A reputation for
joining with financial, tax,
and legal professionals
to preserve wealth through
qualified retirement plans
for their clients.

 

aboutuspic002
donna brewster, jane brewster

donna brewster, CPA, QPA

Donna Brewster completed her degree in accounting at Cleveland State University. She has earned the designation of Qualified Pension Administrator (QPA) from the American Society of Pension Professionals and Actuaries (ASPPA). Donna began developing her technical expertise in defined contribution plans in 1990. With an emphasis on creative plan design, she has an in-depth knowledge of Internal Revenue Service and other Federal pension requirements.
     Donna is a member of the American Institute of Certified Public Accountants. She has served as President of the ASPPA Benefits Council of Cleveland and is currently a member of the Board of Directors of ASPPA.

 

jane brewster, JD
Jane Brewster is a graduate of The Ohio State University and Cleveland-Marshall College of Law. Working in the retirement benefits industry since 1985, Jane’s experience includes plan design, documentation, set up, administration, and consulting. She has given retirement benefit seminars for professional accounting and legal groups, employee groups, and Cleveland State University.
     Jane is a member of the Ohio State bar Association and the Lake County Bar Association and has served as a member of the Perry Local Schools Board of Education.