The founder of the firm, Brenda K. Mallicoat, CPC, QPA has over 30 years of experience in the employee benefits and accounting fields. She holds the following designations from the American Society of Pension Professionals and Actuaries (ASPPA):
- Certified Pension Consultant (CPC)
- Qualified Pension Administrator (QPA)
She has also served as the St. Louis coordinator and instructor for the Society, teaching semester-long pension classes for five years.