Meet the Staff
President & Chief Executive Officer
Mona joined GEBA in 2021 and serves as chief strategy and management leader, reporting to the Board of Directors. She is a career association executive, having worked in the justice system, higher education, public policy, and for more than twenty five years in the insurance & benefits arena. She is also a former public employee.
Greg Klingler, CFP®, ChFEBCSM, CPFA®
Chief Operating Officer
& VP, Wealth Management
Greg joined GEBA in 2010 and leads GEBA Wealth Management. He has almost two decades of experience in assisting state and federal employees with financial planning and regularly presents financial education to the public (available at GEBAWealth.com).
Dennis McGinley III
VP, Finance & Administration
Dennis has been a GEBA employee, serving as the chief staff financial officer, since 2010 and also supports in the business operations and human resources areas.
Leticia Spencer
Director, Administration
Leticia joined GEBA in the spring of 2023 after more than thirty years as an employee of the American Bar Association. As with that role, she is responsible for program & event management, volunteer leader and CEO support, and governance-related duties.
Shelly Giuliano
Director, Member Programs & Communications
Shelly joined GEBA in 2011. She is responsible for insurance product management and serves as the liaison to our insurance company partners. She also manages marketing and communications initiatives including external federal agency/department sponsorships.
Missy Sommers
Director, Member Services & Operations
Missy has been in Member Services since 2004, helping GEBA families, many of who are now multi-generational GEBA members, and leads all GEBA Product Operations and serves as the Member Services Team Manager.
Darren Petrovich
Director, Systems & Technology
Darren has been with GEBA since 2012 and previously served as a programmer in the private sector.
Member Services Team
Member Services Representative Property & Casualty; Life & Health Insurance Licenses
Phebe joined GEBA in 2019 and serves members by handling claims, questions, and enrollments for our all products and services, including our Group Term Life and other benefits.
Gloria Young
Member Services Representative
Military Spouse
Gloria joined GEBA in 2011 and serves members by handling processing and claims, and with general questions, particularly in the area of our dental and vision benefits.
Diane Bové
Office Manager/Member Services Representative
Veteran & Military Spouse
Diane has been serving and greeting members for over since 2017, answering questions and connecting members to the right staff resource. She also assists with professional liability insurance applications and serves as office manager.
GEBA Wealth Management Team
Chris Fagiolo, ChFC®, ChFEBCSM
Financial Advisor
Life & Health Insurance Licenses
Chris has been with GEBA since 2008 and has been helping families, second generation in many cases, now with financial planning, retirement management, legacy planning with advice they need to navigate federal benefits.
Kateri Turner, CFP®, ChFC®, ChFEBCSM
Financial Advisor
Life & Health Insurance Licenses
Long Term Care Partnership Military Spouse
Kateri joined GEBA in 2016 and has been serving members with a holistic approach to personal finance and financial planning focused on investments. She is also a long-term care expert with specialized education in that area.
Eric Edwards, CRPC®, FRCSM
Financial Advisor
Life & Health Insurance Licenses
Veteran
Eric joined GEBA in 2020 and enjoys developing relationships while serving GEBA members with financial planning, insurance, and more. As a veteran, he understands how federal benefits help to plan for the future and protect the family.
Monica Zamfir, CFP®, ChFEBCSM
Financial Advisor
Life & Health Insurance Licenses
Military Spouse
Monica joined GEBA in 2022. As a CFP and licensed professional, she is passionate about helping GEBA members build and implement strong financial plans so they can pursue the financial and life goals that are important to them and their families.
Danita Yetter
Stable Value Specialist & Financial Consultant Military Spouse
Danita joined GEBA in 2021 and has been assisting members working with their GEBA Financial Advisors and with other GEBA services.
Kimberly Smith
Investment Operations Manager & Financial Advisor Assistant
Military Spouse
Kimberly has been with GEBA since 2018 and helps many members with questions about their GEBA retirement products and services and other benefits that GEBA offers.
Jodi Coté
Wealth Management Administrative Assistant
Military Spouse
Jodi joined GEBA in 2022. With a strong customer service background, she is dedicated to helping GEBA members.
Designations:
CFP® – CERTIFIED FINANCIAL PLANNER™
ChFEBCSM – Chartered Federal Benefits Consultant Designation
CPFA® – Certified Plan Fiduciary Advisor
CRPC® – Chartered Retirement Planning Counselor
FRCSM – Federal Retirement Consultant
Exclusive Benefits from the Same Organization Your Peers Have Trusted Since 1957.
How Can We Serve You Today? Our Knowledgeable Member Services Staff Can Help!
