CBA Team

Conference RmMeet the CBA Executive Team:

Samuel J. GARCIA, Principle, and CEO    email Sam 
Attended Santa Fe College
Founded CBA in 1980
Licensed Third Party Administrator
Licensed: Casualty and Surety , Life, Accident and Health, Property, Marine and Transportation Vehicle
Recognized Expert in the Voluntary Benefit Insurance Market
Specialist in the Public Sector Market
Extensive Expertise in Product Design, Implementation, Claims Processing, Billing, and Online Enrollment

CATHY FENNER, Principle and CFO   email Cathy
Attended California State Northridge
Securities Series 6 and 63 FINRA Licensed
Licensed: Casualty and Surety , Life, Accident and Health, Property, Marine and Transportation Vehicle
25 Years Employee Benefits and Management Experience
Extensive Experience in Personnel Administration, Classification, and Compensation

JOE LOPEZ, Chief Operations Officer   email Joe
BS University of New Mexico
MA New Mexico Highlands University
Retired Superintendent of Schools
Over 35 Years of Experience in Public and Private Sector Administration
Extensive Experience in Employee Management
Budget Development and Contract Management Expertise
Responsible for Day to Day Operations

NILA MOORE, Vice President for Field Operations   email Nila
BA University of Arizona
MBA Webster University
Securities Series 6, 7, 24, 26, 51, 63 and 66 FINRA Licensed
Licensed in NM, TX, AZ and CO. in Life, Accident and Health
Fifteen Years of Management, Research and Marketing Experience
Extensive Retirement Planning Expertise
Responsible for field Operations

MARIANNA SANDOVAL, Account Management Executive   email Marianna
Attended New Mexico Highlands University
35 Years of Personnel and Fiscal Management Experience
Extensive Experience in Benefit Programs Administration

MARGIE MARTINEZ, Office Manager   email Margie
Responsible for Office Management
Over 18 Years’ Experience in Benefits Processing
Client Liaison

LOUIS ABEYTA, IT Director    email Louis
Training
Retiree Health Care Authority
Expertise in Programming, Project Management and IT Operations
Network Administration and Data Base Programing
Built Interactive websites

JAN JEWETT, Consultant, On-site Health Clinics   email Jan
BBA University of Puget Sound
Chartered Life Underwriter
Chartered Financial Consultant
Managed National Benefits Accounts
Provided Private and Public Entities Models of Healthcare Services and Management

TOM FRANK, Chief Benefit Consultant  email Tom
Attended University of Akron, Ohio and the University of New Mexico
38 years’ experience in the insurance industry
Client Relationships for 30+ years
Benefits Experience With all Size Groups
Expert in Benefits Funding Alternatives

JAN GIBSON, Senor Benefit Consultant   email Jan
BA University of Albuquerque
MA Webster University, St Louis
Member of SHRM and HRMA of New Mexico
Retired Human Resource Manager for City of Albuquerque
25 Years’ Experience in Benefit Management
Expertise in Design, Implement, and Evaluation of Benefit Programs

Robert (Bob) Elsas, National Sales Manager for Life and Disability Insurance    email Bob
BA University of Wisconsin
Master of Urban Planning, Healthcare, University of Wisconsin
Attended University of New Mexico
25 Years Experience in Insurance Industry
Expertise in Corporate Sales/Marketing Communications