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You are now leaving our group benefits site, www.GFBBBenefits.com and going to our securities site www.GFBBAdvisors.com supervised by Questar Capital Corp. Member FINRA/SIPC.

When you finish there, to return to our Benefits site, click the Home link or the GFBB logo.

Click here to continue to www.GFBBAdvisors.com

Dean Forman, PhD, CFP, CEBS President & CEO, GFBB Benefits

Dean Forman

PhD, CFP, CFP, CEBS Pres. & CEO  

Jared Forman, GBDS Consultant

Jared Forman

GBDS Consultant

Christian Baldree, J.D. Retirement Consultant

Christian Baldree

J.D. Retirement Consultant  

Daniel Forman

Daniel Forman

Consultant  

Melissa Kreiss

Account Executive  

Carina Kool Account Executive

Carina Kool

Account Executive  

Carita Idigpio Assistant Account Executive

Carita Idigpio

Assistant Account Executive

Jessica Epley

Jessica Epley

Assistant Account Executive    

Dean Forman, PhD, CFP, CFP, CEBS

Dean Forman, PhD, CFP, CEBS President & CEO, GFBB BenefitsDean Forman started his benefits career in 1981 with a major Sacramento insurance brokerage firm. He has worked extensively in creating employee benefit plans and establishing group medical, dental, life, disability, and retirement programs. In 1983, Dean formed his own firm focusing on providing more comprehensive financial services for his clients. Dean is a Certified Employee Benefit Specialist (CEBS) granted by the Wharton School and the International Foundation of Employer Benefit Plans. Dean is one of a few Certified Employee Benefits Specialists in the Sacramento Valley. In addition, Dean is a Certified Financial Planner (CFP). He received his Bachelor of Science Degree in Financial and Estate Planning from Brigham Young University in 1982. In 1994, he received his Master’s Degree in Retirement & Estate Planning from the College for Financial Planning. In 2011, Dean completed a decade long pursuit of his PhD in Constitutional Law and Philosophy. Dean is a member of Sacramento Association of Health Underwriters (SAHU), the Sacramento Association of Financial and Insurance Advisors and the BYU Management Society. In 2000, after attending the World Congress on the Family in Geneva, he helped form a local chapter of United Families International (UFI) and served as the first president in 2000 and 2001. He was also elected to the Roseville Joint Union High School District School Board in 2000 where he served until 2004. From 2006-2007 he served as president and chairman of the Placer County Republican Party. Dean is active in fundraising for the Boy Scouts of America and several other local charities and schools. His passion for the youth and education is ongoing. He taught weekly classes on leadership, government and economics to Hispanic youth at Our Lady of Guadalupe in Sacramento prior to starting the John Adams Academy. The John Adams Academy is the culmination of decades of work and embodies Dean’s vision of an educational model that will develop servant leaders and restore America’s heritage. Along with his outstanding credentials, Dean brings with him several decades of experience in employee benefits and financial planning allowing him to provide the sound advice you need to reach your goals.

Jared Forman, GBDS

Jared Forman, GBDS Consultant Jared has always had an entrepreneurial spirit along with a passion for business. In 2004, Jared joined the firm desiring to specialize in group benefits. Starting out as an account manager and becoming familiar with benefit programs and the workings of the insurance industry, Jared has quickly excelled in the business. Jared continues to work hard in continuing his education and serving clients. Jared holds a Bachelor’s Degree from the University of Phoenix in Business Management and in September of 2006 received the Group Benefits Disability Specialist (GBDS) designation from the National Underwriter Company. He is currently pursuing his Certified Employee Benefit Specialist (CEBS) designation from the Wharton School. Jared stays active in his community and church. Most recently he served as treasurer on the board for the Sacramento Association of Health Underwriters (SAHU). He also is active with the Sacramento Area Commerce and Trade Organization (SACTO). At GFBB Benefits, Jared constantly works to give clients first class service and advice. He currently helps manage the group and individual insurance departments of GFBB Benefits while actively marketing new clients in the greater Sacramento Valley.

Christian Baldree, J.D.

