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Specialties: President, CEO, CFO

Born: Quincy, MA

Background: Chip began his career in the insurance industry shortly after receiving his B.S. degree in Business Administration from the University of Florida in 1972. He later acquired his CLU designation in 1983 from the American College.

Chip is a 37-year qualifying member of the Million Dollar Round Table (MDRT) and an 11-year member of the Top of the Table. MDRT, The Premier Association of Financial Professionals, is an international, independent association of more than 35,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. Chip is a frequent guest speaker at industry associations and has also written many articles published in insurance publications and journals. He has previously served on several insurance company's advisory councils and is the recipient of over 45 insurance company production awards.

If not working, you will likely find Chip on the golf course or riding his Harley Davidson Sportster. He has been married to his wife Suzanne for over 40 years, and has 4 children, and 4 grandchildren.

Affiliations/Associations:

• Lifetime Member of the Million Dollar Round Table (MDRT)
• National Association of Insurance & Financial Advisors (NAIFA)
• National Association of Health Underwriters (NAHU)
• Society of Financial Service Professionals
• American Institute of Professional Association Group Insurance Administrators (AIPAGIA)
• Association of Health Insurance Advisors (AHIA)
• First Tee of St. Johns County - President/Chairman

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Specialties: Licensing, Event Coordination

Born: Jacksonville, FL

Background: Suzanne's past experience in insurance consulting, underwriting, marketing, and accounting has given her a diverse knowledge of the insurance industry and played an integral role in the growth of BPC Financial. Suzanne enjoys cooking, golfing, tennis, and spending time at the beach.

Affiliations/Associations:

• National Association of Health Underwriters (NAHU)
• Uptown Civitan Club

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Specialties: Office Management, Accounting

Born: Richmond, VA

Background: Along with her managerial and accounting duties, Martha works closely with insureds as an assistant to the Third Party Administration department. Martha is married with 4 children and enjoys boating and fishing.

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Specialties: Employee Group Benefits

Born: Jacksonville, FL

Background: Chet works primarily with businesses and their overall employee benefit packages. He is also regarded for his knowledge of financial, insurance, and estate planning for individuals. Prior to joining BPC Financial, Chet served as a F/A-18 Plane Captain in the U.S. Marine Corps and studied Financial Services at the University of North Florida. He enjoys reading, history, and spending time with his wife and 2 children.

Affiliations/Associations:

• National Association of Insurance & Financial Advisors (NAIFA)
• National Association of Health Underwriters (NAHU)
• Association of Health Insurance Advisors (AHIA)

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Specialties: Affinity/Association Group Programs, Third Party Administration (TPA)

Born: Jacksonville, FL

Background: Since joining BPC Financial, Nick has worked extensively in the development, implementation, and marketing of the Affinity/Association Group Programs. Nick graduated from the University of Florida in 2001 with a degree in Business Administration. While at UF, he was a 2-year letterwinner on the Gator Baseball team and a member of the Sigma Chi Fraternity.

Affiliations/Associations:

• National Association of Insurance & Financial Advisors (NAIFA)
• American Institute of Professional Association Group Insurance Administrators (AIPAGIA) - Executive Council Member
• First Tee of St. Johns County - Ambassador

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Specialties: Health Plans, Individual Sales

Born: Goldsboro, NC

Background: A graduate of Georgia Southern University with a B.S. in Education, Gray has vast experience in working with individuals and businesses with their insurance needs. Prior to his arrival at BPC Financial, Gray was employed at Prudential Insurance, where he received the 1994 and 1995 President's Citation Award for leadership in Sales and Service. He is a Vietnam Veteran, former competitive cyclist, and currently enjoys sports/action photography.

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Specialties: Health Plans, Individual Sales

Born: Binghamton, NY

Background: Brian graduated with a B.S. degree in Political Science from Florida State University in 1987. Prior to joining BPC Financial, he worked for Prudential Preferred Financial Services as a Special Agent and for Barnett Banks, Inc. where he spent nearly 10 years as a Government Relations Manager. Brian resides in Jacksonville with his wife, Dawn and three children.

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Specialties: Employee Benefits, Individual & Group Medical Insurance, Workers' Comp Insurance

Born: Jacksonville, FL

Background: Courtney works extensively with individuals and small businesses medical insurance needs.

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Specialties: CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, Certified Divorce Financial Analyst™, Wealth Management, Retirement Plans

Background: Rob has 30+ years of industry experience. Most recently, Rob was with Morgan Stanley Smith Barney in the Ponte Vedra Beach Branch where he served as a Wealth Advisor and Branch Manager. Previous to this, he spent 5 years at Merrill Lynch as a Wealth Advisor. Prior to his financial advisory career, he held a variety of executive positions in the banking industry, including EVP at SouthTrust Bank, SVP at KeyBank, SVP at Fifth Third Bank and SVP at Barnett Bank.

Rob received an MBA and BSBA from Duquesne University in Pittsburgh, Pennsylvania. Rob spends an enormous amount of time inspiring, connecting, engaging and supporting volunteers. Current and past organizational involvement includes: The Jacksonville Chamber of Commerce , Volunteer Jacksonville, Inc. (NKA Hands On Jacksonville), Leadership Jacksonville, Inc., The Ponte Vedra Beach Rotary Club, The Boys and Girls Clubs of Northeast Florida, The United Way of Northeast Florida, Inc., Cathedral Arts Project, Inc., The University of North Florida Educational Council, and the Association for Corporate Growth. Rob has been honored by being a recipient of the George Bush Presidential Volunteer Award, The Book of Golden Deeds Award by the Exchange Club, One of Twelve who Care by a local TV station, One of Top 40 under 40, A Distinguished Service Award by the Boys and Girls Club and numerous other awards. He resides in Ponte Vedra Beach, Florida and has two daughters – Jill, a sophomore at the University of North Florida and Kate, a PhD student at the University of Florida.

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Specialties: Employee Benefits

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Specialties: Customer Service, Data Management