Securing Your Financial Future –
Entrusted since 1957

Securing Your Financial Future – Entrusted since 1957

Meet the Staff

Mona Buckley, MPA, CAE
President & Chief Executive Officer

Mona joined GEBA in January 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.


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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).

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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.

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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.

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Darren Petrovich

Darren Petrovich
Director, Systems & Technology

Darren has been with GEBA since 2012 and previously served as a programmer in the private sector.

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Shelly Giuliano
Director, Member Programs & Communications

Shelly joined GEBA in 2011. She is responsible for product management and serving as liaison to our insurance company partners, and supports marketing and communications initiatives.

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Member Services Team

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Phebe Ferguson 
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.

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Gloria Young
Member Services Representative

GEBA Flag 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.

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Diane Bové
Office Manager/Member Services Representative

GEBA Flag 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.

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GEBA Wealth Management Team

Chris Fagiolo, 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.

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Kateri Turner, CFP®, ChFC®, ChFEBCSM
Financial Advisor
Life & Health Insurance Licenses
Long Term Care Partnership

GEBA Flag 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.

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Eric Edwards, CRPC®, FRCSM
Financial Advisor
Life & Health Insurance Licenses

GEBA Flag 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.

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Monica Zamfir, CFP®, ChFEBCSM
Financial Advisor
Life & Health Insurance Licenses

GEBA Flag Military Spouse

Monica joined GEBA in July 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. 

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Danita Yetter
Stable Value Specialist & Financial Consultant

GEBA Flag Military Spouse

Danita joined GEBA in 2021 and has been assisting members working with their GEBA Financial Advisors and with other GEBA services.

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Kimberly Smith
Investment Operations Manager & Financial Advisor Assistant

GEBA Flag 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.

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Jodi

Jodi Coté
Wealth Management Administrative Assistant

GEBA Flag Military Spouse

Jodi joined GEBA in May 2022. With a strong customer service background, she is dedicated to helping GEBA members.

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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

Benefits provided by the organization your peers have trusted for 65 years.

How Can We Serve You Today? Our Knowledgeable Member Services Staff Can Help!

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