Connected with the industry’s best
One of our most valuable assets is our extensive network of trusted partners. We work with a variety of industry leaders to offer diverse product portfolios and ensure our clients have access to specialized expertise where it matters most. By leveraging their strategic leadership and insight, we’re able to remain focused on what we do best: serving our clients.
Our valued partner network
Maxus Plan Solutions is a North Carolina-based third party administrator for qualified retirement plans dedicated to high standards and efficiency.
North Carolina State University, BS Mathematics and Computer Science
Charlotte, NC
Tacos
Put everything onto a list with a date and time.
Coffee all the way.
Bachelors in Applied Mathematics and Bachelors in Applied Statistics, Actuarial Science
Akron, Ohio
We are frequently making drop offs to the Salvation Army and give to the Cleveland APL
At the end of the workday every day, rain or shine, my husband and I take a walk with our English Bulldog Frank (and now our precious Naomi too!) and chat about our day. It’s the favorite part of my day.
Anything Thai
Coffee in the morning, herbal tea after 3pm
Undergraduate Degree in Business Administration from John Carroll University / Graduate MBA Degree from Cleveland State University
Solon, Ohio
For me, nothing compares to the comfort food feeling of the Eastern European cuisine – spatchcocked roast chicken with boiled small yellow potatoes that are glazed with butter, garlic and dill sauce. The side dish is a salad consisting of fresh tomatoes / cucumbers / sweet onions with dill and sour cream. One does not go without the other so it’s all one dish.
Alexander Dumas’ The Count of Monte Cristo
It’s not original but I’ve always been inspired by acts of kindness, selflessness and perseverance. It’s very easy to be focused on your own life, problems, wants and needs. It’s much harder to put other people ahead of yourself and also not get discouraged when your journey is not as smooth as you’ve anticipated.
B.S. in Accounting, B.S. in Psychology
Mobile, Al
Reading
Rascal Flatts
Coffee
Bachelor of Science in Finance
Spanish Fort, AL
Incubus
Coffee
Being with my husband and little girl
Stark State College
Minerva, Ohio
5 o’clock. Lol
Tom Petty
Coffee, of course.
Bachelor of Arts in Communication
Military brat, the US is my hometown!
Anything Jamaican!!!
Motivating others to see their potential & surpass it!
Learning something new every single day!
CPCC
Mount Holly
Dinner time with my family.
Anything Pasta
New Kids On The Block
University of Akron
Cleveland, OH
Golf
Satisfactorily resolving client issues
Coffee
Master’s Degree; MDiv
Tampa Bay
Spending time with my family at a park or on a nature trail hike
Interacting with others who are always seeking to grow, improve, and take on challenges
Beach Boys
Bachelor’s Degree in Actuarial Science
Plain City, OH (Columbus, OH)
Piano – I began lessons at 3 years old after my older sister heard me play “You are not alone” by Michael Jackson while she was watching the music video on MTV
Breakfast, Lunch and Dinner (and the snacks in between)
Sports and fitness – I coach group fitness a couple days a week. I can’t think of a better way to prepare for a long, prosperous retirement!
Institute of Arts and Sciences, Fine Arts, Hesser College
Swansboro NC
In memory of my daughter, I have Random Acts of Kindness cards. There are 250 in the box. My goal every year is to empty the box. So in short I donate everywhere there is a need or just to do something kind to anyone.
So many… Art projects, Photography, Nature walks, Fishing, swimming, traveling….
Coffee, Coffee and more Coffee
Virginia Western Community College
Roanoke, VA
I work in the food pantry at my church
Alarm clock
Both
BA in Mathematics, Minor in Business Admin and Philosophy/Religion
Port Clinton, Ohio
First cup of coffee in the morning!
Starship
Teaching
Bachelor of Science, Physical Education
Santa Fe Springs, CA
Tonkatsu ramen
Rolling Stones
Sinkholes
BA, Interdisciplinary Studies
Akron, Ohio
Charity Water
Listening to podcasts and audiobooks at 1.5x to 2x speed. Only problem is now normal speed seems so slow!
Chipotle burritos. Prove me wrong.
