Our experienced and dedicated staff maintain retirement plan administration and consulting credentials. As a result of the associated continuing education requirements, our staff continues to stay up-to-date and current on the issues of the day. Additionally, we have several certified Enrolled Retirement Plan Agents (ERPA) on staff, who are able to represent our clients before the IRS in the event of a plan audit or negotiations to correct plan errors. In the unlikely event that a client needs legal representation before the IRS or Department of Labor, we have strong relationships with attorneys in the Phoenix area and nationally who specialize in Employee Retirement Income Security Act (ERISA) matters and who can assist when attorney-client privilege is required.


Sue H. Perry


President and CEO


As President and CEO of Edberg Perry, Inc., Sue is responsible for overall management of the firm, including sales and marketing, consulting services, and administration of retirement plans.

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Andrew J. Molzahn


Chief Operating Officer


As Chief Operating Officer for Edberg Perry, Inc., Andy is responsible for overseeing the plan consulting and administrative staff, ensuring all client deadlines are met, and...

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Angela Bergevin

Chief Financial Officer


My mission is to drive financial excellence by providing accurate financial information and safeguarding company’s assets.

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Elysse Michelson

Elysse Michelson

Vice President of Operations


I've spent my whole career with small to mid-sized TPA firms, I love what I do, and hope to up my game as the VP of Operations to help all my employees love what they do.

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Sally Sawyer

Sally Sawyer

Vice President of Sales


I was born and raised here in Arizona and I enjoy listening to all types of music but country music has my heart.

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Justin F. J. Greindl EA, MAAA

Consulting Actuary


As Consulting Actuary for Edberg Perry, Justin reviews and verifies all actuarial calculations performed at Edberg Perry and signs the IRS actuarial certifications and FASB reports when required for defined benefit and cash balance plans. Justin has worked in the retirement industry for over 9 years, including work in the retirement divisions at Aon Consulting and Mercer.

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