President
CEO
Plan Administrator
Brokerage Manager and Senior Pension Consultant
Investment Advisor
Plan Administrator
As President of National Pension Partners, Max brings more than 30 years of retirement planning experience to the team. He also owns Intermountain Professional Education, which provides licensed continuing education to CPAs, insurance producers, and other financial professionals.
In addition, Max is President and Managing Principal of One Financial Advisors, a comprehensive financial services firm helping clients to maximize their wealth, retirement security and financial protection. Max has extensive experience working with individuals, business owners and executives as well as managing the training and development of other financial professionals.
877.252.1692
max@nationalpensions.com
Nick is CEO of National Pension Partners, Adjunct Professor of the Graduate Tax Program at Northeastern University, and a member of the Florida Bar and American Bar Association. He is admitted to practice in the State of Florida, the U.S. Tax Court, the 9 th Circuit Court of Appeals, the 11 th Circuit Court of Appeals, and the Supreme Court of the United States. His wealth of knowledge and experience in the fields of advanced tax, estate and pension planning span more than 30 years and he has presented continuing education programs and seminars across the country. Nick has also been widely published, including the definitive guide "Defined Benefit Pension Plans: The Complete Handbook."
Mr. Paleveda was the Florida State Chess Champion in 1977, 1978 and 1994. In Trivia, his Executive Benefits Team won the Trivia Bee championship two years in a row, once with the help of Ken Jennings.
nick@nationalpensions.com
Terry is an experienced Financial Advisor with an MBA from the University of Utah. He is an Associate General Agent with One Financial Advisors and a licensed CPA with expertise in both audit and corporate financial management. He is a plan administrator specializing in 412(e)(3) fully-insured defined benefit pension plans for National Pension Partners. With an extensive background in both direct client relationship building and in insurance and securities compliance, he is committed to the principle that the professional advisor's role is to assist clients in making solid financial decisions themselves.
Terry has had his heart broken by his beloved Utes too many times to count, but rationalizes that the journey is more important than the destination. He has had to swallow his Crimson pride somewhat now that his grown children and wife have Cougar roots, but his heart remains pure. He golfs badly, and enjoys great writing in books, movies, TV, and historical biographies.
877.252.1692
trushton@nationalpensions.com
After graduating from the University of Utah, Mike began his professional career as a CPA with Deloitte. He worked in the Salt Lake City office for 10 years and attained the level of senior manager. While there, Mike specialized in banking, state and local government, and hospitals.
After leaving Deloitte, he worked in the private industry as a controller, CFO, and Director of Finance in various companies including the University of Utah Hospitals and Clinics, Boart Longyear, and Central Logic. Mike developed many skills, chief among them being a problem solver. He was asked to head a number of process improvement teams during his time in the private industry.
In 2016, Mike changed his focus to the Retirement Preparation industry and focuses on pension plans. Mike has assisted numerous clients to establish pension plans that provided both a tax deduction and a sizable retirement benefit for the owners of the companies.
877.252.1692
mikeo@nationalpensions.com
Brad has performed as a consultant and financial advisor to business owners, key executives and select individuals for over 26 years. For business owners, he designs and maintains not only basic and customized employee benefit programs but also crafts unique programs to help employers recruit, retain and reward select employees. Clients value his expertise in finding proper and competitive insurance coverages, in accumulating retirement and estate assets, and in designing tax-favorable distribution and gifting strategies. He has particular skill finding insurance solutions for select planning needs based on lifestyle, avocation, health status or business needs.
Brad has a MBA/MS degree from Brigham Young University, but is always learning. On a contract basis, he also designs and packages economic forecasting and business models for companies.
877.252.1692
bcoil@nationalpensions.com
Jason began his advisory career managing national market research projects while attending Brigham Young University, where he graduated Cum Laude in Humanities and Business Management. He has more than twelve years of experience helping clients achieve their full financial potential and make confident financial decisions. He is the founder and president of Resonant Financial Planning ™ and provides investment advisory services to National Pension Partners as a Senior Pension Consultant. He devotes considerable time to the cause of financial education and is an 8 Pillars Trained Financial Professional.
He and his wife Rachel live in Highland, Utah with their five children. When he is not working or spending time with his family, he can usually be found singing with a choral group, playing just about any sport, reading a good book, or enjoying the outdoors.
877.252.1692
jpalmer@ofadv.com