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Our Staff

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

Suzanne S. Trefry, Vice President

Martha E. Hunsbarger, Office Manager

Earl C. (Chet) Trefry, III, Account Executive

Nicklaus A. Trefry, Account Executive

R. Gray Quetti, LUTCF, Account Executive

Brian Babcock, Account Executive

Bruce R. Glassman, JD, CPA/PFS, Account Executive

Whitney Wollenberg, Senior Account Assistant

Gwendolyn Key, Account Assistant

Dennis M. Hackett, Account Assistant

Samuel B. Lingo, Account Assistant


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         Employee Since: 05/1986

Duties: Licensing, Contracts, 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 Manager

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Born: Richmond, VA         Employee Since: 12/2000

Duties: Office Manager, Accounting, Third Party Administration (TPA)

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         Employee Since: 06/1997

Duties: Employee Group Benefits, Life Insurance Sales, Strategic Development

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         Employee Since: 06/2001

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

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 B.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          Employee Since: 11/1997

Duties: Account Executive, 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         Employee Since: 05/1999

Duties: Account Executive, 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.


Bruce R. Glassman, JD, CPA/PFS, Account Executive

 

 

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Born: Hartford, CT         Employee Since: 01/2006

Duties: Account Executive

Background: For many years prior to joining BPC Financial, Bruce worked as an Attorney and Certified Public Accountant.  A graduate of the Wharton School of the University of Pennsylvania, Bruce later attended the University of Florida where he served on the Law Review and obtained his Juris Doctor degree.  He has also been certified as a Personal Financial Specialist (PFS) by the AICPA. Jacksonville has been Bruce’s home for the last 27 years where he resides with his wife and three children.

Affiliations/Associations:

  • American Institute of Certified Public Accountants (AICPA)
  • The Florida Bar
  • Jacksonville Bar Association


Whitney Wollenberg, Senior Account Assistant

 

 

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Born: Akron, OH         Employee Since: 12/2005

Duties: Underwriting, Affinity/Association Group Service

Background: As a licensed life & health insurance agent, Whitney provides versatile policy holder service for Affinity/Association group members. 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        Employee Since: 05/2007

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. She is currently working towards her degree in Business Management.


Dennis M. Hackett, Account Assistant

 

 

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Born: Baltimore, MD        Employee Since: 01/2008

Duties: Employee Group Benefits

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.


Samuel B. Lingo, Account Assistant

 

 

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Born: Evansville, IN        Employee Since: 04/2008

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

Background: Sam brings 8 years of experience in the dental field to BPCF. He earned his Bachelor of Science cum laude at the University of Southern Indiana and Masters of Business Adminstration at the University of North Florida.


 

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