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.
Retired Partner and General Counsel
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.
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.
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.
Stacey has over 15 years of experience in the financial services industry. Previously advising individuals on their retirement plans and personally managing over $65 million dollars of investments while holding both her Series 7 and 66 license. Her experience is broad throughout the financial industry working in internal audit, accounting, finance and investments. She received her Bachelor’s Degree in Business Administration from the University of Toledo. In her free time, you likely can find her supporting her children’s sporting events or enjoying the fantastic Toledo Metroparks.
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.
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.
Kylie is a graduate of The University of Toledo with a BBA in Finance and a minor in Sales. Previously working in the insurance industry, dealing with a wide variety of products and services such as life insurance, investments, Medicare, retirement accounts, financial planning, etc. Kylie holds her life and health license. Fun fact, she auditioned for a Shark Tank Casting Call in 2018.
Keith has administered retirement plans since 2004. He is a graduate of The University of Toledo with a BBA in Finance. Keith has spent much of his time on the Plan Sponsor side. He believes this gives him a unique perspective into the needs of the client. In 2017, he was part of a team that won Plansponsor Magazine’s Plan sponsor of the year in the Corporate 401(k) category for plans with assets totaling $250MM – $1B.
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
With over 35 years as a Paralegal, Kathy’s experience includes work with Plan & Benefits administration. Kathy is a graduate of the University of Toledo, having first earned a Paralegal Certificate, then a Bachelor’s Degree, magna cum laude, in 2014. She also achieved CRCM certification from the America Banker’s Association. With excellent customer service and organizational skills, Kathy supports our Consultants with their daily tasks.
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.