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 Manager

Amanda F.
Client Service Manager
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
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
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
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
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
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 Manager

Charleen P.
Client Service Manager
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.

Cheri C.
Compliance Manager

Cheri C.
Compliance Manager
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
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 B.
Director of Operations

Christine B.
Director of Operations
Certifications & Memberships: QKA – ASPPA Since 2013
Hometown: Dansville, New York
Where do you donate? Military Appreciation Charities, American Legion, Wounded Warriors. My father was a Veteran and started the whole family volunteering and donating to these organizations from a young age to show our appreciation for those who defend us all everyday.
Hobbies? Huge life long Buffalo Bills Fan. Football Season is all year round. GO BILLS!
What’s your most-used productivity hack? “Do Not Disturb Days” When it is a very busy time of year I try to schedule one day every 2 weeks to put an out of office up and really focus on cleaning out my inbox and tackling the To Do List.
Coffee or tea? Coffee 100% the stronger the better and ALWAYS HOT never iced.

Chris M.
Associate Actuarial Consultant

Chris M.
Associate Actuarial Consultant
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.
Manager, Client Services

Christine M.
Manager, Client Services
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
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
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
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
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
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
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 Manager

Liam H.
Client Service Manager
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

Michael T.
Combo Plan Administrator

Michael T.
Combo Plan Administrator
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.
Sales Consultant

Pat K.
Sales Consultant
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 Manager

Paula E.
Client Service Manager
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!

Stephen R.
Actuarial Consultant

Stephen R.
Actuarial Consultant
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.
Client Service Manager

Steven C.
Client Service Manager
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
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
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
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
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.

Kristi D.
Vice President, Actuarial Consulting

Kristi D.
Vice President, Actuarial Consulting
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
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
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
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