415 Gallatin Circle, Irmo SC 29063
800.694.7624 Fax: 803.781.7868
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 25 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’s degree in Management with a minor in Accounting from Lock Haven University. She also holds an Insurance License with the State of South Carolina where she also serves as a Notary Public.
Jane Schuck, President
May 10,1946 - December 26, 2014
You will never be forgotten.
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 2016. All Rights Reserved.