Scott’s over 25 years in the execution of solid sales and marketing plans are an integral part of PIC’s commitment to client service and success. He received his Bachelor of Business Administration degree from the University of Michigan-Flint. He is a long standing member of Sylvania Rotary, having served as Club President and Club Foundation Chairman.
Vice President, General Counsel and Partner
Scott is responsible for ensuring compliance with the complex technical issues governing retirement plans. He has been focused in the area of qualified retirement plans for over 25 years. Scott received a Bachelor of Science degree in corporate finance from the University of Toledo and is a graduate of the University of Toledo College of Law.
Mike has nearly 30 years of experience in the successful design and implementation of qualified retirement plans. His Bachelor of Science degree in mathematics and economics is from the University of California.
Chris has been a Partner in the firm since 2010 and has more than 30 years of experience in the retirement plan industry. He has an extensive background relating to IRS and DOL regulations on retirement plans. Chris is responsible for assisting in the firm’s day-to-day operations including employee management, plan administration, compliance testing and consulting. Chris holds a Bachelor of Science degree from Heidelberg University, Tiffin, Ohio, with a major in mathematics. Outside of work, Chris enjoys reading, traveling, golf and cheering on his favorite sports teams.
Chris brings to us a wealth of talent and over 20 years of retirement plan design and administration experience. He received his Bachelor’s Degree in Accounting from BGSU and his MBA in Business Administration from the University of Findlay.
Heather has over 15 years of experience in the financial services field, previously holding her Series 7 investment license and has 9 years of retirement plan design and administration experience. She received both her BBA and her Master’s in Business Administration from the University of Toledo.
Jacque is a proud graduate of Hillsdale College with a BA degree in Accounting. Her 25 years of prior experience covered all phases of plan administration, with concentration in the areas of plan design and document preparation.
Jessica is a graduate of the University of Cincinnati and began working in retirement plan administration in 2004. She has experience in contribution processing, document production, delinquent filer correction procedures, and Form 5500 preparation and filing, in addition to her current focus on cash balance and multiple employer plan administration. She enjoys sailing and spending time a the Toledo Metroparks with her dogs.
James has 11 years of experience in investment and financial services; previously holding both his Series 7 and Series 66 investment licenses. As a lifelong Toledo resident, he has been a constant presence with the Cherished Friends of Ahava nonprofit in their work with cancer survivors either as a volunteer or board member. James received his Bachelor of Arts from Wittenberg University and is a graduate of the University of Toledo College of Law.
Dawn has more than 17 years of successful service in qualified retirement plan consulting and administration. She graduated Magna Cum Laude from the University of Findlay with a Bachelor of Science degree in business management.
Todd has approximately 17 years experience as an IRA and tax compliance specialist with a focus on IRS retirement regulations and abating penalty notices. Todd received a Bachelor’s Degree in psychology from the University of Toledo and is a graduate of the University of Toledo College of Law.
Trish has over 16 years of retirement plan administration and consulting experience. She graduated from the University of Toledo with a BS in Finance.
Ashley has 16 years of retirement plan administration and plan design experience. She graduated Magna Cum Laude from the University of Toledo with a BBA in Business Analysis and a Minor in Finance.
Assistant to Consultants
Janet has nearly 40 years of experience in the financial services industry. Her excellent customer service and organization skills are just a few of the qualities that make her such an asset to our team. Janet supports our Consulting team in their various day to day duties.
Assistant to Consultants / Accounts Receivable/Payable
Kim’s successful career spans nearly 35 years in financial services and qualified plan administration. She is also an internal accounting assistant responsible for accounts receivable and payable.