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Celebrating 32 Years in Brokerage! Membership Directory 2014-2015
NAIFA-ARIZONA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS FOUNDED 1957
P.O. Box 4728 Scottsdale, AZ 85261
480. 661. 6393 Fax: 480. 661. 6743 E-mail: [email protected] Website: www.naifa-az.org
Price: Member $50.00 Non-member $125.00
Arizona is a member of the National Association of Insurance and Financial Advisors [NAIFA]
The information in this membership directory is protected by copyright and is for use only by members of NAIFA-Arizona for association business. This directory may not be used for any commercial or other purpose, and permission to use this directory is contingent upon compliance with this requirement. Please let us know in writing if any information in this directory needs to be corrected, or if you would like any information added to, or omitted from, your entry in this directory, and we will try to make appropriate changes in the next edition.
2014 NAIFA-ARIZONA All rights reserved.
Front Cover: “Companion”, artist Wei Tai, www.weitaiart.com 1 NAIFA-ARIZONA mission statement
The mission of this Association is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
2 table of contents
56 Acronyms 143 Advertisers Index 37-55 Advertisers Section 135-140 Alpha Company Roster 127-134 Alpha Membership Roster 18 APIC 19-20 IFAPAC-Arizona 141 Industry Addresses 36 Life Insurance Awareness Month - Governor Proclamation 6-7 NAIFA-Arizona Leadership 10 NAIFA-Arizona Past Presidents 12 NAIFA Quality Award Winners 9 Sentinel Program
NAIFA-Arizona Local Associations 57-60 Arizona At-Large 63-70 East Valley 73-81 Phoenix 83-91 Scottsdale 93-100 Tucson 103-107 West Valley 109-111 Yuma
5 President’s Letter 24-31 Were You There? Capitol Hill Day Continuing Education Poker Tournament Softball Tournament 113-126 Who’s Who In Photos
15 Licensing & On-Line Continuing Education Material 34-35 NAIFA-Arizona Community Service: “Angel Mamas” 14 NAIFA-Arizona Website 112 NAIFA LUTCF 142 NAIFA Professional Liability Insurance Program 32-33 Leadership in Life Institute 21-23 Arizona Legislators 2 Mission Statement
3 4 Greetings to all new and returning members of NAIFA-Arizona ! The year 2014 brought us some historic developments for our state association: Most notably, the governor signed into law our CE bill which took many years to develop, promote, lobby, and ultimately pass both houses of 2014-2015 the Arizona state legislature in January 2014. Although 2014 saw the OFFICERS President culmination of this hard work, a big thank you must go out to our legislative MICHAEL A. SANDOVAL, CLU, ChFC committee which spent an inordinate amount of time and effort on this bill Tucson President-Elect for the 2 years prior. MIKE FORD West Valley Vice President Second, NAIFA-Arizona achieved platinum status for the Jack E. Bobo SETH KRASNE, LUTCF, CLTC Award of Excellence, given annually to deserving associations, either state Tucson Secretary/Treasurer or local. NAIFA-Arizona was one of only 2 state associations (Iowa being DAVID R. KROLL, CLU, ChFC Tucson the other) who achieved the platinum level, the highest honor given for this National Committee Chair JIM BENNETT, LUTCF award. This was also the second year in a row Arizona has achieved this West Valley Immediate Past President most distinguished designation. Congratulations must also be given to the TRACY L. JONES leadership of NAIFA-Scottsdale and NAIFA-Tucson as these associations Scottsdale Executive Vice President also achieved the platinum status for the Bobo Award. Collectively, PATRICIA A. CHESEBROUGH, CAE NAIFA-Arizona, NAIFA-Scottsdale, and NAIFA-Tucson were members of the select group of 20 associations to have achieved this honor. 2014-2015 DIRECTORS
Finally, Arizona was recognized as one of only 7 state associations to achieve JUDY P. AGUILAR-WOERTZ, LUTCF, ChFC, CASL membership growth for the year ending June 2014. Furthermore, NAIFA- East Valley DANIEL A. CESCHIN East Valley, NAIFA-Phoenix, NAIFA-Scottsdale, and NAIFA-Tucson were Phoenix MICHAEL P. KLEIN, CFP, MBA also recognized as local associations achieving membership growth. A BIG East Valley thank you must be given to all members of the respective state and local DAVID A. SEWELL West Valley membership committees that made this vision a successful reality ! YARA T. NASH Yuma Even though we had a successful 2014, we must not rest on our laurels, but instead act on the momentum built up to this point: NAIFA national 2014-2015 representatives continue to lobby for the tax-favored benefits we promote; LOCAL ASSOCIATION PRESIDENTS NAIFA-Arizona representatives stay abreast of issues affecting our MICHAEL A. SANDOVAL, CLU, ChFC business that come before the Arizona State Legislature; and regular events At Large like NAIFA-Arizona’s Capitol Hill Day and NAIFA-National’s annual DONNA KOHLHASE, CLU, ChFC, CASL East Valley Washington D.C. “fly-in” encourage participation from NAIFA’s rank and SUSAN CARLSON Phoenix file members such as yourself. BARRY COOK, CLU, ChFC Scottsdale With talented and deep leadership teams working on your behalf at both the JUAN IBARRA state and local level, and with a rich and accomplished past to build on, the Tucson CHRISTOPHER S. KELLY years 2015 and beyond appear to be bright for NAIFA in Arizona! West Valley GARY SMITH, CLU, ChFC Yuma Sincerely, Michael Sandoval, CLU, ChFC NAIFA-Arizona President 2014-2015
Association of Insurance & Financial Advisors P.O. Box 4728, Scottsdale, Arizona 85261, Phone 480.661.6393, Fax 480.661.6743 Website: www.naifa-az.org, E-mail: [email protected] 5 Michael A. Sandoval, CLU, ChFC - President (520) 572-1156 [email protected]
Mike Ford - President-Elect 602.944.2220 Ext. 104 [email protected]
Seth Krasne - Vice President (520) 620-5314 [email protected]
Tracy L. Jones - Immediate Past President (480) 361-1334 [email protected]
David R. Kroll, CLU, ChFC - Secretary/Treasurer 480.538.2964 [email protected]
Jim L. Bennett, LUTCF - National Committee Chair (623) 979-4140 [email protected]
Patricia A. Chesebrough, CAE Executive Vice President (480) 661-6393, (480) 661-6743 Fax [email protected]
6 NAIFA-Arizona Board 2014-2015 OFFICERS President...... Michael A. Sandoval, CLU, ChFC President-Elect...... Mike Ford Vice President...... Seth J. Krasne, LUTCF, CLTC Secretary/Treasurer...... David R. Kroll, CLU, ChFC Immediate Past President...... Tracy L. Jones National Committee Chair...... Jim L. Bennett, LUTCF EXECUTIVE VICE PRESIDENT Patricia A. Chesebrough, CAE P.O. Box 4728, Scottsdale, Arizona 85261 Telephone: (480) 661-6393 / FAX: (480) 661-6743 E-mail: [email protected] Website: www.naifa-az.org
DIRECTORS Judy P. Aguilar-Woertz, LUTCF, ChFC, CASL Daniel A. Ceschin Michael P. Klein, CFP, MBA David A. Sewell Yara T. Nash COMMITTEE CHAIRS Membership...... Mike Ford Membership Vice-Chair ...... Seth J. Krasne, LUTCF, CLTC SCHIC / LURN...... Harry Markham, LUTCF Community Service ...... David A. Sewell Public Relations...... Yara T. Nash LILI (Leadership in Life Institute) Chair/ LILI Alumni...... Judy Aguilar-Woertz, CLU, ChFC IFAPAC-Arizona...... Jim L. Bennett, LUTCF APIC / Associate Membership...... Michael P. Klein, CFP, MBA Professional Development/CE/YAT...... David R. Kroll, CLU, ChFC Programs...... Seth J. Krasne, LUTCF, CLTC Government Relations...... Tracy L. Jones Business Praactices...... Michael Sandoval, CLU, ChFC Member Accountability Committee...... Phil Solinsky Membership Independent Committee/GAMA...... Dan Ceschin
7 About NAIFA:
Founded in 1890 to advocate for a positive legislative and regulatory environment, NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States.
8 NAIFA - ARIZONA sentinel program
Sentinel Members are individuals who are willing to go beyond the ordinary, with a monetary contribution to NAIFA Arizona. Sentinel Members receive recognition at all NAIFA-Arizona events, the website and in the Who’s Who Membership Directory.
NAIFA-AZ Says “Thank You” to its Sentinel 2013-2014 Members
Elite Sentinel Members Bennett, Jim Markham, Harry Bobo, Jack McBride, Barry Brettrager, Diana Naber, Verl Cassidy, William Raines, Everett Eibeck, Michael Sewell, David Jones, Tracy Spence, Dwight Kroll, David Wernecke, Robert Lashway, Tod Loeffler, Dwight
Sentinel Members Aguilar-Woetz, Judy Loos, Marvin Beck, Myles McMurry, Doug Burr, Brad Merideth, Dennis Crerand, Connie Solinsky, Phil Dawson, Haydee Wilson, Cliff Ford, Mike
To become a Sentinel Member, call 480-661-6393 Disclaimer - Contributions or gifts to NAIFA-AZ are not tax deductibles as charitable contributions for Federal income tax purposes. However, they may be tax deductibles under other provisions of the internal revenue code.
9 NAIFA-ARIZONA PAST PRESIDENTS “To live is not to learn, but to apply.” LeGouve
1957-1958, 1958-59...... Allyn Watkins 1959-60...... Charles A. DeLeeuw 1960-61...... Edwin D. McGwire 1961-62...... Rulon Rasmussen, CLU 1962-63...... Howard O. Kemper 1963-64...... Robert E. Pope, Jr., CLU 1964-65...... Andrew L. Wolf, CLU 1965-66...... Thomas F. Callahan, Jr. 1966-67...... Dilworth C. Brinton, CLU 1967-68...... J. Lester Shaffer 1968-69...... Eugene Taylor 1969-70...... Jack E. Bobo, CLU 1970-71...... Tony Ziehler, CLU 1971-72...... H. Gordon Farrar, CLU 1972-73...... Earl T. Nagel, CLU 1973-74...... Robert R. Loftus, CLU 1974-75...... Timothy Ryan 1975-76...... Marshall C. Roberts, CLU 1976-77...... Ray Lincoln, CLU 1977-78...... Peter Zimmer 1978-79...... Robert J. Wernecke, CLU 1979-80...... Paul M. Sims, CLU 1980-81...... William J. Adler, CLU 1981-82...... Robert C. Dougherty, CLU 1982-83...... Fred E. Chesebrough, CLU 1983-84...... John J. Brooking, CFP 1984-85...... Dwight Loeffler 1985-86...... Verle F. Naber, CLU, ChFC 1986-87...... Michael Eibeck, CLU, ChFC 1987-88...... Dennis R. Merideth, CLU, ChFC 1988-89...... Gary A. Bomar, LUTCF 1989-90...... Marvin D. Loos, CLU 1990-91...... James G. Shaw, CLU, ChFC 1991-92...... Cliff F. Wilson, CLU, ChFC 1992-93...... Jan M. Doughty, CLU, CFP 1993-94...... Tod D. Lashway, CFP, LUTCF 1994-95...... Robert T. Bishopp, CLU 1995-96...... Vinod K. Mohindra, LUTCF, CLU, ChFC 1996-97...... Robert J. Westbrook, LUTCF, CLU, ChFC 1997-98...... Douglas F. Taylor, LUTCF 1998-99...... Barry A. McBride, CLU 1999-00...... Myles K. Beck, LUTCF 2000-01...... Richard J. Thanig, LUTCF 2001-02...... Jim L. Bennett, LUTCF 2002-03...... Douglas H. McMurry, LUTCF 2003-04...... Eugene R. Bentley 2004-05...... Barry A. Cook, CLU, ChFC 2005-06...... Henry C. GrosJean 2006-07...... Lars D. Hansen, LUTCF 2007-08...... William B. Cassidy, CLU, ChFC 2008-09...... Philip L. Solinsky, LUTCF 2009-10...... Robert A. Bryant Sr., LUTCF 2010-2011...... David A. Sewell 2011-2012...... Diana Brettrager, CIC, FSS, LUTCF 2012-2013...... David R. Kroll, CLU, ChFC, LUTCF 2013-2014...... Tracy L. Jones
10 Leading By Example John J. Brooking, CFP Chair, NAIFA Political Action Committee Chair, IFAPAC Candidate Selection Committee Member, NAIFA Government Relations Committee • Jim L. Bennett, LUTCF NAIFA Political Action Subcommittee • Robert J. Wernecke, CLU Chair, NAIFA Audit Committee Life Trustee of the American College Member, American College Executive Committee • Tod D. Lashway, CFP Arizona Guaranty Fund (Life. Disability) Chair • Cliff F. Wilson, CLU, ChFC Secretary, LIFE Foundation Board • Marvin D. Loos, CLU Arizona Department of Insurance Continuing Education Committee • Patricia A. Chesebrough, CAE Executive Liaison NAIFA IFAPAC Committee 11 NAIFA Quality Award 2014 Industry Award Winners
FINANCIAL ADVISING AND INVESTMENTS Mark Derrico Wendy L. Feldman, CLU,ChFC,CASL,CLTC Tom W. Hannon, CLU, ChFC, CFP, CLTC Thomas Hubbard, CLU,ChFC,CFP,CASL
LIFE AND ANNUITIES
Gregory L. Baker, CLU, ChFC Stephen OG Mehr, FIC Scott F. Bennett, CLF Ben B. Miller, CLU, ChFC Richard W. Beyer Joseph A. Morris, CLU, ChFC, CLTC Mark A. Bonnett Leslie Patterson, Jr. Brian W. Brooks, CFP, ChFC James M. Reeves Dustin E. Brutton, CLU Susan Barbour Riedel, FIC, CFFM Lyle A. Deo, CLU, ChFC, CLTC Joseph B. Rinaldo, , CLTC Brian A. Fenn Neil E. Robbins, CLU, ChFC Brian C. Ginter Jason T. Robinson Stephen B. Horrell, Jr. Mark E. Rowley, John M. Hunt, Jr., CLU Byron Hux Russell, FIC Chester H. Jaehnig, FIC, MDRT Joseph W. Scheid, Jr., CLTC Gary D. Jeffers Preston G. Schmidt Mark W. Johnson Andrew M. Shaw, FIC Sam Kasper Ottis H. Smith Matthew J. Klandrud, FIC Wesley W. Stahler Yvonne J. Knaack, CLU Brett Stein Jeffrey C. Kolzow, RICP, LUTCF, FICF, FIC Chris M. Tanjuaquio Mark D. Larson Michael Kent Welborn, CLU, ChFC, CFP David S. Mann, CAS, CFS Chad Wing, CLU, ChFC, CFP, MSFS Dennis P. McEvoy, CLU, ChFC, CLTC Darren J. Wright
MULTILINE SALES Mark Derrico Julie Jakubek, MBA Wesley W. Stahler Tom A. Tatro, FSS, ChFC
12 ARIZONA Advisor of the Year — HALL OF FAME MEMBERS —
1979 *Don A. Seeds, CLU *Deceased 1980 *Tony Ziehler, CLU 1981 *Dilworth C. Brinton, CLU 1982 *Andy Wolf, CLU 1983 Marshall C. Roberts, CLU 1984 John Van Houten, CLU 1985 *Howard O. Kemper 1986 *Allyn Watkins 1987 Robert J. Wernecke, CLU 1988 John J. Brooking, CFP 1989 Paul M. Sims, CLU 1990 Verle F. Naber, CLU, ChFC 1991 *Joe Ledgerwood 1992 Michael E. Eibeck, CLU, ChFC 1993 Robert C. Dougherty, CLU 1994 Dennis R. Merideth, CLU, ChFC 1995 Marvin D. Loos, CLU 1996 Jack E. Bobo, CLU, FLMI 1997 Seymour Petrovsky, CLU 1998 Tod D. Lashway, CFP, LUTCF 1999 Robert T. Bishopp, CLU 2000 Cliff F. Wilson, CLU, ChFC 2001 Dwight Loeffler 2002 Jack W. Watson, LUTCF 2003 James G. Shaw, CLU, ChFC 2004 Myles Beck, LUTCF 2005 Douglas H. McMurry, LUTCF 2006 *Douglas F. Taylor, LUTCF 2007 Barry A. Cook, CLU, ChFC 2008 Jim L. Bennett, LUTCF 2009 Barry A. McBride, CLU, AEP 2010 Harry E. Markham, LUTCF, CSA 2011 Philip L. Solinsky, LUTCF 2012 Lars D. Hansen, LUTCF 2013 unavailable 2014 Thomas D. Hegna, CLU, ChFC, CASL
13 www.naifa-az.org
EMAIL [email protected]
14 ______NAIFA-ARIZONA Licensing Preparation & Continuing Education
NAIFA-ARIZONA is pleased to offer self study for those interested in becoming licensed agents in Arizona. See www.naifa-az.org for interactive online training or to purchase study manuals.
