OUR TEAM

ROBERT B. PLYBON

ROBERT B. PLYBON,
CLU, CHFC

Chief Executive Officer

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JAY KENERLY,
MSFS, CHFC

Chief Operating Officer and Director of Marketing

Chris Relos

CHRISTOPHER A. RELOS,
CHFC, CLU

Director of Estate Planning/Life Insurance

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KAY PRESTON

Administrative Assistant/Receptionist

Kelly Dubas

KELLY DUBAS

Retirement Plans Administrator

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NANCY LE

Director of Human Resources and Employee Benefits

DALE DREES

DALE DREES

Retirement Plans Administrator

Logan Smith

LOGAN J. SMITH

Financial Advisor

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SUSANNA T. McGRATH

Client Benefit Specialist