Our Team

Sharla D. Rountree is the owner of Personal Benefit Services Group, which she joined in 1988.

Due to increased public awareness and consumer demand to be more knowledgeable about investments, retirement concerns and insurance options, Sharla has taught adult education through a community college on financial planning and investing, as well as, provided federal government retirement seminars with Personal Benefit Services Seminar since 1990.

Sharla has contributed to the “Money Wise” column for the Rocky Mountain News and co-publishes a quarterly financial planning newsletter, The Dollar Chase. In addition, she works as a corporate and non-profit retirement plan advisor.

Mrs. Rountree has received the designation of Certified Financial Planner (CFP®) from the College of Financial Planning in Denver in 1990, and was a member of the Colorado CFP Education Board and current member of the Colorado FPA Education committee. She is a graduate of the University of Colorado with a Bachelor of Science in Finance and Marketing. She is an active registered representative and holds the general securities principal Series 24, Series 7, Series 63 and 65 registrations. She also holds separate Colorado licenses for Life, Long Term Care, Accident, and Health insurance.

L. Ronald Blair is co-founder of Personal Benefit Services Seminars. His extensive background in financial planning, insurance counseling and business administration reflects his commitment to comprehensive, professional financial planning assistance for employees of educational institutions, government agencies, and other organizations.

From New York to San Diego and from Seattle to Corpus Christi, Mr. Blair is a frequent speaker on the topic of pre-retirement and financial planning. He has contributed to the “Money Wise” column in the Rocky Mountain News and has been a contributor to Money Magazine.

Prior to creating Personal Benefit Services Group in 1977, he was a senior account executive with Educators Marketing Service Corporation for seven years. Today, he is an active registered representative who holds the general securities principal Series 24, Series 7, Series 63, and Series 51 registrations. He also holds separate Colorado Licenses for Life, Long Term Care, Accident, and Health Insurance.

Mr. Blair has received a designation of Certified Insurance Counselor and Certified Financial Planner. In addition, he has achieved the designation of Accredited Asset Management Specialist. He has a Bachelor of Science in Business Administration from the University of Denver, and has pursued graduate business study at Colorado State University.

Eric S. M. Kee has over 10 years of financial services experience. Prior to joining PBS Group, Inc., he worked at Jackson National Life, Oppenheimer Funds, DWS-Scudder, One America, and FSC Securities Corporation. Eric’s experience in the industry includes retirement plan consultant, regional wholesaler, and financial advisor. One of Eric’s many specialties includes corporate pensions and corporate retirement benefits. He is a registered representative holding the Series 7 and 63 registrations, along with life and annuity insurance licenses. A graduate of Indiana University- Bloomington, Eric has a Bachelors of Science in Public Affairs and Environmental Science.

Regina Burks joined Personal Benefit Services Group in July 2009. In May of 2009 she graduated Metropolitan State College of Denver with a Bachelors of Science with a major in Financial Services. She also holds a Series 6 registration and Colorado Life Insurance license. Regina is responsible for all of our securities processing, handling transactions, updating and tracking new and existing accounts. She handles our compliance department and is key to making sure we are up on all the current requirements and regulations.She also holds a Series 6 & 7 registration and Colorado Life Insurance license.

Cindy Parish joined Personal Benefit Services Group in November 2009. She assists in financial planning process, insurance issues, schedules seminars, and administrates our software and web page

Aubrey M. Bender  manages our files, investment supplies and provides general office support.

Teddi Woerth oversees our calendar, welcomes you to our office, handles incoming calls, also manages our files, and provides general office support.