Established agents can get continuing education through 360 Training. Go to www.naifa-az.org and click on Continuing Education, then click on Virtual University. For any questions call 480-661-6393.
15 It broke our hearts to lose you, but you didn’t go alone; For part of us went with you, the day God called you home. In Loving Memory
Christopher Ryan Ferrell NAIFA-tucson
Torrey A. “Bud” Kaatz, Jr. NAIFA-Phoenix
Lyle Hand NAIFA-West Valley
Tony Ziehler, CLU NAIFA-Tucson Past NAIFA-Arizona President (1970-71)
Harold ‘Hal’ Alexander, CLU, ChFC NAIFA-Scottsdale
16 In memory of my father, who taught me everything there was to know about the printing industry and the most important things in life, Faith, Family, Friends and hard work. DAVID SAMUEL REIFF
NAIFA-Arizona, in its heartfelt loss, will forever miss Dave’s caring support, creative talents and professional encouragement in the 25 plus years he assisted in the publication of the Who’s Who Annual Membership Directory.
reiff imagery GRAPHIC DESIGN communicating Steve Reiff thoughts and emotions through imagery 602. 625. 5922 www.reiffimagery.com 17 Advisors Political Involvement Committee APIC
Nurturing political involvement is the chief responsibility of NAIFA's Advisors Political Involvement Committee. As a member, your support in becoming part of a network of agents and advisors is essential to the success of NAIFA's legislative program.
MISSION STATEMENT The Mission of APIC • To actively promote the involvement of agents and advisors in the election of candidates for local, state and national office, consistent with the legislative interests of the NAIFA federation. • To identify and foster the creation of significant insurance agent and financial advisor relationships with elected officials.
The Objectives of APIC • To identify and develop constituent contacts for all members of Congress. • To involve local association members in federal legislative issues per the direction of the NAIFA Government Relations Committee. • To encourage local association members to participate in national, state and local campaign organizations. • To communicate with and educate NAIFA local association members on the importance of political involvement. • To establish effective communications between constituent contacts and APIC. • To recognize achievement of political involvement and measure results. Would you like to become involved? Please let us know. NAME:______ASSOCIATION:______
PHONE:______EMAIL:______FAX______
18 “We in America do not have government by the majority. We have government by the majority who participate.” Thomas Jefferson
Jim L. Bennett, LUTCF Chair
Douglas H. McMurry, LUTCF Vice Chair
Verl F. Naber, CLU, ChFC Treasurer IFAPAC-ARIZONA Patricia Chesebrough, CAE P.O. Box 4728 Scottsdale, AZ 85261 Committee Administrator Telephone: (480) 661-6393
INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS Arizona At-Large Stephen L. Good Scottsdale Stephen B. Barteau Carrie L. Hall Gregory M. Anderson Patricia A. Chesebrough Mark Hess Ann M. Bean Deborah Jill Miller Ed Kaplan Ronald J. Blau Laverne W. Smith Yvonne J. Knaack Brian W. Brooks Andrew D. Tomlinson Charles Kolesar Julianna L. Carmen Jordan T. Kosnick Barry A. Cook Phoenix David R. Kroll Justin P. Dahlen Michael Abbate Sonja Mazon Rubalcava Haydee Dawson Jack G. Alspaugh Barry A. McBride Michael E. Eibeck Daniel G. Anstett, Jr. Juli Y. McNeely Jodi Ford Melissa Bartusch Ben B. Miller Glen R. Gabrielson W. Craig Berger Daniel R. Miller Edward B. Grant Jack E. Bobo Adam H. Mosbach Dennis Ham Bradley B. Burr Linda R. Patent Robert A. Hartman Susan Carlson Phillip C. Richards Jehangir L. Hashim William B. Cassidy Allen L. Rothman Martin F. Henderson Daniel A. Ceschin Paul M. Sabol Regina Holmes James M. Clary Gary M. Schraufnagel Elayne M. Jackson Scott P. Craddock Larry Seaman Tracy L. Jones Jan M. Doughty Thomas C. Shultz Laura Kunewa Jonathan P. Fagan Dwight A. Spence Tod D. Lashway Dianne T. Fay Michael J. Strati Dwight E. Loeffler David S. Mann 19 INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS
Harry E. Markham Seth J. Krasne Douglas H. McMurry Michael E. Markham William Mayfield Scott D. Mecham Jr. Michelle S. McCroskey Connie Jo McAdams Kevin J. Michaels Steven T. Mindak Stephen R. McNeely Joseph A. Morris Michael A. Nemger Dennis R. Merideth Alan Sapakie Gary K. Nielsen Jeanie Merideth Cliff F. Wilson Michael L. Nitchen Matthew R. Nelson William J. Wise Jon R. O’Neal Tiana F. Ronstadt Kenny Ziegler Gunther Perdomo Michael A. Sandoval Michael E. Pinta Philip L. Solinsky West Valley Donald W. Poppe Brett Stein Jim Bennett Mindy S. Reyes Tom A. Tatro Robert A. Bryant Sr. Susan B. Riedel Daniel P. Toal Constance M. Crerand Gregory Ryan Thomas R. Vetrano Joseph E. Crerand Jr. Jon C. Shawl Mike Ford Ginny Sparks East Valley Paul E. Ford D. Winston Vineyard Judy P. Aguilar-Woertz Stephen R. Goucher Robert J. Wernecke Carmelo I. Alvarez C. Don Hastings Mark H. Woods Jeff D. Barra George O. Henderson Susan M. Beyer Chris S. Kelly Tucson Nancy L. Bockler Yvonne J. Knaack Michael P. Barker John J. Brooking Mark W. McFadden Myles K. Beck Dale L. Chittenden Verl F. Naber Diana Brettrager Daniel E. Del Villar David A. Sewell Marcus D. Carreon Andrew G. Dzurinko Jerlynne L. Davis Steven J. Edman Yuma Shelley DeBlois Dan D. Ferrin David C. DeGiorgio John R. Decker, Jr. Vandy Ford Tony c. Felix Lyle A. Deo Lars D. Hansen Carmen T. Green Kimiko J. Donahue Thomas D. Hegna David J. Montoya Allen G. Ekman Rob Heller Yara T. Nash Chaz Elsten Thomas Hubbard Narci R. Rios Richard H. Fancon Julie Jakubek David M. Schuman Maria Frisby Michael P. Klein Gary L. Smith Stacey Himes D’Antonio Jeff A. Klusmann Arthur Ivan Swanson Juan F. Ibarra Donna V. Kohlhase
20 Arizona Legislature - Senate
Name District Party Email Room Phone (602) Fax (602) ______
Ed Ableser 26 D [email protected] 303A 926-4118 417-3224 Nancy Barto 15 R [email protected] 307 926-5766 417-3261 Carlyle Begay 7 D [email protected] 315 926-5862 417-3099 Andy Biggs 12 R [email protected] 205 926-4371 417-3022 David Bradley 10 D [email protected] 313 926-5262 926-3429 Judy Burges 22 R [email protected] 302 926-5861 417-3104 Olivia Cajero Bedford 3 D [email protected] 314 926-5835 417-3262 Alice Crandell 6 R 304 926-5409 417-3105 Andrea Dalessandro 2 D [email protected] 312 926-5342 417-3169 Adam Driggs 28 R [email protected] 212 926-3016 417-3007 Majority Whip Steve Farley 9 D [email protected] 311 926-3022 417-3128 David Farnsworth 16 R [email protected] 304 926-3020 417-3119 Steve Gallardo 29 D [email protected] 313 926-5830 417-3268 Minority Whip Gail Griffin 14 R [email protected] 300 926-5895 417-3025 President Pro Tempore Katie Hobbs 24 D [email protected] 308 926-5325 417-3136 Jack Jackson Jr. 7 D Resigned on 7/12/2013 Leah Landrum Taylor 27 D [email protected] 315 926-3830 417-3148 Linda Lopez 2 D Resigned on 1/13/2014 John McComish 18 R [email protected] 212 926-5898 417-3020 Majority Leader Barbara McGuire 8 D [email protected] 314 926-5836 417-3131 Al Melvin 11 R [email protected] 303 926-4326 417-3159 Robert Meza 30 D [email protected] 311 926-3425 417-3114 Rick Murphy 21 R [email protected] 305 926-4444 417-3009 Lynne Pancrazi 4 D [email protected] 213 926-3004 417-3179 Assistant Minority Leader Steve Pierce 1 R [email protected] 301 926-5584 417-3101 Michele Reagan 23 R [email protected] 303 926-5828 417-3255 Don Shooter 13 R [email protected] 200 926-4139 417-3024 Anna Tovar 19 D [email protected] 213 926-3392 417-3013 Minority Leader Kelli Ward 5 R [email protected] 306 926-4138 417-3165 Bob Worsley 25 R [email protected] 310 926-5760 417-3091 Steve Yarbrough 17 R [email protected] 309 926-5863 417-3258 Kimberly Yee 20 R [email protected] 302 926-3024 417-3110
21 Arizona Legislature - House
Name District Party Email Room Phone (602) Fax (602) ______
John Allen 15 R [email protected] 131 926-4916 417-3150 Lela Alston 24 D [email protected] 332 926-5829 417-3115 Brenda Barton 6 R [email protected] 111 926-4129 417-3010 Sonny Borrelli 5 R [email protected] 310 926-5051 417-3003 Paul Boyer 20 R [email protected] 309 926-4173 417-3153 Kate Brophy McGee 28 R [email protected] 304 926-4486 417-3170 Chad Campbell 24 D [email protected] 320 926-3026 417-3037 Minority Leader Mark A. Cardenas 19 D [email protected] 122 926-3014 417-3048 Heather Carter 15 R [email protected] 303 926-5503 417-3107 Demion Clinco 2 D [email protected] 118 926-4089 417-3029 Doug Coleman 16 R [email protected] 308 926-3160 417-3151 Lupe Chavira Contreras 19 D [email protected] 323 926-5284 417-3106 Jeff Dial 18 R [email protected] 110 926-5550 417-3120 Juan Carlos Escamilla 4 D [email protected] 126 926-5872 417-3112 Karen Fann 1 R [email protected] 316 926-5874 417-3001 Eddie Farnsworth 12 R [email protected] 302 926-5735 417-3122 Thomas Forese 17 R [email protected] 113 926-5168 417-3021 Rosanna Gabaldón 2 D [email protected] 117 926-3424 417-3129 Sally Ann Gonzales 3 D [email protected] 116 926-3278 417-3127 Doris Goodale 5 R [email protected] 313 926-5408 417-3103 David M. Gowan Sr. 14 R [email protected] 206 926-3312 417-3130 Majority Leader Rick Gray 21 R [email protected] 219 926-5993 417-3225 Majority Whip Albert Hale 7 D [email protected] 129 926-4323 417-3160 Lydia Hernández 29 D [email protected] 119 926-3376 417-3176 John Kavanagh 23 R [email protected] 114 926-5170 417-3108 Adam Kwasman 11 R [email protected] 344 926-5839 417-3026 Jonathan Larkin 30 D [email protected] 124 926-5058 417-3015 Debbie Lesko 21 R [email protected] 222 926-5413 417-3109 David Livingston 22 R [email protected] 341 926-4178 417-3154 Phil Lovas 22 R [email protected] 130 926-3297 417-3004 Stefanie Mach 10 D [email protected] 125 926-3398 417-3126 Debbie McCune Davis 30 D [email protected] 322 926-4485 417-3014 Juan Mendez 26 D [email protected] 120 926-4124 417-3017 Javan “J.D.” Mesnard 17 R [email protected] 220 926-4481 417-3152 Speaker Pro Tempore
22 continued Arizona Legislature - House
Name District Party Email Room Phone (602) Fax (602) ______
Eric Meyer 28 D [email protected] 334 926-3037 417-3111 Minority Whip Catherine H. Miranda 27 D [email protected] 329 926-4893 417-3116 Darin Mitchell 13 R [email protected] 307 926-5894 417-3012 Steve Montenegro 13 R [email protected] 218 926-5955 417-3168 Norma A. Muñoz 27 D [email protected] 325 926-3042 417-3117 Justin Olson 25 R [email protected] 306 926-5288 417-3161 Ethan Orr 9 R [email protected] 337 926-3235 417-3030 Lisa Otondo 4 D [email protected] 123 926-3002 417-3124 Jamescita Peshlakai 7 D [email protected] 333 926-5160 417-3002 Warren Petersen 12 R [email protected] 345 926-4136 417-3222 Justin Pierce 25 R [email protected] 112 926-5495 417-3019 Frank Pratt 8 R [email protected] 223 926-5761 417-3023 Martín J. Quezada 29 D [email protected] 324 926-5911 417-3171 Bob Robson 18 R [email protected] 217 926-5549 417-3157 Macario Saldate IV 3 D [email protected] 115 926-4171 417-3162 Carl Seel 20 R [email protected] 330 926-3018 417-3006 Andrew Sherwood 26 D [email protected] 121 926-3028 417-3038 T.J. Shope 8 R [email protected] 338 926-3012 417-3123 Steve Smith 11 R [email protected] 335 926-5685 417-3167 Victoria Steele 9 D [email protected] 318 926-5683 417-3147 David W. Stevens 14 R [email protected] 312 926-4321 417-3146 Bob Thorpe 6 R [email protected] 331 926-5219 417-3118 Andy Tobin 1 R [email protected] 221 926-5172 417-3085 Kelly Townsend 16 R [email protected] 342 926-4467 417-3018 Michelle Ugenti 23 R [email protected] 339 926-4480 417-3155 Bruce Wheeler 10 D [email protected] 321 926-3300 417-3028 Assist. Minority Leader
23 Were You There? Capitol Hill Day
24 25 Were You There? Continuing Education
26 27 Were You There? Poker Tournament
28 SPONSORS
CLIFF WILSON - East Valley
29 Were You There? Softball Tournament
30 31 ®
“NAIFA-ArizonaLILI is truly a lifeis proud of the 2014 Leadership inchanging Life Institute experience! (LILI) Graduates” During the six month sessions; you will clarify LILI – Advancingso much the highest in both standard your of leadership thinking. professional and personal life! It’s amazing! Judy Aguilar-Woertz
LILI - Advancing the highest standard of leadership thinking For more information, visit www.naifa.org/lili or contact NAIFA-Arizona, [email protected] for enrollment opportunities.