Christian Baldree, J.D. Retirement Consultant Christian is a valuable asset to the team at GFBB. He earned a Bachelor’s Degree from the California State University School of Business where he minored in finance, risk management and insurance, graduating with honors. Christian is also a graduate of University of the Pacific, McGeorge School of Law. While at McGeorge, he earned certificates in both business and tax law, and was a member of the Dean’s honor list. He also served as president of the McGeorge Estate Planning and Trust Society, and was an active member of the J. Reuben Clark Law Society and the Federalist Society. In 2009, Christian was selected to take part in Leadership Roseville, a program designed to educate young professionals on local government, with the goal of developing future civic leaders. He is active in our community and currently serves on the board of trustees to the Roseville Theater Arts Academy, a non-profit organization in Roseville. In his free time he enjoys playing golf, soccer, and studying history. Christian holds FINRA series 7 and 66 registrations, as well as a CA insurance license. He is passionate about retirement and estate planning. He is experienced with income and asset planning, and helping individuals transition from working to retirement successfully. His areas of expertise include investing, wealth management, taxation, estate planning, life insurance, qualified retirement plans, and all types of annuities. Christian is knowledgeable, hard-working, and truly cares about the success of each client. At GFBB, he primary focuses on qualified retirement plans, including 401K, 403b, and Defined Benefit Plans, as well as executive compensation and individual retirement planning.

Daniel Forman

Daniel Forman Daniel acquired his love for business, insurance, and financial services in his early youth. Taught by his father to work hard and invest in the future, Daniel has eagerly pursed his education in order to bring value to the firm. Daniel received his Bachelor’s Degree from Brigham Young University’s Marriott School of Management in Finance. He has also earned his CA Life and Health license. Daniel’s primary responsibility at GFBB is to help individuals and small groups with Medical, Life, Disability, and Long Term Care coverage’s. He is dedicated to offering comprehensive assistance and superior service!

Melissa Kreiss

Melissa Kreiss Account Executive Melissa has enjoyed the last 10 years excelling in the field of Employee Benefits Account Management. She joined our team in July 2009 after working for the 5th largest insurance brokerage in the nation. She has a universal knowledge of initial and open enrollment, Section 125 Plans, Federal COBRA and CAL COBRA, HSA and HRA plans. Her primary responsibility is marketing and negotiating renewal rates with carriers and preparing recommendations to reduce the overall annual benefits increases. She prepares proposal presentation while fielding questions pertaining to all aspects of administration to open enrollment. She is also responsible for maintaining client relationships and responds to elevated client and employee issues and concerns. She also consults on conducting renewal strategy proposal presentations and open enrollment meetings.

Carina Kool

Carina Kool Account Executive Carina joined our team in October 2013 with 12+ years of experience in the health insurance industry servicing individual and group markets with their benefit insurance needs. Before joining GFBB Benefits, Carina worked as an Office Manager for a broker’s office, she was responsible for all aspects of daily operations and the day-to-day installation, servicing, and negotiating of renewals of all individual and group accounts. Carina’s primary responsibility at GFBB will be to market and service accounts, negotiate rates with carriers, and prepare benefit proposals while fielding client service issues and concerns. She will also be responsible for maintaining client relationships and evaluating each client’s benefit needs to assure that we are providing them with the best possible coverage and service. Carina is friendly, knowledgeable, hard-working, and dedicated to providing superior service. She holds her CA Life & Health License.

Carita Idigpio

Carita Idigpio Assistant Account Executive Carita came to work for GFBB Benefits & Insurance Services, Inc. in July, 2005. She has over 16 years of experience in the insurance and employee benefits field. Before coming to GFBB, Carita worked for a broker’s office as an Assistant Account Manager handling all small and large group business proposals, benefit brochures and enrollment packets. In addition, she effectively worked with carriers resolving client issues. Previously she has worked as an Office Manager of a broker’s office responsible for all aspects of the daily operations. Carita is a highly skilled individual and a great asset to our company.

Jessica Epley

Jessica Epley Jessica is the newest member to join the GFBB team. She brings with her 10+ years of customer service and office management experience working in financial services. Jessica will be processing enrollments, creating employee booklets, and assisting with marketing and customer service related matters. She holds a CA Life & Health License. Jessica is friendly, professional, and ready to help!