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Servant Solutions

History
Staff
Trustees
Partners & Links
Investment Information
Plan Information
Roth Information
Contribution Information
Account Access Information
Auto Enroll Auto Escalate
Plan FAQ
Financial Education
Church Compensation Planning
Newly Credentialed Program
Estate Planning Documents
The Toolbox Series
Financial Calculators
Insights: Our Blog
Newsletters
Educational Videos
Minister's Housing Allowance
IRS Publications, Forms, & Links
Tax Service Recommendations
Member Forms
Employer Forms
Investment Change Form
Estimated Retirement Benefit
Personal Account Login Setup
Online Remittance Setup
Distribution Form
Secure Document Upload
Hispanic Members
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Servant Solutions Staff

  • ABOUT
  • History
  • Staff
  • Trustees
  • Partners & Links

Servant Solutions Staff

Servant Solutions team members don’t just work for the organization, they personally believe in its mission and purpose. Yes, if you ask our participants to describe our team, you’ll hear words like “thorough” and “smart”. You will also discover they are caring, committed and kind. Our team not only understands church, minister, and non-profit benefits, they truly care about what is best for our retirement plan participants.

 
Jim O'Bold: President
nabil safi: Vice President and Chief Operating Officer
 
Jerry Fox, PhD, CFP®: Director of Financial Planning
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ELLEN DANIELS: DIRECTOR OF ENGAGEMENT
Mark Senseman: Director of Business development
Rev. David Boots: director of member relations - Western Region
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Rev. Dr. Charles Myricks: Director of member relations - Eastern Region
carol Bull: Director of Retirement Plan Operations
nate bowers: director of financial education
hannah maloney: Controller
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Jodi Hull: Director of Communications
 
Jen Tafflinger: Member Services Coordinator
Heidi Lindley: Contribution Specialist
Tonya Dilts: Distribution Specialist
TAMMY MOODY: BUSINESS OPERATIONS SPECIALIST
Julie Killion: Operations Assistant
Faith Walters: Operations Assistant
Jim Weinmann: Director of Operations for WPF
Cindy Linder: Executive Assistant for WPF
Charity Harvey: Receptionist
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Mailing:
PO Box 2559
Anderson, IN 46018

Location:
2902 Enterprise Dr Ste 100
Anderson, IN 46013

Summer Hours:
Monday - Thursday
8AM - 12PM EST
1PM - 4:30PM EST

Friday
8AM - 12PM EST
1PM - 4:00PM EST

Email:
info@servantsolutions.org

Phone:
Toll Free - (800) 844-8983
Local - (765) 642-3880
Fax - (765) 642-3942

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