Steve J. Persons, MAAA, FCA, MSPA — Chief Executive Officer

Steve earned his degree in Accounting from Kent State University and has been in the pension field since 1977.  He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and serves as the Subject Matter Expert for its Education & Examination Committee.

Steve's Designations and Licenses' include:

• Enrolled Actuary (EA)
• Member, American Academy of Actuaries (MAAA)
• Member, Society of Pension Actuaries (MSPA)
• Member, College of Pension Actuaries (COPA)
• Certified Public Accountant (CPA)

Steve is based in our Ohio office.

Max E. Wyman, MAAA, COPA, MSPA — President

Max earned his degree in Business Administration from Michigan Technological University and has been in the pension field since 1979.  He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and serves as the Subject Matter Expert for its Education & Examination Committee.

Max's Designations and Licenses include:

• Enrolled Actuary (EA)
• Member, American Academy of Actuaries (MAAA)
• Member, Society of Pension Actuaries (MSPA)
• Member, College of Pension Actuaries (COPA)
• Certified Pension Consultant (CPC)

Max is based in our Minnesota office.

Jennifer L. Bufe, QPA - Vice President

Jennifer earned her degree in Business from Michigan State University and has been in the pension field since 1993.  Since starting with CBS, she has worked in nearly every position of the company and currently supervises the Defined Benefit department.  Jennifer is a member of the American Society of Pension Professionals and Actuaries (ASPPA).

Jennifer's Designation includes:

• Qualified Pension Administrator (QPA) 

Jennifer is based in our Ohio office.

Brian S. Secrest, QPA, QKA - Vice President

Brian earned his degree in Business/Finance from the University of Akron and has been in the pension field since 1998.  In 2002 he joined CBS and currently supervises the Defined Contribution department.  Brian is a member of the American Society of Pension Professionals and Actuaries (ASPPA).

Brian's Designations include:

• Qualified Pension Administrator (QPA)
• Qualified 401(k) Administrator (QKA)

Brian is based in our Ohio office.