Jim is the Majority Managing Member of Coe Administrators LLC.
Our people make the difference. We are a hands on company that values the relationships established with our customers and Financial Advisors. We look forward to being of service
As an avid pilot, Jim enjoys flying for business and for personal pleasure. He also enjoys riding his vintage Norton Motorcycle.
Jim spends considerable time as a volunteer at ThedaCare Hospice Residence providing support for patients and their families.
My passion is to help companies ensure that their retirement plan meets the required goals of a business. Plans need to be effective for the participants and economical for the employer. As a leading Third Party Administrator: I know that we can help.
Ken began his career in the group retirement and insurance business in 1994 as a Group and Pension Representative with The Principal Financial Group. In 1999, Ken expanded his experience with a 7 year career as a Senior Regional Pension Consultant with Ohio National Financial Services.
In 2006, Ken joined Coe Administrators, LLC bringing years of expertise and wholesaling experience to the organization. Ken provides consultative services to employers to assist with maximizing retirement savings for owners and employees.
I love this position. Every day is different!, Every employer; big or small, has a different goal. I value the opportunity to work with them to design a plan that meets these goals. As a TPA, we are not confined to providing services with any one funding company. We remain neutral and provide an unbiased position on plan and products.
Ken graduated from the University of Wisconsin-Madison and is an avid Badger Fan! He enjoys spending time with his family and spends most of his time in a gymnasium watching his two daughters participate in athletic events. In his limited free time; he enjoys fishing, softball and spending time with friends and family.
Paula began her career with Coe Administrators in 1992 . Her experience is invaluable as the Qualified Plan Industry is ever changing.
Paula continually stays educated with the rules and regulations of the industry so that she can offer prompt and quality service to clients.
Paula loves spending time with her grandchildren as well as all family and friends(four-legged friends included). She likes to travel, read, craft, and also enjoys bird watching and flower gardening during the summer.
Bill is a lifelong resident of Oshkosh. He graduated from the University of Wisconsin-Oshkosh with a Bachelor of Science Degree in Applied Mathematics.
Bill began his career with Coe Administrators in 2003 and focuses his efforts on detailed reporting and prompt and accurate Administrative Services.
"Customers are our livelihood and I'm here to help."
Bill is an avid movie-goer and movie collector. He is also an avid collector of both Star Trek and Star Wars memorabilia.
Dawn began her career with Coe Administrators, LLC in 2008. Prior to Coe Administrators,LLC, she worked as an Executive Administrator for a Financial Advisor whose primary focus was in the insurance and retirement plan sector.
"I enjoy working closely with our clients and do the utmost to provide each one with excellent customer service.” “My clients are extremely important to me and I strive to develop those close and trustworthy working relationships. I look forward to working with you."
Dawn currently maintains a Series 7, 63 and 24 license. She enjoys spending time with her family, especially her grandchildren. She also enjoys motorcycling, antiquing and home renovation projects.
In 2014, Marge started her career with Coe Administrators following an 11 year career as a Record-Keeper for a major Trust Company
Her past experience proved useful in her present Administrative role by providing a background rich with variety and familiarity with multiple aspects of plan operation. Marge provides strong customer service skills combined with in-depth technical expertise. These skills allow her to provide detailed support to our client companies. “I love working with the client! I enjoy helping them operate their retirement plan in the most efficient and compliant manner possible, while still providing personal service.”
Marge graduated from Lakeland College with a Bachelor’s Degree in Business Administration. She enjoys hiking, camping in the north woods, biking and golf. She spends considerable time on her sailboat on beautiful Lake Winnebago. During the winter months, she always has a DIY project or two in progress.