John is the Managing Partner of Qualified Plans and oversees the administration of over two billion dollars in assets for more than 65,000 participants throughout the United States. He has extensive experience with technical and regulatory issues regarding employee benefit plans.
John received his Bachelor of Business Administration degree in Accounting from Georgia Southern University. He began a career in public accounting in 1994, where he earned his Certified Public Accounting (CPA) designation. In 1997, John left public accounting to specialize in retirement plan administration where he earned his Qualified 401(k) Administrator (QKA) designation. He is a member of the American Society of Pension Professionals and Actuaries, as well as the American Society of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
John lives in Savannah with his wife and two children. He is an avid golfer and enjoys fishing and skiing. Most of all, John enjoys spending time with his family on the weekends.
Andrea is a Partner at Qualified Plans. She spent thirteen years in public accounting servicing individuals and business owners in the areas of tax and audit. She has worked with Qualified Plans since 2003, bringing her audit and client services experience to the retirement plan team. Andrea manages the relationships with some of our largest clients and is dedicated to building lasting professional relationships through personalized client services.
Andrea graduated from the University of Georgia in 1989 with a Bachelor of Business Administration degree in Accounting. In 2007, she earned her Qualified 401(k) Administrator (QKA) designation. Andrea is a member of the American Society of Pension Professionals and Actuaries, as well as the American Society of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Andrea and her husband Shawn live in Savannah with their two children, Logan and Emily. She enjoys spending time with her family and friends, going to the beach and attending her children’s sporting events.
Joanna is a Partner of Qualified Plans, LLC and has worked with Qualified Plans since 2001. Joanna works directly with clients and their financial advisors in the design and administration of their defined contribution plans, while also providing consultation services related to plan administration.
Joanna graduated from the University of Georgia with a Bachelor of Business Administration degree in Accounting. She has earned both the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries. She also holds the Enrolled Retirement Plan Administrator (ERPA) designation from the Internal Revenue Service.
Joanna is an avid reader and also enjoys golfing, bowling and watching movies. She loves spending time with her husband, Robert, and her “kid” (Golden Retriever).
Shawn Slemons is a Principal of Qualified Plans and manages the Atlanta office. Shawn started his retirement plan career at Synovus Trust Company. He has been working in the retirement plan industry since 2001 and has been with Qualified Plans since 2003.
A native of Columbus, GA, Shawn is a graduate of the University of Georgia. He currently lives in Decatur, GA with his wife and three children and is an active triathlete.