We wrote the book on 401(k) Plans…literally!

NestEggs’ founder, Rob Slimmon, is an academic and industry thought leader who authored a textbook for the American College of Financial Planning called “Successful Pension Design for Entrepreneurs”. The topic of that textbook? How to customize a Company Retirement Plan to achieve tax efficiency for business owners! As such, we don’t believe in the generic, “check-box” plans of the market. Your business is unique, your plan should be too!

Custom Plans, Tailored Solutions

At the beginning of our engagement with you, NestEggs will seek to customize a plan to YOUR BUSINESS that can maximize the tax benefits to the owners and executives while keeping the related employee costs manageable. But you cannot simply “set it and forget it”. As the business evolves, your plan should evolve too. We’ll be there consulting you at least annually, alongside your CPA, to ensure the plan is still “working” for you. Along the way, we offer ERISA §3(16) Fiduciary Administrative Services to your plan. This provides you & your plan trustees with a turn-key administrative solution including annual IRS related compliance testing and signature-ready documents. This greatly reduces your administrative liability and workload. Strategy can be incorporated into any 401(k)/pension design regardless of corporate structure. Plan trustees should always delegate the operation of their plan to fiduciary experts.

Hop In, We’ll Drive

NestEggs is an INDEPENDENT SEC-Registered Investment Adviser (RIA) AND Open-Architecture Record Keeper. As an Investment Adviser we provide our clients with ERISA §3(38) Fiduciary Investment Management and Oversight. Simply put: we choose what investments go into your plan so that you don’t have to bear the full liability of those decisions. We offer your plan participants managed portfolio options and make one-on-one investment guidance available to them Monday through Friday, year-round.  Our fee-for-service, fiduciary approach ensures that we will provide independent, unbiased advice that is in the best interests of plan participants. Unlike brokers, we are advisers – which means we offer ZERO proprietary funds and receive ZERO commissions on the investments we recommend to you. Our bundled, transparent business model eliminates conflicts-of-interest, streamlines workflows and enables white-glove service for our clients. So sit back and relax, we’ll drive.

* “SEC Registered Investment Adviser” does not imply an endorsement by the Securities and Exchange Commission, nor does it indicate the adviser has achieved any specialized skill or training.

Join the Nest

NestEggs is committed to delivering the highest possible service in every area of plan design, administration and operation. Our turn-key platform is designed to support companies who understand the importance of entrusting the operation of their plan to a fiduciary.

Contact Us To Get Started

Meet Our Leadership

Rob Slimmon

Founder

For four decades, Rob has designed and implemented fully-bundled retirement plan solutions for small to mid-sized companies through two successful entrepreneurial firms he founded and built – one of which was acquired by a public company and continues to operate today. Marketing both directly to clients and jointly with other investment professionals, Rob has achieved national recognition delivering turn-key programs encompassing all facets of compensation, benefits and retirement planning.
Rob has received national recognition both by authoring plan design texts used by attorneys, accountants and other professionals, and by co-authoring the first nationally distributed balance-forward retirement plan record keeping software.
In addition to his extensive background designing retirement plans, Rob has consistently exploited technology to achieve tactical and strategic business advantages and to drive enhanced productivity for his clients. As an entrepreneur, Rob recognizes that the measure of business achievement is increased revenue or decreased expenses, yielding enhanced profitability and productivity. Through sophisticated plan design techniques learned and practiced for decades, he continues to provide retirement plan solutions to this end for NestEggs clients.
Rob is a Series 65 licensed Investment Adviser Representative (IAR).

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Rob Slimmon

Founder

For four decades, Rob has designed and implemented fully-bundled retirement plan solutions for small to mid-sized companies through two successful entrepreneurial firms he founded and built – one of which was acquired by a public company and continues to operate today. Marketing both directly to clients and jointly with other investment professionals, Rob has achieved national recognition delivering turn-key programs encompassing all facets of compensation, benefits and retirement planning.
Rob has received national recognition both by authoring plan design texts used by attorneys, accountants and other professionals, and by co-authoring the first nationally distributed balance-forward retirement plan record keeping software.
In addition to his extensive background designing retirement plans, Rob has consistently exploited technology to achieve tactical and strategic business advantages and to drive enhanced productivity for his clients. As an entrepreneur, Rob recognizes that the measure of business achievement is increased revenue or decreased expenses, yielding enhanced profitability and productivity. Through sophisticated plan design techniques learned and practiced for decades, he continues to provide retirement plan solutions to this end for NestEggs clients.
Rob is a Series 65 licensed Investment Adviser Representative (IAR).

