Young Advisors Make Great Leaders

NAIFA’s Young Advisor Team is a hotbed of association leadership, with YATs emerging to fill key positions at the national and chapter levels. Recent young advisor award winners are good examples of this.

NAIFA’s annual YAT Leader of the Year recipients, as we would expect, are well represented among NAIFA leaders. Last year’s YAT Leader of the Year, Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, is a Past President of NAIFA-Greater Washington, D.C., and serves on the chapter’s board. He has also served on the board of NAIFA-Maryland and is on NAIFA’s Diversity, Equity, and Inclusion Council. Carina Hatfield, LUTCF, CLCS,

LACP, the 2020 YAT Leader of the Year, is President of NAIFA-Pennsylvania and Chairs NAIFA’s national YAT Committee. Both Haney and Hatfield have been nominated to serve on NAIFA’s 2023 Board of Trustees.

Advisor Today ’s 4 Under 40 winners are also active in NAIFA leadership roles. Rebecca Schulter (2021) is President of NAIFA-Memphis/West Tennessee and Secretary of NAIFA-Tennessee; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, is a Past President of NAIFA-Los Angeles and is active in the leadership of NAIFA partner Women in Insurance and Financial Services (WIFS); Steve Walker, LUTCF, (2021) is Past President of NAIFANorth Dakota and now serves on the centers Advanced Practice Center chapter Board; Rick Demko, CLU, RICP, LUTCF, LACP, (2020) is Past President of NAIFA-Houston and serves on the NAIFA-Texas Board; and Andy Bartling, FIC, LACP, (2020) is the Immediate Past President of NAIFA-South Dakota.

NAIFA will honor all of its leaders and award recipients at the upcoming National Leadership Conference and Belong celebration, November 13-15 in Washington, D.C. At the event, Petersen International Underwriters is sponsoring a YAT reception on the evening of the 13th . Petersen is a long-time supporter of NAIFA and the YAT program. During the Belong celebration, NAIFA will formally present the 2022 YAT Leader of the Year and Advisor Today ’s 4 Under 40 winners.