CBC Directory
Florida
Members listed with “CBC” following their names are “Chartered Benefit Consultants” and have taken and passed a rigorous comprehensive exam testing their knowledge and level of expertise in the area of consumer-driven health plans. Those members listed with both CBC and “ACBC” are “Advanced Chartered Benefit Consultants” and have completed the highest level of training available in the field.
| City |
Name / Telephone |
Business name / On-line address |
| Altamonte Springs |
Barnhart, Willard G. |
|
| |
407-339-6111 |
wbcbjdb@ociusnet.net |
| |
| Boca Raton |
Cohn, Gerald |
Capital Funding Consultants |
| |
561-883-0609 |
|
| |
| Boynton Beach |
Senn, C. Jeff |
|
| |
561-736-4478 |
|
| |
| Bradenton |
Seipel, David R. |
Seipel & Seipel Insurance |
| |
888-794-8897 |
www.seipelins.com |
| |
| Bryceville |
Ott, James |
|
| |
904-879-1291 |
jott108270@CS.com |
| |
| Casselberry |
Moore, Gregory J |
Moore Insurance |
| |
407-699-0500 |
insure4moore@earthlink.net |
| |
| Clearwater |
Bazell, Per E. |
|
| |
727-742-2425 |
perbazell@juno.com |
| |
| Ft. Lauderdale |
French, Joanne |
|
| |
305-351-1003 |
FIPASOUTH@aol.com |
| |
| Fort Walton Beach |
Plantholt, James F. |
|
| |
850-862-4616 |
jnb@bsc.net |
| |
| Hernando |
Underhill, Wallace B. |
|
| |
352-489-3238 |
underhillwallace@hotmail.com |
| |
| Jacksonville |
Averill, Ellen |
|
| |
904-992-7206 |
eaverill@bellsouth.net |
| |
| Melbourne |
McGarrigle, Michael |
|
| |
888-546-8630
321-757-9770 |
mikemcgarrigle@hotmail.com |
| |
| Miami |
Beuchler, Jerry,
CBC |
|
| |
305-933-1461 |
|
| |
| Miami |
Cartagena, Oscar M. |
|
| |
305-752-7552 |
omc57@aol.com |
| |
| Miami |
Diaz, Ciro Raul, CBC |
|
| |
305-264-3207 |
|
| |
| Newberry |
Fugate, Ron |
Platinum Alliance |
| |
352-332-0200 |
www.platinumalliance.biz |
| |
| Ocala |
Stalzer, Bernard W., HIA, MHP |
|
| |
352-351-2032 |
stalzerbw@aol.com |
| |
| Ocala |
Strickland, Raymond, Jr. CIC |
|
| |
352-732-4550 |
rstrickland@lossingstrickland.com |
| |
| Orange Park |
Rose, Grady L., CBC |
|
| |
904-215-9885 |
grose@partnersbenefitgroup.com |
| |
| St. Petersburg |
Grogan, K. Peter |
Lincoln Financial Advisors |
| |
727-578-4000x123 |
Pizgrogan@rj.net |
| |
| St. Petersburg |
Hollowell, David |
Hollowell & Associates |
| |
727-896-8278 |
Kchollowell@aol.com |
| |
| St. Petersburg |
Pfeffer, Marsh M., CBC, ACBC |
|
| |
727-381-9288x101 |
marsha@corporatebenefitsnetwork.com |
| |
| Tampa |
Perri, Sherry L. |
|
| |
813-361-3144 |
SLPD705@aol.com |
| |
| Tampa |
Rhomberg, Donald M. |
|
| |
813-961-6843 |
don.rf@verizon.net |
| |
| Tavares |
Eaton, Jack C. |
|
| |
352-343-8226 |
jeaton333@aol.com |
| |
| Winter Park |
Amicarelli, Debra, RHU, LUTCF |
Florida Benefits |
| |
407-679-3800 |
floridabenefitsinc@earthlink.net |
| |
| Winter Park |
Arnal, Frank, CFP, CLU, ChFC |
|
| |
800-388-7209 |
|
| |
NON-RESIDENT LICENSED MEMBERS |
| Beverly Hills, CA |
League, CFPT Paul M., |
League Financial & Insurance Services |
| |
800-482-5347 |
www.LeagueFinancial.com |
| |
| Des Plaines, IL |
Wishner, Allen |
FlexHSA |
| |
888-FlexMSA |
www.FlexMSA.com |
| |
| Duluth, GA |
Lucisano, Robert |
|
| |
800-360-1931 |
rlucisano90@yahoo.com |
| |
| Fort Collins, CO |
Long, Wiley P. III, CBC |
HSA for America |
| |
866-254-5121 |
http://www.health--savings--accounts.com |
| |
| Mobile, AL |
Schoenfeld, Ben L |
|
| |
877-839-4445 |
wufwuf77@aol.com |
| |
| Overland Park, KS |
Rodney, Jay |
MSAver Resources, Inc. |
| |
888-327-6727 |
www.MSAver.com |
| |
| Southampton, NY |
McKnight, David CFP, CBC, ACBC |
Planned Financial Consultants |
| |
888-549-3006 |
dgmcknight@yahoo.com |
|

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