OUR TEAM
ROBERT B. PLYBON,
CLU, CHFC
Chief Executive Officer
JAY KENERLY,
MSFS, CHFC, AIF®
Chief Operating Officer and Director of Marketing
CHRISTOPHER A. RELOS,
CHFC, CLU
Director of Estate Planning/Life Insurance
KAY PRESTON
Client Service Administrator
KELLY DUBAS
Retirement Plans Administrator
SUSANNA T. McGRATH
Client Benefit Specialist
JESSICA SCOTT
Retirement Plan and Employee Benefits Administrator
TREY ERB,
CFP® ,CFS
Advisor/New Business Development
KATHRYN BLAKEMORE
Administrative Assistant
