About Us

Services

Columbia Benefits, LLC is a full-service financial firm committed to helping clients pursue their financial goals. We strive to create a unique relationship with every client, based on our expertise and range of services offered. We work directly with every client to establish goals and customized strategies to suit their financial objectives. 









We offer the following services: 

     Investment Advisory

     Consulting

     Insurances Sales

     Financial Planning

     Retirement Plan Consulting & TPA

We work with the following clients:

     Individuals and Trusts

     Qualified and Non-Qualified Plans

     Small Businesses and Practices

     Charitable Organizations and Endowments

 





 Gary P. Davis, CLU, ChFC, RHU, Owner, Member


Gary P. Davis, CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), RHU (Registered Health Underwriter) specializes in employee benefits, retirement planning, wealth management, insurance, financial planning and estate planning.  Gary has been specializiing in Financial Services since 1982.   Columbia Benefits operates with the knowledge that one size does not fit all, and offers every client a fully tailored advisory experience.


 


 



Susan L. Bockenfeld, Plan Consultant, Member


Susan L. Bockenfeld has amassed over 30 years experience in the TPA field. Her boundless Third-party administration experience provides the perfect platform for handling Columbia Benefits, LLC's employee benefits and healthcare services. As well as Plan Consultation, Susan has managed the Columbia Benefits, LLC back office since April 2004. 


 


 




Bethany A. Colwell, QKA, Plan Specialist, Member


 


Bethany A. Colwell, QKA (Qualified 401(k) Administrator), specializes in the administration and management of retirement plans.  With over 10 years of experience dealing with hundreds of 401(k), Defined Benefit, Cash Balance and other vairous types of retirement plans. She is no stranger to hard work, an avid snowboarder and an origami master.  Bethany brings experience and excitement to the office of Columbia Benefits, LLC.


 


 


 



 



Vic Groth, CLU, ChFC, RHU, LUTCF, Trainer Emeritus


Victor H. Groth, CLU, RHU, RFP, ChFC, LUTCF.  Vic started working with business owners in 1966.  Throughout Vic’s career, he has specialized in business planning including compensation design, employee benefits, business continuity and estate planning.  Vic is a life member of the MDRT, a life member of the Estate Planning Council and a member of the Society of Financial Services Professionals.  “Keeping more of what you earn” is an ongoing challenge and a primary focus in the planning work Vic does with his clients.  Vic is spending his time primarily training new agents in the proper use of financial products to help clients accomplish their goals.




 




 




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck