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
Our Team
David Podell
Founder & Visionary
Jenn Kerr
Pension Plan Tax Strategist
Tara Medina
Client Relations &
Marketing Director
Michael Kelly
Plan Design Analyst
Leslie Mastrogiovanni
COO | Integrator
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.