We are a diverse group of professionals deeply committed to achieving a single goal each and every day: delivering exceptional professional financial counsel and administrative support to our clients.
Our financial professionals hold the following advanced industry certifications: Chartered Financial Analyst®, Certified Financial Planner®, Certified Investment Management Analyst®, Accredited Asset Management Specialist®, Chartered Retirement Planning Counselor® and Certified Divorce Financial Analyst®.
Rod Coyan is Vice President of Retirement Plan Services, responsible primarily for guiding PIM clients through the process of planning for and transitioning into retirement.
Brian is PIM's Chief Investment Officer, responsible for developing and maintaining investment portfolios for all PIM clients, as well as providing financial counsel to a select number of PIM clients.
Jen LaDuca is PIM’s Director of Client Service. She maintains a range of responsibilities, all focused on delivering world-class service to all PIM clients.
Shalina Martos is Director of Financial Planning, responsible for leading our financial planning work as well as partnering with a select number of PIM clients.
Ron Moskat is the Chairman of the Board of Directors of PIM, providing governance and strategic guidance to PIM's leadership team.
Sowjanya Ravela is a Financial Operations Associate, responsible for facilitating and executing transactions for, and fostering relationships with, our valued clients.
Chris Reedy is the Chief Executive Officer and the Chief Complaince Officer of PIM, responsible for strategic planning and leadership across all areas of the organization.
John Voigt is PIM’s Head of Accounting, responsible for the firm’s business accounting, including budgeting, financial statements and tax management.