Meet Our TPA Relationship Specialists

Daniel has over 16 years of financial experience. He currently holds the position of TPA Relationship Specialist, working closely with all our TPA districts and personnel, managing the onboarding process and maintaining our ongoing partnership. Daniel came to SchoolsFirst Plan Administration over 10 years ago as a licensed advisor. He has a comprehensive knowledge of school employee pensions and supplemental retirement accounts. He holds FINRA Series 6, 63 and California Life and Disability license. Daniel has a degree in organizational management from the University of La Verne. He is a member of the American Society of Pension Professionals and Actuaries and holds his Tax and Governmental Plan Consultant (TGPC) designation.

Darin has 12 years of experience in the financial industry and has held various management positions throughout his career. Over the past 10 years, Darin has focused directly on 403(b) and 457(b) retirement plan administration and team development. He holds his FINRA Series 6, 63 and maintains both a Tax and Governmental Plan Consultant (TGPC) designation and a Certified Retirement Education Specialist (CRES) credential. He is also a member of the American Society of Pension Professionals and Actuaries. Darin attended the University of Southern California where he studied management.

Jacinda has over 11 years of experience working in the financial industry. She began her journey at SchoolsFirst Federal Credit Union in 2015 and joined the Wealth Management Division as a TPA Relationship Specialist in March 2023. She has an associate degree in product development and merchandising from the Fashion Institute of Design & Merchandising. Jacinda has a strong passion in building relationships and serving Members. She has received organizational awards for her respect, integrity and passion to serve.