WWW PenChecks About Us Why you need us Board of Directors For more information about PenChecks, Inc. Benefit Distribution Services, Call 1-800-541-3938 to speak to a Representative or email us at info@penchecks.com Peter E. Preovolos, APA Alpha & Omega Financial Management Consultants, Inc. 8580 La Mesa Blvd., Suite 100 La Mesa, CA 91941 (619) 462-7812 Professional Career History Wells Fargo Bank 1966 - 1974 Vice President and Manager of Employee Benefits and Investment Counseling Services for all Sourthern California operations. California First Bank (Now Union Bank) 1974 - 1979 Vice President and Senior Pension Consultant in charge of statewide Employee Benefits Operations and Consulting Services for both directed and managed accounts. Alpha & Omega Financial Management Consultants, Inc. 1979 - Present President and Chairman of the Board. This firm is a Regional Benefits and Consulting Firm specializing in trust audits and accounting, employee recordkeeping, etc. Alpha & Omega also provides highly specialized consulting services to the trust industry in management and administrative techniques, fiduciary issues, systems evaluations and staff training as it relates to administrative techniques, fiduciary issues, systems evaluations and staff training as it relates to ERISA administrative issues. Over the years, Alpha & Omega has consulted with the following Trust Departments: Wells Fargo, Crocker Bank, California First Bank, Security Pacific, Bank of San Diego, Valencia Bank and First American Trust Co,, just to name a few. Alpha & Omega also is a Registered Investment Advistory firm. Organizational Affiliations Employee Council on Flexible Compensation Western Benefit Conference National Institute of Pension Administrators ESOP Council of America Chamber of Commerce National Federation of Independent Businesses Professional Organizational Positions held Past Chairman, California Bankers Association Employee Benefit Division Past President of the National Institute of Pension Adminstrators Past Treasurer of the San Diego Chapter of the Western Benefits Conference Past President of the Chamber of Commerce of La Mesa Member of the American Society of Pension Actuaries Professional Designation APA = Associate Pension Administrator Registered Investment Advisor Mr. Preovolos is a specialist in ERISA matters, as well as in fiduciary matters as they relate to investments in ERISA type accounts. Mr. Preovolos bills at the rate of $225 per hour. ©2003 PenChecks, Inc., 8580 La Mesa Blvd., Suite 100, La Mesa, CA 91941 Phone: (619) 462-9433, Fax: (619) 462-1766, Toll Free: (800) 541-3938