About Us

Beverly has over 40 years of experience in the pension industry with a concentrated focus on third party administration services for defined contribution plans. As President and co-owner of American Pension Consultants she manages operations, installation and implementation services while assisting with strategic plan design to acquire new business.

She started her career in South Florida in 1979 and owned and operated a TPA business for nearly 15 years before moving to Ormond Beach, becoming partners with Dave Leonard in 2007. She has wide-ranging experience in pension plan administration, consulting & support for plan sponsors, financial advisors and plan participants.

Beverly is a member of the American Society of Pension Professionals & Actuaries (ASPPA), a member of the Power of 3 Business Leader’s Council, and is Past Treasurer of the ASPPA Benefits Council of North Florida, an organization committed to keeping retirement planning professionals up-to-date with the ever-changing tax codes.

Jeff has over 20 years of experience as a retirement plan consultant with a proven track record of delivering quantifiable results to those he serves. With experience on both the financial and administrative sides of plan management, Jeff has a unique understanding of the challenges plan sponsors face.

In 2020, Jeff continued his dedication to those he serves by earning the American Retirement Association’s (ARA) Qualified 401(k) Administrator (QKA) credential. The QKA holds him accountable to a higher standard of professional conduct which is experienced by everyone he serves.

2020 has been a complicated year with the COVID-19 pandemic however two great life events took place that overshadowed the virus. First, Jeff’s daughter, Isabelle, graduated Seabreeze High School in Daytona Beach and is enrolled at DSC for college. Second, Jeff got the girl of his dreams, Marta, to say yes while in the Florida Keys. After 42 years of fishing, Jeff will tell you it’s the greatest catch of his life.