Hilary has been with NAI since 2015. She brought with her a thorough understanding of business structure. She does all things 5500’s and helps in many other aspects of NAI as well. Outside of NAI she enjoys live music and traveling.
Chris holds a bachelor’s degree in Mathematics with a minor in Statistics from UW-Oshkosh. Chris has been in the administration and consultation of qualified plans since 1992. After 7 years of working for other organizations, Chris opened National Administration, Inc. in 1999. In 2012, Chris also helped start 3(16) Fiduciary Solutions, Inc. providing fiduciary assistance for those clients looking to relieve some of their fiduciary liability. Chris and his wife, Cheri, will be celebrating their 27th wedding anniversary in 2018. They have two children Alex and Julia. Alex is enjoying tuning high performance vehicles in Scottsdale, AZ and Julia is helping out with special projects at NAI and looking forward to going to college this fall. When not working, Chris and Cheri enjoy traveling, camping, billiards and spending time with friends and family. Groundhogs Day is Chris’ favorite holiday – just to be different. KCCO!
Julia has been with NAI since 2014. Julia’s role at NAI is dealing with long-term special projects and is transitioning into a role at 3(16) Fiduciary Solutions, Inc. She graduated a year early at eAchieve Academy, an online high school, with high honors and was the speaker at her classes’ graduation ceremony. Julia has spent her high school and after high school time working 2 jobs, she likes to be busy! Julia is starting her degree for Criminal Justice at the Fox Valley Tech and hopes to become a lawyer one day. Julia enjoys spending her time off reading, drawing, traveling, spending time outside (only when it’s warm!), and giving her 25 pound cat lots of love.
Melissa has experience in qualified plans in the New Business Department with NAI since 2003. Melissa and her husband Mike, have two sons and a Labrador Retriever that keep them very busy. Melissa enjoys spending time with her family, gardening, exploring nature and traveling. Melissa is an army veteran of Operation Enduring Freedom.
Terri joined NAI in 2012. Terri is married to Al and has two adult children. Her daughter Taelynn will be graduating in May from UW-Stevens Point and is pursuing a career in biology. Son Draven will be entering UW-Milwaukee this fall as both a student and member of the dive team after being 2014 Wisconsin State Diving Champion! Terri enjoys being with her family relaxing in the backyard and works to create gardens and flowers all over the yard.
New to NAI, Tina has spent the past twenty years working in the manufacturing sector (foundry processes and sheet metal fabrication) where she has been responsible for quality systems, accounting, human resources and overall general operations. She is married to Jeff, her high-school sweetheart and they have an active son, Alex, age 7. When not chasing after Alex or Maggie (the family mutt), Tina loves to cook for both family and friends and is an avid fan of modern board games (no Chutes and Ladders in this house!).
Todd is a graduate of the UW-Whitewater. He holds a bachelor’s degree in business administration with an emphasis in finance. He has administered defined contribution plans since 1997 and has been with NAI since 2011. Todd is married and has two dogs. Todd enjoys the outdoors, spending much of his spare time on the water and in the WI north woods. Other interests include curling, dartball, working on his pick-up truck and building custom croquet mallets.
Jenna is a 2007 graduate of UW-Green Bay. She holds a bachelor’s degree in business administration with an emphasis in finance and a minor in human development. She has experience in the administration of defined contribution plans (both ESOP and 401k Plans) since 2008. Outside of work she enjoys working on her family’s farm and spending time with her family and friends.
After starting with NAI in 2013 Michelle quickly moved into the Solo(k) division starting with 4 plans and growing it to 700+ today. She prides herself with quick turnaround, making each client a priority and taking the time to provide answers and information at all levels of knowledge even if it means digging a little further for the correct answers. As she and her husband of nearly 20 years have two active teenagers, two dogs and a cat, life is never dull and on top of that Coaching Livestrong and StayStrong programs for cancer survivors at the Y is just one of the ways that she finds to give back to the community.
Julie is a Qualified 401(k) Administrator (QKA) with experience in administration at NAI since 2000. She enjoys reading, skiing, hiking, camping, exercising, cooking and spending time with her family, friends and Daughter.
Tammy is a graduate of UW-Green Bay with a degree in Business Administration. She has been administering retirement plans since 1995. Tammy and her husband Brian enjoy spending time with their three boys, (mostly Travis, their favorite) camping, fishing, watching the boys’ sporting events and hanging out at home.
Samantha has been with NAI since 2006 and her main job duties here are helping assist clients with newly eligibles, doing participant force outs, QDIA notices and helps out where she can in each of NAI’s departments. They have three wonderful children in their early 20’s. They have a dog name Daisy who is truly the princess of the house and have 3 lovable cats. She and husband Paul enjoy traveling and riding their Harley when they can. Being classic car enthusiasts, Sam and Paul attend several auto events but the seasons highlight is the Iola Old Car Show and Swap Meet. After putting their time and effort remodeling their entire home they sold their house and bought a beautiful ranch home that has become their forever home.
Lynn joined NAI in October of 2014 as a Senior Transaction Coordinator and has been in the retirement plan field since 1998. As a member of the transaction team she fields the majority of the phone and email conversations with regards to transactions. She enjoys attending races of all levels from local tracks to Nascar, traveling as often as she can, and spending time with her family and friends. Lynn has three grown children Joshua, Miranda and Benjamin (and their significant others). She has 4 wonderful grandsons, Landen, Jace, Colton and Jackson.
Miranda joined National Administration in October of 2017 as a Transaction Coordinator. Miranda has 2 wonderful sons Landen and Jackson that keep her busy. In her free time, she enjoys going camping, watching races at the local track and spending time with family and friends.
Kathy is a Qualified 401(k) Administrator (QKA) with experience in administration since 1997 and has been with NAI since 2004. Kathy’s family include her beloved husband Dave and three awesome adult children: Becky, Amy, and Matt as well as loyal Jesse, a wonderful 14 year old yellow lab. She enjoys spending time together with family and friends as well as watching most sports. GO PACK GO!
Kyle is a graduate of UW-Oshkosh. He holds a bachelor’s degree in economics with a quantitative emphasis. Kyle has administered qualified plans since 2003 and has been with NAI since 2005. While being an avid sports fan in general, Kyle’s favorite teams are the Brewers and Packers.
Corbin has been in the retirement plan industry since 2001 and has been with NAI since 2012. His emphasis has been in the sales and marketing of retirement plans along with working closely with Advisors/Plan Sponsors. He holds a bachelor’s degree in finance from UW-Milwaukee along with a bachelor’s degree in accounting from Lakeland College. His wife Heidi is a 4th grade teacher in the Kimberly School District. They have three kids who keep them quite busy. Ali is the oldest and enjoys playing the saxophone, reading, and hanging out with her friends. Rylan loves anything to do with playing sports, Transformers or beating up his Father. Nora is the youngest and loves competing in Gymnastics, reading and school. Besides their kids, Corbin and Heidi enjoy the up north woods, playing golf and going to the movies.
Rich has experience in the retirement plan field since 1997 and has been with NAI since 2002. He enjoys spending time outside with his project car and Golden Retriever as well as a desire to become a grill-master.