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Our Team

When you choose PAi, a real person will answer your call every time. From setup to account maintenance, our experienced retirement representatives will be there to help you, your clients, and their employees every step of the way.

Meet Our Sales Team

PAi has a team of talented sales professionals that are ready to assist you with selling a retirement plan, answer any questions you may have, and send you a proposal for your client. Our sales team takes the time to walk you through the sales process from start to finish. 


Meet Our Advisor Services Team

Our experienced Advisor Services Team works directly with you to assist with account maintenance, investment updates, and help answer any questions that may arise.


Meet Our Financial Services Team

When you select CoPilot, you and your clients gain access to PAi Trust’s investment representatives. They are available to provide education, discuss retirement goals, and answer investment questions participants may have.