Our Federal Employee planners are experts in helping Federal Employees structure a better plan for their retirement.
Our approved “Federal Employee Benefit Planners" offer NO FEE retirement planning services
You will not be charged a fee for any “retirement consultation services” or “Pre-retirement Strategy reports” no matter how extensive the reports or retirement planning advice might be. They provide an exclusive “14-page report” that will illustrate your stand-alone and combined Pension, Social Security and TSP options. Additionally at your request, a free 15-minute telephonic tutorial is also available.
These professionals are required to meet our high standards of being trustworthy, knowledgeable, personable, compassionate and responsive. Each advisor is required to attend regular training meetings and keep current with federal benefits that affect your retirement.
Meet Our Planners
George Shipe
George joined National Benefit Advisory, Inc. as a Retirement Planner in 1993, after decades as a banker. He has developed a large clientele applying a unique design for each individual retirement income plan and is Co-Founder of Federal Benefit Advisory. His practice has been working with the general public, federal employees about to retire, as well as those already retired, with perspective on the changing needs of the client in retirement.
George can be heard occasionally as expert guest on ‘Business Talk Radio’, ‘Right At Home Radio’ and ‘Aging Options’ a legal advice radio program, for the retired.
He is a U.S. Army and Army National Guard veteran and member of the 3rd Infantry Regiment (Old Guard) Association.
Ken Van der Does
Ken is Director and co-founder of Federal Benefit Advisory. After serving in the United States Air Force, he launched a private business where he learned inside management skills and employee relations. His love for business continued as he entered the financial services industry and formed a partnership with a large marketing company. In 1993 he expanded his vision of providing financial services when he moved his family to the Pacific Northwest and founded National Benefit Advisory, Inc. That eventually led to the formation of Federal Benefit Advisory, a firm focused on helping Federal employees with their retirement.
Martin has been with Federal Benefit Advisory since 2007. He brings a wealth of experience and knowledge in the financial services industry. He is a trusted expert among financial professionals. Martin enjoys helping federal and postal employees build confidence to make sound retirement planning decisions. He knows first-hand the challenges that many face as they plan for and approach retirement. He believes helping employees understand the complexities of their benefits and making informed decisions are the first steps to creating and living a successful retirement.
Phyllis Ramsay
Phyllis has a rich background in business and retirement planning. After 15 years as a real estate broker, she began her retirement planning in 1988. She was hungry for knowledge and attended every seminar, course and school she could in order to be the best professional possible.
In addition to federal retirement planning, she has developed a large clientele planning long term care, estate planning and trusts.
Ed Urisllo
Mr. Ursillo, after a successful entrepreneurial career, began practicing retirement planning over 35 years ago. His diversified background and maturity makes Ed uniquely qualified to understand the varied needs of his clients.
Ed is a U.S. Army Viet Nam era veteran.
Richard Wilkes
Richard has a rich 35 years of financial planning experience. He is well experienced in planning with focus on retirement income planning combined with asset preservation for the retiree. Mr. Wilkes is constantly involved in business and financial course work to stay current in the ever changing retirement landscape.
Troy Carlson
Over the last two decades Troy has helped thousands of people navigate how to maximize their employee benefits. HIs
career of service has enabled his clients better financial security and protection. As a consummate professional, Troy
continues his education to ensure he always knows what retirement strategies that will best protect his client’s money.
Troy lives in North Carolina and has his bachelor’s degree from Northeastern University in Boston. He’s an avid mountain
bike rider and snow skier. He has two adult children that both reside in the south with their families.
Karen Leithold
Karen spent a career of nearly 25 years in the highly competitive telecommunications field and, for the last 10 years, she brought her talents to the human resource department with a focus on insuring accurate retirement information and planning to the retiring employees. This wealth of practical and regulatory knowledge combined with her great compassion is now being applied to her career within federal employee retirement planning. Karen says: “Although my tenure with Federal Benefit Advisory does not span decades like my colleagues, I am confident with the training and resources available to me, I will bring the same abilities and dedication to my federal clientele that I had with my retiring telecommunication clients” . Karen has attacked the rigorous book and practical studies required to bring her lifetime of information and passion to focus for each federal and postal employee. Karen, her husband, daughter and grandkids love to travel to theme parks or anywhere warm and tropical”.
Mark Waunch
Mark is well known as a “Genuine Man” of helping and assisting. He has over 28 years in the financial planning services Industry helping federal employees, civilian, city, state and private industry clients with Retirement Planning, Pension Maximization and Medicare Plans. In his experience he has overcome almost every planning challenge with great success, matching his client’s goals, needs and desires for security and peace of mind, with the reality of government regulations, obstacles, and requirements. If he can be categorized, it would be with an emphasis on income for life, keeping in mind the importance of asset and capital preservation, in sickness and health. A tough job that Mark meets every day.
He is dedicated to his church, family and loves working in his yard. His neighbors have given him the nicknamed “Hume!”, in reference to the famous northwest gardener “Ed Hume”. He also enjoys spending time with his family, especially the six grandchildren and taking walks, traveling to Hawaii and coffee times with his wife Kim.
Upcoming Tele-Seminars
Thursday, July 7th
Noon – 12:45 p.m. &
3:00 – 3:45 p.m. PST
Thursday, July 21st
Noon – 12:45 p.m. &
3:00 – 3:45 p.m. PST
Order your custom retirement report
Our free “14-page report” will illustrate your stand-alone & combined Pension, Social Security and TSP options & other income for any age & time you select.