Since 1928, members of the Financial Service Advisors Council have been helping individuals, families, and businesses achieve financial security.

With a strong commitment to providing financial services with integrity, the Society's nearly 11,000 members nationwide are uniquely qualified to assist the public in reaching their short- and long-term financial goals.

Council members can provide expert advice on wealth accumulation, wealth preservation, and wealth transfer, as well as a wide variety of other financial topics, from business compensation planning and employee benefits to charitable planning and tax issues.


Reflection from Bob Plybon:

Our chapter started prior to the merger of Pilot and Jefferson Standard. Both companies fostered a sense of community through private employee clubs that hosted pivotal early meetings. These meetings were typically in the form of supper gatherings. Among the individuals that attended, W.H. “Bill” Andrews emerged as a trailblazer, earning the distinction of being one of the first CLUs in the country. Noteworthy figures such as Bill Seawell, a senior executive predating his son’s ascent to a prominent position, and Paul Schenk, a Provident Mutual general agent advocating for CLU membership, contribute to the rich tapestry of these reminiscences. Stu Tugman, a national president, and the possibility of Bill Andrews occupying a similar role add further layers to the narrative.