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.

Bill C.

Director of DC Administration

Bill C.

Director of DC Administration

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.

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

When was your first day at Maxus? January 4, 2022

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.

Sr. Client Service Manager

Christine M.

Sr. Client Service Manager

Education: Spent some Years at University of Nebraska Lincoln

Certifications & Memberships: IRS ERPA, ASPPA QPA

Hometown: Omaha, Nebraska

When was your first day at Maxus? August 15, 2022

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!

Danielle D.

Actuarial Analyst

Danielle D.

Actuarial Analyst

Education: The University of Texas at Austin

Hometown: Austin, TX

When was your first day at Maxus? September 7, 2021

Best food ever? Chilaquiles, it is a Mexican dish made with fried tortillas, cheese, and salsa. I like mine with salsa verde.

Hobbies? Puzzles and games (video games, board games, card games, etc.)

Favorite part of your job? Being able to help people

Coffee or tea? Tea

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

When was your first day at Maxus? January 4, 2022

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

Julie M.

Senior Actuarial Consultant

Julie M.

Senior Actuarial Consultant

Education: Undergraduate Degree in Business Administration from John Carroll University / Graduate MBA Degree from Cleveland State University

Hometown: Solon, Ohio

Best food ever? 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.

Favorite books? Alexander Dumas’ The Count of Monte Cristo

What inspires you? 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.

Kelsey D.

Internal Sales Consultant

Kelsey D.

Internal Sales Consultant

Education: UNC Wilmington, Special Education Degree

Hometown: Sea Girt, New Jersey

When was your first day at Maxus? March 6, 2023

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

When was your first day at Maxus? May 2, 2022

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

Kristi D.

Director of Actuarial Services

Kristi D.

Director of Actuarial Services

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

Pat K.

Sales Consultant

Pat K.

Sales Consultant

Education: Nazareth College of Rochester

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

Hometown: Syracuse, NY

When was your first day at Maxus? February 7, 2022

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

Samantha J.

Senior Client Service Manager

Samantha J.

Senior Client Service Manager

Education: AA UOP

Certification & Memberships: RPF Completion

Hometown: Glendale, AZ

When was your first day at Maxus? January 3, 2023

Where do you donate? U Mom (a local shelter for women and children)

Best food ever? Steak and potatoes

Hobbies? Painting, reading, spending time in nature and planning events.

First concert? Reba McEntire

Coffee or tea? Coffee in the morning, tea during the day

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

Suzy L.

Senior Actuarial Consultant

Suzy L.

Senior Actuarial Consultant

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

Hometown: North East, PA

When was your first day at Maxus? October 18, 2021

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

When was your first day at Maxus? August 15, 2021

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.

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

Bill C.

Cheri C.

Chris C.

Christine M.

Danielle D.

Glen A.

Greg A.

Julie M.

Kelsey D.

Kevin M.

Kristi D.

Pat K.

Samantha J.

Sandra D.

Sandy G.

Shelley D.

Suzy L.

Theresa C.

Tom B.

Tracey G.

Mary A.

Nick N.

Zak K.

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