naifa Leadership

Naifa Chapter Profile

NAIFA-Washington

NAIFA’s Washington state chapter had a very active year in 2021 and no letup is expected in 2022. NAIFA-WA members continue to inform policymakers about the drawbacks of the Washington Long Term Care Trust Act, which created a new payroll tax for employers to cover a staterun long-term care benefits program. A NAIFA survey on the act garnered a strong response from advisors and yielded valuable data to educate officials in Washington and other states. In January, NAIFA-WA President Chris Wertenberger testified during a hearing before the Washington House of Representatives Appropriations Committee.

The 2021 NAIFA-WA state conference in September was a hybrid event with members and guests taking advantage of virtual and in-person programming. The conference featured seven speakers, including Mel Sorensen, an attorney with

NAIFA’s Advisor Today

NAIFA Kevin Mayeux, CAE CEO kmayeux@naifa.org

703-770-8101

Michael Gerber COO & General Counsel mgerber@naifa.org

703-770-8190

Diane Boyle SVP, Government Relations dboyle@naifa.org

703-770-8252

John Boyle, CAE VP, Professional Credentials jboyle@naifa.org

703-770-8267

Suzanne Carawan VP, Marketing & Communications scarawan@naifa.org

703-770-8402

Erni Davis VP, Finance edavis@naifa.org

703-770-8125

Michelle Harris VP, Business Development mharris@naifa.org 703-770-8220

Alaina Faiello VP, Professional Development afaiello@naifa.org

703-770-8225

Corey Mathews, CAE VP, Member & Chapter Services cmathews@naifa.org 703-770-8404

Phu Ngo VP, Technology pngo@naifa.org 703-770-8130

Carney Badley Spellman, who is NAIFAWA’s lobbyist and who presented on the state’s long-term care tax. Steve Gutzler, a nationally renowned thought leader and sought-after speaker on leadership, emotional intelligence and personal transformation gave his presentation, “Leading With No Fear.” Mike McGlothlin, CFP, CLU, ChFC, LUTCF, Executive Vice President, Retirement with Ash Brokerage and a loyal NAIFA member since 1993 shared his “6 Accelerants to a High Performing Practice.”

Advocacy work continued at NAIFAWA’s January legislative event, which they held virtually with the Washington Association of Health Underwriters (WAHU). Attendees heard presentations by Todd Dixon, Washington’s Deputy Insurance Commissioner, Consumer Protection Division, and Sorenson, who is the lobbyist for both NAIFA-WA and

President Lawrence Holzberg, LUTCF, LACP Fortis Lux Financial lholzberg@fortislux.com

President-Elect Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP Bryon Holz & Associates bryon@bryonholz.com

Secretary Thomas M. Cothron, LUTCF Southern Farm Bureau Life Insurance Company tomcothron@gmail.com

Treasurer Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS Veritas Financial LLC bjolly@vfwealth.com

Immediate Past President

Thomas O. Michel, LACP Michel Financial tmichel@michelfinancial.com

NAIFA CEO Kevin Mayeux, CAE kmayeux@naifa.org

Trustees

Mark Acre, LUTCF mark.acre@onesourcegroup.net

Wes Booker, LUTCF wes.booker@horacemann.com

Dennis Cuccinelli, LACP dennis@dcuccinelli.com

Christopher Gandy, LACP cgandy@midwestlegacyllc.com

Aprilyn Chavez Geissler, LACP aprilyngeissler@gmail.com

Evelyn Gellar, LUTCF, RICP, CDFA, CLTC egellarwifs@gmail.com

WAHU. They were also able to hold virtual meetings with some legislators.

The February NAIFA-WA Sixth Annual Symposium is also a virtual event, with a program featuring Kerry Wallingford, RICP, CLU, ChFC, a loyal NAIFA member since 1987 and an advisor at Wallingford Financial & College Planning; Christine Khemis, MBA, CLTC, a long-term care insurance partner at ACSIA Partners; and Wayne Ottum, President & Founder at Ottum Enterprises, an author, speaker, and consultant on business leadership.

Under the leadership of 2021 President Chris Bor and 2022 President Chris Wertenberger, NAIFA-WA has great momentum and is keeping members active and engaged.

Win Havir, CPCU, CLF, LUTCF, FSS, AIC, LACP Winona.havir@horacemann.com

Jamie Hopkins, Esq., MBA, CFP, LUTCF, FSS, AIC, LACP hopkins.jamie@gmail.com

Doug Massey, CLU, ChFC, FSS doug@dougmassey.com

Danny O’Connell, LACP doconnell@nextlevel.agency

Vince Vitiello, MBA, CLU vince@newamericamarketing.com

Brian L. Wilson brian.wilson@mutualofomaha.com

NAIFA SERVICE CORPORATION OFFICERS AND DIRECTORS

President Kevin Mayeux, CAE

Secretary Lawrence Holzberg, LUTCF, LACP Fortis Lux Financial

Treasurer Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, RICP Veritas Financial LLC

Directors

David Beaty, IAR, ChFC, CLU, LUTCF, LACP Heartland Financial Services, Ltd.

Susan Wier, CFP, ChFC, RCP First American Trust

EDITORIAL ADVISORY COUNCIL

Laurie A. Adams, CFP, CLU, LACP, LUTCF Country Insurance & Financial Services

Brian Ashe, CLU

Brian Ashe and Associates, Ltd.

Frank Bearden, Ph.D., CLU, ChFC

Frank C. Bearden, Ph.D., Consulting

Lisa Horowitz, CLU, ChFC LifeCycles

Ike Trotter, CLU, CASL, ChFC Ike Trotter Agency, LLC

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Published FEBRUARY 2022/ NAI-T0122/3799

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