Each member of our team has been fully vetted to ensure they have expertise and experience in maneuvering through the challenges federal employees face in achieving the retirement of their dreams. As your guide, a team member can walk you through each step of the process — eliminating the headaches of filling out government forms, analyzing options, and securing your retirement income.
You’ve given years of service, so now, how can we be of service to you?
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William J. MereckiFederal Benefits Consultant Phone: (586) 907-2275 |
William J. MereckiWilliam Merecki is a Federal Benefits Consultant and founder of The Federal Benefits Group, providing federal employees information regarding their unique benefits. In Bill’s eight years working exclusively with federal and postal employees, there was often little support from OPM and Shared Services. Recognizing a need and knowing clients can save time and money when navigating the federal retirement process, Bill has been honored to assist federal employees with understanding their benefits and developing a strategy that allows them to retire with ease. Bill has an Accounting degree from Central Michigan University and uses his proficiency with numbers and years of retirement planning experience to serve federal employees in the Midwest region to achieve the retirement of their dreams. He spends quality time traveling with his wife, Shawna, and son, Jameson, as well as cooking on his BBQ smoker, playing poker or Euchre, and watching and playing sports. |
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Jeffrey WinterDirector of Risk Management Phone: (248) 705-1582 Toll Free: (833) 566-5775 Territory Location: Arizona, Colorado, Nevada |
Jeffrey WinterAs co-founder of The Federal Benefits Group and Director of Risk Management, Jeffrey Winter provides customized and personalized financial planning for federal employees at all stages and income levels. Through his comprehensive, process-oriented, and relationship-based approach, hundreds of clients have been able to achieve their retirement goals. Jeffrey has been a licensed investment advisor since 1999 and works with clients in Arizona, Colorado, and Nevada. He is also a loving husband to wife, Charlee, and father to one son and five daughters. He enjoys traveling, working out, and is a lifelong musician. |
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Lacie HarmonBenefits/Retirement Counselor Phone: (818) 370-6490 CA Insurance License: #0E55837 Territory Location: Los Angeles, California |
Lacie HarmonLacie Harmon is a Benefits/Retirement Counselor whose love for details led her to helping federal and postal employees dot every i and cross every t when navigating the often-complicated process of federal retirement planning. As an advocate for the working man or woman, Lacie is honored to use her extensive knowledge of financial products to assist federal employees in achieving a hassle-free retirement, capitalizing on upside potential and minimizing loss of principal. Lacie is happily married and considers any day filled with laughter, nature, and podcasts about federal retirement, a good one. |
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Kurt CohnBenefits Coordinator Phone: (708) 466-8587 Territory Location: Chicago, Illinois |
Kurt CohnKurt Cohn, Benefits Coordinator for The Federal Benefits Group, has helped many clients over the years with life, health, home, auto and disability insurance as well as Medicare supplements and long-term care. Kurt has also worked with financial products including Series 6 securities and prepaid legal. Kurt believes in going above and beyond for the federal employee clients he works with and has received several awards, including NALU’s National Quality Award, Combined Insurance’s WCS and Gold Star Awards for quality service and underwriting. He is ACA Certified to work with individual and businesses on health insurance. Kurt is also certified as a Field Trainer and Broker Representative with Combined Insurance and appointed Regional Manager for Employee Benefits with Castle Insurance Group. Additional interests include his company, KMC Production. He’s performed with many legendary acts including The Temptations, The Drifters, The Platters, Bobby Vinton, and more. He continues to perform sold out shows in his spare time. |
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Angelo BerrettaFederal Benefits Consultant Phone: (609) 658-1732 Fax: (609) 737-0848 Territory Location: Philadelphia-New Jersey |
Angelo BerrettaA Federal Benefits Consultant with The Federal Benefits Group, Angelo Berretta brings expertise in insurance, retirement income, and estate and elder planning. He is passionate about providing financial education and has led seminars in the tri-state area on various retirement-related topics. A member of several financial planning organizations as well as local community groups, Angelo provides relevant retirement planning solutions and remains committed to serving federal employees in achieving their financial goals. Since 1982, Angelo has been a resident of Mercer County, NJ and currently lives with his family in Hopewell Township. |
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Edward Hyatt, CPAFederal Benefits Consultant Phone: (443) 570-8848 Fax: (609) 737-0848 Territory Location: Baltimore, Maryland |
Edward Hyatt, CPAEdward Hyatt brings over 30 years of experience as a financial advisor and certified public accountant, working with a national auditing and consulting firms. His broad knowledge of taxation adds another layer of expertise for The Federal Benefits Group and is an asset to his federal employee clients. Edward specializes in helping federal employees in Baltimore, Maryland navigate the retirement planning process. His business model is built on a foundation of strong customer service and client relationships. Edward lives in Maryland with his wife and miniature poodle. They spend as many hours as possible visiting kids, grandkids, and granddogs. |
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Dawn DavisFederal Benefits Retirement Specialist Phone: (313) 451-5051 |
Dawn DavisDawn Davis is a Benefits/Retirement Consultant with a personal approach in helping clients achieving their benefit/retirement goals. She has experience in working with Postal & Federal Employees sharing the information they need to make wise financial decisions. With over 20 years of benefits and retirement planning; Dawn has helped people with many different financial situations navigate through their benefits and retirement decision making. While helping hard working people are a passion, Dawn also enjoys spending time with family and friends along with exercising and traveling. |