Left to right: Paul Ford, NAIFA-West Valley Regina Holmes, CLU, ChFC – NAIFA-Scottsdale Melissa Bartusch – NAIFA-Phoenix Susan Carlson – NAIFA-Phoenix Juan Ibarra – NAIFA-Tucson Judy Aguilar-Woertz, LUTCF, ChFC, CASL – LILI Moderator
32 LILI is truly a life changing experience! During the six month sessions, you will clarify so much in both your professional and personal life! It’s amazing! Judy Aguilar-Woertz, ChFC, LUTCF, CASL
LILI - Advancing the highest standard of leadership thinking For more information, visit www.naifa.org/lili or contact NAIFA-Arizona, [email protected] for enrollment opportunities.
33 34 NAIFA-Arizona 2014-15 Community Service Program: Toy Drive for Angel Mamas NAIFA-AZ and Locals Christmas Toy Drive for Angel Mamas Contact: 480-661-6393 to donate
Angel Mama’s Toy Wish List
1. The original Connect Four game 2. Small Lego sets 3. Lego Hero Factory sets 4. Matchbox cars 5. Action Figures 6. Princess Plastic figureees 7. Toys R Us Gift Cards 8. Plastic Farm Animals 9. Watercolor Paints 10. 8 count Crayola markers 11. Michaels Gift Cards 12. Little Pony items 13. Hello Kitty items 14. Plastic Baby Dolls 15. Infant Toys 16. Plastic Tools Sets 17. Small CD Player 18. Uno Cards 19. Silly Putty 20. Operation Sponge Bob game 21. Coloring Books 22. Soft Baby Dolls 23. TEEN ITEMS: Gift cards for movies, restaurants, arts and crafts, and Beauty Products
35 36 Advertiser’s Section Please support our supporters!
37
AMERICAN SAVINGS LIFE INSURANCE COMPANY offers its niche products exclusively through a limited number of directly appointed independent financial advisors: Our Niche is: Annuities: Highest fixed rates/payouts! Life Ins: Highest dividend & cash value rates! Easy to understand products.
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38
AMERICAN SAVINGS LIFE INSURANCE COMPANY is a 60 year old Arizona domiciled life insurance carrier, founded in 1954 in Phoenix, Arizona. Financial Strength: We are proud to have a significantly stronger Solvency Ratio and Balance Sheet, dollar for dollar, than almost all other life insurance companies. Check us out! Distribution: We offer whole life insurance and fixed annuity products exclusively through a limited number of directly appointed independent financial advisors. Learn More: We invite you to learn more about our Company and our products at: www.AmericanSavingsLife.com Or call Don Ayers, Sales/Marketing Director, at 480-835-5000 x307
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39 COUNTRY Financial® congratulates the following financial representatives for being a member of NAIFA
Diana Brettrager Chris Gurton Mike Halliday Richard Kisthardt Scott Nasca Larry Neidich Scott Bennett Mindy Reyes Heather Guzman-Keslich Mark Pinter Tom Zavaglia Michael Geuda
0914-617HO
40 41 B E S T G L A S S
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42 BROKERAGE IS MORE THAN BUSINESS. IT’S PERSONAL.
MassMutual is here for you. Our broad portfolio and proven expertise will give your business the tools to help it thrive – today and for the long-term. COMPETITIVE PRODUCTS • Life Insurance – A comprehensive product portfolio, including Whole Life, Universal Life, Variable Universal Life1, Term Life and Survivorship Life • Disability Income Insurance – Individual DI Insurance or Multi-Life – BOE and Buy Sell – Protect ability to save for retirement • Long-Term Care Insurance – SignatureCare® 500 • Annuities – Offering two Fixed Deferred Annuities – Single Premium Immediate Annnuity (SPIA) – Flexible Premium Deferred Income Annuity INDUSTRY EXPERTISE • Estate Analysis & Business Planning • Charitable Gifting Plans • Business Succession Planning • Executive Benefit Plans Jeff Dollarhide is a proud sponsor of NAIFA Phoenix, NAIFA Scottsdale, Southwest Autism Research & Resource Center- SARRC, The Greater Southwest Chapter CMAA, Arizona Latin-American Association - ALMA, The Hispanic Chamber of Commerce, Central Arizona Estate Plan Coun- cil, Junior Achievement, Phoenix Business Journal 40 Under 40 and Best Places to Work and Easter Seals.
To learn more, contact: Sue Kuraja Agency Brokerage Director 17550 N. Perimeter Drive, Suite 450 Scottsdale, AZ 85255 Cell: 480-300-9822 Office: 480-538-2957 [email protected]
LIFE INSURANCE + RETIREMENT/401(K) PLAN SERVICES + DISABILITY INCOME INSURANCE LONG TERM CARE INSURANCE + ANNUITIES MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Insurance products issued by MassMutual, Springfield, MA 01111-0001 and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company, Enfield, CT 06082. 1To offer or sell MassMutual and subsidiary company variable products, producers must be registered representatives of MML Investors Services, LLC, 1295 State Street, Springfield, MA 01111-0001, or a broker-dealer that has a selling agreement with MML Distributors, LLC. All products are offered by Massachusetts Mutual Life Insurance Company, 1295 State Street, Springfield, MA 01111-0001. The products may not be available in all states. Product listing accurate as of 9/2/14. CRN201602-180075
43
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44 It’s like rocket science.
Deciphering the complex and ever-evolving landscape of an unpredictable financial climate requires smart planning. At Highland Capital Brokerage, we work with your insurance agent or financial planner to create a detailed and comprehensive strategy to help get you where you want to be, when you want to be there.
As a leading provider of executive, business and estate planning, and wealth transfer solutions, we offer access to the world’s top carriers across life insurance, annuities, disability income, and long term care. By working with us, your financial advisor gains access to our skilled CPAs, tax attorneys, underwriting experts, and advanced marketing specialists, all seeking to deliver brilliant results for you.
Joe Presutti Dave Hill, CLU, ChFC Steve Moore, CLU Matt Workman, CLU Managing Principal Sales Vice President Sales Vice President Sales Vice President [email protected] [email protected] [email protected] [email protected] 602.732.3500 602.732.3506 602.732.3504 602.732.3508
WWW.HIGHLANDBROKERAGE.COM Securities and Investment Advisory Services may be offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Highland Capital Brokerage and NFPAS are not affiliated. 128408
45 For over four decades Mike Moloney has worked with legal and financial professionals developing custom and affordable estate plans for their clients.
Mike has the ability to explain and teach you, in an informative and easy to understand style, the ins and outs of all types of estate planning options.
He can help you choose which personalized solutions are best suited for your clients. k Products include: • Revocable Living Trust • Special Needs Trust • Last Will & Testament • Health Care Power of Attorney Call Mike today! • Irrevocable Trust 602-371- 8898 • Living Will • Power of Attorney Ask about our wholesale • Corporations prices available to • Limited Liability Company NAIFA members. • Family Limited Partnership • Pre & Post Nuptial Agreement Premier Documents DOCUMENT SERVICES & ESTATE PLANNING SOLUTIONS 14985 West Bell Road, Suite 125 / Surprise, AZ 85374 [email protected] / AZLDP #81403
46 47 48 Are You Getting Your Share of the Nonqualified Executive Benefit Marketplace? • Voluntary nonqualified deferred compensation plans • Supplemental retirement plans (SERP’s) • Sec. 162 executive bonus plans Experience…
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49 Committed to a strong and healthy ArizonA
For 75 years, we have been helping take care of Arizonans. We focus on the health of our members and the well-being of the communities in which they live. That’s why we’re proud to support NAIFA and the work they do to foster a strong and thriving business climate now and far into the future. 112351-14
50 Masters of Our Craft
Shaping and Delivering Relevant Solutions
As masters of the art and science of life insurance, we take the time to understand the different and evolving needs of individuals, families and small businesses. We continuously advance and apply our expertise and experience to align the right solutions and deliver as promised, each and every time.
To do so, we work with our trusted financial professionals to unlock the complete value of life insurance — providing the protection your clients need, helping them reach their lifetime goals and making great things possible. We have always delivered as promised. Discover what’s possible. Call us at 1-800-818-8184 (option 9) or visit us at www.pennmutual.com/ whypml to learn more about Penn Mutual and our Producer Value Commitment.
Ashley Allen Cambridge Financial Services 2450 S. Gilbert Road, Suite 100 Chandler, AZ 85286 Email: [email protected] Phone: 480-219-8522
© 2013 The Penn Mutual Life Insurance Company, Philadelphia, PA 19172 www.pennmutual.com 10/13 | A3CM-1008-05E2
51 Griffin EA2-IU274 (1114) or 866.606.5901
www.griffincapital.com To receive To a prospectus please call visit Inc. offering.Inc. Von 18191 Karman Avenue, Suite 300, Irvine CA 92612. offered at A share. $10 per Class ESSENTIAL to the tenant’s business. ESSENTIAL to the tenant’s Up to $2 billion of common stock are being in long-term net leased office and industrial assets Griffin primarily Asset REIT II invests Essential Capital riffin Capital Securities, Inc., member FINRA/SIPC, is the dealer manager for the G THE BUY TO AN OFFER OF A SOLICITATION SELL NOR TO AN OFFER THIS IS NEITHER SECURITIES DESCRIBED HEREIN. THE PROSPECTUS. BY AN OFFERING IS MADE ONLY CapitalII REIT Asset Essential
52 Insure Your Possibilities®
Phoenix Division Offi ce Daniel A. Ceschin, General Manager 3200 East Camelback, Ste. 190 Phoenix, AZ 85018 Phone: 602-265-8223 www.phoenixdo.com
Insurance. Retirement. Investments.
Insurance products and services offered by Mutual of Omaha Insurance Company or one of its affi liates. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. AFN42815
53 NAIFA-half-page.pdf 1 9/17/14 9:51 AM
Congratulations to Tracy800.523.5851 L. Jones www.unkefer.net
C Arizona's Best Service & Commissions for M
Y Annuity & Life Insurance Sales CM Serving Arizona Agents, Agencies and MY
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Call us for a complimentary consultation (480) 361-1334 phone www.ejonesassoc.com 9825 E. Bell Rd, Ste 120, Scottsdale, AZ 85260
54 Barry A. McBride President - Sun Cornerstone Group 602.808.9008, ext. 21
Gerber Life Guaranteed Life Insurance Turn your time and efforts into profitable business with Gerber Life’s Guaranteed Life product solution for your clients. Product Overview • Issue ages 50-80 • $5,000 to $25,000 face amounts • No medical exam and No health questions • Over the phone sales are available! For more information contact: Michelle Chandler, Life Sales and Marketing Director AIM Marketing, 602-224-8000 ext. 18 [email protected]
Life insurance underwritten by Gerber Life Insurance Company, White Plains, NY 10605. Guaranteed Life is issued in all states except MT. May not be available in all states at all ages and amounts. This policy contains reductions, limitations and exclusions, including a graded death benefit limitation during the first two years of policy ownership. Policy Form Series ICC12-GWLP and GWLP-12. For Financial Professional Use Only. AD-002 (1014)
55 acronyms AALU Association for Advanced Life Underwriting ACLI American Council of Life Insurance ALHA Association of Life & Health Administrators CAP Chartered Advisor in Philanthropy CASL Chartered Advisor for Senior Living CIC Certified Insurance Counselor CEBS Certified Employee Benefits Specialist CFP Certified Financial Planner ChFC Chartered Financial Consultant CLF Chartered Leadership Fellow CLU Chartered Life Underwriter CLTC Certified Long Term Care CPCU Chartered Property & Casualty Underwriter CSA Certified Senior Advisor FINRA Financial Regulatory Authority FLMI Fellow Life Management Institute FSS Financial Services Specialist GAMA General Agents and Managers Association/International HIAA Health Insurance Association of America IAFP International Association for Financial Planning LIMRA Life Insurance Marketing and Research Association LOMA Life Office Management Association LTCP Long Term Care Professional LUTC Life Underwriters Training Council LUTCF Life Underwriters Training Council Fellow MDRT Million Dollar Round Table MSFS Masters of Science in Financial Services NAHU National Association of Health Underwriters NAIC National Association of Insurance Commissioners NAIFA National Association of Insurance and Financial Advisors NAIFAPAC NAIFA Political Action Committee NQA National Quality Award NSAA National Sales Achievement Award REBC Registered Employee Benefits Consultant RFC Registered Financial Consultant RHU Registered Health Underwriter RIA Registered Investment Advisor RICP Retirement Income Certified Professional SEC Securities and Exchange Commission TOT Top of the Table (MDRT)
