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Kellie Zima

Kellie is a recent new hire with PCI, bringing with her over 15 years of banking and financial services experience. She earned a BS degree in Business Administration and Finance from Cambridge College in Boston. In her free time, Kellie enjoys gardening, hiking, camping and is the co-founder of and organizes Connecticut Women’s Disc Golf.


• Nancy Allen, QPA
• Pam Breglio
• Mike Burton
• Fiona Cappabianca
• Megan Connelly, MSEA, EA, QKA
• Jen Cusatis, CPC, QPA, QKA
• Zenaida DeJesus
• 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
• Tom Lombardi
• Amy Mansfield
• Barbara Marzi
• Dina McCann
• Joan Miller
• Janice Potter

• Lisa Sheary
• Kayleigh Smith
• Lynne Smith
• Jeffrey Smullen, QKA
• Mary Jane Somerset, QKA
• Lynn Spelman
• Alicia Tavenor
• Donna Ugolik
• Josiah Whitfield
• Kellie Zima



Teamwork • Compliance • Trust

We have worked with Mike Roach and his staff for over 25 years and have always found them to be extremely knowledgeable and responsive. Most importantly, they have been a valued business partner continually offering practical insights and solutions to help our retirement plan programs meet the evolving needs of our growing company and its employees.

M. Wheeler, Vice Chairman and Principal, Cronin and Company, Inc.




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