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Donna Ugolik

Donna joined PCI as a Consultant in November 2003. Donna has 23+ years of pension experience. She takes pride in guiding her clients through every step of their plan's operation and enjoys tackling complex issues. Donna and her husband have two grown children and now enjoy spending time with their adorable grandchildren. She is an avid record collector and has 8 old juke boxes to play them on.


• Nancy Allen, QPA
• Pam Breglio
• Mike Burton
• Megan Connelly, MSEA, EA, QKA
• Jen Cusatis, CPC, QPA, QKA
• Kathy Doolittle
• Thomas F. Gerchman, ASA, EA, MAAA
• Desirae Gomez
• Michael Gomola, QPA, QKA

• Denise Hill
• Joshua Hill
• Michele Hodge, QKA
• Roberta Hutcher, QKA
• Natalia Iwanczuk
• Amy Mansfield
• Barbara Marzi
• Joan Miller
• Sasha Osbourne

• Janice Potter
• Lisa Sheary
• Kayleigh Smith
• Lynne Smith
• Jeffrey Smullen, QKA
• Lynn Spelman
• Alicia Tavenor
• Donna Ugolik
• Kellie Zima



Teamwork • Compliance • Trust

Pension Consultants is an excellent partner because they have a similar business philosphy that is constantly demonstrated. That is, reliability, availability, and more then anything, a credibility and a level of trust which we rely on. Pension Consultants is a model for client relationships.

Thomas Roberts, Loureiro Engineering Associates, Inc.




Farmington CT
Hilton Head SC
Phone: 800-394-4015
Fax: 860-678-8925
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