Kevin Cheezum

President, QPA, QKA, QPFC

During his 15+ years with NestEggs, Kevin has assumed positions with increasing responsibility including administrator, senior administrator, consulting director and chief compliance officer. In 2014, he became a principal and shareholder. In his current role, Kevin is charged with overseeing compliance, managing the administrator teams, maintaining relationships at the plan sponsor and trustee level and serves as the president of the company.
Prior to joining NestEggs, Kevin worked for Merrill Lynch, supporting customers’ investment and administrative needs in the annuity area. He began his career as an accountant for an Orlando-based firm, where his duties included management of operating expenses, balance sheet preparation, vendor relationships and assistance with the company’s 401(k) plan.
Kevin has earned QPA (Qualified Pension Administrator), QKA (Qualified 401(k) Administrator) and QPFC (Qualified Plan Financial Consultant) designations from the American Society of Pension Professionals and Actuaries (ASPPA). He also held his Series 7 and 66 investment licenses before joining NestEggs as an Investment Adviser Representative (IAR).
Kevin enjoys spending his free time with his wife Melissa, their two children, and one very mischievous yellow Labrador. They enjoy traveling for the kids’ sporting events and when not traveling, relaxing in their backyard in the Southside of Jacksonville.

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Kevin Cheezum

President, QPA, QKA, QPFC

During his 15+ years with NestEggs, Kevin has assumed positions with increasing responsibility including administrator, senior administrator, consulting director and chief compliance officer. In 2014, he became a principal and shareholder. In his current role, Kevin is charged with overseeing compliance, managing the administrator teams, maintaining relationships at the plan sponsor and trustee level and serves as the president of the company.
Prior to joining NestEggs, Kevin worked for Merrill Lynch, supporting customers’ investment and administrative needs in the annuity area. He began his career as an accountant for an Orlando-based firm, where his duties included management of operating expenses, balance sheet preparation, vendor relationships and assistance with the company’s 401(k) plan.
Kevin has earned QPA (Qualified Pension Administrator), QKA (Qualified 401(k) Administrator) and QPFC (Qualified Plan Financial Consultant) designations from the American Society of Pension Professionals and Actuaries (ASPPA). He also held his Series 7 and 66 investment licenses before joining NestEggs as an Investment Adviser Representative (IAR).
Kevin enjoys spending his free time with his wife Melissa, their two children, and one very mischievous yellow Labrador. They enjoy traveling for the kids’ sporting events and when not traveling, relaxing in their backyard in the Southside of Jacksonville.

Blake Macklin

CFO, CPA, AIF

Since joining NestEggs in 2016 to lead the accounting and finance divisions of the business, Blake’s contributions, capabilities and credentials have quickly made him an integral part of the Leadership team.
In 2017, Blake assumed the role of chief financial officer with responsibility for strategic and tactical aspects of budget management; financial forecasting and reporting; overseeing accounting and billing; as well as managing several aspects of business operations with a focus on corporate strategy. In 2018, he became a principal and shareholder.
After graduating from the University of Florida with a degree in finance, Blake passed the CPA and currently holds an active license in the state of Florida. Shortly after joining NestEggs, he added the credential of passing the Series 65 exam and is an Investment Adviser Representative (IAR). Blake continues to strengthen his knowledge in the retirement and investment industries and in 2019 became an Accredited Investment Fiduciary® (AIF®).
Blake recently married his college sweetheart in rural France and bought a house in Ponte Vedra. They are big foodies and love entertaining family and friends. Their golden retriever Graham runs the household and keeps them on a short leash!