56 AZ AT-LARGE
NAIFA arizona at-large www.naifa-az.org
For information call NAIFA - Arizona 480-661-6393. Patricia A. Chesebrough, CAE
OFFICERS ––––––––––––––––––––––––––––––––––––––––––––––––––––––– President Michael A. Sandoval, CLU, ChFC President-Elect Mike Ford Vice President Seth Krasne, LUTCF, CLTC Secretary David R. Kroll, CLU, ChFC Treasurer David R. Kroll, CLU, ChFC National Committee Chair Jim L. Bennett, LUTCF Immediate Past President Tracy Jones
57 º at-large º at-large º
David Escarcega Hyun Kim A Strategic Financial Partners Hyun C. Kim Insurance Agency Delia Aguirre 4939 West Ray Road #4-331 3150 S. Gilbert Road #102 Farmers Insurance Group Chandler, 85226 / 888-249-0639 Chandler, 85286/480-964-2005 813 W. Elliot Road #3 [email protected] [email protected] Chandler, 85225 / 480-491-3232 [email protected] Michael Kosse F Liberty Mutual Bianca Apack Gregg Fendley 10304 N. Hayden Road #130 Liberty Mutual Gregg Fendley / Benefits Inc. Scottsdale, 85258 / 480-483-8467 2510 W. Dunlap Avenue #126 940 N. Switzer Canyon Dr. [email protected] Phoenix, 85021 / 480-438-8545 Flagstaff, 86001 / 928-779-4107 [email protected] [email protected] Archie Fisher L North American Life Larry Lambert, CLU, CFP, RFC B 1702 W. Shangri La Road Unit 4 The LBL Group William F. Babb Phoenix, 85029 / 602-943-2202 4281 Katella Ave., Suite 221 Babb Financial Group [email protected] Los Alamitos, CA 90720 / 714-236-8270 2380 N. Oakmont Dr. [email protected] Flagstaff, 86004 / 928-526-2911 Lisa Fuhrman [email protected] Select Insurance & Financial Services Nicole Lessard 2150 N. Kiowa Blvd. #B106 Independent Health Insurance Wendy Baker Lake Havasu City, 86403 / 928-505-0469 724 W. Orchard Way Farm Bureau [email protected] Gilbert, 85233/602-717-6265 3518 N. Irving Street [email protected] Kingman, 86409 / 928-757-5555 [email protected] H Stephen B. Barteau, LUTCF Honorio Hernandez M American National Strategic Insurance Michael J. McAndrew 813 Cove Parkway #103 8310 E. McDonald Drive #8106 Springberg McAndrew Financial Cottonwood, 86326 / 928-634-2306 Scottsdale, 85250 / 480-227-1878 430 El Camino Way [email protected] Lake Havasu City, 86403 / 928-855-9421 Robert Hess [email protected] InSphere Insurance Services 7150 E. Camelback Road #310 Deborah J. Miller C Scottsdale, 85251 / 480-220-0900 State Farm Insurance James Chernek [email protected] 1600 McCulloch Blvd., Suite 1B American Family Lake Havasu City, 86403 / 928-854-6693 9240 W. Union Hills Drive #101 [email protected] Peoria, 85383 / 623-581-0102 [email protected] J Valerie Mowers Noreen Johnson, LUTCF Liberty Mutual Patricia A. Chesebrough, CAE Johnson Insurance Services 10304 N. Hayden Road #130 NAIFA - Arizona 299 Van Deren Road #1 Scottsdale, 85258 / 480-483-8467 P.O. Box 4728 Sedona, 86336 / 928-282-3615 [email protected] Scottsdale, 85261 / (480) 661-6393 [email protected] [email protected] N K Deana M. Nelson E Bob Keeper State Farm Tom Elms InsurYourAssets 3880 Stockton Hill Road, #106 The Thomas Group 39050 N. Spur Cross Road Kingman, 86409 / 928-681-8000 511 S. 2nd Avenue Cave Creek, 85331 / 602-363-7871 [email protected] Safford, 85546 / 877-284-5131 [email protected] [email protected]
58 º at-large º at-large º
John R. Nygren Randy Rondberg W Springberg McAndrew Financial Nation’s First Financial Katherine Wagner, CLU, CPCU, ChFC 430 El Camino Way 6402 E. Superstition Springs Blvd. #110 B-On The Obvious, Inc. Lake Havasu City, 86403 / 928-855-9421 Mesa, 85206 8 West Vernon Avenue [email protected] [email protected] Phoenix, 85003/602-795-7320 [email protected] Donald Rosalez M.A.S. Group Errol Wall O 121 E. Birch Street #404 AAA Arizona Anthony Olson Flagstaff, 86001 / 928-774-9091 2375 E. Camelback Road #500 Strategy Financial Group [email protected] Phoenix, 85016 / 602-241-2914 3200 E. Camelback Road #285 [email protected] Phoenix, 85018/602-343-9309 [email protected] Scott Winter S Liberty Mutual Brian Springberg, CFP 3530 S. Val Vista Drive #111 Springberg McAndrew Financial Gilbert, 85297/480-857-8662 P 430 El Camino Way [email protected] John Petrillo Lake Havasu City, 86403/928-855-9421 Senior Lifestyle Solutions 8125 N. 23rd Avenue #222 Daryl S. Stern, LUTCF Phoenix, 85021 / 602-375-2400 Guardian Y [email protected] 11445 E. Via Linda #2611 Ginger E. Yazak Scottsdale, 85259/480-767-8500 Independent Robert Pico [email protected] 7602 N. Sierra Vista Dr. State Farm Lake Havasu City, 8640/928-505-4003 770 E. White Mountain Blvd. #100 [email protected] Pinetop, 85935 / 928-242-0473 [email protected] T Andrew D. Tomlinson James Plemons Andy Tomlinson & Associates Jim Plemons Agency 824 Valley St. 9449 N. 90th Street #110 Prescott, 86305 / (928) 776-1031 Scottsdale, 85258/480-251-5212 [email protected] [email protected] Cathy Trent, CLU, ChFC, CASL State Farm 233 N. Alarcon Street R Prescott, 86301 / 928-445-2061 Andrew Rafal [email protected] Strategy Financial Group 3200 E. Camelback Road #285 Phoenix, 85018/602-343-9305 [email protected] Barbara Rathbun Independent P. O. Box 30310 Mesa, 85275 / 480-655-1091 James Regan The BDA Wealth Group 5050 N. 40th Street #205 Phoenix, 85018 / 480-999-3033 [email protected]
59 º at-large º at-large º
ALPHABETICAL COMPANY LISTING Independents Independent Health Insurance Strategic Financial Partners Chesebrough, Patricia A. Lessard, Nicole Escarcega, David Fendley, Gregg Fuhrman, Lisa R. InSphere Insurance Solutions Strategic Insurance Johnson, Noreen Hess, Robert Hernandez, Honorio Keeper, Bob Kim,Hyun Liberty Mutual Strategy Financial Group Lambert, Larry Apack, Bianca Olson, Anthony Rathbun, Barbara Kosse, Michael Rafal, Andrew Tomlinson, Andrew D. Mowers, Valerie Yazak, Ginger E. Winter, Scott The BDA Wealth Group Regan, James AAA Arizona M.A.S. Group Wall, Eric Rosalez, Donald The Thomas Group Elms, Tom American Family Nation’s First Financial Chernek, James Rondberg, Randy American National North American Life Barteau, Stephen B. Fisher, Archie Babb Financial Group Senior LifeStyle Solutions Babb, William F. Petrillo, John B-On The Obvioous Springberg McAndrew Financial Wagner, Katherine McAndrew, Michael J. Nygren, John R. Farm Bureau Springberg, Brian Baker, Wendy State Farm Farmers Insurance Group Miller, Deborah J. Aguirre, Delia Nelson, Deana M. Plemons, James Pico, Robert Trent, Cathy, CLU, ChFC Guardian Stern, Daryl S., LUTCF
60 61 it’s always been about BEING THERE
We know there is nothing more important than being there when it matters most. That’s why State Farm is proud to support the National Association of Insurance and Financial Advisors, because that is what being there is all about. Like a good neighbor, State Farm is there.®
statefarm.com®
1001097.1 State Farm, Home Office, Bloomington, IL
62 NAIFA east valley www.naifaeastvalley.org EAST VALLEY Donna Kohlhase, CLU, ChFC, CASL 490-396-2140
OFFICERS President Donna Kohlhase, CLU, ChFC, CASL President-Elect Secretary/Treasurer Vandy Ford Immediate Past President Joseph Morris, CLU, ChFC National Committee chairman Lars Hansen, LUTCF
DIRECTORS Dale L. Chittenden Carmelo Alvarez, CLU, ChFC, CLF Andy Dzurinko, CLU, ChFC Jeff Barra
NAIFA-East Valley Betty Hartnett, CLU, FLMI 3030 E. Ocotilla Lane, Phoenix, AZ 85028 602-317-4438 Fax 602-305-9830 [email protected]
COMMITTEE CHAIRPERSONS Programs Andy Dzurinko, CLU, ChFC Membership Joseph Morris, CLU, ChFC Government Relations & APIC Carmelo Alvarez, CLU, ChFC, CLF Professional Development Jeff Barra IFAPAC Dale L. Chittenden Business Practices Joseph Morris, CLU, ChFC Advertising/Sponsorships Vandy Ford Newsletter Betty Hartnett, CLU, FLMI
63 east valley º east valley
B Dilworth C. Brinton, Jr., CLU, CHFC A Mark W. Bagnall New York Life Ronald P. Adams, JD P.O. Box 324 Hoopes, Adams & Alexander, PLC The Bagnall Company 1345 E. Chandler Blvd., Bldg 1, Ste. 103 Mesa, 85211 / 480-890-1590 2410 W. Ray Rd., Ste. 1 [email protected] Chandler, 85224 / 480-345-8845 Phoenix, 85048 / 480-893-6510 [email protected] [email protected] John J. Brooking, CFP Jeff Barra John J. Brooking & Associates, Inc. Judy P. Aguilar-Woertz, LUTCF, 8905 S. Heather Dr. ChFC, CASL New York Life 10850 N. Scottsdale Rd, Ste 400 Tempe, 85284 / 480-967-3351 State Farm Insurance [email protected] 8601 S. Priest Dr., Suite 101 Scottsdale 85250 / 480-363-9769 [email protected] Tempe, 85284 / 480-598-0544 Dustin Brutton, CLU [email protected] Annette Bau, CFP Northwestern Mutual 2121 W. Chandler Blvd., #108 Ashley Allen P O Box 13728 Tempe, 85284 / 602-956-7171 Chandler 85224 / 480-722-7981 Penn Mutual/Cambridge Financial [email protected] Services [email protected] 2450 S. Gilbert Rd., Ste 100 Barbara A. Bentley Katinka Meijerink Bryson Chandler 85286 / 480 219-8522 State Farm Insurance Companies [email protected] American National Ins. Co. 4625 S, Lakeshore Dr 2700 S. Sunland Drive Tempe, 85252 / 480-839-5446 Tempe, 85282 / 480-293-7885 Carmelo Alvarez, CLU, ChFC, CLF [email protected] State Farm Insurance Companies [email protected] 2700 S. Sunland Drive Michael Bivens Patric S. Buchanan, FIC Tempe 85282 / 480-293-8066 Thrivant Financial for Lutherans [email protected] Northwestern Mutual 2121 W. Chandler Blvd., #108 2941 N. Power Rd., Ste 105 Chandler, 85224 / 480-722-7989 Mesa, 85234 / 480-396-5333 Michael A. Anastos, LUTCF, CLU, ChFC [email protected] Farmers Insurance Group [email protected] 1435 E. Guadalupe Rd. Alan M. Blaker Raymond T. Burden Tempe, 85283 / 480-332-9970 Cambridge Financial Center [email protected] Senior Consultants, LLC 2345 S. Alma School Rd., Suite 106 2450 S. Gilbert Rd, St. 100 Mesa, 85210 / 480-726-7391 Chandler 85286 / 480-227-2372 Mark Anderson, LUTCF [email protected] State Farm Ins. Co. [email protected] 3102 E. Turnbury Dr. Nancy L. Bockler, CLU, ChFC, LUTCF, William Burrows Gilbert, 85298 / 602-999-0282 Farm Bureau Fin. Svcs/Burrows Agcy, Inc. [email protected] CASL State Farm 21321 E. Ocotillo Rd, B105 P O Box 22020 San Tan Valley, 85142 / 480-779-4499 Rick Aussprung [email protected] Thrivent Financial for Lutherans Tempe 85285 / 602-293-4619 2941 N. Power Rd., #105 [email protected] Mesa, 85215 / 480-396-3533 [email protected] Mark Bonnett North Star Resource Group C 4645 N. 32nd St., #200 Andy T. Carrillo Donald Ayers State Farm Insurance Companies American Savings Life Ins. Co. Phoenix, 85018 / 602-224-5366 [email protected] 4707 E. Southern Avenue 935 E. Main St. Phoenix, 85040 / 602-426-8088 Mesa, 85203 / 480-835-5000 [email protected] [email protected] Paul Bopp 2741 E. County Down Dr. Chandler, 85249 / 480-216-4190 Thomas L. Casella, LUTCF, ChFC [email protected] The TLC Prosperity Group 1042 N. Higley Rd, Ste 102-411 Tom Bradford, MBA Mesa 85205 / 602-230-2995 P O Box 21406 [email protected] Mesa, 85277 / 480-516-7759 [email protected]
64 east valley º east valley
Dale L. Chittenden Daniel E. Del Villar, FICF, LUTCF Vandy Ford The Chittenden Group Knights of Columbus State Farm 3821 E. Indian School Rd 4809 E. Thistle Landing, Ste 100 6938 E. Parkway Norte, #2 Phoenix, 85018 / 602-955-4773 Phoenix 85044 / 480-285-1728 Mesa, 85212 / 480-497-3933 [email protected] [email protected] [email protected]
John B. Christiansen Mark Derrico Danny Fuentes, ChFC, LUTCF Thrivent Financial for Lutherans Country Financial/Tri City Country Financial 430 W. Warner Rd, Ste 124 2470 W. Rey Rd, #3 1423 S. Higley Rd, Bldg 3, Ste 106 Tempe 85284 / 480-889-3198 Chandler, 85224 / 480-345-7035 Mesa 85206 / 480-649-9699 [email protected] [email protected] [email protected]
