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Our Staff

 


Earl C. (Chip) Trefry, Jr. CLU, President

 

 

 

 

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Born: Quincy, MA

Duties: President, CEO, CFO

Background: Chip began his 36-year career in the insurance industry shortly after receiving his B.S. degree in Business Administration from the University of Florida. He later acquired his CLU designation in 1983 from the American College.

Chip is a 35-year qualifying member of the Million Dollar Round Table (MDRT) and an 8-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. He has previously served on several insurance company's advisory councils and is the recipient of over 41 insurance company production awards.

If not working, you will likely find Chip on the golf course or riding his Harley Davidson Sportster. He is married with 4 children and 4 grandchildren.

Affiliations/Associations:

  • 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)


Suzanne S. Trefry, Vice President

 

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Born: Jacksonville, FL

Duties: Licensing, Event Coordination

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

Martha E. Hunsbarger, Office Administrator

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Born: Richmond, VA

Duties: Office Management, Accounting

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.


Earl C. (Chet) Trefry, III, Director of Employee Group Benefits

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Born: Jacksonville, FL

Duties: Employee Group Benefits, Individual Sales

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)

Nicklaus A. Trefry, Dir. of Affinity/Association Group Programs

 

 

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Born: Jacksonville, FL

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

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)
  • Association of Health Insurance Advisors (AHIA)


R. Gray Quetti, LUTCF, Account Executive

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Born: Goldsboro, NC

Duties: Health Plans Specialist

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.


Brian Babcock, Account Executive

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Born: Binghamton, NY

Duties: Health Plans Specialist

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.


Whitney Wollenberg, Senior Account Assistant

 

 

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Born: Akron, OH

Duties: Underwriting, Policyholder Service

Background: As a licensed life & health insurance agent, Whitney provides versatile policy holder service during the underwriting process. Whitney is a graduate of the University of North Florida with a B.S. in Communications and a concentration in Public Relations.


Gwendolyn Key, Account Assistant

 

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Born: Jacksonville, FL

Duties: Employee Group Benefits, Client Review Management

Background: Gwen came to BPC Financial with 4 1/2 years of experience working in insurance fraud investigation.


Dennis M. Hackett, Account Assistant

 

 

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Born: Baltimore, MD

Duties: Policyholder Service

Background: Prior to joining BPCF, Dennis served faithfully in U.S. Navy for 24 years as a Yeoman (Admin/Personnel) Specialty. Since ’94, he has served in various positions and occupations in CIVLANT. Dennis graduated with a BA from Columbia College, majoring in Business Management. In his spare time he enjoys cooking and reading. Dennis is married with 3 sons, a daughter and 3 grandchildren.

   

Courtney M. Trefry, Account Assistant

 

 

 

Born: Jacksonville, FL

Duties: Workers' Compensation Specialist, Employee Benefits


Joseph Marek, Account Assistant

 

 

 

 

Born: Mantua, OH

Duties: Affinity/Association Programs, Policy Holder Service

Background: Attended Kent State University, where he received a Bachelor of Arts & Sciences in International Relations. Joe adds experience in sales, customer service, and strategic marketing.

 

 

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The Florida Bar, FSGA, and Other Associations The Florida Bar, FSGA, and Other Associations