About us

Tara has over 30 years of experience in the pension industry specializing in plan design, administration, and consulting.

Tara has a BComm Degree (Major Accounting) from the University of Calgary, Alberta, Canada. She obtained her Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Tara is also a member of National Institute of Pension Administrators, Western Pension & Benefits Conference, Fiduciary Round Table, and the Pasadena-based ProVisors (the Professional Network Group, Inc.).

Kelly is involved in developing, building and maintaining relationships. He has been involved in a very successful family business in Pasadena. For the past eleven years, Kelly has sponsored, managed and coached Pasadena Little League as well as Travel Baseball Teams. Kelly is a native Pasadena resident.

Nick was born and grew up in Pasadena. In 2018 upon graduation from college ( majoring in finance)  he joined our firm full time. Prior to that, Nick worked on a part time basis for about 4 years.  Nick is our management trainee.  He is also working closely with our actuary on plan design options. Nick is involved with various Chambers of Commerce.

Roma holds a Master of Counseling and Advising degree and has several years of experience in both the non-profit and private sectors, with an emphasis on public relations. Her interpersonal skills and extensive networking capabilities ensure clients are guaranteed objective information and dependable responsiveness while establishing their relationship with Millennium.

Elizabet has a B.A. in Humanities from the University of California, Davis. She has many years of customer service experience in a variety of industries, ranging from community services to the entertainment industry. Liz assists with preparing presentations as well as generates proposal reports, prepares plan documents, service agreements, et cetera.

Hannah Han Joined Millennium as a in house Pension Actuary in March 2017. Hannah had more than 15 years pension actuarial experience. Hannah is an Enrolled Actuary under ERISA, a Member, Society of Pension Actuaries (MSPA), In 2004, Hannah was selected as a recipient of the Martin Rosenberg Academic Achievement Award funded by the ASPPA Pension Education and Research Foundation. She has been working for both Public and Private sector Pension Plans including traditional defined benefit, cash balance, post-retirement benefit plans and 401k. The plan size ranges from small (single participant) to large plan covering thousands of participants.