J. Brandon Clarke Andrew G. Dzurinko, CLU, ChFC Insphere/Beneficial Life American United Life G 2450 S. Gilbert Rd., Ste 100 2177 E. Warner Rd, Ste 102 Howard T. Gale Chandler, 85286 / 480-219-8522 Tempe, 85284 / 480-921-9341 Howard T. Gale & Associates Inc. [email protected] [email protected] 1629 E. Garnet., P.O. Box 2335 Mesa, 85214 / 480-464-9295 William Claytor [email protected] Farmers Insurance 1820 E. Ray Rd., A201 E Bert H. Goldberg, CLU Chandler, 85225 / 480-947-0611 Steven J. Edman, LUTCF LifeMark Securities Corporation [email protected] Horace Mann - Steven Edman Agency 10031 S. 49th St. 1166 E. Warner Rd, Ste 101 Phoenix 85044 / 480-991-3911 Sharon Clemente Gilbert 85296 / 480-361-3409 [email protected] The Clemente Agency [email protected] P O Box 53 Kathryn Grimco Higley, 85236 / 480209-2250 First Guaranty Financial [email protected] 4140 E. Baseline Rd, Ste 101 F Mesa 85206 / 480-284-6393 JR Couch Lisa R. Fairbanks, LUTCF [email protected] Farmers Insurance Group Farm Bureau Ins. Services 2111 E. Baseline Road, Suite F2 325 S. Higley Rd, Ste 100 Heather Guzman-Kesick, LUTCF Tempe, 85283 / 480-839-4300 Gilbert 85296 / 480-635-3868 Country Financial [email protected] [email protected] 1921 S. Alma School Rd, Ste 208 Mesa 85210 / 480-633-5982 Larry D. Craver, CLU Wendy L. Feldman, CLU, ChFC, CASL [email protected] Allstate Financial Services New York Life 1001 W. Southern Ave., Ste 202 2380 W. Ray Rd., Suite 2 Mesa, 85210 / 480-322-2621 Chandler, 85224 / 480-968-4474 [email protected] [email protected] H Donald Hagberg Kevin Cunningham Dan D. Ferrin, FIC, FICF State Farm Ins. Co. State Farm Ins. Co. Modern Woodmen of America 3645 N. Sonoran Heights 8601 S. Priest Dr., #101 3707 E. Southern Ave., #2034 Mesa 85207 / 602-616-1206 Tempe 85284 / 480-785-0700 Mesa, 85206 / 480-246-8100 [email protected] [email protected] [email protected] Brenda L. Hamer, FIC, CCPS Sharon Fillman, CLU, ChFC Thrivent Financial for Lutherans State Farm - Sharon Fillman Insurance 34225 N. 27th Dr., Ste 244 D 3364 E. Williams Field Rd, Ste 102 Phoenix 85085 / 623-466-7656 Gary A. Davis Gilbert, 85295 / 480-988-4260 [email protected] Farmers Insurance [email protected] P.O. Box 847 Lars D. Hansen, LUTCF Chandler, 85244 / 480-963-4541 Paul A. Flores American National Insurance [email protected] Farmers Insurance Group 4455 E. Broadway Rd., Suite 108 1345 E. Main Street, Suite 109 Mesa, 85206 / 480-924-4750 Mesa, 85203 / 480-649-3060 [email protected] [email protected]
65 east valley º east valley
Thomas D. Hegna, CLU, ChFC, CASL Steven M. Johnson Heather Ladd New York Life State Farm Ins. Co. State Farm Insurance P.O. Box 20589 270 E. Hunt Hwy., Ste 11 Gilbert, AZ Fountain Hills, 85269 / 602-549-6653 San Tan Valley 85143 / 480-882-2155 480-322-7355 [email protected] [email protected] [email protected]
Rob Heller, CLTC, LUTCF, ChFC Larry Jorgensen, CLU John Lang Met Life Financial Services Legacy Financial State Farm Insurance Companies 60 E. Rio Salado Parkway, Suite 610 5416 E. Southern Ave. 3843 S. Wayne Dr. Tempe, 85281 / 480-638-2217 Mesa 85206 / 480-545-1261 Chandler 85286 / 215-803-9013 [email protected] [email protected] [email protected] Cecilia Henriquez-Burgess Cami Lucero State Farm K State Farm Insurance 1005 E. University Dr. Sam Kasper 333 N. Broad St. Mesa 85203 / 480-223-3510 Northwestern Mutual Globe, 85501 / 928-425-4444 [email protected] 2121 W. Chandler Blvd., #108 [email protected] Chandler, 85224 / 480-722-7980 Thomas Hubbard, CLU, ChFC, CFP [email protected] Northwestern Mutual Southwest 2201 E. Camelback Rd, Ste 400 Kristi D. Kiernan, CLU M Phoenix 85016 / 602-957-8280 State Farm Insurance/ Kristi Kiernan Aaron McDermid [email protected] 2730 S. Val Vista Dr., Suite 105 State Farm Ins. Co. Gilbert, 85296 / 480-855-4521 10720 E. Southern Ave., #105 Thaddeus Hubbard [email protected] Mesa 85209 / 480-984-3311 Northwestern Mutual [email protected] 2121 W. Chandler Blvd, Ste 108 Matthew Klandrud, ChFC, CCPS, Chandler, 85224 / 480-722-7983 CLTC, FIC Joseph A. Mack, CSA [email protected] Thrivent Financial for Lutherans Strategic Partners Group 430 W. Warner Rd., #124 3145 E. Chandler Blvd, Ste 110-347 Tempe, 85284 / 480-889-3198 Phoenix 85048 / 866-960-9276 I [email protected] [email protected] Gretchen Iudiciani Michael P. Klein, CFP, MBA Ronald Matthis State Farm Insurance Klein Financial, LLC Northwestern Mutual 2700 S. Sunland Dr. 4824 E. Baseline Rd., Suite 135 2121 W. Chandler Blvd Tempe, 85282 / 480-293-6492 Mesa, 85206 / 480-981-1333 Chandler 85224 / 480-722-7982 [email protected] [email protected] [email protected]
Donna V. Kohlhase, CLU, ChFC, Douglas H. McMurry, FSS, LUTCF CASL Intergrated Insurance Solutions, Inc. J State Farm Insurance 3707 E. Southern Ave., Ste 1060 Chet Jaehnig, FIC, MDRT 6836 E. Brown Rd. Mesa, 85206/ 480-833-2947 Thrivent Financial for Lutherans Mesa, 85207 / 490-396-2140 [email protected] 430 W. Warner Rd., Ste 124 [email protected] Tempe, 85284 / 480-889-3198 Scott D. Mecham, Jr. [email protected] Jeffrey C. Kolzow, LUTCF, FICF, FIC Farm Bureau Financial Services Thrivent Financial for Lutherans 325 S. Higley Road Julie Jakubek, MBA 2941 E. Power Rd., #104 Gilbert, 85296 / 480-699-0861 Allstate Insurance Mesa, 85215 / 480-396-5333 [email protected] 4650 E. Thomas Rd [email protected] Phoenix 85018 / 480-949-5670 Kevin J. Michaels, LUTCF [email protected] Michaels & Associates, Inc. P.O. Box 1360 Jeremy Johnson L Chandler, 85244 / 480-963-5509 State Farm Ins. Co. Eugene L'Hureux [email protected] 2700 S. Sunland Dr. Medical Insurance Advisors Tempe 85282 / 480-293-8543 1932 E. Orion St. [email protected] Tempe, 85283 / 602-370-2446 [email protected]
66 east valley º east valley
Todd R. Miller, LUTCF Salavore V. Petruzzella, CLU, ChFC Thomas W. Rieck First Guaranty Financial Lafayette Life Mastergroup Insurance Agency 4140 E. Baseline Rd., Suite 101 2111 E. Gondola Lane 1031 S. Stewart, Suite 2198 Mesa, 85206 / 480-284-6393 Gilbert, 85234 / 480-632-1095 Mesa, 85202 / 480-969-9037 [email protected] [email protected] [email protected]
Joseph A. Morris, CLU, ChFC, CLTC Sid G. Pfaff, LUTCF Jeffrey R. Rodemeyer Northwestern Mutual Pfaff Insurance Agency, Inc. Thrivent Financial for Lutherans 2121 W. Chandler Blvd., #108 8601 S. Priest Rd, #101A 2941 N. Power Rd, Ste 105 Chandler, 85224 / 480-722-7999 Tempe, 85284 / 480-553-5252 Mesa 85215 / 480-396-5333 [email protected] [email protected] [email protected]
Adam H. Mosbach, CFP, ChFC, LUTCF Mark M. Pinter Mark E. Rowley Lincoln Financial Network Country Financial New York Life 4900 N. Scottsdale Rd, Ste 3700 2470 W. Ray Rd., Suite 3 1320 E. Broadway, Suite 110 Scottsdale 85251 / 480-824-4114 Chandler, 85224 / 480-636-1811 Mesa, 85204 / 480-497-0000 [email protected] [email protected] [email protected]
Eric Pyles, CAP, CASL, CFP, ChFC, CLU, Jason R. Rucker, CFP LUTCF, MBA, REBC, RHU Cambridge Financial Center N Cambridge Financial 2450 S. Gilbert Rd, Ste 100 Amy L. Navarro, CLF 2450 S. Gilbert Rd, Ste 100 Gilbert, 85286 / 480-988-2065 American Family - Amy Navarro Agency Chandler 85286 / 480-219-8522 [email protected] 225 N. 45th St., Mailstop 4C150 [email protected] Phoenix, 85034 / 602-255-3740 X58866 [email protected] S Joe P. Nix, Jr., LUTCF Q Alan Sapakie The Carpenters' Financial Group Inc. Brock Quinn, MBA American General Life & Accident 23815 S. Vacation Way State Farm Insurance 3510 E. Hampton Avenue, Suite 25 Sun Lakes, 85248 / 480-857-7826 6100 E. Indian School Rd, Ste 102 Mesa, 85204 / 480-629-4411 [email protected] Scottsdale, 85251 / 480-668-3878 [email protected] [email protected] Daniel N. Savard Corporate Pensions Company O 2487 S. Gilbert Rd, #106-621 Joey Ordway, LUTCF R Gilbert, 85295 / 480-632-2293 State Farm Insurance Nathan Raso, FICF [email protected] 2700 S. Sunland Dr. Knights of Columbus Tempe, 85282 / 602-828-2528 4425 E. Agave Rd., Ste 108 Nicole Schaal [email protected] Phoenix 85044 / 801-867-0491 Farm Bureau Financial Services [email protected] 2500 S. Power Rd., Ste 113 Scott L. Overstreet, LUTCF Mesa 85209 / 480-279-1874 Sagicor Life Ins. Co. Delbert Reidhead, FIC [email protected] 650 S. Alba Circle Modern Woodmen of America Mesa, 85204 / 480-425-5100 X 5805 445 S. 200 East, P O Box 1160 N. Laine Schoneberger, [email protected] Pima, 85543 / 928-651-4016 LUTCF, ChFC, CLTC, CSA [email protected] Strategic Insurance, Inc. 2141 E. Broadway Rd., Ste 220 Franklin D. Richardson, LUTCF Tempe, 85282 / 480-779-4421 P FDR Ins. Services, Inc. [email protected] Albert R. Palma 705 N. Lindsay Rd, PO Box 31839 Palma Insurance Agency Mesa 85275 / 480-926-3950 Suzanne L. Shambrook, ChFC, CLU 4259 E. Elmwood St. [email protected] State Farm Insurance Co. Mesa, 85205 / 480-497-3832 2700 S. Sunland Dr. [email protected] Tempe, 85282 / 480-293-7853 [email protected]
67 east valley º east valley
Jill Steigleman V Daniel B. Wisniewski Farm Bureau Financial Services Rhonda Vanderslice American Family/Daniel B. Wisniewski 1806 N. Lindsay Rd. FBFS/Southeast AZ Ins. Services, LTD Agency, Inc. Mesa 85213 / 480-807-7987 408 N. Sacaton St., Suite E 4905 S. Alma School Rd #3 [email protected] Casa Grande, 85222 / 520-836-2511 Chandler, 85248 / 480-785-1515 [email protected] [email protected] T Guy R. Wolf Cie Taylor, CLU Independent State Farm Insurance Companies 1955 W. Baseline Rd., Suite 113-333 2801 E. McKellips Road W Mesa, 85202 / 480-768-9090 Steve Willan, LUTCF, FLMI [email protected] Mesa, 85213 / 480-830-1513 American Family [email protected] 225 N. 45th St., 5th Floor Peter Wood Phoenix 85034 / 888-374-7212 X58132 American National Ins. Co. Darlene J. Tillman [email protected] Benefit Plus, LLC 1490 S. Price Rd, #116 3722 S. Rosemary Drive Chandler, 85286 / 480-926-3950 Cliff F. Wilson, CLU, ChFC, LUTCF, CLF [email protected] Chandler, 85248 / 480-786-8136 Southeast Arizona Ins. Services, LTD [email protected] 1490 S. Price Rd., Ste 116 Chandler, 85286/ 480-969-2725 x207 James Tisdale, LUTCF [email protected] American Family Z 565 W. Chandler Blvd, #114 Debbie Wiltse, FLMI, CLU Kenny Ziegler, ChFC Chandler, 85225 / 480-413-1010 Debbie Wiltse Agency/State Farm San Marcos Insurance Group [email protected] 4980 S. Alma School Rd., Suite A6 584 W. Chandler Blvd. Chandler, 85248 / 480-792-9468 Chandler, 85225 / 480-899-6622 Edward Tobin, LUTCF [email protected] [email protected] Farmers Insurance Group 3303 E. Baseline Rd.,Bldg #5, Ste 109 Sam S. Winter Gilbert 85234 / 480-659-2363 State Farm Insurance Company [email protected] 3636 E. Ray Rd., Suite 8 Phoenix, 85044 / 480-704-2004 Jason A. Trujillo [email protected] Principal Financial Group 2355 E. Camelback Rd, Ste 600 Rich Winters, LUTCF Phoenix 85016 / 602-957-3200 X4040 Farmers Ins. & Financial Services [email protected] 3323 E. Baseline Rd. Gilbert 85234 / 480-503-1000 [email protected]
U William J. Wise, CLU, LUTCF Martin Lee Uhlhorn, CIC, LUTCF Farmers Insurance Group Strong Tower Ins. Group, Inc. 3660 E. University Drive, Suite 4 3303 E. Baseline Rd, Ste 101 Mesa, 85205 / 480-924-4070 Gilbert, 85234 / 480-926-9011 [email protected] [email protected]
68 east valley º east valley
ALPHABETICAL COMPANY LISTING Independents American Savings Life Ins. Co. Metlife Adams, Ronald P. Ayers, Donald Heller, Rob Bagnall, Mark W. Bau, Annette American United Life Modern Woodmen of America Blaker, Alan M. Dzurinko, Andrew G. Ferrin, Dan D. Bopp, Paul Reidhead, Delbert Bradford, Tom Cambridge Financial Center Brooking, John J. Burden, Raymond New York Life Casella, Thomas L. Pyles, Eric Barra, Jeff Chittenden, Dale L. Rucker, Jason R. Brinton Jr., Dilworth Clarke, J. Brandon Feldman, Wendy L. Clemente, Sharon Country Financial Hegna, Thomas D. Gale, Howard T. Fuentes, Danny Rowley, Mark E. Goldberg, Bert H. Derrico, Mark Grimco, Kathryn Guzman-Kesick, Heather Northwestern Mutual Jorgensen, Larry Pinter, Mark M. Bivens, Michael Klein, Michael Brutton, Dustin L’Hureux, Eugene L. Farm Bureau Financial Services Hubbard, Thaddeus McMurry, Douglas H. Burrows, William Hubbard, Thomas Michaels, Kevin J. Fairbanks, Lisa R. Kasper, Sam Miller, Todd R. Mecham, Scott, Jr. Mathis, Ronald Nix, Joe P., Jr. Schaal, Nicole Morris, Joseph A. Palma, Albert R. Steigleman, Jill Pfaff, Sid G. Vanderslice, Rhonda North Star Resource Group Richardson, Franklin D. Bonnett, Mark Rieck, Thomas W. Farmers Insurance Group Savard, Daniel Anastos, Michael Penn Mutual Tillman, Darlene J. Claytor, William Allen, Ashley Uhlhorn, Martin Couch, JR Wolf, Guy R. Davis, Gary A. Principal Financial Group Ziegler, Kenny Flores, Paul A. Trujillo, Jason A. Tobin, Edward AIG/American General Winters, Rich Sagicor Life Ins. Co. Sapakie, Alan Wise, William J. Overstreet, Scott L. Allstate Horace Mann Craver, Larry D. Edman, Steven J. Jukubek, Julie Knights of Columbus American Family Del Villar, Daniel Navarro, Amy L. Raso, Nathan Tisdale, James Willan, Steve Lafayette Life Wisniewski, Daniel Petruzella, Salvatore V. American National Lincoln Financial Network Bentley, Barbara A. Mosbach, Adam H. Hansen, Lars D. Wilson, Cliff F. Wood, Peter
