Meet the LMBCo Team

Lillis, McKibben & Co. was created as a partnership in 1982 by William L. Lillis and James N. McKibben. John M. Bongiovanni later became a partner, and on January 1, 2006, the firm's name was changed to recognize this expansion.

Partners & Associates

William Lillis Sr.

Partner
P: 814-452-4085 ext. 230     F: 814-455-2008
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James McKibben

Partner
P: 814-452-4085 ext. 231     F: 814-455-2008
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John Bongiovanni

Partner
P: 814-452-4085 ext. 229     F: 814-455-2008
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William Lillis Jr.

Associate
P: 814-452-4085 ext. 227     F: 814-455-2008
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Marty Gaeta

Office Manager / Executive Assistant
P: 814-452-4085 ext. 242     F: 814-455-2008
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Employee Benefits & Group Insurance Team

John Burgert

Director of Employee Benefit Services
P: 814-452-4085 ext. 222     F: 814-455-2008
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Carrie Albers

Finance Manager
P: 814-452-4085 ext. 241     F: 814-455-2008
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Lisa Morrow

Plan Manager
P: 814-452-4085 ext. 243     F: 814-455-2008
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Luba Clark

Plan Manager
P: 814-452-4085 ext. 244     F: 814-455-2008
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Jan Webber

Client Service Representative
P: 814-452-4085 ext. 234     F: 814-455-2008
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Angela Simpson

Client Service Representative
P: 814-452-4085 ext. 224     F: 814-455-2008
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Francine Gambill

Customer Service Representative
P: 814-452-4085 ext. 221     F: 814-455-2008
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Personal & Business Planning Team

Marty Gaeta

P: 814-452-4085 ext. 242     F: 814-455-2008
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Pam Holzer

P: (814) 452-4085 x237

Kelly Peterson

P: (814) 452-4085 x245

Lucas Slezak

P: (814) 452-4085 x240