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Board of Directors
Kelli Beauregard

President
Brandy Swift
Lazard Asset Management’s Financial Institutions Group (FIG)

Brandy Swift is a Senior Vice President and National Account Manager for Lazard Asset Management’s Financial Institutions Group (FIG). Her responsibilities include the management of national account relationships and business development for the firm’s DCIO (Defined Contribution Investment Only) business. She began working in the investment field in 1999. Prior to joining Lazard in 2020, Brandy was a Senior Account Executive, Defined Contribution with Russell Investments. She also previously served in client service and sales roles at Morgan Stanley. She currently resides in Tacoma, WA with her husband and two kids.

 

Secretary
Anne Tankersley, CPA
Geffen Mesher & Company, PC

Anne Tankersley, CPA, is a senior audit manager with Geffen Mesher & Company, PC in Portland, Oregon. She has over 10 years’ experience auditing a variety of employee benefit plans, including 401(k), pension and employee stock ownership and health and welfare plans. She holds the Advanced Auditing for Defined Contribution Retirement Plans certification, which is earned and administered by the American Institute of Certified Public Accountants. Anne has provided plan auditing services to a wide range of clients, including professional service firms and manufacturing companies. She partners with her clients to help navigate plan regulation compliance and supports them throughout its administration by recommending best practices.

 

Kelli Beauregard

Treasurer
Rachel Cummings
Moss Adams LLP

Rachel is a Senior Manager with Moss Adams LLP with more than 10 years of experience as an advisor to plan sponsors and retirement plans. She provides assurance services for a variety of benefit plans including defined contribution plans, defined benefit plans, employee stock ownership plans and health and welfare plans. Rachel leads her teams in conducting and performing audits efficiently and effectively while also providing recommendations for improving internal controls and procedures.  

 

Liaison
Corey Coleman, AIF®, CPFA®
Precept Advisory Group

Corey is a Retirement Plan Consultant at Precept Advisory Group. His 11 years of experience in the retirement industry have been split between recordkeeping and advisory work. He brings his operational background into assisting plan fiduciaries with plan design, compliance, education and all other responsibilities with an end goal of helping as many plan participants reach a comfortable retirement as possible.