69 east valley º east valley
State Farm Insurance Company Strategic Partners Group Aguilar-Woertz, Judy P. Mack, Joseph A. Alvarez, Carmelo Schoneberger, N. Laine Anderson, Mark Bockler, Nancy Thrivent Financial for Lutherans Carillo, Andy T. Aussprung, Rick Cunningham, Kevin Buchanan, Patric Fillman, Sharon Christiansen, John B. Ford, Vandy Hamer, Brenda L. Hagberg, Donald Jaehnig, Chet Henriquez-Burgess, Cecilia Klanrud, Matthew Iudiciani, Gretchen Kolzow, Jeffrey C. Johnson, Jeremy Rodemeyer, Jeffrey R. Johnson, Steven M. Kiernan, Kristi D. Kohlhase, Donna Ladd, Heather Lang, John Lucero, Cami McDermid, Aaron Ordway, Joey Quinn, Brock Shambrook, Suzanne Taylor, Cie Winter, Sam S. Wiltse, Debbie
70 71 72 NAIFA phoenix www.naifaphx.org
Susan Carlson 480-718-3143
OFFICERS President Susan Carlson President-Elect Michael J. Strati Secretary/Treasurer Adam Mosbach, LUTCF, CFP, ChFC Immediate Past President Scott P. Craddock
National Committeeperson Adam Mosbach, LUTCF PHOENIX
DIRECTORS Paul Beckis, CFP Greg Muir Emory Smith
NAIFA-Phoenix Betty Hartnett, CLU, FLMI 3030 E. Ocotilla Lane, Phoenix, AZ 85028 602-317-4438 Fax 602-305-9830 [email protected]
COMMITTEE CHAIRPERSONS Health Scott P. Craddock IFAPAC William Cassidy, CLU, ChFC, LUTCF Government Relations Adam Mosbach, LUTCF, CFP, ChFC Membership Michael J. Strati Sponsorships Sonja Mazon-Rubalcava Multi Line Paul Beckis, CFP Community Service Susan Carlson Social Media Emory Smith YAT Greg Muir
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Roland D. Black Jeffrey D. Carter, RICP, RFC, A 1520 E. Helena Dr. CSA, LUTCF Michael Abbate Phoenix, 85022 / (602) 920-2614 Smart Financial Strategies, Inc. Caduceus Fin. Svcs, LLC/Principal [email protected] P O Box 5465 2355 E. Camelback Rd., Ste 600 Phoenix, 85261 / 623-933-9500 Phoenix, 85016 / 602-957-3200 X4023 Maryglenn K. Boals, CLTC [email protected] [email protected] MgBoals & Associates, LLC P O Box 44858 William B. Cassidy, CLU, ChFC, LUTCF Jack G. Alspaugh Phoenix 85464 / 602-418-5069 Spence, Cassidy & Associates, LLC P.O. Box 12342 [email protected] 4835 E. Cactus Rd, #105 Scottsdale, 85260 / (480) 443-3249 Scottsdale, 85254 / (602) 230-2995 [email protected] Jack E. Bobo, CLU, FLMI [email protected] New York Life 1660 W. Glendale Ave, Ste 1218 Robert T. Castellani, LUTCF Phoenix, 85021 / (602) 241-9614 Principal Financial Group B [email protected] 2355 E. Camelback Rd., Suite 600 Dutch Baker Phoenix, 85016 / (602) 957-3200 Black Gould & Associates D. Andy Bolwar, Jr. [email protected] 3800 N. Central Ave., 9th Fl Duley-Bolwar Ins. Agcy, Inc. Phoenix, 85012 / (602) 277-2144 14805 N. 73rd St. Marilyn J. Ceasor [email protected] Scottsdale, 85260 / (480) 346-2000 Ceasor Ins. Cons./John Hancock P O Box 2764 Melissa Bartusch Stanley E. Brase, CLU, ChFC Carefree 85377 / 480-488-7870 State Farm Ins. Co. ING Financial Partners [email protected] 13242 N. 3rd St. P.O. Box 5876 Phoenix 85022 / 480-267-3407 Peoria, 85385 / (623) 979-2214 Daniel A. Ceschin [email protected] [email protected] Mutual of Omaha 3200 E. Camelback Rd., #190 Paul Beckis, CFP James F. Brown, Jr. Phoenix 85018 / 602-265-8223 X251 American Family Life Ins. Co. Disability Resource Group [email protected] 225 N. 45th St. 11364 E. Poinsettia Dr. Phoenix 85034 / 480-521-9939 Scottsdale, 85259 / (602) 680-9768 Michelle Chandler [email protected] [email protected] Aim Marketing & Insurance Services, Inc. 13840 N. Northsight Blvd, Ste 101 Kristi Bell Bradley B. Burr, CFP Scottsdale 85258 / 623-205-6675 Ward T. Bell & Associates Inc. Lovitt & Touche, Inc. [email protected] 14425 N. 7th St., Ste 101 1050 W. Washington, Ste 233 Phoenix 85022 / 602-381-8600 Tempe, 85281 / (602) 385-7086 Tyler Davis Chatham [email protected] [email protected] Northwestern Mutual 2201 E. Camelback Rd., #400 Ward T. Bell Phoenix 85016 / 602-808-3434 Ward T. Bell & Associates [email protected] 14425 N. 7th St., Suite 101 C Phoenix, 85022 / (602) 381-8600 Stephen O. Carlson, ChFC David P. Chittenden, CLU, ChFC [email protected] Cetera Advisor Network GFSC Inc. dba The Chittenden Group 2101 E. Broadway Rd., Suite 27 3821 E. Indiana School Rd. W. Craig Berger, CLU, ChFC Tempe, 85282 / (480) 831-5645 Phoenix 85018 / (602) 955-4773 Guardian Life [email protected] [email protected] 5080 N. 40th St., Suite 400 Phoenix, 85018 / (602) 957-7155 Susan Carlson James M. Clary [email protected] Independent Planners Group Clary Executive Benefits, LLC 20845 N. Pima Rd., Ste 150 7047 E. Greenway Rd, Ste 250 Walter G. Bilger Jr. Scottsdale 85255 / 480-718-3143 Scottsdale, 85254 / 312-282-5449 Independent [email protected] [email protected] 1839 W. Seldon Way Phoenix, 85021 / (602) 944-8772 A Nicole Clinch [email protected] Northwestern Mutual 2201 E. Camelback Rd., Ste 400 Phoenix, 85016 / 602-808-3452 [email protected]
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Michael Colbert, CLU, ChFC, CASL, CAP Jan M. Doughty, CLU, RHU Lupita Fernandez MassMutual 4444 S. 34th St. State Farm Ins. Company 17550 N. Perimeter Dr., Ste 450 Phoenix 85040 / 602-305-8605 18415 N. 47th St. Scottsdale, 85255 / 480-538-2985 [email protected] Phoenix, 85032 / 520-975-4705 [email protected] [email protected] Kathleen Drybread Patrick Corley Centaurus Financial Inc. David S. Franks, CLU Mutual of Omaha 4930 E. Osborn, Ste 1 First Command Financial Services 3200 E. Camelback, Ste 190 Phoenix, 85018 / 602-957-2448 8777 E. Via De Ventura, Ste 185 Phoenix, 85018 / 602-265-8223 [email protected] Scottsdale 85258 / 480-596-7961 [email protected] [email protected] Vlasta I. Duffy, CLU, ChFC, MSA John F. Coyne, RHU, REBC MassMutual Financial Group Nancy Fromm CFG Benefits, Inc. 14362 N. Frank Lloyd Wright Blvd, #2600 Money Wise 901 W. Palm Lane Scottsdale 85260 / 480-305-5676 14301 N. 87th St., #117 Phoenix, 85007 / (602) 885-3844 [email protected] Scottsdale, 85260 / 480-556-6600 [email protected] [email protected] Scott P. Craddock Spence, Cassidy & Associates E 4835 E. Cactus Rd., #105 . Gerald J. Eagleston, LUTCF G Scottsdale 85254 / (602) 230-2995 Eagleston Financial Group Bretton S. Gaboury [email protected] 1333 N. Greenfield Rd, Ste 103 State Farm Mesa 85205 / 480-998-2292 1820 W. Northern Ave, Ste `00 [email protected] Phoenix 85021 / 602-997-7300 [email protected] D Richard C. Erickson Troy M. Danoff, LUTCF Mutual of Omaha Rebecca S. Gaylor, CFP Prudential Financial 3200 E. Camelback Rd, Ste 190 Active Money Management, Inc. 3200 N. Central Ave., Ste 600 Phoenix 85018 / 602-265-8223 11811 N. Tatum Dr. Phoenix, 85012 / (602) 667-4717 [email protected] Phoenix 85028 / 602-494-7641 [email protected] [email protected] Dan Ertz Dewey M. Darwin Northwestern Mutual John F. Glass, CLU, ChFC Ameriprise Financial Services, Inc. 7543 N. Sacaton Road Glass Financial Group 4835 E. Cactus, #230 Scottsdale, 85258 / 480-636-1696 4455 E. Camelback Rd., Suite 260D Scottsdale 85254 / 602-996-7355 [email protected] Phoenix, 85018 / (602) 952-1202 [email protected] [email protected] Lee E. Evans Debra A. DeMarie Phocus FSG/AXA Advisors LLC William B. Gould DeMarie Consulting Inc 2150 E. Highland, Ste 212 Black Gould & Associates 428 E. Thunderbird Rd., Suite 147 Phoenix 85016 / 602-687-9651 3800 N. Central Ave., 9th Floor Phoenix, 85022 / (602) 369-6636 [email protected] Phoenix, 85012 / (602) 776-1318 [email protected] [email protected]
Max Dembow, CLTC Brian Greenberg Northwestern Mutual F True Blue Life Ins. 2201 E. Camelback Rd, #400 Jonathan P. Fagan 6900 E. Pinnacle Peak Rd, E4 Phoenix, 85016 / 602-808-3445 Northwestern Mutual Scottsdale, 85255 / 866-816-2100 [email protected] 2201 E. Camelback Rd., Ste 400 [email protected] Phoenix 85016 / 602-808-1411 Edward A. Diaz, Jr. [email protected] Fred H. Greenberg, CLU, ChFC, LUTCF New York Life Prudential Financial 14850 N. Scottsdale Road Dianne T. Fay, CFP, ChFC, LUTCF, MBA 12935 W. Figueroa Dr. Scottsdale, 85254 / (480) 840-2165 Fay & Associates Sun City West 85375 / (623) 933-7643 [email protected] 10601 N. Hayden Rd, Ste L108 Scottsdale, 85260 / (480) 998-1723 [email protected]
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Charles R. Grimes, CLU, ChFC Mark Hess Clayton M. Janson, CFP Lockton Companies, LLC State Farm Ins. Co. Phocus FSG/AXA Advisors LLC 14850 N. Scottsdale Rd, Ste 225 711 E. Carefree Hwy, #207 2150 E. Highland Ave., Ste 212 Scottsdale 85234 / 601-735-8901 Phoenix 85085 / 623-581-1800 Phoenix, 85016 / (602) 955-7705 [email protected] [email protected] [email protected]
Michael Guida, LUTCF David E. Hickson, LUTCF Country Financial North Phoenix Met Life Financial Services 20860 N. Tatum Blvd, Ste 190 22840 N. 20th Way K Phoenix, 85050 / 480=998-2088 Phoenix, 85024 / 480-473-0117 James G. Kambanos [email protected] [email protected] New York Life 11229 N. 63rd Ave. Melinda Hinkson, LUTCF Glendale, 85304 / (623) 878-2838 Spence, Cassidy & Assoc./One America [email protected] H 4835 E. Cactus Rd, #105 Carrie L. Hall, CFP, CLU Scottsdale 85254 / 602-469-4772 Lewis M. Kelley, Jr. New York Life [email protected] Independent Planners Group 6710 N. Scottsdale Road 20645 N. Pima Rd, Ste 150 Scottsdale, 85253 / (480) 840-2039 Karen A. Holt Scottsdale 85255 / 480-488-0599 [email protected] Humana MarketPoint [email protected] 20860 N. Tatum Blvd., #400 Nicholas Hancock, CLU, ChFC, CFP, CLTC Phoenix 85050 / 480-515-6508 Alan C. Kifer, MSFS, CFP, RFC, LUTCF, 9628 E. Corrine Dr. [email protected] CLTC, LTCP, CEP Scottsdale, 85260 / 480-322-6245 L.I.F.E. Services, LLC [email protected] Stephen B. Horrell, Jr. 4848 E. Cactus Rd, #505-307 Mass Mutual Scottsdale 85254 / 800-891-8797 Tom Hannon 17550 N. Perimeter, #450 [email protected] Northwestern Mutual Scottsdale, 85255 / (480) 538-2927 2201 E. Camelback Rd, #400 Charles R. Kolesar, CLU, ChFC, Phoenix, 85016 / 602-808-3414 Sara R. House, CLTC CSA, LUTCF [email protected] BMS Financial Corporation Spence, Cassidy & Associates, LLC 7000 N. 16th St., Suite 120-523 4835 E. Cactus Rd., #105 Mitchell E. Harmes Phoenix, 85020 / (602) 997-1377 Scottsdale, 85254 / (602) 586-3882 Mutual of Omaha [email protected] [email protected] 3200 E. Camelback Rd., Ste 190 Phoenix 85018 / 602-265-8223 John Hunt Peter Kolesar, LUTCF [email protected] Northwestern Mutual-Southwest Spence, Cassidy & Associates 1332 E. Granada St. 4835 E. Cactus, #105 Bruce Heide, MBA Mesa 85203-4432 / 602-808-3416 Scottsdale 85254 / 602-230-2995 Premier Advisor Group [email protected] [email protected] 11188 N. 110th Pl. Scottsdale, 85259 / 480-529-4114 Stephen M. Kolesar, CLU, ChFC, LUTCF [email protected] Spence, Cassidy & Associates, LLC I 4835 E. Cactus Rd., #105 Robert C. Heller, CLU, ChFC Craig A. Isaacs, CLU, ChFC, RFC Scottsdale, 85254 / 480-814-7051 Protective Life Nexus Wealth Management, Inc. [email protected] 28201 N. 60th Place 3131 E. Camelback Rd., Ste 430 Cave Creek 85331 / (602) 502-2910 Phoenix 85016 / 602-840-7505 Jordan T. Kosnik [email protected] [email protected] Northwestern Mutual 2201 E. Camelback Rd., Ste 400 Hector Hernandez Phoenix 85016 / 602-522-1191 New York Life [email protected] 14850 N. Scottsdale Rd, Ste 400 J Scottsdale, 85254 / 602-912-6721 JoEllen E. James, CPCU David R. Kroll, CLU, ChFC, LUTCF [email protected] State Farm Ins. Companies MassMutual/The Dollarhide Financial 4706 N. 44th St. Group LLC Phoenix, 85018 / (602) 956-1110 17550 N. Perimeter Dr, Ste 450 [email protected] Scottsdale 85255 / 480-538-2964 [email protected]
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Daniel A. Kyman Lisa M. Martin Daniel R. Miller Hester Heitel & Associates ECA Financial Services Inc Generations Consulting Group 6122 N. 7th Street 7373 E. Doubletree Ranch Rd., Suite B110 P O Box 33094 Phoenix, 85014 / (602) 230-7726 Scottsdale, 85258 / (602) 852-5215 Phoenix 85067 / 602-579-0019 [email protected] [email protected] [email protected]
