MEET RAYMOND VALLEE, JR.
Learn more about Ray’s “Philosophy of Giving,” and the personal approach he takes with all CBU Advisors.
“I get it. As a former life insurance agent, I’ve been in your shoes and I know the challenges you face every day when it comes to prospecting and expanding your business. That’s why I’ve spent the last twenty-five years helping agents and advisors to implement proven systems, working with them to get control of their business, and create the work/life balance they have always wanted.
Since 2001, we’ve made it our mission to help insurance agents and financial advisors improve their prospecting to drive revenue growth. We believe in going above and beyond in everything we do, because we know the more effort and energy we invest, the better the results will be for you.
Reach out to us and find out why Combined Benefits United is known as “The Right Partner,” and learn how at CBU we do things differently.”
-Raymond Vallee, Jr.
President | Combined Benefits United
MEET OUR TEAM

Stephanie Koetzle
Chief Operating Officer

Shelby McNaughton
Chief Financial Officer

Joanna Shelton
Vice President
Sales & Marketing

Stephanie Byras
Vice President
Onboarding/Retention

Bob Ferreira
Creative Director

Jessica Varner
Vice President
Administration

Jeff Harder
Managing Partner
CBU Advantage

Brian Heath
Managing Partner
CBU Benefits

Ben Dzialo
Senior Advisor

Ed Rogers
Senior Life Broker

Stephanie Jones
Chief Business Development Officer
Foundations

Lincoln Baringer
Wellness Division
Back Pocket Benefits

Dayna Stant
Wellness Division
Back Pocket Benefits

Kyle Hockmeyer
Production Manager
The Fieldstone Studio

Larry Lewis
Trainer & Mentor
Client Builder Training