pension Services in Chico, CA.

 1994:  Started working for the Frank Russell company in Tacoma, WA.

 2004: Started APEX Benefits Administration in Tri-Cities, WA

Danielle Atchison, Consultant

Danielle graduated from WSU with a degree in Finance in 2006. She began her career as a financial analyst in the Commercial Real Estate industry. She left the industry to complete her Master's in Finance in Sydney, Australia. Upon returning she started her own business prior to joining the APEX team as a Seattle area consultant.

Email: danielle@apexba.com

Curriculum

 2006: Graduated from Washington State University with a degree in Finance.

 2009: Graduated from University of New South Wales with a Masters degree in Finance.

Karen Jones, CRSP

Senior Administrator

Karen started working in the Retirement plan industry in 1981 in Honolulu, Hawaii.  She is experienced in all aspects of the industry.  Karen has been a Senior Administrator for over 15 years.

Email: karen@apexba.com

Curriculum

 1981 - 2000: Worked for  Bank of Hawaii Trust Division in Honolulu, Hawaii.

 2000 - 2004: Worked for Petersen Hasting Investment Services in Kennewick, Washington.

 2004 - 2005: Worked for Randall & Hurley out of Spokane, Washington

Devin Schmelzer, Administrator

Devin began working for APEX Benefits Administration in 2010 and is specialized in managing Defined Benefit plans.

Currently studying to become and enrolled actuary.

Email: devin@apexba.com

Curriculum

 2008: Graduated from Washington State University with a degree in Mathematics with an emphasis in Acctuarial Sciences.

 2010: Graduated from Washington State University with a degree in Accounting.

 2010: Passed the ASPPA Defined Benefit exam.

Stephanie Cottrell,

Administrator

Stephanie began working with Retirement plans in 2003 while working for Petersen Hastings Investment Management.

Her career with APEX Benefits Administration began in January of 2007; where she now handles numerous clients retirement plan administration.

Email: stephanie@apexba.com

Curriculum

 2003: Began retirement plan work at Petersen Hasting Investment Services.

 2007: Began career with APEX Benefits Administration.

Erin Clark,

Distribution Specialist

Started in the retirement plan industry in 2008 and has already completed her qualified distribution specialist designation. 

Email: office@apexba.com

Curriculum

 2004: Graduated from Washington State University with a degree in Liberal Arts.

 2008: Began working for APEX Benefits Administration