Senior Vice President of Federal Benefits Educators LLC BIMS sister company founded in 2008 to support our efforts in the federal employee marketplace. As General Manager of FBE, Charlene is responsible for the team that supports federal employee outreach and support services for our financial clientele. Charlene’s dedication and sincere care for the FBE clientele is unmatched. Prior to joining FBE, Charlene served in a similar capacity with a competing firm. She has over a decade’s experience in the financial services industry working with a leading investment institution. Charlene’s professional career spans the insurance, investment, and educational workshop environment.

Kaily oversees trainings from start to finish, across the United States. In her free time, she enjoys organizing, shopping, and trying new drinks.

Robin works as the Customer Relationship Coordinator at FBE, setting appointments for our financial professionals. She has decades of experience in various sectors of the financial industry. Robin wears many hats professionally and personally, but Grandma is her favorite title. In her free time, she enjoys reading, going on walks, and connecting with family and friends.

Beth Morris joined Federal Benefits Educators as a professional field trainer in October of 202. Beth retired after serving 21 years with the Department of Justice working for the U.S. Bankruptcy Court System as a Judicial Assistant.

Her Fort Worth, Texas tenure afforded the opportunity to work closely with Dallas’ Benefits Department, doing research for Judges, interns, and law clerks requiring well researched and prompt answers. She spent time assisting her judge professor with writing textbooks on advanced bankruptcy law.

She is an active member of the Association of Bankruptcy Judicial Assitants (ABJA) where she oversaw the revisions of the certification materials and exam for the Certified Bankruptcy Assistants. Through the ABJA, she discovered a desire to research and educate government employees on their retirement benefits. Judicial Assitants are being phased out of government service and facing retirement earlier than expected.

She served two terms on the Judicial Secretaries Advisory Group (JSAG). JSAG was consulted to annually review and give opinions to the Administrative Offices on current policies and regulations. 

Beth lives in Nashville with her husband.

Walt joined Federal Benefits Educators as a professional field trainer in 2017, after retiring from Wright Patterson, AFB as a GS-13 with 31 years of Federal Service in 2014.

As a career professional AF DoD civil servant, Walt is well-versed in the Federal benefits available to federal employees. He was onboard during the transition from CSRS to FERS as well as a lifetime TSP participant member since its inception in 1987.

Walt served as an AF DoD instructor teaching Information Technology courses nationwide. While in the position, he delivered over 3400+ hours of live classroom instruction. Furthermore, he was a Computer Information Systems (CIS Dept.) Adjunct Professor/Instructor for 14 years at Sinclair Community College, Dayton, Ohio. In both roles, he was responsible for course development and instructional classroom delivery.

Walt brings a comprehensive understanding of how to maximize employee Government Benefits to enable the Government employee to achieve a comfortable retirement post-government service. Walt holds a B.S., Management Science degree from Wright State Univerity, Dayton, Ohio.

Walt makes his home in Las Vegas, Nevada.

Stacia Bradley joined Federal Benefits Educators as a professional field trainer in February 2018. Stacia recently retired from the federal government after over 41 years of civilian service. Stacia has worked for the Social Security Administration, US Postal Service, Department of Defense/Education Activity, and the Federal Aviation Administration.

Stacia has supervised and mentored many employees, providing technical guidance based on OPM regulations related to federal retirement and benefits programs. Stacia has presented benefits information during onboarding for new employees and facilitated retirement seminars at several agencies. She created presentations, provided training to staff, and performed quality reviews on retirement estimates and applications including disability and death in service. She researched and responded to many congressional inquiries for resolution and has been the point of contact for internal organizations within the agencies she’s worked for.

Stacia has been dedicated to sharing her vast knowledge over the years, counseling, and assisting many federal employees to prepare for retirement. She is excited to work with FBE and continue educating employees about their benefits for the successful end of their careers.

Stacia is based in Kansas City, Kansas.

Allison has been active in the federal space for almost 2 decades. Allison helps oversee the federal benefits network advisors.

Chris has been active in the federal space for almost 2 decades. Chris helps oversee the federal benefits network advisors.