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
McKENZEE HEATH
Human Resources and Employee Benefits Specialist
TREY ERB,
CFP® ,CFS
Advisor/New Business Development
