Pensworth
415 Gallatin Circle, Irmo SC 29063
800.694.7624 Fax: 803.781.7868
Email:
Nicole@pensworth.com
Web site:
www.Pensworth.com
What We Do
Pensworth is one of the leading providers of tax and estate planning materials
which focus on retirement accounts.
Pensworth works directly with authors and publishers to ensure that our
publications are the most current.
We are always looking for new and fresh material, specifically the kind of
material geared to helping you understand
the complex rules which govern your client’s retirement accounts. These materials
can help you to effectively and efficiently assist your clients with the
retirement planning aspects of their financial planning needs.
Our Senior Staff
Nicole Maholtz, CEO
Over 19 years of experience managing operations, sales and customer service for
financial software companies helps to make Nicole an expert in business
operations management and customer satisfaction. As Pensworth’s CEO,
she provides centralized management of all customer related services and
operations. Nicole is well known in the financial planning and estate
planning fields, and is skilled at building relationships. Her track record
shows a consistent ability to improve success by increasing levels of customer
satisfaction, retaining current customers and increasing market share.
Nicole holds a Bachelor of Science degree in Management with a minor in
Accounting from Lock Haven University.
With extensive experience in the field of retirement and estate planning, Jane
has assisted countless professionals in the design and implementation of
financial, tax, estate planning as well as retirement projections and strategies for
their clients. As President of Pensworth, Jane uses her knowledge,
experience and expertise to identify customer needs, and select products which
can help to effectively meet those needs.
Jane is a graduate of Jamestown Community College and has attended St.
Bonaventure University, Alfred University and Bryant-Stratton Business School.
© Pensworth 2010. All Rights Reserved.