Kevin Cheezum, QPA, QKA, CPFA

During his 20+ years with NestEggs, Kevin has assumed positions with increasing responsibility including administrator, senior administrator, consulting director and chief compliance officer. In 2014, he became a principal and shareholder. In his current role, Kevin is charged with overseeing compliance, managing the administrator teams, maintaining relationships at the plan sponsor and trustee level and serves as the president of the company.

Prior to joining NestEggs, Kevin worked for Merrill Lynch, supporting customers’ investment and administrative needs in the annuity area. He began his career as an accountant for an Orlando-based firm, where his duties included management of operating expenses, balance sheet preparation, vendor relationships and assistance with the company’s 401(k) plan.

Kevin has earned QPA (Qualified Pension Administrator), QKA (Qualified 401(k) Administrator) and CPFA (Certified Plan Fiduciary Advisor) designations from the American Society of Pension Professionals and Actuaries (ASPPA). He also held his Series 7 and 66 investment licenses before joining NestEggs as an Investment Adviser Representative (IAR).

Kevin enjoys spending his free time with his wife Melissa, their two children, and their two Labrador Retrievers. They enjoy traveling for the kids’ sporting events and when not traveling, relaxing in their backyard in the San Marco area of Jacksonville.