Henry was a co-founder of Corporate Plans & Services in 1971, and became the sole owner in 1985. A graduate of High Point University (BA) in 1966 and Wake Forest University (MA) in 1967, he taught at UNC-C for two and one-half years prior to entering the financial world in 1970. Henry has earned the American College CLU designation, attended the Louisiana State Pension School, is an Associate Member of ASPA and the Charlotte Pension Forum. He has taught the local section on Pensions for the American College. Active in civic and church activities, Henry is also a member of the Lake Norman Orchestra in which he plays French horn. His focus in business has always been on what is best for his clients, feeling that if they are successful, he will be as well.
You can reach Henry @ (704) 235-6551 ext 101Read More
Terry Jordan has been a retirement plan administrator since 1978. She worked at Corporate Plans & Services from 1978 to 1991 and then returned in 1999. As a Senior Account Manager, Terry is involved in every aspect of her clients’ plans. She does the valuations, prepares the annual Form 5500, processes distributions and loans to participants and is available for whatever questions they have. What she enjoys most about working at Corporate Plans & Services is being involved in the valuation process from start to finish and being available to her clients during the time between valuations. When Terry is not at work or babysitting her grandchildren, she enjoys reading. She lives in Charlotte with her husband. She has two grown sons and three grandchildren.
You can reach Terry @ (704) 235-6551 ext 103Read More
Amy Millsaps has worked at Corporate Plans & Services since 1995 and is a Senior Account Manager. She graduated from the University of North Carolina at Charlotte with a major in Accounting. Prior to joining Corporate Plans & Services, she worked for Arthur Andersen in Atlanta, GA where she earned her CPA designation. Amy enjoys the personal aspect of assisting her clients with their retirement plan needs. She also supervises the preparation of the valuation reports, Forms 5500, and processes distributions and loans to participants. She loves spending time with her family, serving at her church and on mission trips. She also enjoys running and cooking. She lives in Troutman, NC with her husband and three children.
You can reach Amy @ (704) 235-6551 ext 102Read More
Angie Foy is the Pre-Service Coordinator / Associate Account Manager. Angie attended Miller-Motte Business College in Gastonia and Central Piedmont Community College in Charlotte. Before joining Corporate Plans & Services, she worked at Southern National Bank for five years. She worked at Corporate Plans & Services for five years before leaving to raise her family. She returned in late 2005. Angie is responsible for requesting and collecting the information needed by the account managers to perform the plan valuations. She assists the senior account managers in preparing the valuation reports and tax returns. She is always willing to help with whatever project requires an extra hand. When not at work, Angie enjoys decorating and gardening. She lives in Gastonia, NC with her husband and their two sons.
You can reach Angie @ (704) 235-6551 ext 105Read More
Denise has worked at Corporate Plans & Services since graduating from Winthrop College in 1989. She began her career as an Associate Account Manager and began taking on her own clients in 1991. Denise was a Senior Account Manager until 1999 when she was blessed with twins. At that time, she decided to go part-time. She is now responsible for maintaining all plan documents and assisting clients with plan amendments. She also prepares 1099-R Forms and annual notices for safe harbor 401(k) plans. As a former math major, one of her favorite duties is assisting in reconciling plan assets. When not at work or homeschooling her two boys, Denise is actively involved in the children’s ministry of her church. She also enjoys reading, cross-stitching and crocheting. Denise lives in Fort Mill, SC with her husband and two sons.
You can reach Denise @ (704) 235-6551 ext 104Read More