Expertise

Our office has 15 staff members including 4 actuaries, two of whom are an Associates of the Society of Actuaries, three who are Enrolled Actuaries and all are Members of the American Academy of Actuaries.

Dale McCloudDale McCloud, JD, CPC is the President of McCloud & Associates, Inc. and oversees the overall operation of the company by serving as the head of the management committee.  He also oversees the Plan Document Department of the company and assists in defined contribution administration.  Dale has over 35 years of experience with qualified plans. Phone: 816-792-3838 ext. 223 | Email: dmccloud@mccloudandassociatesinc.com
Traci ChristianTraci M. Christian, EA, MAAA, FCA, MSPA is a Vice President who oversees the Large Plan Department of the Company and sits on the management committee. As the head of the Large Plan Department, Traci oversees the actuarial valuations for each of the large defined benefit plans.  She is an Enrolled Actuary and signs all Schedule SBs for the large plans.  She also oversees the Information Technology for the company.  Traci has over 20 years of defined benefit actuarial experience. Phone: 816-792-3838 ext. 228 | Email: tchristian@mccloudandassociatesinc.com
Clint BlankenshipClint Blankenship, EA, MAAA, MSPA is a Vice President who oversees the Small Plan Department of the Company and sits on the management committee.  As the head of the Small Plan Department, Clint oversees the actuarial valuations for defined benefit plans and annual administration reports for defined contribution plans.   He is an Enrolled Actuary and signs all Schedule SBs for the small defined benefit plans.  Clint has over 15 years of qualified plan experience. Phone: 816-792-3838 ext. 230 | Email: cblankenship@mccloudandassociatesinc.com
Mike BettisMichael Bettis, ASA, EA, MAAA is a Reviewing Actuary who works primarily in the Small Plan Department. He reviews actuarial valuations for defined benefit and cash balance plans. Michael is an Associate of the Society of Actuaries and an Enrolled Actuary. He has over 20 years of defined benefit actuarial experience. Phone: 816-792-3838 ext. 236 | Email: mbettis@mccloudandassociatesinc.com
John NaylorJohn J. Naylor, ASA, MAAA is an actuary primarily in the Large Plan Department. He performs and reviews actuarial valuations and provides consulting support related to defined benefit plans. John has over 23 years of defined benefit plan experience, including 14 years as the in-house actuary and defined benefit plan specialist for a Fortune 100 company. Phone: 816-792-3838 ext. 245 | Email: jnaylor@mccloudandassociatesinc.com
Linda LargentLinda Largent, CPC, QPA is the Small Plans Operation Manager for McCloud & Associates, Inc. She has worked with various programs and applications within the retirement plan industry. She has also been involved in working with the IRS on plan audits, and with the Voluntary Correction Program (VCP) regarding retirement plan corrections. Linda has received both the Certified Pension Consultant (CPC), and the Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA), and has over 20 years of qualified plan experience. Phone: 816-792-3838 ext. 248 | Email: llargent@mccloudandassociatesinc.com
Julie SharkeyJulie Sharkey, QKA is a Pension Administrator who works with both small defined benefit (including cash balance plans) and defined contribution plans.  Many of Julie’s defined benefit plans are cash balance plans that are general tested with a defined contribution plan.  Julie prepares actuarial valuations for defined benefit plans and annual valuations for defined contribution plans.  She also communicates the results of the valuations to the clients.  Julie has 10 years of experience with qualified plans. Phone: 816-792-3838 ext. 250 | Email: jsharkey@mccloudandassociatesinc.com
Debbie MesserDebbie Messer, QKA is a Pension Administrator who works with both small defined benefit (including cash balance plans) and defined contribution plans. Many of Debbie’s plans are owner only type plans that include both a defined benefit and defined contribution plan. Debbie prepares the actuarial valuation and annual administration reports for these plans. She also communicates with the clients regarding the results of these valuations. Debbie has over 25 years of experience with qualified plans. Phone: 816-792-3838 ext. 231 | Email: dmesser @mccloudandassociatesinc.com
New ImageJim Carnes, QPA is a Pension Administrator who works with both small defined benefit and defined contribution plans. Many of Jim’s defined benefit plans are cash balance plans that are generally tested with a defined contribution plan. Jim prepares actuarial valuations for defined benefit plans and annual valuations for defined contribution plans.  Other responsibilities include plan consulting regarding all areas of plan administration, including plan design, eligibility, contribution calculations, loan and hardship calculations and compliance testing.  Jim has over 25 years of experience with qualified plans with a large plan recordkeeper in the Kansas City area. Phone: 816-792-3838 ext. 222 | Email: jcarnes@mccloudandassociatesinc.com
Mindy MauerMindy Mauer is a Pension Administrator who works with our large defined benefit plans. Mindy prepares benefit calculations, performs data analysis, and is the primary contact for plan sponsor administrative issues. Mindy has eight years experience working with qualified plans. Phone: 816-792-3838 ext. 247 | Email: mmauer@mccloudandassociatesinc.com
Mel FleemanMel Fleeman is a Pension Administrator who works with both small defined benefit (including cash balance plans) and defined contribution plans.  Mel prepares the actuarial valuation and annual administration reports for these plans. Mel has over 15 years of experience with qualified plans.  Mel is currently pursuing the ASPPA designation of QKA. Phone: 816-792-3838 ext. 224 | Email: mfleeman@mccloudandassociatesinc.com
Shantaye PaschalShantaye Paschal is a Junior Plan Administrator who works with small defined benefit and defined contribution plans. Shantaye assists in the preparation of actuarial valuations and annual administration reports for these plans.   Shantaye is currently pursuing the ASPPA designation of QKA. Phone: 816-792-3838 ext. 246 | Email: spaschal@mccloudandassociatesinc.com
Jennifer SaxtonJennifer Saxton works in our DocFlow Department completing plan amendments and plan documents for new clients.   Jennifer also assists with plan terminations and various plan administration tasks. Jennifer is currently pursuing the ASPPA designation of QKA.  Phone: 816-792-3838 ext. 249 | Email: jsaxton@mccloudandassociatesinc.com
Amy BlankenshipAmy Blankenship is our Office Manager. Amy is responsible for all accounts payable and receivable, oversees payroll and all client invoicing. Amy has over 10 years of bookkeeping and office organizational experience and is a great asset to our company. Phone: 816-792-3838 ext. 231 | Email: ablankenship @mccloudandassociatesinc.com
Wanda WaltmanWanda Waltman works in our DocFlow Department assisting clients with the collection of data needed to prepare the actuarial valuations for defined benefit plans and the annual valuation reports for the defined contribution plans. Wanda also assists with plan terminations and various plan administration tasks.   Wanda is currently pursuing the ASPPA designation of QKA. Phone: 816-792-3838 ext. 225 | Email: wwaltman@mccloudandassociatesinc.com
IMG_0286_edited-1-2Sherry Hoppes is our administrative assistant. She works with our plan administrators processing asset statements and assisting with office management. Phone: 816-792-3838 ext. 290 | Email: shoppes@mccloudandassociatesinc.com Phone: 816-792-3838 ext. 290 | Email: shoppes@mccloudandassociatesinc.com