ESTATE PLANNING TOOLS - Key Persons


Jake Maholtz

Job Titles:
  • Account Executive
Jake Maholtz is a Brentmark Account Executive. Read below for Jake's perspective on working at Brentmark.

Kathleen Reynolds

Job Titles:
  • Brentmark 's Head of Branding & Operations
  • Head of Branding & Operations
Kathleen Reynolds is Brentmark's Head of Branding & Operations. Read below for Kathleen's perspective on working at Brentmark.

Keith Reynolds

Job Titles:
  • Brentmark 's Director of Development & Architecture
  • Director of Development & Architecture
Keith Reynolds is Brentmark's Director of Development & Architecture. Read below for Keith's perspective on working at Brentmark.

Nicole Maholtz - CEO, President

Job Titles:
  • CEO
  • President
  • Brentmark, Inc.'S President and CEO
Nicole has been with Brentmark for 23 years and has been involved in the Estate and Retirement Planning for over 30 years. She worked closely with her mother, Jane Schuck, at Jane Schuck & Associates before it merged with Brentmark. Nicole's knowledge in the estate and retirement planning areas grew over the years; and her expertise is well sought out by many advisors, planners, attorneys and CPAs in the financial arena. Nicole Maholtz is Brentmark, Inc.'s President and CEO. The industry leader in retirement, estate, charitable, and financial planning software. Mrs. Maholtz is also President and CEO of Brentmark Curator a news and media broadcasting company. Read below for Nicole's perspective on working at Brentmark.