More than a Service.
An Asset to Our Community.

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Welcome to the San Luis Obispo County Pension Trust, also known as, SLOCPT. Our mission is simple: to adequately fund and promptly pay the benefits you’ve earned through public service. As the Executive Director, it is my honor to lead this organization dedicated to protecting the retirement security of our valued Members and their beneficiaries. For over six decades, SLOCPT has established a solid foundation of prudent financial stewardship and a deep commitment to serving those who serve our communities. My team and I are committed to ensuring the stability and growth of SLOCPT, so you can confidently rely on the benefits you have rightfully earned. Thank you for your service to our community - we’re proud to support your future.

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Katie Girardi
Executive Director

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    Katie Girardi

    Executive Director

    Work hard, play harder—that’s my motto. When my out-of-office is on, you’ll find me hiking, paddleboarding, or out on the golf course. As an Okie transplant, I’m soaking up everything the SLO County has to offer!

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    Amy Burke

    Deputy Director

    Born and raised in SLO and then graduating from Cal Poly I guess you could say I know a good thing when I see it.  When I am not staring at the bright glare of my computer monitor, I am either with my rescue dog Jasper or spending quality time with my family.

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    Lisa Winter

    Retirement Program Specialist

    A former Wyoming dweller and University graduate, I happily traded blustery winters for temperate bliss 25 years ago. I enjoy hiking, cooking, wine tasting, and camping. I’m also the proud mom of one adorable cat, who unapologetically demands all my attention.

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    Anna Bastidos

    Retirement Program Specialist

    A California native, I frequently travel the coast spending time with family and friends and enjoying the spectacular views. Staying active and spending as much time as possible outdoors is my passion, hence I’m so happy to call SLO home!

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    Rosalyn Harding

    Retirement Technician

    Whether I’m strumming the guitar, lending my voice to a choral group, or enjoying a performance, music is a big part of my life! I’m grateful for the wonderful arts community on the Central Coast.

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    Josh Lopez

    Retirement Technician

    I love working in SLO’s vibrant downtown. There’s nothing like glancing through a few used books on my break or visiting the many historic buildings!

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    Jennifer Alderete

    Accountant

    My first love was music: I studied it in college in NYC. From there, I took a winding road that eventually led to the Central Coast 10+ years ago. Here, I swim outdoors year-round and enjoy the SLO life by watching the ocean from my living room.

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    Ginger Forgione

    Administrative Assistant

    I am 2 raccoons in a trench coat living the dream! My hobbies include being a renaissance re-enactor, karaoke, and dinners with friends. Also, I love going to the farmers market and getting my nails done.

Governance

The Board of Trustees oversees the administration of SLOCPT and governs the investment of the Plan’s assets. Comprised of seven members - three elected by active members, three appointed by the SLO County Board of Supervisors, and the Ex-Officio Trustee (the County Auditor-Controller-Treasurer-Tax Collector-Public Administrator). The Board establishes policies and provides strategic direction to ensure the effective management of the Plan.

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    Gere Sibbach

    President, Appointed Member

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    Michelle Shoresman

    Vice President, Elected Member (2026)

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    Jeff Hamm

    Appointed Member

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    Lisa Howe

    Appointed Member

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    Geoff O’Quest

    Elected Member (2028)

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    David Grim

    Elected Member (2027)

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    Jim Hamilton

    Ex-Officio, Member

Schedule of Regular Meetings
Agenda

Our Partners

SLOCPT relies on trusted consultants to support key aspects of the pension system, including actuarial services, investment management, legal counsel, financial auditing, custodial services, and administration. Their expertise helps the Board and Staff make informed decisions, ensuring the SLOCPT’s long-term stability and smooth operation to meet the retirement needs of our Members.

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  • Legal Counsel

    Firm: Olson Remcho

    Dave Lantzer became SLOCPT’s outside General Counsel in November 2025.  Prior to joining Olson Remcho, Dave served as in-house counsel for the San Bernardino County Employees’ Retirement Association, the Sonoma County Employees’ Retirement Association, and the Orange County Employees Retirement System.  He is a member of the National Association of Public Pension Attorneys, the California Association of Public Retirement Systems, and the State Association of County Retirement Systems.  He previously served on the Legislative Committee for the State Association of County Retirement Systems and is currently active as the parliamentarian for the Association’s semi-annual business meetings

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  • Investment Consultant

    Firm: Verus

    Scott Whalen is primarily responsible for providing strategic investment advice to help ensure clients meet their long‐term investment objectives. Scott is also a Verus shareholder and a key member of the Verus leadership team.

    Prior to joining Verus in 2002, Scott built a distinguished career in management consulting at McKinsey & Company and Ernst & Young, where he led corporate and public sector institutions to increase efficiency and improve operational performance. Scott has extensive experience working with multiple stakeholders across industries, where he has honed his ability to foster effective decision‐making in challenging environments.