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Blake Macklin

CFO, CPA, AIF

Since joining NestEggs in 2016 to lead the accounting and finance divisions of the business, Blake’s contributions, capabilities and credentials have quickly made him an integral part of the Leadership team.
In 2017, Blake assumed the role of chief financial officer with responsibility for strategic and tactical aspects of budget management; financial forecasting and reporting; overseeing accounting and billing; as well as managing several aspects of business operations with a focus on corporate strategy. In 2018, he became a principal and shareholder.
After graduating from the University of Florida with a degree in finance, Blake passed the CPA and currently holds an active license in the state of Florida. Shortly after joining NestEggs, he added the credential of passing the Series 65 exam and is an Investment Adviser Representative (IAR). Blake continues to strengthen his knowledge in the retirement and investment industries and in 2019 became an Accredited Investment Fiduciary® (AIF®).
Blake recently married his college sweetheart in rural France and bought a house in Ponte Vedra. They are big foodies and love entertaining family and friends. Their golden retriever Graham runs the household and keeps them on a short leash!

Alex Jenkins

Vice President, Business Development, CPFA

Alex Jenkins joined NestEggs as we rounded out our second-generation leadership team and has been tasked with all things business development. He is a Jacksonville native and a graduate of the University of Florida with strong roots in the community. Alex brings seven years of experience from the Medical Device Industry where he sold at the Enterprise level for ZimmerBiomet’s Surgical Division. In that role, Alex worked with physicians and hospital supply chains to grow market share in the North Florida, South Georgia and Central Texas regions. While with his former employer, Alex’s sales achievements earned him recognition in the Circle of Excellence, as well as President’s Club six out of the seven of his years with the company. In addition, he was the recipient of the Veteran Leadership award in 2015 and became the youngest senior representative in the Surgical Division’s history. We are excited at our growth prospects with Alex as NestEggs’ ambassador.
Alex is Series 65 licensed Investment Adviser Representative (IAR) and is a Certified Plan Fiduciary Adviser® (CPFA®). He is currently studying to become an Accredited Investment Fiduciary (AIF®). Alex enjoys spending time with his wife Allison, son Xander, and Rhodesian Ridgeback puppy, Leeu, on the weekends. The Jenkins are avid fans of the outdoors, live music and live in south Jacksonville Beach.

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Alex Jenkins

Vice President, Business Development, CPFA

Alex Jenkins joined NestEggs as we rounded out our second-generation leadership team and has been tasked with all things business development. He is a Jacksonville native and a graduate of the University of Florida with strong roots in the community. Alex brings seven years of experience from the Medical Device Industry where he sold at the Enterprise level for ZimmerBiomet’s Surgical Division. In that role, Alex worked with physicians and hospital supply chains to grow market share in the North Florida, South Georgia and Central Texas regions. While with his former employer, Alex’s sales achievements earned him recognition in the Circle of Excellence, as well as President’s Club six out of the seven of his years with the company. In addition, he was the recipient of the Veteran Leadership award in 2015 and became the youngest senior representative in the Surgical Division’s history. We are excited at our growth prospects with Alex as NestEggs’ ambassador.
Alex is Series 65 licensed Investment Adviser Representative (IAR) and is a Certified Plan Fiduciary Adviser® (CPFA®). He is currently studying to become an Accredited Investment Fiduciary (AIF®). Alex enjoys spending time with his wife Allison, son Xander, and Rhodesian Ridgeback puppy, Leeu, on the weekends. The Jenkins are avid fans of the outdoors, live music and live in south Jacksonville Beach.

Sarah Gronvold

Vice President, Client Relationships

For more than 10 years, Sarah has held many roles at NestEggs related to business development, client service and marketing. Currently, her focus is maintaining client relationships and new business development by expanding our footprint in Northeast Florida and the Great Lakes region. In 2014 she became a principal and shareholder. As a Series 65 licensed Investment Adviser Representative (IAR) Sarah continues to support client and participant service needs and targeted marketing initiatives.

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Sarah Gronvold

Vice President, Client Relationships

For more than 10 years, Sarah has held many roles at NestEggs related to business development, client service and marketing. Currently, her focus is maintaining client relationships and new business development by expanding our footprint in Northeast Florida and the Great Lakes region. In 2014 she became a principal and shareholder. As a Series 65 licensed Investment Adviser Representative (IAR) Sarah continues to support client and participant service needs and targeted marketing initiatives.

