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Dennis Edmonds, ChFEBC℠, of Clearwater, Florida, is a veteran of the financial service industry with over 3 decades of experience. Starting his career with a Fortune 100 company, he developed his career as a business development strategist in industries ranging from financial services to healthcare. With an emphasis on education, Dennis has been able to enrich client experiences, streamline process improvements and develop innovative approaches to financial security. He was responsible for program design, financing, implementation and administration of several private financial practices.
Dennis also served as a board member, volunteer, fundraiser or marketer for several organizations including Rotary International, the Wilmington Symphony Orchestra, the American Cancer Society and St. Jude’s Children’s Research Hospital. He has been recognized as a Paul Harris Fellow for his contributions to The Rotary Foundation.
A graduate of the University of Massachusetts-Amherst, Dennis received his bachelor’s degree in Education. As a classically trained musician, Dennis has performed with symphonic ensembles all along the East Coast. To follow his passions, your day with him may start out in a fishing hole and end with an evening at a concert hall. He wishes that one day his fishing prowess will come closer to the level of his musicianship.
Brenda Edmonds has over 30 years of financial, accounting and management experience. As a Certified Public Accountant and Certified Internal Auditor, she provides contract CFO, accounting, consulting and tax services to individuals and companies through her CPA firm based in Clearwater, Florida.
Brenda began her career with Ernst & Young, where she reached the level of Senior Manager, and has held leadership positions with various organizations including the women’s professional tennis tour, a telecommunications company and international trust and insurance companies. She has extensive experience in such critical functions as financial reporting and budgeting, strategic operational planning, business risk analysis and corporate governance.
Brenda earned a Bachelor of Science in Accounting from the University of South Florida. She has been a volunteer for Junior Achievement and Rotary International and was instrumental in forming and served on the board of a nonprofit that educated women in self-defense. Brenda enjoys being outdoors fishing on a lake and spending time with family.
Kurt has over 30 years of experience in insurance and financial services. A decade ago, Kurt began working with federal employees. He quickly realized there was a significant gap in the education federal employees receive regarding their benefits, especially for how these benefits work as part of an individual’s entire retirement path.
To best serve his clients, Kurt gathers a holistic view of his clients’ situation, not just their federal benefits. This holistic view includes all benefits, finances, and life situation, as well as clients’ goals and potential risks. Kurt takes time to get to know each individual he works with and to earn the trust required for such important life choices. Kurt also invests his time to fill the information gap, ensuring his clients truly understand their retirement picture, know how to maximize the value of their well-earned benefits, and learn how to minimize risk.
Kurt has a wife, daughter, and a giant rescue puppy named Bee. When he’s not working, you can find Kurt out running (ask about his Boston marathons), cooking, gardening, and cheering at his daughter’s many activities. As a long time Kansas Citian, Kurt enjoys giving back to his community by helping with a team that delivers nearly 100 tons of food to 22 food pantries.
Erik H. Doty, ChFEBC℠, of Conway, South Carolina is a former Marine Corps Officer and Naval Aviator and a former Postmaster with the United States Postal Service for a combined 35 years of federal experience. During his tenure with the United States Marines he has taken on critical assignments as a helicopter pilot, Human Resources Officer, Legal Officer and Operations Clearance Officer. While a Postmaster in the Postal Service, he was the manager of the 3rd largest facility in New England and was a Master Instructor helping educate new supervisors. He understands, having experienced it first-hand, the frustrations of federal employees over the lack of education offered.
Erik has served as a board member for the local business association, the local education board and the local cable advisory board, as well as having been a Loaned Executive for the United Way and a youth sports coach. He achieved the highest rank in the Boy Scouts of America as an Eagle Scout and became a Scoutmaster.
A graduate of Ithaca College, Erik holds a Bachelor of Science in Biology and earned his Master of Arts in Management from Webster University. Erik also graduated the prestigious Legal Officer’s Naval Justice School in San Diego with honors. He is a Certified Life Coach with the Coach Training Alliance. His parents and siblings were educators, and Erik has chosen to continue the tradition of educating others. You will often find him in the kitchen learning new recipes or experimenting with old ones. If he is not in the kitchen, he’s reading an old classic or watching old black and white movies.
Ann M. Doty has over 35 years of federal service. During her career she has applied her dynamic leadership talents to drive key indicators of performance coordinating logistics, personnel and resources to achieve optimal results. A born educator, she has been instrumental in teaching new employees and her peers on the latest techniques and processes to ensure maximum productivity.
Ann has been an influential mentor to individuals seeking advancement in their careers. She was selected out of hundreds of individuals to be a Master Trainer and during her tenure she was responsible for the essential training of employees using cutting edge software applications in a retail environment. As a result of her contributions, she was awarded numerous awards for superior performance. She was also well known for her ability to roll up her sleeves and get in the trenches with her employees to assist them when needed and ensure that they were trained properly.
Ann graduated from North Adams State College (MA College of Liberal Arts) in western MA with a degree in sociology. While raising her 3 children she managed to be an athletic instructor for over 25 years and was a major contributor raising funds for the local community sports programs. Recently she has successfully completed her real estate course for the state of South Carolina and is also a notary. When you are looking for Ann, you will find her tending to her flowers which are the envy of the neighborhood or reading a good book in the hammock.
