Our Team

Our Team

Dan Bolda – CFP®, AIF®, ERPA, QPA

Owner and Founder

Registered Principal, Investment Advisor Representative, Registered Representative

Dan founded Michigan Pension & Financial in 1996 with the goal of sharing his unique combination of investment management and retirement plan expertise with business owners to help them achieve financial security at retirement.

Today, Dan handles responsibilities for delivering fiduciary services, plan design, and investment management as well as conducting individual meetings with clients and participants. Dan is authorized to practice before the IRS as an Enrolled Retirement Plan Agent (ERPA), and has attained the Qualified Plan Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). He also holds Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) certifications.

Dan obtained his B.A. degree from Michigan State University. As an avid chess player, Dan tied for 3rd place in the 2005 Michigan Open Chess Championship, behind an International Grandmaster and a former World Junior Champion.

Erik Bolda — ASA, EA

Consulting Actuary

Associate of the Society of Actuaries, Enrolled Actuary

Erik joined Michigan Pension & Financial in 2019 and serves as our Consulting Actuary. He also heads our qualified plan program, focusing primarily on cash balance and defined benefit plans. He holds credentials from the IRS and the Society of Actuaries. Prior to joining Michigan Pension & Financial, Erik worked in the Detroit office of the largest benefits consulting firm in the country, as well as with one of the premier small plan consulting companies in the New York City area.

Erik earned his bachelor’s in science from the University of Michigan with a dual concentration in Actuarial Mathematics and Economics. He enjoys the outdoors, studying history, and running; he finished his first two marathons in 2018 and 2019 and continues to train for future races.

Erik Bolda — ASA, EA

Consulting Actuary

Associate of the Society of Actuaries, Enrolled Actuary

Erik joined Michigan Pension & Financial in 2019 and serves as our Consulting Actuary. He also heads our qualified plan program, focusing primarily on cash balance and defined benefit plans. He holds credentials from the IRS and the Society of Actuaries. Prior to joining Michigan Pension & Financial, Erik worked in the Detroit office of the largest benefits consulting firm in the country, as well as with one of the premier small plan consulting companies in the New York City area.

Erik earned his bachelor’s in science from the University of Michigan with a dual concentration in Actuarial Mathematics and Economics. He enjoys the outdoors, studying history, and running; he finished his first two marathons in 2018 and 2019 and continues to train for future races.

John VanDenBerg

Vice President

Investment Advisor Representative, Registered Representative

John is another indispensable Michigan Pension & Financial team member. John has been with us for seven years keeping all the moving parts well-oiled, aligned and working optimally.

John is responsible for plan installation, implementation and servicing, client onboarding, investment management services, client and participant meetings, as well as overseeing our information technology infrastructure.

John received his B.A. in Criminal Justice from Michigan State University. Away from the office, John is an avid reader, a movie and TV buff, and a strategy game enthusiast.

Beth Snipes

Lead Administrator

With 20 years of dedicated, excellent service at Michigan Pension & Financial, Beth is our most senior employee. With her knowledge of all things “rules and regulations,” Beth keeps the ship running smoothly and clients happy.

Beth manages our plan administration and compliance functions. She watches over “her plans” like a mother hen watches over her chicks. In addition to being a pension geek, she is also a self-confessed hockey geek. Beth shares her home with two rescue cats, Sydney Clawsby and Colton Purrayko.

Beth Snipes

Lead Administrator

With 20 years of dedicated, excellent service at Michigan Pension & Financial, Beth is our most senior employee. With her knowledge of all things “rules and regulations,” Beth keeps the ship running smoothly and clients happy.

Beth manages our plan administration and compliance functions. She watches over “her plans” like a mother hen watches over her chicks. In addition to being a pension geek, she is also a self-confessed hockey geek. Beth shares her home with two rescue cats, Sydney Clawsby and Colton Purrayko.

Brandon Hughes

Pension Analyst

Brandon joined Michigan Pension & Financial in 2019 and serves our clients as a 401(k) Plan administrator. Brandon works with clients to keep their plans running smoothly, and ensures the plans remain compliant with the IRS and Department of Labor’s guidelines and regulations. Prior to joining Michigan Pension & Financial, Brandon worked in Pittsburgh as a 401(k) administrator, handling a range of small to medium sized plans.

Brandon earned his bachelor’s in science from Slippery Rock University with a focus in accounting and finance. He enjoys being outdoors, skiing and camping. Brandon is in the process of completing his Qualified 401(k) Administrator designation and plans to complete further designations thereafter.

Stacie Jean

Executive Assistant

Since joining Michigan Pension & Financial in 2017, Stacie has taken pride in using her organizational skills, attention to detail, and ability to adapt in the 401(k) and pension environment. She helps with participant and client requests, tax form deadlines, and efficiently performs daily administrative tasks.

In the past, Stacie has held customer service and leadership roles focusing on sales and visual merchandising. Outside of work she likes to Zumba, watch hockey, and explore art exhibits at the DIA.

Stacie Jean

Executive Assistant

Since joining Michigan Pension & Financial in 2017, Stacie has taken pride in using her organizational skills, attention to detail, and ability to adapt in the 401(k) and pension environment. She helps with participant and client requests, tax form deadlines, and efficiently performs daily administrative tasks.

In the past, Stacie has held customer service and leadership roles focusing on sales and visual merchandising. Outside of work she likes to Zumba, watch hockey, and explore art exhibits at the DIA.

You can check out the background of our firm and investment professionals on FINRA’s BrokerCheck!

You can check out the background of our firm and investment professionals on FINRA’s BrokerCheck!