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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.

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