Nicole Rigsby-Cheek, QKA®, CPFA®, CHSA®,
Nicole Rigsby-Cheek is the Director of Retirement Services for our partner, Valmark Financial Group. In her role, she is responsible for the management and support of Valmark’s qualified plan business. Additionally, Nicole is responsible for managing Valmark’s Retirement Turnkey™ program. She has over 20 years of experience working with qualified plans. In her previous roles, she managed 70 retirement plan accounts with $400M in assets under management, assisting with record keeper and TPA selection, plan design strategies, selection and monitoring of pan investment options and participant education/ communication strategies. She is a qualified 401(k) Administrator (QKA), Certified Plan Fiduciary Advisor (CPFA), Non-Qualified Plan Advisor (NQPA), and a Certified Health Savings Advisor (CHSA). She also holds a Series 7 registration and Ohio Life and Health licenses.