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 currently is on the Sylvania Rotary Board.
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 compiled almost 25 years of solid experience in qualified retirement plan consulting, administration and compliance review. His Bachelor of Science Degree in mathematics is from Heidelberg College.
Chris brings to us a wealth of talent and over 15 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 13 years of experience in the financial services field, with an emphasis in compliance. She received both her BBA and her Master’s in Business Administration from the University of Toledo.
Crystal has over 15 years of experience in retirement plan administration. She has also worked for a local public accounting firm completing plan audits and tax returns for four years. She earned the Qualified 401(k) Administrator (QKA) from the American Society of Pension Professionals and Actuaries (ASPPA). In addition, she is a proud graduate of the University of Toledo with a BS in Finance.
Jacque is a proud graduate of Hillsdale College with a BA degree in Accounting. Her 23 years of prior experience covered all phases of plan administration, with concentration in the areas of plan design and document preparation.
In addition to being a proud University of Cincinnati graduate, she brings to us 9 years of experience in the benefits industry.
James has 9 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 15 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 15 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 brings almost 10 years of retirement plan administration to our team and has received her QKA designation from ASPPA. A lifelong resident of the Toledo area, she is a proud graduate of the University of Toledo.
Ashley has over 10 years of retirement plan administration experience. She graduated Magna Cum Laude from the University of Toledo with a BBA in Business Analysis and a Minor in Finance. In addition, she also possesses the QKA designation from ASPPA.
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.
Assistant to Consultants
Diane has over 20 years of experience in retirement services. She supports our Consulting team with plan documents and E-filing duties.