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About us

Our team is everything around here.

Locally owned and operated in San Diego, serving more than 1,600 companies nationwide.

Our company history

Founded in 2017 on one idea.

Establishing a business retirement plan should be rewarding for both the business owner and their workforce. Tom Burns, Tammy Anderson and Stacey Mumby started the firm to help employers develop strategic retirement plans with simplicity, and to keep those plans fitting the business as it grows.

In November 2025, Trombino Pension Administrators joined Premier Plan Consultants, bringing two decades of client relationships and adding to the firm’s administrative, compliance and technology capacity.

Our values

Take care of our team

Good people doing good work in a happy environment. It is our why.

Take care of our clients

Serve with clarity, answer plainly, and keep the plan fitting the business as it changes.

Support our community

We love San Diego and we kind of think San Diego loves us back.

Leadership

The people who set the standard.

Tom Burns
Founder and President

Tom Burns

Tom started the company with the belief that having a company retirement plan should be a rewarding benefit for business owners and their employees. Our mission is to help employers with smart plan design by aligning and maximizing workplace and employee retirement plan goals. With over 21 years of industry experience Tom has worked with over 3,000 companies to make sponsoring a company retirement plan easier; he has helped them establish or restructure their business retirement plan to ensure it meets the specific benefit goals of the company.

Tom and the team at Premier Plan Consultants know the rules and regulations can be tricky, so they focus on keeping it simple and making sure all clients have a positive customer service experience.

When Tom is offline, he resides in Carlsbad, CA with his wife Cassandra and his kids Carlie and Caden. He enjoys golfing, skiing, surfing and spending time watching Carlie cheer competitions and Caden's hockey games.

Industry positions
Tom is the Vice President of the San Diego NIPA Board

Tammy Anderson, APA
Founder and VP of Client Relations

Tammy Anderson, APA

Tammy brings more than 18 years of experience providing Third Party Administrative (TPA) services in the retirement plan field. As VP of Client Relations, she manages the implementation of the retirement plans and ensures a smooth on-boarding process for our clients. She focuses on the client's needs and experiences, going the extra mile to guarantee our clients satisfaction.

Tammy is a dog lover and has two fur babies, Harley Quinn (Pit Bull) and Taylor (German Shepard Rottweiler). She enjoys spending time with family and friends, loves to read, enjoys sand, sun and sea and is a barley and hops kind of girl.

Industry positions
Tammy has an Accredited Pension Administration designation

Stacey Mumby, APA
Founder and VP of Operations

Stacey Mumby, APA

Stacey is a seasoned plan administrator with over 20 years of experience in the retirement plan industry. As VP of Operations, she organizes and oversees the daily operations of the company. By managing procedures and coaching people, she ensures the business stays efficient and productive. In her role as a senior administrator, she helps our clients understand and comply with the rules of qualified plans and heads up our administration team to maintain high levels of customer service year after year.

Stacey is a San Diego native who enjoys spending time with her family and friends, cooking and reading, and an occasional indulgence in binge-watching on Netflix.

Industry positions
Stacey has an Accredited Pension Administration designation and was a past member of the Board of the San Diego Chapter of NIPA

Steve Allen
Director of Administration

Steve Allen

Steve Allen is the Director of Administration and has more than two decades of experience in the retirement plan industry. He started as a Plan Consultant and gradually moved up the ladder to his current leadership role. Steve is passionate about helping his employees understand the importance of client service standards and improve their skillset in compliance testing and consulting.

Growing up in a small town in New Jersey, he moved to Chicago after high school and attended college at Purdue University. Steve and his wife later moved to California to escape the cold, but he still considers himself a small-town person at heart. He values simplicity and kindness in life.

When he is not working, he enjoys working in his backyard garden, experimenting with new recipes, reading non-fiction, and spending time in nature. Two things on his bucket list are to visit every major league baseball stadium and attend a 30-day meditation retreat.

Cyndie Fessenden
Director of Compliance

Cyndie Fessenden

Cyndie Fessenden is a seasoned professional in the retirement plan industry, boasting over 25 years of experience. Throughout her career, she has helped numerous business owners to create and maintain plans that align with their specific needs, while also ensuring that their employees' lives are positively impacted. With a passion for enhancing the retirement planning experience, Cyndie is a respected and valued member of the industry.

Outside of her work, Cyndie is a supporter of local sustainability initiatives, community theatre and animal rescue organizations. When she is not working or volunteering for animal causes, Cyndie enjoys taking advantage of the beautiful San Diego weather. You can often find her indulging in outdoor activities like playing pickleball, roller skating, or walking on the beach with her friends.

Meet the rest of the team

Forty one people, one bench.

Plan consultants, distribution and loan specialists, trust accounting, an in-house actuary and the administrative team that keeps 1,600+ plans moving.

AW
Aimee Wikum
Senior Plan Consultant
AS
Alecia Schreiner
Distribution and Loan Specialist
Alicia Clayton
Alicia Clayton
Plan Consultant
Allison Kelley
Allison Kelley
Plan Consultant
Ashley Kelley
Ashley Kelley
Plan Consultant
Bobby Braun
Bobby Braun
Sales Consultant
Brooke Sutcliff
Brooke Sutcliff
Defined Benefit Team Lead
Caitlin Lawler Kast
Caitlin Lawler Kast
Plan Consultant Manager
Carly Rauls
Carly Rauls
Administrative Associate
Curtis Singleton
Curtis Singleton
Plan Consultant Manager
Dennis Trombino, ERPA, CPC, APA, QPA, QKA
Dennis Trombino, ERPA, CPC, APA, QPA, QKA
Plan Consultant
Dina Whipple
Dina Whipple
Administrative Associate
Ed Trombino
Ed Trombino
Plan Consultant
Aaron Dorsey
Aaron Dorsey
Sales Consultant, Orange County
Gabe Amador
Gabe Amador
Senior Plan Consultant
Heather Acevedo
Heather Acevedo
Plan Consultant
J.J. Glass
J.J. Glass
New Client Specialist
Jazmin Salazar
Jazmin Salazar
Plan Consultant
Jennifer Waters
Jennifer Waters
Plan Consultant
JR
Jessica Richards
Plan Consultant
Jose Arana
Jose Arana
Senior Plan Consultant
Judith Blackhall
Judith Blackhall
Trust Accounting Specialist
Kelly Trombino, APA
Kelly Trombino, APA
Plan Consultant
Ken Vollmer
Ken Vollmer
Actuary
Kirin Pickett
Kirin Pickett
Administrative Trainee
Latasha Shelton
Latasha Shelton
Administrative Associate
Lindzee Kuper
Lindzee Kuper
Consulting Associate
Marie Sansoucie
Marie Sansoucie
Office Manager
Misty Gill
Misty Gill
Plan Consultant
NaKendra Stewart
NaKendra Stewart
Administrative Associate
Nicole Mrazek
Nicole Mrazek
Distribution and Loan Specialist
Robert Pickett
Robert Pickett
Plan Consultant
Sarah Iliev
Sarah Iliev
Trust Accounting Specialist
Sherri Wood
Sherri Wood
Plan Consultant
Stephanie Erndt
Stephanie Erndt
Administrative Associate
TM
Taylor Mumby
Accounting Specialist

A dedicated team focused on you and your employees.

Tell us your goals and we will design the plan that gets you there. Call (858) 257-3555.

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