Mark J. Matsock Henry H. Molder, LUTCF Mark J. Matsock & Assoc./Great-West New York Life L 2400 E. Arizona Biltmore Circle, Ste 1100 5750 E. Leisure Ln. Monica J. Lawfield, CMFC Phoenix, 85016 / (602) 955-0200 Cave Creek, 85331 / (602) 488-1039 Waddell & Reed, Inc. [email protected] 9201 N. 25th Ave., Ste 280 Adam H. Mosbach, CFP, ChFC, LUTCF Phoenix, 85021 / 602-943-8623 Sonja Mazon Rubalcava Lincoln Financial Network [email protected] State Farm Ins. Co. 4900 N. Scottsdale Rd., Suite 3700 569 N. Arizona Ave. Scottsdale, 85251 / (480) 824-4114 Glenn A. Leest Chandler, 85225 / 480-792-1400 [email protected] Spence, Cassidy & Assoc./One America sonja.mazonrubalcava.m1zn@statefarm. 3320 S. Litzier com Greg Muir Flagstaff 86001 928-699-9966 Testeachers [email protected] Barry A. McBride, CLU 8700 E. Via De Ventura Sun Cornerstone Group Inc Scottsdale 85258 / 480-685-2611 William E. Lewis 9929 N. 95th St., Suite Q-110 [email protected] Lewis Investments Scottsdale, 85258 / (602) 808-9008, x21 839 Stirrup Dr., Ste 400 [email protected] Safford, 85546 / (520) 428-0729 Bruce McBride, CLU N Chris N. Litt MassMutual Financial Group David A. Nash John Driscoll & Co.,/Guardian 5104 N. 32nd St., #432 New York Life 5080 N. 40th St., #400 Phoenix, 85018 / 602-330-6350 2501 N. 4th St., #14 Phoenix, 85018 / (602) 957-7155 [email protected] Flagstaff, 86004 / (928) 779-1380 [email protected] [email protected] Jan A. McDaniel Marvin D. Loos, CLU State Farm Ins. Companies P.O. Box 6690 1201 W. Indian School Road Glendale, 85312 / (623) 486-5190 Phoenix 85013 / 602-266-2050 P [email protected] Sky Parker Ryan Loynd CBR Ins. & Financial Services Northwestern Mutual Michael J. McGowan, Jr. 1500 E. Bethany Home Rd, Ste 200 2201 E. Camelback Rd, #400 Transamerica Phoenix, 85014 / 602-200-8500 Phoenix, 85016 / 602-808-3409 2200 E. Williams Field Rd, Ste 200 [email protected] [email protected] Gilbert, 85296 / 480-448-1515 [email protected] Linda R. Patent Robert A. Lucca, MDRT L.R. Patent Financial Services Lucca Ins. Svcs/Principal Fin. Grp Judd McGraw 651 Reta St., Box 97 2355 E. Camelback Rd., Suite 600 State Farm Insurance Companies Clarkdale, 86324 / (928) 639-0015 Phoenix, 85016 / (602) 957-3200 2700 S. Sunland Dr. [email protected] [email protected] Tempe 85282 / 575-636-0163 [email protected] Leslie Patterson, Jr. Northwestern Mutual David O. Merrell 2201 E. Camelback Rd., #400 M Northwestern Mutual Phoenix, 85016 / 602-808-3444 Dino Marsillo 2201 E. Camelback Rd., Ste 400 [email protected] Arizona Insurance Network Phoenix 85016 / 602-808-3421 11811 N .Tatum Blvd., Suite 3031 [email protected] Norma Paul Phoenix, 85028 / (602) 953-7778 New York Life [email protected] Ben B. Miller, CLU, ChFC 228 N. Heritage Dr. Northwestern Mutual – Southwest Gilbert, 85234 / (480) 831-6633 2201 E. Camelback Rd., #400 [email protected] Phoenix, 85016 / 602-808-3401 [email protected]
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Brendan Petty Neil Robbins, CLU, ChFC Emory J. Smith Mutual of Omaha Northwestern Mutual EJS Financial Management LLC 3200 E. Camelback Rd, Ste 190 2201 E. Camelback Rd, Ste 400 7814 N. 6th St. Phoenix 85018 / 602-265-8223 Phoenix, 85016 / 602-808-3425 Phoenix 85020 / 602-370-8743 [email protected] [email protected] [email protected]
Marilyn J. Pope, CLU, CLTC, ChFC, Neil W. Rosenblatt, CLU, LUTCF Ottis H. Smith LUTCF Rosenblatt Insurance Services Thrivent Financial for Lutherans Prudential Financial 8080 E. Gelding Dr., Suite 103 34225 N. 27th Dr., Ste 244 3200 N. Central Ave, Ste 600 Scottsdale, 85260 / (602) 279-5677 Phoenix 85085 / 623-466-7656 Phoenix, 85012 / (602) 667-4723 [email protected] [email protected] [email protected] Allen L. Rothman, CLU Laverne Smith, MSM, CLU, ChFC Murray A. Pruetz Horizon Benefits Group Peace of Mind Solutions New York Life 6245 N. 24th Pkwy., Suite 216 11811 N. Tatum Blvd, #3031 2626 W. Walatowa Street Phoenix, 85016 / (602) 957-3755 Phoenix, 85028 / 602-953-7871 Phoenix, 85041 / (602) 237-3390 [email protected] [email protected] [email protected] Stephen O. Rothschild, Donald J. Sonier CLU, Chfc, CRC, RFC Greater SW Corp/American General Rothschild & Sale 10645 N. Tatum Blvd, Ste 200-609 R 4821 E. Pebble Ridge Rd. Phoenix 85028 / 602-923-3400 Lance Rao Paradise Valley 85253 / 314-409-7177 [email protected] Northwestern Mutual [email protected] 2201 E. Camelback Rd., #400 Dwight A. Spence, CFP Phoenix 85016 / 602-320-7490 Spence, Cassidy & Associates, LLC [email protected] 4835 E. Cactus Rd., #105 S Scottsdale, 85254 / (480) 230-2995 Phillip C. Richards, CLU, CFP, RHU Paul M. Sabol, CLU [email protected] North Star Resource Group The Sabol Agency, Inc. 2701 E. University Ave, SE, Ste 300 10105 E. Via Linda, Suite 103-398 Wesley W. Stahler Minneapolis, MN 55414 / (612) 617-6000 Scottsdale, 85258 / (480) 661-7800 State Farm Insurance Company [email protected] [email protected] 1820 W. Northern Ave., Suite 100 Phoenix, 85021 / (602) 997-7300 Justin Riedy Ronald G. Saffer, CLU [email protected] Prudential Financial Saffer Ins & Inv Svcs LTD 16260 N. 71st St., MS 153 1130 E. Missouri Ave., Ste 205 Michele Stephens Scottsdale, 85254 / 480-505-6283 Phoenix, 85014 / (602) 263-8787 Resolve Ins., LLC [email protected] [email protected] 6308 E. Joshua Tree Lane Paradise Valley, 85253 / 480-227-5737 Joseph B. Rinaldo, CLTC F. Edward Sandidge Jr., CLU [email protected] Minnesota Life/Minnesota Mutual Mass Mutual 899 S. Paradise Drive 17550 N. Perimeter, #450 Michael J. Strati Gilbert, 85233 / (480) 926-3343 Scottsdale, 85255 / (480) 538-2955 Northwestern Mutual/Miller Fin. Grp [email protected] [email protected] 2201 E. Camelback Rd., Suite 400 Phoenix, 85016 / (602) 808-3400 Susan Ritchie, CLTC, CSA Gary Schraufnagel [email protected] The LTC Store American Family Insurance 3536 E. Brookwood Ct. 225 N. 45th St. Sheila L. Switzer Phoenix, 85048 / (480) 759-5955 Phoenix, 85034 / 602-225-3779 Sheila Switzer & Assoc./ Exam One [email protected] [email protected] 7227 N. 16th St., #150 Phoenix, 85020 / (602) 867-0227 Lynne M. Roark, CES Gary Sirota [email protected] Independent Prudential Financial 9393 N. 90th St., Suite 102-175 4059 W. Runion Drive Scottsdale, 85258 / (602) 556-1184 Glendale, 85308 / (623) 825-0924 [email protected] [email protected]
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T W Katie Wolfe Theodore J. Thompson William David Weiner Mutual of Omaha Companies Thompson Agency Weiner Insurance Inc/Prudential 3200 E. Camelback Rd, Ste 190 P.O. Box 12607 11333 N. Scottsdale Rd., Suite 105 Phoenix, 85018 / 602-265-8223 Scottsdale, 85267 / (602) 860-1604 Scottsdale, 85254 / (480) 998-7900 [email protected] [email protected] [email protected] Nathan Wright William E. Tiani, CFP, CASL Michael B. Welborn, CLU,ChFC, CFP Testeachers A2 Financial Associates/MetLife Northwestern Mutual Financial Network 8700 E. Via de Ventura, Ste 200 60 E. Rio Salado Pkwy, #610 2201 E. Camelback Rd., Suite 400 Scottsdale, 85258 / 480-685-2604 Tempe, 85281 / 480-638-2204 Phoenix, 85016 / (602) 808-3458 [email protected] [email protected] [email protected] Carin R. Whitehurst Z Mutual of Omaha Alan T. Zorne V 7419 E. Thunderbird Rd. Mutual of Omaha Gilbert Valadez, CFP, ChFC, CLU Scottsdale 85255 / 602-540-1735 3200 E. Camelback Rd., Ste 190 Prudential [email protected] Phoenix 85018 / 602-370-1806 3200 N. Central Ave., Ste 600 [email protected] Phoenix, 85012 / 602-667-4700 Paul Wickham [email protected] Wickham Financial Group 21620 N. 19th Ave., Ste A9 Timothy Van Houten Phoenix, 85027 / (602) 749-9700 Van Houten & Associates [email protected] 1702 E. Highland Ave., Ste 130 Phoenix 85016 / 602-279-0929 Bill D. Williams, CLU, ChFC, LUTCF [email protected] Bill D. Williams FreedomPoint Fin. Svcs 1240 E. Missouri Ave Phoenix, 85014 / (602) 264-4833 [email protected]
Chad Wing, CLU, ChFC, CFP, MSFS Northwestern Mutual 2201 E. Camelback Rd, #400 Phoenix, 85016 / 602-808-1414 [email protected]
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ALPHABETICAL COMPANY LISTING Independents Thompson, Theodore Mass Mutual Alspaugh, Jack Van Houten, Timothy Colbert, Michael Bell, Kristi Weiner, William David Duffy, Vlasta Bell, Ward Williams, Bill Horrell, Jr, Stephen Bilger, Jr, Walter Wright, Nathan Kroll, David R. Black, Roland McBride, Bruce Boals, Maryglenn American Family Sandidge, Jr, F Edward Bolwar, D. Andy, Jr. Beckus, Paul Brown, James, Jr. Gary Schraufnagel MetLife Carlson, Stephen Hickson, David Carter, Jeffrey Ameriprise Financial Services Tiani, William Ceasor, Marilyn Darwin, Dewey Chandler, Michelle Midland National Life Chittenden, David Amerus Life Wickham, Paul Clary, James Anstett, Daniel DeMarie, Debra Minnesota Life/Minnesota Mutual Doughty, Jan Black Gould & Associates Rinaldo, Joseph B. Eagleston, Gerald Baker, Dutch Faye, Dianne Gould, William Mutual of Omaha Fromm, Nancy Ceschin, Dan Gaylor, Rebecca CFG Benefits, Inc. Corley, Patrick Greenberg, Brian Coyne, John Erickson, Richard Hancock, Nicholas Durkin, Chris Harmes, Mitchell Heide, Bruce Petty, Brendan Hoffman, Steven Country Financial Whitehurst, Carin House, Sara Guida, Michael Wolfe, Katie Isaacs, Craig Kifer, Alen First Command Financial New York Life Kyman, Daniel Services Bobo, Jack Lawfield, Monica Franks, David Diaz, Jr., Edward Lewis, William Glass, John Loos, Marvin Guardian/John Driscoll & Co. Hall, Carrie Marsillo, Dino Berger, W Craig Hernandez, Hector Martin, Lisa Litt, Chris Kambanos, James Matsock, Mark Molder, Henry Mazella, Michael, Jr. HUMANA Marketpoint Nash, David McGowan, Michael, Jr. Holt, Karen Paul, Norma Miller, Dan Pruetz, Murray Muir, Greg ING Financial Partners Parker, Sky Brase, Stanley Northwestern Mutual Patent, Linda Chatham, Tyler Ritchie, Susan Clinch, A. Nicole Roark, Lynne IPG (Independent Planners Grp) Dembow, Max Rosenblatt, Neil Carlson, Susan Erst, Dan Rothman, Allen Kelley, Lewis Fagan, Jonathan Rothschild, Stephen Hunt, John Sabol, Paul Lincoln Financial Network Kosnick, Jordan Saffer, Ronald Mosbach, Adam Loynd, Ryan Smith, Emory Merrill, David Smith, Laverne Lovitt & Touche Miller, Ben Sonier, Donald Burr, Brad Patterson, Lee Stephens, Michelle Rao, Lance Switzer, Sheila Robbins, Neil Strati, Michael Welborn, Michael Wing, Chad
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North Star Resource Group Spence, Cassidy & Associates, LLC Richards, Phillip Cassidy, William Craddock, Scott P. Phocus FSG Hinkson, Melinda Evans, Lee Kolesar, Charles Janson, Clayton Kolesar, Peter Kolesar, Stephen Principal Financial Group Leest, Glenn Abbate, Michael Spence, Dwight Castellani, Robert Lucca, Robert State Farm Bartusch, Melissa Protective Life Fernandez, Lupita Heller, Robert C. Gaboury, Brett Hess, Mark Prudential Financial James, JoEllen Danoff, Troy McDaniel, Jan Greenberg, Fred McGraw, Judd Pope, Marilyn J. Stahler, Wesley Riedy, Justin Torres, Severiano Sirota, Gary Valadez, Gilbert Sun Cornerstone Group Weiner, W. David McBride, Barry Transamerica Life Michael McGowan Thrivent Financial for Lutherans Smith, Ottis
81 82 NAIFA scottsdale www.naifascottsdale.org
Barry A. Cook, CLU, ChFC 602-547-3200
OFFICERS President Barry A. Cook, CLU, ChFC Immediate Past President Jodi Ford Secretary/Treasurer Gregory Ryan, CPA, CLTC National Committeeperson Michael E. Markham, LUTCF
DIRECTORS Michael Eibeck, CLU, ChFC, LUTCF, FSS David S. Mann, CAS, CFS Regina Holmes, ChFC, CLU Michael L. Nitchen, LUTCF, CLTC, FSS Sue Kuraja Victor Yates, CLTC
SCOTTSDALE NAIFA-Scottsdale Mary Jane Farr P.O. Box 4160, Scottsdale, 85261 (602) 908-8094 [email protected]
COMMITTEE CHAIRPERSONS Advisor Robert Wernecke, CLU APIC/Government Relations Haydee Dawson, LUTCF Awards Gregory Ryan, CPA, CLTC Community Service/P.R. Regina Holmes, ChFC, CLU Continuing Education Michael L. Nitchen, LUTCF, CLTC, FSS Ethics Chair David S. Mann, CAS, CFS Golf Chair Victor Yates, CLTC IFAPAC Regina Holmes, ChFC, CLU LUTC Michael L. Nitchen, LUTCF, CLTC, FSS Membership Chair Michael Eibeck, CLU, ChFC, LUTCF, FSS Multi-Line Mark H. Woods Programs/Prof. Development Jodi Ford Y.A.T. Chair Sue Kuraja
