Our Team

We believe in a better way.

Maxus was founded on the belief that more value could be created for today’s businesses. We aim to find smarter, more efficient, more successful solutions that create the best possible outcomes. It’s who we are, and it’s why our clients thrive.

Local service - nationwide

Headquartered in Charlotte, we serve employers and advisors across America. The expertise and dedication of our team has earned Maxus a reputation as a trusted partner all over the map.

Meet our team of trusted experts.

Aaron P.

Actuarial Analyst

Aaron P.

Actuarial Analyst

Education: Bachelor of Science in Mathematics and Computer Science.

Hometown: North Catasauqua, Pennsylvania

Best food ever? Chilean Sea Bass with citrus-coconut butter, sweet potato and pineapple hash.

What’s your most-used productivity hack? When available, I listen to videos at 1.25x and 1.5x speed!

Coffee or tea? Yes.

Ami S.

Finance Manager

Ami S.

Finance Manager

Education: Bachelor's in Commerce and PG- Diploma in Financial Analysis & Investment.

Certification & Memberships: CPA (Awaiting License)

Hometown: Ahmedabad, Gujarat, India

Best part of your day? Evenings with my Family

Favorite thing to do in Charlotte? Discovering New Trails

Hobbies? Going on walks, Reading, Sketching

What’s on your nightstand? Book (Guns, Germs & Steel by Jared Diamond)

What inspires you? Small Acts of Kindness

First concert? Arijit Singh

Ani H.

Client Service Analyst

Ani H.

Client Service Analyst

Education: Bachelors in Health Administration

Hometown: Born in Armenia and lived there until the age of 7. I have lived in Los Angeles, CA since moving to the US.

Best part of your day? Morning coffee.

Best food ever? Sushi.

First concert? Maluma.

What’s your most-used productivity hack? Leaving my desk for a few minutes just to grab a snack or go outside in the sun and come back with a fresh mind.

Coffee or tea? Coffee.

Cheri C.

Compliance Analyst

Cheri C.

Compliance Analyst

Education: UNCG grad

Certifications & Memberships: ASPPA member with QKC and QKA credentials

Hometown: Originally from Wilmington NC, moved to Greensboro NC as a small child

Where do you donate? Usually to dog-related or cancer-related charities

Hobbies? Love to read, go to the beach, and run

Biggest fear? Heights

What’s your most-used productivity hack? I turn off email periodically during really busy times so that it isn’t as distracting, with set windows of time during the day to answer all at once.

Chris C.

Compliance Analyst

Chris C.

Compliance Analyst

Education: Greensboro College, B.S. Mathematics

Hometown: Archdale, NC

Best food ever? Love trying new places not necessarily well known, gas station cuisine is a favorite. We have a couple of those around Archdale, Go Go Yaki (Japanese cook in front of you) inside a Marathon gas station. Midway Grill, located in Sophia, inside a Citgo on the side of Highway 311.

First concert? Fear of dating myself here…The Jets, 1986 WV State Fair. Their most famous song I am guessing is “Crush on You.” However, I have seen Jimmy Buffett over 20 times, yes I am a Parrothead!

Biggest fear? Snakes!!!! Dead, alive, tv, aquariums, etc. May or may not have actually pushed the wife in front of me to save myself from a Garter snake.

Christine M.

Client Service Team Lead

Christine M.

Client Service Team Lead

Education: Spent some Years at University of Nebraska Lincoln

Certifications & Memberships: IRS ERPA, ASPPA QPA

Hometown: Omaha, Nebraska

Where do you donate? United Way

Best part of your day? When I am with my family

Favorite books? The Shell Seekers by Rosamunde Pilcher

First concert? Ann Murray

Favorite part of your job? Working with clients and colleagues all day!

Dave B.

Combo Plan Administrator

Dave B.

Combo Plan Administrator

Education: Bachelors of Science in Organizational Supervision

Hometown: Akron, OH

Best food ever? Sushi.

Favorite books? The Way of Kings by Brandon Sanderson.

What’s on your nightstand? Invincible Volume 108, The Slow Regard for Silent Things by Patrick Rothfuss and a screwdriver.

First concert? Linkin Park.

Coffee or tea? Coffee.

Glen A.

Senior Consulting Actuary

Glen A.

Senior Consulting Actuary

Education: The Ohio State University, Bachelor of Science with a major in statistics

Certifications & Memberships: Enrolled Actuary, Member of the Society of Enrolled Actuaries, Member of the American Academy of Actuaries

Hometown: Mineral City, Ohio

Where do you donate? St. Jude Children’s Research Hospital

Hobbies? Landscaping, marine and tropical fish, swans and chickens

Favorite part of your job? Optimizing outcomes to safely accomplish goals of plan sponsors

Greg A.

ERISA Consultant

Greg A.

ERISA Consultant

Education: BA in Secondary Education (spec. Chemistry/Physics) from the University of Akron

Certifications & Memberships: QKA and QPA

Hometown: Uniontown, OH

Hobbies? I do a couple of medieval combat sports using foam padded weapons. Great stress relief and a good workout.

Favorite Books? Probably Science Fiction and books on history

What’s on your nightstand? Books and my alarm clock

Favorite part of your job? Researching and answering questions

Coffee or tea? Coffee

Joshua S.

Senior Actuarial Consultant

Joshua S.

Senior Actuarial Consultant

Education: Bachelor’s Degree in Mechanical Engineering – Bucknell University; Master’s Degree in Actuarial Science – Columbia University

Certifications & Memberships: QKA

Hometown: Long Island, New York

Best food ever? This is a really tough question, I love experiencing new types of cuisines. However, the best meal I ever had was at Mama’s Fish House in Hawaii.

Hobbies? I love to ski. There is no better way to experience nature and the rush of cool mountain air blistering your cheeks. I am also a lifelong NY Islanders fan.

Favorite Books? Harry Potter and Orphan X novels.

What inspires you? Acts of kindness.

First concert? Bruce Springsteen. I guess that concert helped to shape my rock-heavy musical interests!

Kelsey D.

Internal Sales Consultant

Kelsey D.

Internal Sales Consultant

Education: UNC Wilmington, Special Education Degree

Hometown: Sea Girt, New Jersey

Where do you donate? I donate my time to the Big Brother Big Sister program of NC; I mentor a 9 year old girl here in Charlotte. I also donate to Women’s Crisis Ministry.

Best food ever? The best food combo ever is chips with queso, guac, and salsa (must have all 3).

Favorite thing to do in Charlotte? My favorite thing to do in Charlotte is attend a professional sporting event, whether it be the Panthers, Hornets, Charlotte FC, or the Knights. I love a good tailgate and the close proximity to all of the stadiums and arenas in uptown.

Hobbies? I love to cook, walk my dog Frankie, hike, exercise, travel and do anything outdoors (except for camping).

Coffee or tea? Coffee, iced all year. I like tea at night in the winter.

Kevin M.

Actuarial Consultant

Kevin M.

Actuarial Consultant

Education: Bachelors in Risk Management, Actuarial Science from Penn State University

Hometown: Ridgway, PA

Best food ever? Buffalo chicken

What inspires you? My team and work inspire me. I enjoy researching and/or collaborating with teammates to come up with the best solution.

First concert? Lynyrd Skynyrd at PNC Park after a Pirates game.

Biggest fear? Snakes

What are you really good at? Doing simple math in my head

LaTonya V.

CSM

LaTonya V.

CSM

Education: Nursing Assistant, Property Insurance Adjuster

Hometown: Mobile

Where do you donate? To the Homeless.

What inspires you? Faith and Hope.

Coffee or tea? Coffee.

Pat K.

Sales Consultant

Pat K.

Sales Consultant

Education: Nazareth College of Rochester

Certifications & Memberships: Qualified 401(k) Administrator (QKA)/ASPPA

Hometown: Syracuse, NY

Where do you donate? ASPCA

Hobbies? Golf and anything competitive

Best food ever? Lobster Risotto

Favorite part of your job? Finding the perfect solution for our clients

Robert E.

Senior Actuarial Consultant

Robert E.

Senior Actuarial Consultant

Education: University of Wisconsin – Madison; Double Major in Actuarial Science and Finance

Certification & Memberships: Working towards ASA, have 6 exams passed

Hometown: Stillwater, MN

Hobbies? On the side, I am a Professional Cheerleader for the Chicago Bulls.

Favorite books? The Prisoner of Zenda

What’s your most-used productivity hack? I have about a million excel shortcuts memorized!

Sandra D.

Senior Client Service Manager

Sandra D.

Senior Client Service Manager

Education: Virginia Western Community College

Hometown: Roanoke, VA

Where do you donate? I work in the food pantry at my church

What’s on your nightstand? Alarm clock

Coffee or tea? Both

Sandy G.

Sr. Client Service Manager

Sandy G.

Sr. Client Service Manager

Education: Institute of Arts and Sciences, Fine Arts, Hesser College

Hometown: Swansboro NC

Where do you donate? 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.

Any hobbies? So many… Art projects, Photography, Nature walks, Fishing, swimming, traveling….

Coffee or tea? Coffee, Coffee and more Coffee

Shelley D.

Client Service Manager

Shelley D.

Client Service Manager

Education: CPCC

Hometown: Mount Holly

Best part of your day? Dinner time with my family.

Best food ever? Anything Pasta

First concert? New Kids On The Block

Stephen R.

Actuarial Consultant

Stephen R.

Actuarial Consultant

Education: Bachelors in Actuarial Science/Statistics

Hometown: Born in Alliance, Ohio, currently based south of Kona, Hawaii.

Best part of your day? Hyped up morning workouts to set the tone for the day.

Favorite books? The Creative Act by Rick Rubin & Man in the Mirror by Patrick Morley.

What’s your most-used productivity hack? Stretching periodically throughout the day to stay alert and focused.

What are you really good at? Playing the piano. I began lessons when I was 3 years old!

Coffee or tea? One per hand.

Steven C.

Sr. Client Service Manager

Steven C.

Sr. Client Service Manager

Education: BFA from UNC Charlotte.

Certification & Memberships: ASPPA RPF 1 & 2, NIPPA Part I.

Hometown: Charlotte, NC

Where do you donate? Wigs for Kids; I grow my hair out every four years to donate to children in need.

Best food ever? Sushi, or a perfectly seasoned rare Filet Mignon.

Favorite thing to do in Charlotte (if you live here)? Attending Carolina Panthers games Hobbies? Drawing, Sculpting, Painting, Metalsmithing, Percussion, Singing, Cooking and Automotive work.

What are you really good at? Talking and interacting with people, presenting in front of large crowds, Teamwork.

Suzy L.

Manager of Actuarial Services

Suzy L.

Manager of Actuarial Services

Education: Penn State – Behrend College Bachelor of Science – Major Mathematics with a minor in Statistics

Hometown: North East, PA

Hobbies? I love to read. Also, I love going to concerts. Most of all, I love volunteering for my kids’ activities (soccer & competitive cheer).

What inspires you? When it comes to my work ethics, my dad is my biggest inspiration. He has been a wonderful role model for me.

First concert? My first concert was Tom Petty.

What’s your favorite part of your job: I love the people I work with. They are extremely supportive and encouraging.

Theresa C.

CSM/CA

Theresa C.

CSM/CA

Education: University of Texas at Austin, BBA Finance and Marketing

Certifications & Memberships: CPC, QPA and CEBS (retired)

Hometown: Houston, TX

Where do you donate? Smile Train and church

Best part of your day? Playing with our 4 dogs

Best food ever? Italian

First concert? Rick Springfield

Tom B.

Actuarial Consultant

Tom B.

Actuarial Consultant

Education: Master’s Degree; MDiv

Hometown: Tampa Bay

Favorite thing to do in Charlotte? Spending time with my family at a park or on a nature trail hike

What inspires you? Interacting with others who are always seeking to grow, improve, and take on challenges

First concert? Beach Boys

Tracey G.

Compliance Analyst

Tracey G.

Compliance Analyst

Education: Stark State College

Hometown: Minerva, Ohio

Best part of the day? 5 o’clock. Lol

First concert? Tom Petty

Coffee or tea? Coffee, of course.

Meet our management team.

Bill C.

Vice President of Operations

Bill C.

Vice President of Operations

Education: BS Financial Management 2000 – University of North Carolina at Charlotte

Hometown: Kansas City, MO

Best food ever? Burnt Ends from Joe’s Kansas City

What inspires you? My parents and their work-ethics; seeing how much they sacrificed and how hard they worked to put my sister and I in a place to succeed.

Most-used productivity hack: Maintaining an “old school”, paper, to-do list of what must get done for that day as a supplement to ongoing task lists of a more technologically advanced variety.

What’s your favorite part of your job: Assisting clients and associates in understanding, what can be, very complex issues related to Retirement Administration.

Kristi D.

Vice President, Actuarial Consulting

Kristi D.

Vice President, Actuarial Consulting

Education: Bachelors in Applied Mathematics and Bachelors in Applied Statistics, Actuarial Science

Hometown: Akron, Ohio

Where do you donate? We are frequently making drop offs to the Salvation Army and give to the Cleveland APL

Best part of your day? 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.

Best food ever? Anything Thai

Coffee or tea? Coffee in the morning, herbal tea after 3pm

Mary A.

Principal and Vice President of Business Development

Mary A.

Principal and Vice President of Business Development

Education: Campbell University, Master of Business Administration, Bachelor of Business Administration in Trust and Wealth Management

Hometown: Greensboro, NC

Where do you donate? My church, Allegro foundation, North Mecklenburg Animal Rescue, and anyplace via solicitation from my niece or nephew…

What are you really good at? Okay, I’ll say it… baking.

Coffee or tea? Coffee!

Favorite book? Devil in the White City by Erik Larson (It’s the only book I’ve ever finished in less than 24 hours.)

Nick N.

Principal, CEO

Nick N.

Principal, CEO

Education: BA, Interdisciplinary Studies

Hometown: Akron, Ohio

Where do you donate? Charity Water

What’s your most-used productivity hack? Listening to podcasts and audiobooks at 1.5x to 2x speed. Only problem is now normal speed seems so slow!

Best food ever? Chipotle burritos. Prove me wrong.

Zak K.

Principal, Consulting Actuary

Zak K.

Principal, Consulting Actuary

Education: BA in Mathematics, Minor in Business Admin and Philosophy/Religion

Hometown: Port Clinton, Ohio

Best part of your day? First cup of coffee in the morning!

First concert? Starship

Favorite part of your job? Teaching

Our Team

Aaron P.

Ami S.

Ani H.

Cheri C.

Chris C.

Christine M.

Dave B.

Glen A.

Greg A.

Joshua S.

Kelsey D.

Kevin M.

LaTonya V.

Pat K.

Robert E.

Sandra D.

Sandy G.

Shelley D.

Stephen R.

Steven C.

Suzy L.

Theresa C.

Tom B.

Tracey G.

Bill C.

Kristi D.

Mary A.

Nick N.

Zak K.

Maxus Plan Solutions

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