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Donna Ugolik

Donna joined PCI as a Consultant in November 2003. Donna has 23+ years of pension experience. She takes pride in guiding her clients through every step of their plan's operation and enjoys tackling complex issues. Donna and her husband have two grown children and now enjoy spending time with their adorable grandchildren. She is an avid record collector and has 8 old juke boxes to play them on.



Teamwork • Compliance • Trust

The staff at Pension Consultants consistently treats us as though we are their most important customer. They recently helped guide our plan through a Department of Labor audit. Although we had been operating our plan properly, we were still apprehensive when we received the letter from the DOL. Pension Consultants provided sound advice, took the time to host us at their office, and participated in the call with the DOL agent to answer their questions. The outcome was favorable and we further validated why we’re doing business with Pension Consultants. Their advice over the years has been invaluable to us.

V. Kerensky, Executive Director, Project Genesis, Inc.



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