Kevin manages a large group of NestEggs clients, particularly those whose plans utilize sophisticated design techniques such as Cross-Testing or special investment experience, where his analytical, computer and investment background add value to client relationships.

Prior to joining NestEggs in early 2004, Kevin worked for Merrill Lynch, supporting customers’ investment and administrative needs in the annuity area, providing advice about taxation, redemption and fund reallocations. Before that, he was an accountant for an Orlando-based firm, where his duties included management of operating expenses, balance sheet preparation, vendor relationships and the company’s 401(k) Plan.

Kevin received a B.S. in Business Administration and Finance from the University of Central Florida, as well as an Associate in Arts Degree from Santa Fe Community College. He holds Series 7 and 66 investment licenses. In 2009 Kevin received the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.He had previously been awarded the QPFC (Qualified Plan Financial Consultant) designation.

Irene Adelman joined NestEggs in 2006 and has continued to take on increasing levels of responsibility related to the implementation and administration of Retirement Benefit Plans. In her current role of Plan Administrator, Irene has demonstrated an ability to manage multiple accounts, using her strong communication skills to establish and maintain lasting client and participant relationships while relying on her technical expertise to provide superior Plan administration. In addition to her professional experience, Irene holds the Series 65 Uniform Registered Investment Advisor license, and the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.

Prior to becoming an “Egger”, Irene bolstered her professional qualifications in a position she held in Hawaii, in which she oversaw the distribution department of a large retirement plan administrative firm. Her experience included technical compliance support, trust accounting & reconciliation and database operation. During this period, Irene also found time to complete coursework and certification for The American Society of Pension Professionals and Actuaries “Fundamentals of Plan Design and Administration” and “Daily Valuation Environment” courses. Prior to her 3-year stint with the Hawaiian TPA firm, Irene spent 5 years working for several academic and government institutions, with a focus on international and East-West liaison.

Irene received a Bachelor of Arts in English from Loyola Marymount University and a Master of Arts in English from the University of Hawaii at Manoa. Irene also spent one summer studying at Queens College – Oxford University. She speaks Tagalog and some Spanish. Among her other interests, Irene was a competition caliber Hula Dancer. She performed in both Honolulu and Tokyo, and competed several times at the Merrie Monarch Hula Festival (the Olympics of Hula) in Hilo, Hawaii. Irene has also published several poems and articles. With a rare combination of communication and technical skills, Irene is another international member of the NestEggs team.

Windy Fraser joined NestEggs in 2008 following a cross-country move from California. The west coast’s loss has been our gain. In her role as Database Manager, Windy oversees the daily flow of information related to pricing, company/participant contributions, and account reconciliation - all of which puts her at the hub of the wheel for NestEggs' record-keeping functionality as well as the real-time valuation of participant accounts on the web-site.

During her years in California, Windy received a Bachelor of Arts degree in Industrial Organizational Psychology from San Diego State University and an Associates Degree in Accounting from Jamestown Community College. She earned her Property/Casualty and Life/Health Insurance Licenses, and passed the Series 6/63 Securities exam shortly after graduating which allowed her to gain valuable professional experience in the Insurance industry as a Sales Agent.

After several years of selling insurance, Windy decided to take some time to focus on raising her four young children. During that time she continued to take courses in her pursuit of a B.S. in Accounting. Fortunately, Windy decided to reenter the workforce and she has become an integral part of our daily operations and an indispensible member of the NestEggs team.

In addition to her role with us, Windy finds time to act as a Troop Leader for the Girl Scouts and is active in the Boy Scouts program.

Sarah Gronvold joined NestEggs in 2005 to strengthen new client plan design and implementation efforts. In addition, she supports existing clients by spearheading our Participant orientation and education initiatives.

A Phi Beta Kappa and Magna Cum Laude graduate of the University of Vermont (Sociology), Sarah entered the executive recruiting field. In 1996 she joined Bonnell & Associates, Inc., a firm specializing in the placement of highly compensated executives in the fields of finance and healthcare. In 1998, Sarah started her own consulting practice, working boutique recruiting firms in Connecticut and New York City. As a consultant, she continued to focus on executive level career placements but also broadened her role to include relationship development between recruiting firms and financial institutions / insurance companies.

After a brief hiatus during which she focused her energy on being a wife and mother of two small children – and moving to Jacksonville – Sarah found in NestEggs the perfect opportunity to apply her communication and consulting skills.

Alison joined NestEggs in April 2005 to manage our database processing and maintenance needs. Her role was quickly expanded to Office Manager, a position that highlighted her exceptional organizational and technical expertise. While Alison continues to play a key role in our accounting and payroll processing functions, she has broadened her skill set considerably and is now an Assistant Plan Administrator with the credential of recently passing the Series 65 Uniform Registered Investment Advisor exam. Working in support of Kevin Cheezum, our Chief Compliance Officer and Senior Plan Administrator, Alison continues to grow in her Plan Administration capabilities utilizing her strong written and verbal communication skills to interface with all organizational levels, clients and Plan participants. Alison exemplifies the high standard of professionalism that is required of each member of our staff.

Prior to joining NestEggs, Alison worked as a Computer Security Analyst with a national health insurer, at which she Administered security access for all Client Server applications, providing support for over 28,000 users, created and maintained over 12,000 NT LAN accounts, 4,000 Remote LAN Access (RLA) accounts, and 12,000 Lotus Notes accounts. Even more interesting, though, is her 20+ years working with the Saudi Arabian Oil Company in Dhahran, Saudi Arabia, where she maintained security for personnel data of Saudi Aramco’s 57,000 employees.

Alison, NestEggs’ only ‘Brit,’ hails from Welwyn Garden City, Hertfordshire, UK, where she graduated from Welwyn Garden City High School and ICI Plastics Division Secretarial Training College. Following two decades in Saudi Arabia, Alison moved to Florida to be closer to family and she now considers Jacksonville home.

Ildi graduated from the University of Washington in 2002 with a B.S. degree in Applied & Computational Mathematical Sciences, with a Minor in Mathematics. She began her career as an Actuarial Analyst with an Actuarial Consulting firm in Seattle, WA, where she gained invaluable experience in the Retirement Benefits field. Her experience included performing data work and reconciliation for large Corporate, Public, Multi-Employer, and Retiree Medical Plans, as well as programming and calculating Pension Plan liabilities and costs using Visual Basic, Access, and a proprietary valuation system. She also completed monthly benefit calculations and produced Annual Benefit Statements and Actuarial Reports. Ildi passed Exam 1 of the Society of Actuaries (Calculus & Probability) shortly before moving to Jacksonville, Florida.

Following a brief detour from her Pension experience, during which time she completed the Alternate Teaching Certification Program at Florida Community College at Jacksonville, Ildi returned to the Retirement Benefits arena. Since joining NestEggs in 2008, she has diligently pursued opportunities to build on her Defined Benefits background, working to expand the breadth of her knowledge and bolster her credentials in Retirement Plan Administration. Her strong math and technical capabilities, combined with a focused attention to detail have contributed to her success in her current role of Assistant Plan Administrator. Ildi earned her Retirement Plan Fundamentals Certificate from the ASPPA (American Society of Pension Professionals & Actuaries) in 2008, and passed the Series 65 exam in 2009, adding to her and NestEggs’ credentials. Ildi is currently registered as an Investment Advisor Representative.