About Trinity Pension Consultants, Inc.
Partner Profiles 

Kevin A. Bergdorf, CPC, QPA

Kevin Bergdorf, CPC, QPA has been designing, administering and consulting with clients on qualified plans for the last decade. His special interest is in the design and administration of plans for closely held businesses, though he has also worked extensively with Fortune 500 companies. Kevin Bergdorf spent five years with Charles Schwab managing client relationships and developing and delivering fiduciary analysis to Plan Sponsors. He also spent four years as the Vice-President of a TPA firm, developing the client service model, internal operations and consulting practice. Kevin Bergdorf resides in Uniontown, OH with his wife and two children.

Anthony J. Warren, QKA

Anthony Warren, QKA has been assisting professional advisors and plan sponsors in designing and administering their qualified retirement plans for almost a decade. His primary focus is communicating pension concepts in plain language to the professional advisory community. Anthony Warren's secondary focus is to provide sales consulting to Financial Professionals to help them prospect and close retirement plan business. He is a frequent speaker to these groups on various retirement plan design topics and current trends in the qualified plan marketplace. When Anthony is not consulting, he can usually be found water-skiing and spending time with his wife and children. Anthony Warren lives in Akron, OH with his wife and three children.