MEET THE TEAM

Experience You Can Trust

PRINCIPALS & FINANCIAL ADVISORS

Craig Mendenhall, CLU®, ChFC®

Co-Founder | Principal

As a founding partner of BBM Financial Services, now Alegria Asset Management, Craig has developed a wide field of experience including estate planning, business succession, retirement planning, and investments. Craig is also involved in client retention and business development. Born and raised in Yakima, Craig is a past President and member of Downtown Rotary and various other community service committees.

Trina Good

Principal of Counsel

Trina has developed a comprehensive knowledge of employee benefits, group and voluntary worksite plans, as well as life, disability income, and long-term care insurance during her three decades in the insurance services field. A Yakima resident since childhood, Trina is the past President and member of the Yakima Kiwanis Club, a member of Beta Sigma Phi, and participates in other community service projects.

Steve Pilger, AIF®, CPFA®

Principal

Steve’s experience includes over three decades in the financial services field. His areas of experience involve retirement planning, life insurance, and investments. A Richland native, Steve has lived in the Yakima Valley since 1987. A past President of Southwest Rotary, Steve continues to volunteer within the Yakima community.

Kevin A Good, CFP®, CPA, CPFA®, MS

Principal

Kevin oversees Alegria Asset Management’s financial planning and retirement plan consultancy practices. He is a Certified Public Accountant in the state of Washington and began his career helping multinational corporations and high-networth individuals navigate through tax planning strategies and initiatives at PricewaterhouseCoopers, LLP in Seattle. There, Kevin confirmed his passion for client service and shifted his focus to financial planning and retirement plans in an effort to aid clients through the complex world of personal finance and employee benefits. Kevin is a professional CERTIFIED FINANCIAL PLANNER™ and was born and raised in Yakima. He is a member of Yakima Downtown Rotary, New Leaders of Yakima and the Yakima Estate Planning Counsel.

CLIENT SERVICES & COMPLIANCE

Kerri Selfridge

Firm Compliance | Client Relations Lead

Kerri brings more than 17 years of experience to Alegria Asset Management’s and leads the firm’s compliance and client relations departments. She is vital to firm operations and ensure that it is compliant with the all-applicable rules and regulations. Clients can take solace in knowing that Alegria Asset Management operates at the highest level of integrity. Kerri makes that happen. She also works to ensure that every client receives the tailored service model that they expect and deserve.

Chellee Marquez

Client Services Associate

Chellee came to us from one of the largest employers in the Yakima Valley, where she served as a key member of the human resources team. The skills and experience that she brings from her prior role means that our clients enjoy access to an individual who can help simplify complex insurance and employee benefit plans so that they’re easy to understand and most importantly, utilize. Chellee is a pleasure to interact with, from beginning to end, and we hope you will utilize her as a resource.

QUALIFIED PLAN ADMINISTRATORS

Pam Mendenhall, APA

 Senior Pension Administrator

Pam is our qualified retirement plan professional.  She is a Senior Pension Administrator at the firm and brings more than 20 years of qualified retirement plan compliance experience to our clients.  As an Accredited Pension Administrator, Pam ensures that our clients plan operate effectively and adhere to the applicable regulations.  Our clients are thankful for Pam’s experience and guidance.  Additionally, for a bit of Alegria Asset Management’s Trivia – Pam is unrelated to Craig Mendenhall, firm co-founder. Pam is not affiliated with Osaic Wealth,Inc.

Edikeli Manjarrez

Pension Professional | Administrative Assistant (hablo español)

Edikeli came to us in 2023 and is a member of our pension/qualified plan administration team. She assists our employer clientele as well as qualified retirement plan participants with loans, distributions, and general account inquiries in both English and Spanish. Our clients take comfort in knowing their employees have access to a local administrator and don’t have to defer to a 1-800 number to get the help they need.