Our Team

We have an experienced team of professionals working for you. Our plan consultants have an average of 20 years in the industry and 14 years with our company. That means that you won’t have a different point of contact every year since we have very little turnover. Our consultants get to know you and your plan and have your goals in mind. All of our consultants are ASPPA certified and receive regular continuing education.

Although you will have one point of contact in your plan consultant, we work in teams so there are multiple people at the company that know your plan. We are all friendly and communicative and will find innovative ways to tackle your complex issues. If you don’t understand an aspect of your plan, we will talk to you in simple straightforward language without the use of acronyms.

Since you need to work on your business, we take responsibility for all aspects of your retirement plan. We are hand-holders and we will be proactive in pointing out modifications that may be advantageous for you. We will suggest changes to your plan to reduce our fees.

We are regular winners of awards for our workplace environment. We have been honored to win multiple North Coast 99 Awards for being one of the best places to work in Northeast Ohio. We have also won the When Works Works award that recognizes employers for creating effective workplaces to increase business and employee successes. In addition, we won the American Psychological Association award for being a Psychologically Health Workplace. Working Mother Magazine recognized us as one of the best 25 small companies for working moms. We are also the proud recipient of the Weatherhead 100 Award and NEO Success Award for our sales, growth and profitability.

Linda Bueno

Plan Consultant

Cora Carroll

Processing Specialist

Erin Conder

Plan Consultant

Erica Deliere

Processing Specialist

Jackie Epstein

Plan Consultant

Kezia Gale

Plan Consultant

Kevin Gallagher

Plan Consultant

Marissa Gamble

Plan Consultant

Isaac Kelley

Processing Supervisor

Michael Newton

Administration Specialist

Mary Staffrey

Processing Specialist

Steve Stefanko

Plan Consultant

Kathleen White

Processing Specialist

Leadership


Jan Davis, ERPA, CPC, APA – President

Jan Davis is the President of Noble-Davis Consulting, Inc. She specializes in helping small businesses find and maintain their ideal retirement plan for themselves and their employees. A true math lover, Jan has degrees in both accounting and mathematics from the University of Akron. Noble-Davis Consulting, Inc. hired her in 1994 almost straight out of college. She has since worked her way up the ladder from a junior administrator to the President of the firm – weaving her way through many different positions and having varying responsibilities along the way. At this point, she has functioned in every role in the firm.

In addition, Jan has earned credentials in the retirement plan field from the Internal Revenue Service (ERPA), the Association of Pension Professionals and Actuaries (CPC, QPA, QKA) and the National Institute of Pension Administrators (APA, APR). Jan loves helping her clients find the best retirement plan design and enjoys working with them to have their plan run smoothly and efficiently. She also loves to talk about business planning since she currently wears many hats for the company including sales, marketing, information technology, personnel, financial planning, as well as making sure the day-to-day operations are efficient and effective. She enjoys reading, cooking and spending time with her family. She lives in Bainbridge with her husband and two sons.


Kelly Cermak, QKA – Manager of Operations – Processing

Kelly Cermak has almost 20 years of experience in the retirement plan industry, having joined our firm in 2000 after graduating from John Carroll University with a degree in finance. She began as a plan administrator and eventually became a reviewer for her peers.

Kelly is currently the Manager of Operations for our Processing Department and oversees all of the daily activities for the clients who use our daily valuation platform. Kelly lives in Macedonia with her husband, Jim, and their children, Jeremy and Ashley.


Dennis Davis, Firm Administrator

Dennis started with Noble-Davis Consulting in 2008 after working as an Electrical Engineer for 14 years. Starting out as our Database Administrator, Dennis’ background quickly lent itself to Noble’s infrastructure which includes not only our building but all of our computer, phone and fax systems. He also manages our databases, payables and receivables.

Dennis wears many hats and is always available to help our clients and employees solve problems so that our business can stay in motion. In his down time, Dennis enjoys spending time with his family and playing guitar in local Cleveland bands.


Karen Johnson, CPC, CPA (Inactive) – Manager of New Business

Karen Johnson manages the onboarding and installation of new business. She has been with the firm since 2001, and has been in the industry since 1991.

Karen has a degree in business administration/accounting from Baldwin-Wallace College. She holds several ASPPA certifications including QKA, QPC, and CPC. She lives in Twinsburg with her husband and has two college bound sons.


Jennifer Sofranko, QPA – Manager of Operations – Administration

Jennifer is a Plan Consultant and has been working with Defined Benefit and Contribution Retirement Plans since 1988. She has a Bachelor of Science degree in accounting from The University of Akron. Jennifer joined the Noble-Davis team in 2007 after working for many years for a large local hospital and for a CPA firm in their Retirement Plan Department. She oversees the administration team, trains new employees and reviews client work prepared by her colleagues.

Jennifer holds the Qualified Pension Administrator designation from the Association of Pension Professionals and Actuaries. She lives in Akron close to her large family and spends many wonderful times with them. For relaxation and fun, Jennifer practices Tai Chi and other forms of Kung Fu.

Noble-Davis Consulting, Inc.
6190 Cochran Road, Suite D, Solon, OH 44139

E-mail: contactus@nobledavis.com

Phone: 440-498-8408
Toll Free: 1-888-657-0702
Participant call-in line: 1-866-811-6604
Noble-Davis Consulting, Inc. BBB Business Review