Our firm works hard to create relationships with clients.
About Federal Benefits Made Simple At Federal Benefits Made Simple we work hard to put your best interests first.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Jeremy Rafferty PRESIDENT | [email protected]
As President of Federal Benefits Made Simple, an E.A. Buck company, Jeremy leads financial planning and client relations operations across the country. With over twenty years of experience in leadership roles in the financial services industry, Jeremy knows the impact and value that can be created for a client when a team of financial advisors works cohesively together to accomplish its goals.
“Many important things people deal with in life involve their finances,” says Jeremy. “Our team and I know that we’re operating in a big part of our clients’ worlds and that’s what motivates us and drives us to work together.”
Ashley Robinson DIRECTOR & REGIONAL VICE PRESIDENT | [email protected]
Ashley Robinson is a registered Investment Adviser Representative. She joined Federal Benefits Made Simple in June 2015 with over 10 years in the financial services industry with Merrill Lynch, JPMorgan Chase and Wells Fargo. Prior to that, Ashley graduated with a BA in Communications from Arizona State University in 2002. She relocated to Denver, Colorado, in December 2014 from Scottsdale, Arizona. She enjoys yoga/meditation, physical fitness activities, film and travel.
Dan Werts PRIVATE WEALTH MANAGER | [email protected]
Dan Werts is a registered Investment Adviser Representative. He joined Federal Benefits Made Simple in January 2016, bringing with him over 20 years of experience in sales and customer service. He graduated from the University of Iowa in 2002 with a BS in Economics. Dan has a passion for providing the best client experience possible and helping to ensure that our clients have a clear understanding of their products and investments. He began at Federal Benefits Made Simple as a client service specialist, and has now taken on the role of an advisor in our new office in Colorado Springs. He resides in Castle Rock with his wife and two children and spends his time working on projects around the house and spending time outdoors.
Keith Brand, CFP® PRIVATE WEALTH MANAGER | [email protected]
Keith Brand joined Federal Benefits Made Simple in November 2019. He brings 20 years of Financial Service, Portfolio Management and Wealth Management experience with him. Keith has a BS in Finance from Indiana University, Kelley School of Business and obtained his CERTIFIED FINANCIAL PLANNER™certification in 2009; he takes this responsibility as a CFP® professional very seriously. He has a passion for doing the right thing for the client, taking a holistic view of the client's financial situation and servicing client needs. Keith enjoys spending time with his wife, wood working and building things although most of his time is spent with his kids. Whether it’s attending his oldest daughter's volleyball games and working through the college planning process; going to his middle daughter's horseback drill team practices/events; or going to his son's sporting events.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.
Rob Lee PRIVATE WEALTH MANAGER | [email protected]
Rob has experience in leading insurance and financial services functions. He also worked for over 25 years with families and individuals to help them map out a financial plan to meet their retirement and financial goals. Outside the office, Rob serves as a parent volunteer at local public school systems and serves as a board member for a local arts and culture foundation.
Russell Whitehead PRIVATE WEALTH MANAGER | [email protected]
Russell Whitehead is a Private Wealth Manager with Federal Benefits Made Simple. Russell has over 5 years of wealth management experience handling client service needs and holds a master's degree in financial planning. Russell also has experience on our New Business Development team, where he focused on creating new sales opportunities by expanding market reach and improving client communication. He enjoys doing financial planning and creating education programs for millennial clients.
Zach Rhodes PRIVATE WEALTH MANAGER | [email protected]
With his professional background of over 4+ years in client services, Zach has helped to prospect and develop new business clients and opportunities while upholding a high standard of customer service. He now supports and helps to execute customized financial and retirement plans for our clients. Zach graduated from the University of Tennessee at Knoxville with a major in Finance.
Jake Myers PRIVATE WEALTH MANAGER | [email protected]
Jake Myers is a Private Wealth Manager at Federal Benefits Made Simple, serving clients out of the Lakewood office in Colorado. With a background in financial consulting at a well-known national firm, he has built a strong reputation for delivering personalized financial strategies and top-tier client service. Jake’s experience in investment planning and wealth management is backed by his Series 7 and 66 licenses, along with a business degree from Metropolitan State University of Denver.
Jake started his career in real estate before transitioning into financial services,
where he quickly became a trusted advisor, taking a relationship-driven approach to
wealth management. He is a Colorado native and outside of work, Jake enjoys
spending time with his wife and escaping to the nearby Rocky Mountains whenever
possible.
Strategies for Financial Independence
When you are ready, here's what to do next. There are three ways we can help you:
- Sign up for a Federal Benefits Analysis
- Sign up for a seminar
- Call or email to schedule your complimentary consultation
Ask Us a Question
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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