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Ann M. Bean Bryan T. Buzzard A Aim Marketing & Ins. Srvs. of AZ, Inc. Cypress Strategies Daniel K. Ahluwalia, CLU, ChFC 13840 N. Northsight Blvd., Suite 101 7537 E. McDonald Dr. Daniel Ahluwalia State Farm Scottsdale, 85260 / (602) 224-8000 Scottsdale, 85250 / (480) 922-0066 706 E. Bell Rd., Ste. 201 [email protected] [email protected] Phoenix, 85022 / (602) 368-2124 [email protected] Scott Bennett, CLF, LUTCF Country Financial Anthony Albanese, CLTC, LUTCF 20860 N. Tatum Blvd., Ste. 190 C Allstate Life Insurance Co. Phoenix, 85050 / (480) 213-6595 222 S. Mill Avenue, Ste. 601 Robert Cacioppo [email protected] New York Life Insurance Tempe, 85281 / (480) 927-7300 14850 N. Scottsdale Rd., Ste. 400 [email protected] Richard W. Beyer Scottsdale, 85254 / (480) 840-2089 Northwestern Mutual -Fin'l Health & [email protected] Byron F. Allen Security Advs American Savings Life Ins. Co. 2201 E. Camelback Rd., Suite 400 935 E. Main St., Suite 100 Ralph Campasano Phoenix, 85016 / (602) 808-3447 American National Insurance Co. Mesa, 85203 / (480) 835-5000 [email protected] 7418 E Helm Dr [email protected] Scottsdale, 85260 / (480) 203-8068 J. Richard Bicket, CLU, RFC [email protected] Douglas Amenda, CLU, CIC Financial Planning Circle, Inc. Amenda Insurance Associates, Ltd 9902 W. Signal Butte Circle 5046 E. Redfield Rd. Susan Carlson Sun City, 85373 / (602) 677-4400 Independent Planners Group Scottsdale, 85254 / (480) 284-6400 [email protected] 20645 N. Pima Road, Suite 150 [email protected] Scottsdale, 85255 / (480) 718-3153 Jeffrey J. Biro, CEP, RFC [email protected] Gregory M. Anderson, CLU, ChFC Family Wealth Advisors Capitas Distributors Inc. 6900 E. Camelback Rd., Ste. A-39 6263 N. Scottsdale Rd., Suite 160 Darcy L. Child Scottsdale, 85251 / (480) 969-5667 MassMutual Arizona Scottsdale, 85250 / (602) 955-1111x101 [email protected] 17550 N. Perimeter Dr., Suite 450 [email protected] Scottsdale, 85255 / (480) 538-2925 Ronald J. Blau, MDRT, CSA [email protected] Westley Anderson Court of Table NXG Financial Blau Financial Services , CLTC 7373 E. Doubletree Ranch Rd., Ste. 220 Monica Chipman 14201 N. 87th St., Suite C131 Futurity First IG Scottsdale, 85258 / (855) 694-2694 Scottsdale, 85260 / (480) 391-2005 14861 N. Scottsdale Rd., Ste. 101 [email protected] [email protected] Scottsdale, 85254/ (602) 757-7516
[email protected] Lyle R. Aspegren, LUTCF Joseph R. Brekan D&L Financial New York Life Insurance 14415 N. 73rd Street, Suite 108 Michael Cipolletti 7537 E. McDonald Dr. New York Life Insurance Scottsdale, 85260 / (480) 443-8444 Scottsdale, 85250 / (480) 922-2830 14850 N. Scottsdale Rd., Ste. 400 [email protected] [email protected] Scottsdale, 85254 / (480) 840-2178 [email protected] Allen D. Bress Aim Marketing & Ins. Srvs. of AZ, Inc. Barry A. Cook, CLU, ChFC B 15025 E. Mira Vista New York Life Insurance Jeffrey S. Barbanell, CLU, CLTC, Fountain Hills, 85268 / (602) 224-8000 509 W. Fellars Dr. LUTCF [email protected] Phoenix, 85023 / (602) 547-3200 Planned Brokerage Solutions, Inc. [email protected] 7904 E. Chaparral Rd., Ste. A110 Brian W. Brooks, CFP, ChFC, FIC, FICF Scottsdale, 85250 / (480) 429-4733 Thrivent Financial for Lutherans [email protected] 17015 N. Scottsdale Rd., Suite 200 Scottsdale, 85255 / (480) 563-1367 Thomas W. Barry, LUTCF, CSA [email protected] Jehn Financial Insurance Services 8475 E. McDonald Dr. Scottsdale, 85250 / (480) 991-3727 [email protected]
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D E Dean R. Goodman, LUTCF Justin Dahlen Michael E. Eibeck, CLU, ChFC, New York Life Insurance Innovative Custom Contractors LUTCF, FSS 14850 N. Scottsdale Rd., Ste. 400 659 W. Pampa Avenue Spence, Cassidy & Assoc. Scottsdale, 85254 / (480) 840-2155 Mesa, 85210 / (480) 382-9013 4835 E. Cactus Rd., Ste. 105 [email protected] [email protected] Scottsdale, 85254 / (602) 230-5181 [email protected] William R. Gould Alvin L. Dattner, CLU Black, Gould & Associates, Inc. Independent Joy T. Estes 3800 N. Central Ave., 9th Floor 10109 E. Morning Star Dr. Joy Estes, State Farm Insurance Phoenix, 85012 / (602) 776-1314 Scottsdale, 85255 / (480) 357-0070 8111 E. Thomas Rd., Suite 110 [email protected] [email protected] Scottsdale, 85251 / (480) 946-5489 [email protected] Margaret Anne Griffen Haydee Dawson, LUTCF The Griffen Insurance Group Strategic Wealth Associates 550 E. Cottonwood Lane, Suite A 2544 E. Fairfield Street Casa Grande, 85222 / (520) 836-5957 Mesa, 85213 / (602) 224-3843 F [email protected] Terrie Griffin, ChFC, LUTCF Howard Farkash, CLTC Southwest Insurance & Investments, Inc. 4301 N. 21st St., #36 Monica Del Re 23233 N. Pima Rd. #113-230 Phoenix, 85016 / (602) 909-8433 Scottsdale, 85255 / (480) 830-8442 Financial Solutions for [email protected] Senior America, LLC [email protected] 8711 E. Pinnacle Peak Rd., Suite 197 Jodi Ford Scottsdale, 85255 / (480) 991-0000 PFG Marketing Group [email protected] 2440 W. Mission Lane, Ste. 11 Phoenix, 85021 / (602) 339-9939 H Barbara G. Devereaux, CLU, ChFC, [email protected] Dennis M. Ham CASL, CLTC Capital Income Protectors, Inc. Genworth Insurance Services Richard Fort, LUTCF 9100 E. Raintree Dr., Suite 125 7418 E. Helm Drive New York Life Insurance Scottsdale, 85260 / (480) 657-2232 Scottsdale, 85260 / (480) 758-5010 14850 N. Scottsdale Rd., Ste. 400 [email protected] [email protected] Scottsdale, 85254 / (480) 840-2059 [email protected] Robert A. Hartman, CLU, ChFC, CASL Jeffrey C. Dollarhide, CFP, CLU, CLTC New York Life Insurance MassMutual Arizona Bruce J. Frank, CLU, ChFC P.O. Box 1360 17550 N. Perimeter Dr., Suite 450 Bruce Frank Financial Group Carefree, 85377 / (480) 488-9085 Scottsdale, 85255 / (480) 538-2997 14850 N. Scottsdale Rd., Ste. 400 [email protected] [email protected] Scottsdale, 85254 / (480) 840-2057 [email protected] Chuck A. Heath, LUTCF Richard Downhour, CLU, LUTCF American National Insurance Company 2130 N. 68th Place 17470 N Pacesetter Way Scottsdale, 85257 / (480) 945-3769 Scottsdale, 85255 / (480) 305-2160 [email protected] G [email protected] Mark P. Gagliano, CLU, CFS John M. Driscoll, CLU Martin F. Henderson, CLU Jackson National Life Distributors LLC New York Life Insurance John Driscoll & Company, Inc. 20727 N. 58th Drive 5080 N. 40th Street, Suite 400 8780 East McKellips, Suite 292 Glendale, 85308 / (602) 694-9373 Scottsdale, 85257 / (480) 946-5108 Phoenix, 85018 / (602) 957-7155 [email protected] [email protected] [email protected] Michael A. Garcia Michael J. Dubes, CLU, ChFC, LLIF Wayne H. Hildebrand MassMutual Arizona New York Life Insurance Dubes Financial Services, LLC 17550 N. Perimeter Dr., Ste. 450 P.O. Box 2800-125 7537 E. McDonald Dr. Scottsdale, 85255 / (480) 538-2920 Scottsdale, 85250 / (480) 327-6031 Carefree, 85377 / (480) 488-2983 [email protected] [email protected] [email protected]
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J. David Hill K L PFG Group Raymond J. Karlson, CLU, ChFC, CLF Mark D. Larson 2272 Desert Willow Dr. New York Life Insurance Thrivent Financial for Lutherans Prescott, 86301 / (928) 308-3543 14850 N. Scottsdale Rd., Ste. 400 2020 Silver Creek Rd Ste. C108 [email protected] Scottsdale, 85254 / (480) 840-2061 Bullhead City, 86442 / (928) 704-7275 [email protected] [email protected] Eric Holland, LUTCF Physicians Mutual Ins. Co. John C. Keane, J.D. Steven Larson 6263 N. Scottsdale Rd., Ste. 335 New York Life Insurance Thrivent Financial for Lutherans Scottsdale, 85250 / (480) 947-4896 14850 N. Scottsdale Rd., Ste. 400 17015 N. Scottsdale Rd., Ste. 200 [email protected] Scottsdale, 85254 / (602) 696-0878 Scottsdale, 85255 / (702) 407-5550 [email protected] [email protected] Regina R. Holmes, ChFC, CLU State Farm Insurance Grigore Key Tod D. Lashway, CLU, ChFC, CFP, LUTCF 8208 E. Redfield Rd. UNUM The Penn Mutual Life Insurance Co. Scottsdale, 85260 / (480) 313-0254 2575 E Camelback Rd., Ste. 650 6176 E. Greenway Lane [email protected] Phoenix, 85016 / (480) 220-5266 Scottsdale, 85254 / (602) 803-5674 [email protected] [email protected] Timothy Holt, J.D., CFP The Holt Law Group, P.C. John F. Kluge, LUTCF Beth Lively 7075 W. Bell Rd., Ste. 1 New York Life Insurance Sheila Switzer & Assoc./ExamOne Glendale, 85308 / (623) 334-6800 4517 E. Apricot Lane 7227 N. 16th Street #235 [email protected] Gilbert, 85298 / (480) 219-0083 Phoenix, 85020 / (602) 867-0227 [email protected] [email protected]
Gregg A. Knudten, ChFC, CLU Dwight E. Loeffler J Thrivent Financial for Lutherans New York Life Insurance Elayne Jackson, CLU, ChFC, LUTCF 17015 N. Scottsdale Rd., Ste. 200 12453 N. 79th Street, Suite 101 Revere Financial Services Scottsdale, 85255 / (480) 563-1502 Scottsdale, 85260 / (480) 556-6262 17550 N. Perimeter Dr., Ste. 450 [email protected] [email protected] Scottsdale, 85255 / (602) 274-5493 [email protected] Mark Koskovich, CLU New York Life Insurance Samantha Jackson-Kittle, CLTC, LUTCF 14850 N. Scottsdale Rd., Ste. 400 M New York Life Insurance Scottsdale, 85254 / (602) 840-2003 David S. Mann, CAS, CFS 14850 N. Scottsdale Rd., Ste. 400 [email protected] Futurity First Insurance Group Scottsdale, 85254 / (480) 840-2046 14861 N Scottsdale Rd. #101 [email protected] Laura Kunewa, ChFC, CLU Scottsdale, 85254 / (602) 314-7580 State Farm Insurance Agency [email protected] Mark W. Johnson 2700 S. Sunland Dr. Thrivent Financial for Lutherans Tempe, 85282 / (480) 293-7853 Harry E. Markham, LUTCF 17015 N. Scottsdale Rd., Ste. 335 [email protected] Bankers Life & Casualty Scottsdale, 85255 / (480) 563-1367 10002 N. 77th Place [email protected] Sue Kuraja Scottsdale, 85258 / (480) 951-1014 MassMutual Arizona [email protected] Tracy L. Jones 17550 N. Perimeter Dr., Ste. 450 Ernest J. Jones Associates Scottsdale, 85255 / (480) 538-2957 Michael E. Markham, LUTCF 9825 E. Bell Rd., Ste. 120 [email protected] Markham Insurance Group Scottsdale 85260 / (480) 361-1334 5350 E. Deer Valley Dr., #2272 [email protected] Phoenix, 85054 / (480) 229-3715 [email protected] Jeffrey B. Junior Trajan Insurance & Wealth Services John Marshall, LUTCF 9375 E. Shea Blvd., #100 Transamerica Scottsdale 85260 / (480) 214-9835 2610 South 46th [email protected] Lincoln, NE 68506 / (602) 524-4405 [email protected]
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John Massey, III, CLU, ChFC Darin Mundy Philip B. Novicki, FIC Country Financial Farm Bureau Financial Services Thrivent Financial for Lutherans 20860 N. Tatum Blvd Ste 190 16427 N Scottsdale Rd., Ste. 410 17015 N. Scottsdale Rd., Ste. 200 Phoenix, 85050 / (480) 998-2066 Scottsdale, 85254 / (480) 696-2413 Scottsdale, 85255 / (480) 563-1502 [email protected] [email protected] [email protected] Michael R. Mazzella Jr., CLU, ChFC, Regeanna Mwansa LUTCF John Driscoll & Co. Brokerage Professionals, Inc. 5080 N. 40th Street O 7910 E. Thompson Peak, Ste. 101 Phoenix, 85018 / (480) 688-4588 Bryan O'Keefe Scottsdale, 85255 / (480) 620-1100 [email protected] New York Life Insurance [email protected] 14850 N. Scottsdale Road Suite 400 Scottsdale, 85254 / (480) 840-2162 Debra L. McBride [email protected] Benefit Members Associated, Inc. N P.O. Box 12670 Amber Nabity John Olsen Scottsdale, 85267 / (602) 808-9008 Physician Advisors, LLC Capital Strategies Group, LLC [email protected] 4447 E. Thorn Tree Dr. 2151 E. Baseline Rd., Ste. 101 Cave Creek, 85331 / (480) 582-1498 Tempe, 85283 / (480) 635-4050 Michelle S. McCroskey, CLU, ChFC, [email protected] [email protected] CPCU State Farm Insurance Chris D. Nash Jon R. O'Neal, CLU, LUTCF, ChFC, FIC 9150 E. Del Camino Dr., Ste. 100 New York Life Insurance American National Insurance Co. Scottsdale, 85258 / (480) 991-7897 14850 N. Scottsdale Rd., Ste. 400 P.O. Box 73110 michelle.s.mccroskey.auuz@statefarm. Scottsdale, 85254/ (480) 840-2144 Phoenix, 85050 / (602) 740-6265 com [email protected] [email protected]
Paul W. Meier Carol Nees, CLTC, CIC Thrivent Financial for Lutherans Sheila Switzer & Assoc./ExamOne P P.O. Box 1282 7227 N. 16th Street #235 Gunther Perdomo, LUTCF Pinetop, 85935 / (928) 368-6682 Phoenix, 85020 / (602) 867-0227 State Farm Insurance [email protected] [email protected] 2040 E. Bell Rd., Suite 110 Phoenix, 85022 / (602) 971-8488 Theodore R. Meyer, III Michael A. Nemger, CLU, ChFC, CLTC, [email protected] Meyer Financial MSFS, CASL 7373 E. Doubletree Ranch Rd., Ste. 200 New York Life Insurance Douglas B. Phares, LUTCF Scottsdale, 85258/ (480) 659-2146 14850 N. Scottsdale Rd., Ste. 400 Farm Bureau Financial Services [email protected] Scottsdale, 85254 / (480) 840-2108 7650 E. Redfield Rd., Ste. D-4 [email protected] Scottsdale, 85260 / (480) 483-8787 Gary J. Miller [email protected] New York Life Insurance Gary K. Nielsen, LUTCF 14850 N. Scottsdale Rd., Ste. 400 SpyGlass Financial Group Rodney L. Pigg, FLMI, CLTC, LUTCF Scottsdale, 85254 / (480) 840-2037 14850 N. