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.

Amanda F.

Client Service Consultant

Amanda F.

Client Service Consultant

Education: BA in Clinical Psychology

Hometown: Concord NH

Hobbies? Pottery and home improvement projects.

What’s your most-used productivity hack? Hands down—ChatGPT. Whether I need to brainstorm ideas, write emails faster, summarize long articles, or even plan out my week, ChatGPT saves me tons of time. It's like having a personal assistant, editor, and problem-solver all rolled into one. I just type what I need, and it helps me get unstuck and stay focused.

Biggest fear? Hights

Favorite part of your job? Definitely the relationships. I love being the person clients can count on when things get confusing or overwhelming. It feels good to bring clarity, solve problems, and just be that steady, reliable support they can trust.

Coffee or tea? 100% coffee!

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

Andrew E.

Actuarial Analyst

Andrew E.

Actuarial Analyst

Education: University of Massachusetts – Amherst, Major in Actuarial Science and Statistics and Minor in Economics

Hometown: Boston, MA

Where do you donate? I donate to the Special Olympics every year.

Best food ever? Tacos. Easy to make even easier to eat.

Hobbies? I play a lot of online Chess, I go to a lot of Redsox games, and I (sometimes) perform stand-up comedy.

Biggest fear? Birds, but if I go to a zoo I make sure to walk through the aviary.

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.

Austin C.

Finance Associate

Austin C.

Finance Associate

Education: B.S.B.A, Finance; Minor in Accounting

Hometown: Charlotte

Best food ever? Anything Italian.

Hobbies? I love to play golf.

Favorite part of your job? I love working with a small team where everyone’s input matters.

Coffee or tea? Coffee.

Ben G.

Actuarial Consultant

Ben G.

Actuarial Consultant

Education: SUNY University at Albany, Graduated May 2022 Bachelor of Science (Majored in Business Economics)

Hometown: Katonah, NY

Best food ever? Beef Wellington is the best food ever.

Hobbies? I love to go skiing and fishing, and I like to lift weights!

Biggest fear? I am terrified of flying but it doesn’t stop me from traveling!

Coffee or tea? I drink coffee more often, but I prefer tea.

Charleen P.

Client Service Consultant

Charleen P.

Client Service Consultant

Education: Bachelors of Science

Hometown: Bristol, Connecticut

Best part of your day? The Present Moment.

What’s on your nightstand? Bible, A Journal, and Other Books.

What inspires you? Love, Fear, Certain People, Quiet Time, Music, Nature, and Beauty.

Favorite part of your job? It’s never the same day twice.

Coffee or tea? Yes, to both.

Chris C.

Senior Compliance Analyst

Chris C.

Senior 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.

Chris M.

Associate Actuarial Consultant

Chris M.

Associate Actuarial Consultant

Education: Robert Morris University - B.S. in Actuarial Science

Hometown: Pittsburgh, PA

Best part of your day? Working out

Best food ever? Steak or sushi

Hobbies? Running, kayaking, hiking, boxing, and watching sports

Christine M.

Lead Client Service Consultant

Christine M.

Lead Client Service Consultant

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.

Deb B.

Internal Sales Consultant

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

Janson M.

Client Service Consultant

Joshua S.

Consulting Actuary

Joshua S.

Consulting Actuary

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

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

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!

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

Liam H.

Client Service Consultant

Liam H.

Client Service Consultant

Education: Bachelor of Arts

Certifications & Memberships: RPF

Hometown: Aberdeen, Scotland

Best food ever? Indian Food

Favorite thing to do in Charlotte? Check out dog friendly spots around Charlotte

First concert? Phil Collins

Coffee or tea? Cold Coffee

Madison S.

Actuarial Analyst

Michael T.

Combo Plan Administrator

Michael T.

Combo Plan Administrator

Education: Marietta College – Bachelor’s in Business Management

Hometown: Pittsburgh, PA

Best part of your day? High fiving my dog.

Best food ever? Italian, Fettuccine Alfredo.

Hobbies? Playing the Guitar, Snowboarding, Golf, Volunteer Coaching Youth/Highschool Football, Going to the Gym.

First concert? Mac Miller at Stage AE.

Biggest fear? Easily has to be heights.

Pat K.

Retirement Plan Sales Consultant

Pat K.

Retirement Plan 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

Paula E.

Client Service Consultant

Paula E.

Client Service Consultant

Education: Bachelor’s degree from University of South Florida

Certifications & Memberships: RPF Exam & QKA 1

Hometown: Oswego, NY

Hobbies? Adventures with my son – reading – hiking – swimming – shopping!

Favorite books? Too many to count! I’m a big reader, and a millennial, so I love a good dystopian novel. And fantasy!

What are you really good at? Keeping my indoor plants alive! And staying calm under pressure.

Favorite part of your job? My amazing colleagues and our wonderful clients, of course! I like that there’s always something to figure out – solving plan issues or helping a client understand their options. It’s satisfying when it all clicks! It also feels good knowing the work I do helps people save for retirement, even if they don’t realize it directly.

Coffee or tea? I would have to say coffee!

Shelly E.

Client Service Consultant

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.

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.

Senior Compliance Analyst

Tracey G.

Senior 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.

Cheri C.

Director of Compliance

Cheri C.

Director of Compliance

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.

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.

Sergio G.

Director of DC Operations

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.

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

Amanda F.

Ami S.

Andrew E.

Ani H.

Austin C.

Ben G.

Charleen P.

Chris C.

Chris M.

Christine M.

Dave B.

Deb B.

Glen A.

Greg A.

Janson M.

Joshua S.

Kevin M.

Liam H.

Madison S.

Michael T.

Pat K.

Paula E.

Shelly E.

Stephen R.

Theresa C.

Tom B.

Tracey G.

Cheri C.

Kristi D.

Mary A.

Nick N.

Sergio G.

Suzy L.

Zak K.

Maxus Plan Solutions

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