Bob Krieger, CEO of Perennial Pension & Wealth, was recently credentialed as an Accredited Investment Fiduciary ®(AIF®). He is one of only a few in the Sacramento area. As such, this designation allows him to help mitigate the liability that is faced by Trusts, Endowments, Pension Plans, etc. by providing guidance as to best practices that must be followed by those involved in these investment decision processes. By designing and implementing prudent processes and procedures, as an Accredited Investment Fiduciary®, Bob can help Trustees understand and handle the responsibilities and liabilities inherent in this role.

Originally from Walnut Creek, California, Bob graduated with a Bachelor of Science degree in Physiology from the University of California at Davis. After exploring the medical field, his interest and passion in finance and business led him to the investment field. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plan Counselor.

Steve is the son of an Air Force pilot and has lived all over the world, including stops in Germany, the Philippines, Florida, Georgia, Texas, Arizona, New Mexico and both northern and southern California. Steve graduated with a Bachelors of Science degree from the University of California, Davis and holds an MBA with a concentration in Finance from Golden Gate University. Steve is also a CERTIFIED FINANCIAL PLANNERTM.

Eric lives with his wife Krista & sons, Dave and Charlie, in Sacramento, CA. Additionally, Eric has been involved with the Boys & Girls Club since 2002 & serves locally on their Board.

*Asset management offered through LPL Financial.

Amy holds the designations of Certified Retirement Planning Counselor (CRPC®) and Certified Special Needs Advisor (CSNA).

Gerald is originally from Fairfield, CA, but has resided in Lincoln, CA, for the last 4 years. He is the oldest of four boys. He is an avid outdoorsman and during his free time can be found boating, camping or golfing.

Prior to working at FTI, Shamon worked for CTB/McGraw-Hill in Monterey. During her tenure, Shamon spent the majority of her time as a Contract Analyst for their Legal Team, responsible for drafting, reviewing, and analyzing an extremely high volume of legal contracts and ensuring that McGraw-Hill’s intellectual property assets were protected. She also worked for a number of years on their Sales and Marketing Team as a Proposal Coordinator, where she effectively coordinated the production of countless proposals under extremely tight deadlines. Shamon focuses on every aspect of clients’ experiences while upholding the demanding standards of Perennial Pension & Wealth.

Shamon lives in Rocklin, CA with her husband Dave, and their three children, Tyler, Nicholas, and Brooke. Shamon is also actively involved in watching and assisting her children’s and husband’s soccer teams through Rocklin Youth Soccer Club.

Jesica has lived in the Northern California area for the last four years and currently shares space with her Rottweiler, Diva.

Meg also graduated from Johnson and Wales with a culinary and restaurant management degree and worked for Southern Wine and Spirits where she became a certified Sommelier.

Meg’s primary responsibility at Perennial Pension and Wealth is to service the day-to-day needs of our 401k participants. If they need assistance with the web site, taking a loan or distribution or help getting enrolled she delivers continuous customer service through a solutions-oriented approach. She is focused and dedicated to enhancing every client experience at Perennial Pension and Wealth.

Meg lives in the downtown area of Sacramento with her fiancé, Austin and King Charles Spaniel, Luli. She enjoys cooking, wine tasting, scuba diving, and snow skiing as well as competing in triathlons and half marathons.