Charlie founded Cash Balance Actuaries in 2009 after graduating from Drake University with degrees in Actuarial Science and Finance. Based in Excelsior, MN, he leads the firm's actuarial practice.
Will joined Cash Balance Actuaries in January 2025. He graduated from Hendrix College with a degree in Mathematics and is pursuing his EA designation.
Crystal joined the team in February 2024 and is based in Minnetonka.
Todd joined Cash Balance Actuaries in February 2022. He graduated from the University of St. Thomas with a degree in Actuarial Science in 2007 and has been an Enrolled Actuary since 2014.
Kim joined Cash Balance Actuaries in April 2017. She graduated from Arizona State University with a degree in General Mathematics and has been working in the actuarial field since 1999.
Kyle joined Cash Balance Actuaries in July 2013. He graduated from Freed-Hardeman University with a degree in Communications in 2006 and earned his MS in Actuarial Science from Middle Tennessee State University in 2011.
Jamie joined Cash Balance Actuaries in December 2012. He graduated from SUNY-Geneseo with degrees in Management and Finance and has approximately 20 years of experience in the field.
Cami joined Cash Balance Actuaries in April 2022. She graduated from Ball State University with a BS in Mathematics and MS in Information and Communication Sciences. She became an Enrolled Actuary in December 2021.
Paul joined Cash Balance Actuaries in April 2023. He graduated from Grove City College with a degree in Finance. He became an EA in 2019 and earned his QPA in 2015. Based in Canton, OH.
Adam joined Cash Balance Actuaries in January 2018. He graduated from Middle Tennessee State University with a degree in Actuarial Science and became an Enrolled Actuary in 2019.
Cortany joined Cash Balance Actuaries in March 2023. She graduated from Middle Tennessee State University with a degree in Forensic Science in 2012.
Will has been in the industry since 2007 and became an actuary in 2014. As Partner and Chief Marketing Officer, he leads business development efforts.
Nicole joined Cash Balance Actuaries in January 2018. She graduated from the University of Pittsburgh at Greensburg with a degree in Applied Mathematics and holds ASPPA designations.
Shannon has been with Cash Balance Actuaries since 2014. She graduated from James Madison University and is based in Eden Prairie, MN.
Joe joined Cash Balance Actuaries in June 2021. He graduated from Freed-Hardeman University with a BS in Mathematics in 2007.
Paul joined Cash Balance Actuaries in January 2012. He graduated from the University of Minnesota with a degree in Mathematics from the Institute of Technology and has over 25 years of experience.
Joe joined Cash Balance Actuaries in May 2024. He graduated from the University of Oregon with a BS in Economics in 2021 and holds ASPPA designations.
Kevin joined Cash Balance Actuaries in December 2014. He graduated from Cal State Fresno with a degree in Applied Mathematics and has over 20 years of experience.
Cedric has over 25 years of experience. He graduated from the University of Minnesota with a BS in Mathematics and Cal State with an MS in Applied Mathematics.
Ryan joined Cash Balance Actuaries in January 2022. He graduated from Rutgers University with a degree in Mathematics in 2009 and has over 11 years of experience.