THE PEOPLE BEHIND THE PLANS
Meet the defined benefit plan specialists at Business Benefits Consultants
Every CPA partner works directly with our team — specialists in defined benefit plan design, compliance, and administration. No handoffs to generalists.
Our Leadership
David Podell
Founder & Visionary
Jenn Kerr
Pension Plan Tax Strategist
Our Team
Tara Medina
Client Relations
Michael Kelly
Plan Design Analyst
Leslie Mastrogiovanni
Operations and Implementation
David Yates
Strategic Planning Advisor
WHAT WE DO
Ready to bring defined benefit plans to your clients?
Book a free 15-minute call with our team.
We'll show you exactly how the partnership works and whether it's the right fit for your practice.