Jay Bak

CONSULTING DIRECTOR, QPA, QKA

Jay joined NestEggs in 2020 and has been in the retirement plan industry since 2000 starting with Key Bank in Cleveland, Ohio. During his many years in the industry, Jay has assumed leadership positions in most facets of the business including administration, operations, daily trust reconciliation, client services and a heavy emphasize in new business. Jay has held these roles for a multitude of firms including Ceridian, Newport Group and BlueStar Retirement Services along with Key Bank. He has a years of experience leading plan design consultations, managing client and vendor relationships, onboarding new clients, and administering plans. He has worked with all types of retirement plans including both qualified defined contribution and defined benefit plans. Jay has years of experience working with both PEO and Association Multiple Employer Plans and has even worked with non-qualified plans as well.

In his current role, Jay is charged with managing and mentoring the administrator teams, maintaining relationships at the plan sponsor and trustee levels, and ensuring all client needs and deadlines are met.

Jay has earned the QPA (Qualified Pension Administrator) and QKA (Qualified 401(k) Administrator) designations from the American Society of Pension Professionals and Actuaries (ASPPA).

Jay enjoys spending his free time with his wife Skye and their Alaskan Klee Kai puppy, Ducky. They enjoy traveling the world and exploring exotic cuisines. At home, they enjoy playing soccer, kayaking, paddle boarding and hiking in the St. Petersburg, FL area.

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Jay Bak

CONSULTING DIRECTOR, QPA, QKA

Jay joined NestEggs in 2020 and has been in the retirement plan industry since 2000 starting with Key Bank in Cleveland, Ohio. During his many years in the industry, Jay has assumed leadership positions in most facets of the business including administration, operations, daily trust reconciliation, client services and a heavy emphasize in new business. Jay has held these roles for a multitude of firms including Ceridian, Newport Group and BlueStar Retirement Services along with Key Bank. He has a years of experience leading plan design consultations, managing client and vendor relationships, onboarding new clients, and administering plans. He has worked with all types of retirement plans including both qualified defined contribution and defined benefit plans. Jay has years of experience working with both PEO and Association Multiple Employer Plans and has even worked with non-qualified plans as well.

In his current role, Jay is charged with managing and mentoring the administrator teams, maintaining relationships at the plan sponsor and trustee levels, and ensuring all client needs and deadlines are met.

Jay has earned the QPA (Qualified Pension Administrator) and QKA (Qualified 401(k) Administrator) designations from the American Society of Pension Professionals and Actuaries (ASPPA).

Jay enjoys spending his free time with his wife Skye and their Alaskan Klee Kai puppy, Ducky. They enjoy traveling the world and exploring exotic cuisines. At home, they enjoy playing soccer, kayaking, paddle boarding and hiking in the St. Petersburg, FL area.

Mary Biggs Knauer

Trustee, CTFA, CCTS, AIF

Biggs was born in Charlotte, N.C., and moved to Jacksonville in 1985, after receiving a B.A. in English Literature from the University of North Carolina at Chapel Hill. She then attended the University of North Florida and received an M.B.A. in Finance prior to beginning her career in trust banking at Barnett Bank (now Bank of America) in 1988. She received a second M.B.A. in General Business from Capella University in April, 2016. Biggs has worked in the trust banking field for several national, regional and community banks before joining Heritage Financial and Fiduciary Services, where she currently provides trustee services. She serves on several local non-profit boards and is a member of the Jacksonville Rotary Club. In addition, Biggs is a volunteer therapy dog handler of DUKE, a Goldador. She takes him to hospitals, nursing homes and assisted living facilities in Jacksonville for pet therapy.

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Mary Biggs Knauer

Trustee, CTFA, CCTS, AIF

Biggs was born in Charlotte, N.C., and moved to Jacksonville in 1985, after receiving a B.A. in English Literature from the University of North Carolina at Chapel Hill. She then attended the University of North Florida and received an M.B.A. in Finance prior to beginning her career in trust banking at Barnett Bank (now Bank of America) in 1988. She received a second M.B.A. in General Business from Capella University in April, 2016. Biggs has worked in the trust banking field for several national, regional and community banks before joining Heritage Financial and Fiduciary Services, where she currently provides trustee services. She serves on several local non-profit boards and is a member of the Jacksonville Rotary Club. In addition, Biggs is a volunteer therapy dog handler of DUKE, a Goldador. She takes him to hospitals, nursing homes and assisted living facilities in Jacksonville for pet therapy.