    Scott is a recognized speaker at industry conferences, where he has presented on a broad range of topics including asset allocation, alternative investing, manager oversight, attaining operational efficiencies in investment programs, the challenges and potential benefits of dynamic asset allocation, and the importance of maintaining a long‐term perspective.

    Scott received a bachelor of arts degree (BA) in economics from Wake Forest University and a master's degree in business administration (MBA) from the University of Southern California Marshall School. He has earned the right to use the CFA and CAIA designations and is a member of the CFA Institute, the CFA Society of Los Angeles, and the CAIA Association.

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  • Investment Consultant

    Firm: Verus

    Claudia Schloss has over 30 years of experience within the investment management industry. At Verus, she provides a broad range of consulting services to a variety of institutional plan sponsors, including strategic asset allocation, manager structure analysis, manager selection, risk management, and continuing education of fiduciaries. Claudia has experience in investment management consulting, portfolio analytics, client service and business development, working at BP Associates, TCW, Western Asset Management, Merrill Lynch, and other investment firms. 

    Claudia is well known in the industry for her analytical and client service skills. She has held committee positions for various plan sponsor organizations, including Program Committee and Affiliates Committee for SACRS (State Association of County Retirement Systems in California) and Advisory Committee for NCTR (National Council on Teacher Retirement). 

    Claudia earned a CFA charter (Chartered Financial Analyst) in 2001 and is a member of the CFA Society of Los Angeles. She graduated from the University of Southern California with a bachelor of science degree (BS) in business administration with a double emphasis in corporate finance and entrepreneurship. She has served as a board member on the Bond Oversight Committee for the City of Manhattan Beach and the National Charity League Los Angeles Founder Chapter.

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  • Actuary

    Firm: Cheiron

    Anne has nearly 30 years of experience as an actuarial consultant advising large complex public retirement systems, mainly in California.

    Her experience includes developing funding policies, performing actuarial valuations, cost projections, conducting experience studies and sensitivity analyses, producing GASB accounting disclosures, and consulting on complex Internal Revenue Code section 415 issues and GASB 73 disclosures.

    California Gov. Gavin Newsom appointed her to the California Actuarial Advisory Panel in June 2021.

    She excels at translating arcane actuarial concepts into clear and concise presentations for boards of trustees so they may make informed decisions for their plans. She joined Cheiron in February 2007 and set up the firm’s San Diego office. She is a Fellow of the Society of Actuaries, an Enrolled Actuary under ERISA, and a Member of the American Academy of Actuaries.

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  • Consulting Actuary

    Firm: Cheiron

    Alice has more than 17 years of experience working with public and multiemployer pension plans and OPEB plans.

    Her experience includes developing plan funding and benefits policies, risk management, preparing and reviewing actuarial valuations, experience studies, accounting requirements, and government filings. She has also worked on numerous special studies, including plan designs, purchase of service credit calculations, and cost analyses.

    As a consultant, she realizes the importance of giving clients clear information so they can make informed decisions. She shares her actuarial expertise at seminars and conferences. 

    She joined Cheiron in December 2008.She is an Associate of the Society of Actuaries, an Enrolled Actuary under ERISA, and a Member of the American Academy of Actuaries. She is working toward a Fellowship in the Society of Actuaries.

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  • Auditor

    Firm: Brown Armstrong | CPA’s

    Lindsey Zimmerman serves as the Engagement Partner on SLOCPT’s audit. Lindsey has worked in public accounting for 17 years. She specializes in retirement systems, counties, cities, and special district audits. Lindsey earned a Bachelor of Science Degree in Accounting from Azusa Pacific University and is a certified public accountant (CPA) in California. Lindsey enjoys getting involved in the community through fundraisers and serving on boards. When she is not working, she enjoys playing sports and spending time with her family and friends.

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  • Custodian

    Learn more: Securities Services

    J.P. Morgan Securities Services has served as global custodian to San Luis Obispo County’s Pension Trust for over 15 years. We provide a full spectrum of services to the county across custody, accounting and liquidity management solutions. With a broad array of integrated solutions that span investment strategies, fund structures, asset types and geographies, J.P. Morgan Securities Services delivers the expertise, scale and capabilities to help our clients protect and grow their assets, optimize efficiency and maximize opportunities in diverse, global markets.

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  • Administration

    Firm: LRS Retirement Solutions

    LRS Retirement Solutions has been a leading provider of pension administration software since 1987 as a division of Levi, Ray & Shoup, Inc., a global software company founded in 1979. Our experience working with public retirement systems throughout the United States and its territories has resulted in the best full-featured public pension software available. PensionGold, our flagship defined benefit pension software product, provides the solutions to today’s pension management challenges and the framework for future pension and technology changes.

We’re Here For You

Come by the SLOCPT office located in downtown San Luis Obispo (1000 Mill Street). We are open Monday through Friday 8:00 a.m. to 5:00 p.m. On-site parking is available!

Don’t have time to come by? Give us a call at (805) 781-5465 or email [email protected].

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