Why Our Team

Why Our Team

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?

 

Bill Merecki

William J. Merecki

Federal Benefits Consultant

Phone: (586) 907-2275
Fax: (248) 592-7876
Territory Location: Midwest

William J. Merecki

William 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.


 
 
 

 

Lacie Harmon

Lacie Harmon

Benefits/Retirement Counselor

Phone: (818) 370-6490

CA Insurance License: #0E55837

Territory Location: Los Angeles, California

Lacie Harmon

Lacie 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.


 
 

 

Angelo Berretta

Angelo Berretta

Federal Benefits Consultant

Phone: (609) 658-1732

Fax: (609) 737-0848

Territory Location: Philadelphia-New Jersey

Angelo Berretta

A 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.

 

 
 
 

 

Robert Henderson

Robert Henderson Jr.

Federal Benefit Specialist, CFP® & Certified Tax Coach

Phone: (305) 825-1444

Territory Location: South Florida

Robert Henderson Jr.

Robert Henderson Jr., the founder and CEO of The Henderson Financial Group, is a CERTIFIED FINANCIAL PLANNER™ and Certified Tax Coach. Mr. Henderson has over 30 years of experience in the industry. In addition to these credentials, Mr. Henderson also holds Series 7 & 63 Securities licenses, Life, Health & Annuity License and Real Estate Broker License. This is why so many business owners and pre-retirees seek Mr. Henderson’s advice in the areas of retirement, tax saving and investment.

Mr. Henderson is also an accomplished writer and the author of several books including The New Underground Railroad Breaking the Chains of Economic Bondage, Spiritual Principals for a Prosperous Life and The Tax Detective “Uncovering the Mystery of Small Business Tax Planning”. He has hosted a local Saturday morning radio show for the past 14 years.


 
 
 

 

Steve Burton

Steve Burton

Founder of Equity One, Inc

Phone: (757) 313-4080
Territory Location: Washington DC, Virginia, Baltimore

Steve Burton

Steve and Annette Burton started Equity 1 in 2004 as a way to educate and empower people to take control of their finances. So many Americans have followed bad financial advice that wasn’t helping people address their needs or achieve their life goals. As a young boy, Steve learned the value of providing quality care and building relationships with clients from his Grandpa Burton who owned a Sunoco service station. Steve and Annette have applied those principles to help their clients in Virginia and other parts of the country since.

Steve has continued his mission of educating the public by hosting over 30+ seminars each year and hosting a local radio show each week for over a decade. He has written 3 books, with his newest, Mission One Million, receiving acclaim from financial professionals as well as retirees in Virginia and throughout the country.

Their holistic approach to money has helped people get out of debt, start saving for their future, and building wealth to enjoy the life they want to live.


 
 
 

 

Kurt Cohn

Kurt Cohn

Benefits Coordinator

Phone: (708) 466-8587

Territory Location: Chicago, Illinois

Kurt Cohn

Kurt 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.

 
 
 
 

 

Beth O'Dell

Beth O’Dell

Benefits /Retirement Counselor

Phone: (323) 828-0100

CA Insurance License: #4069033

Territory Location: Los Angeles, CA

Beth O’Dell

Beth O’Dell is a Benefits/Retirement Counselor who is dedicated to helping federal employees understand and make the most out of their retirement benefits. Understanding that this can be a complicated and confusing process, Beth is focused on insuring her clients fully understand what is available to them and to helping them reach their retirement goals.

Beth lives at the beach with her two furbabies, Lainey and Taylor and is an avid traveler.

 
 
 
 

 

Shawna Merecki

Shawna Merecki

Marketing & Administrative Manager

Toll Free: (833) 566-5775

Shawna Merecki

Shawna Merecki graduated from Central Michigan University with a Bachelor of Arts in Journalism in 2006. She is married to William Merecki, founder of the Federal Benefits Group and mother to their only child, Jameson. After college, Shawna spent time working in Graphic Design, her true passion and expertise, and then spent several years at a local Credit Union handling financial transactions. Once Jameson was born, she initially dedicated her life to being a stay-at-home mother. When the FBG was founded in 2018, she helped created the original brand for the company and now manages the company’s administration team as well as graphics and marketing.

In her spare time, Shawna enjoys playing Lego with her son and husband, going outdoors and creating fiber art which she promotes on social media.

 
 
 

 

Struass-Dunahay

Strauss-Dunahay Insurance Agency

Phone: (248) 399-4422

Strauss-Dunahay Insurance
23300 John R Road
Hazel Park, Michigan 48030

Strauss-Dunahay Insurance Agency

The Strauss-Dunahay Insurance company has been serving Michigan for over 40 years with their home, auto and commercial insurance needs. Their top priority is helping customers find the best coverage in order to protect what matters most in life. As an independent agency, they work with a wide variety of top carriers to help you find the best coverage to suit your exact situation. They work hard find the perfect policy to give you peace of mind without breaking the bank.

 
 
 
 
 
 
 
 

 

 
 
 

The Federal Benefits Group is not affiliated or associated with any federal, state, or local government or municipality. We are an independent firm designed to help federal employees better understand their benefits.
©Copyright The Federal Benefits Group 2019