Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
11300 Rockville Pike,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we continue to develop our reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Alan commenced his career by joining Prudential Financial in May 1989 and proceeded to win multiple awards annually. He was named Regional Pension Specialist in 1990 for Prudential.
Alan founded The Pension and Insurance Planning Group (later shortened to The PenSure Group and located in Rockville, MD) as an independent broker and pension consultant in 1989 and has served as President since that time. In the mid 1990s, the emphasis of The PenSure Group changed from overall insurance and benefits marketing to qualified retirement plans. Over the past 30 years, Alan has developed into one of the premier tax qualified plan designers and ERISA brokers, with a history of speaking at conferences across the country.
Alan has an MBA in finance from Loyola University of Chicago, a BS from Indiana University and spent six years in management consulting prior to entering the financial services industry. In addition, he received his Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) designations in October, 1993, and APM from the American Society of Pension Professionals and Actuaries in February, 2000.
Alan’s specialty is designing and developing qualified retirement plans for both publicly and privately held profit and non-profit corporate clients across the United States. He and his staff currently service approximately 70 group/corporate retirement plans. Alan is a member of the American Society of Pension Professionals and Actuaries and the National Association of Plan Advisors. Alan and his wife reside in Bethesda, Maryland.
Senior Client Service Manager
Sheri joined The PenSure Group in 2012 as our Client Service Manager and was promoted to Sr. Client Service Manager in 2017. Her job is to assist clients and plan participants in understanding and their benefit plans, including assisting with claims.
Sheri’s background is in the financial services industry with over 11 years of experience in assisting clients to meet financial goals. Her concentration was in the mortgage processing business where she worked directly with clients, financial institutions, brokers and third parties to secure funding for real estate transactions.
Sheri and her family reside in Frederick, MD.
Sheri Maith is not registered with FSC Securities Corporation.