The GEBI team had been created to help government employees get all the answers they require from reliable sources. The team comprises of financial planners who have over 30 years of combined experience and have received special training on government employee benefits. Over time, GEBI has grown into one of the most experienced teams of government employee retirement and benefits experts in Hawaii.
For the past 17 years, Dan has worked primarily with health professionals. By specializing in retirement plan design, tax planning, asset protection, and charitable endowments, Dan helped them to understand and maximize the benefits they and their families received during their working career, and more importantly, during their retirement.
As the years passed, Dan found that the rampant paralysis, confusion and misinformation he saw prevailing among many of his clients was made worse for government employees by a system of benefits that few understand and that was constantly changing. He saw that they routinely needed help, but were not able to get it. For many years, the complexities of their various systems kept him at a distance.
Over a period of several years, Dan went through a series of intensive training courses to familiarize himself with the CSRS & FERS systems. Through his relationship with the Government Employee Benefit Institute, Dan has been able to help government employees find the answers they need to understand, navigate, and maximize the benefits they receive from the their respective systems.
Born & raised on Oahu, Dan has received the Paul Harris Award from the Rotary Club of Waikiki, sits on the Board of Directors for the Friends of the Missing Child Center – Hawaii, and has helped with numerous charitable projects including an endowment of the Hilo Medical Center Foundation.
Robert Yeszerski was drawn to the Financial Services and Legacy building Industries after seeing the impact that good solid planning had on his own family.
Robert inherited a desire to help people working for the Federal system from his mother who recently retired from the D.O.D. He clearly remembers her frustrating experiences as she tried to find a source of support and advice with regard to making retirement decisions. He understands that many Federal Employees continue to be challenged by the overwhelming information that is contained in their employment systems.
Robert has been trained over the period of many years in the various government benefit systems to be a resource in offering solid real-world advice. His goal is to help government employees get the information they need so they can start asking the questions that matter to their families. Ultimately, he hopes to help them open the path to relevant information so that they will have a better understanding of their options within the ERS, FERS and CSRS systems.
Robert believes in ‘Living Aloha’, allowing him to put his heart into the services and advice he offers. Working with the Government Employee Benefit Institute and with over 15 years of experience in the Financial and Legacy Building Industries, he is pleased to have the tools needed to truly be able to help those working in the various government systems prepare for a retirement they deserve.
Uri brings to the GEBI team 15 years of communications and domestic/international talent acquisition experience. With an eye for continuous improvement, Uri specializes in client relationship development and operations management. Via her process-minded approach, she looks to achieve company objectives through passion, commitment and communications expertise. Uri worked as Communications lead with Verizon Communications and as team lead with an IT Central Staffing company in charge of government accounts such as Department of Defense, Marine Corps Quantico base, Department of Homeland Security and Department of Transportation in Washington DC. Uri first came to Hawaii as an exchange student attending St Andrews Priory and later earned her MBA degree from Bangalore University and Masters of Public Administration from Strayer University in Washington DC. After living and working abroad for many years, Uri returned to Hawaii where she is a proud mother of 2 beautiful children.