Rob Martin, ERPA, QPA

Director of Retirement Services
B.A. in Mathematics
614-789-1611

Rob has dedicated over 25 years to retirement plan administration, building a career defined by deep industry knowledge and technical proficiency. Rob leads our New Business division where he ensures that new clients receive optimal plan design and experience a smooth, efficient transition into our retirement plan services.

Allanya Frank, ERPA, QPA, QKA

Director of Retirement Services
B.A. in Mathematics & Economics
614-789-1610

Allanya brings over 15 years of experience as a Third Party Administrator with mastery in retirement plan operations. Her extensive knowledge of required calculations, ERISA regulations, and project management makes her a key asset to the Crest team.

Nichole Kiszla, QKS

Retirement Plan Consultant
B.A. in Psychology
M.A. in Social Psychology

Nichole joined the Crest team in 2019, bringing a wealth of customer service experience to our team. She specializes in Plan Design and in supporting small businesses so they can maximize their retirement plans.

Barbara Smith

Retirement Plan Consultant, QKA
B.A. in Accounting & Business/Management
MBA in Accounting & Business
614-789-1607

Barbara joined the Crest team in 2020, bringing extensive experience from the corporate accounting and finance. Her passion for financial analysis and deep understanding of valuation methodologies makes her a vital contributor to our retirement services.

Paul Yarger, CRC, ChFC

Retirement Plan Consultant
B.S. Industrial Distribution
M.S. Engineering Management

Paul has over 25 years in Financial Services and is focused on driving positive outcomes for retirement plan participants through effective plan design and education. Paul is a US Army veteran.

Our purpose is to provide customized retirement plans and ongoing administrative services to small businesses. We leverage our knowledge of the industry rules and regulations in a manner that provides a retirement plan that is ideal for both the principals and the rank and file.

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