Steve J. Persons
MAAA, MSPA, CPA, PFS

Chief Executive Officer

Steve earned his degree in Accounting from Kent State University and began his career in the pension field in 1977. Steve co-founded CBS in 1995.

Steve’s Designations and Licenses include:

  • Enrolled Actuary (EA)
  • Member, Society of Pension Actuaries (MSPA)
  • Personal Financial Specialist (PFS)
  • Certified Public Accountant (CPA)
  • Member, American Academy of Actuaries (MAAA)

Steve is based in our Ohio office. Email link to Steve.

Phone (800) 238-5490
Fax (440) 717-1610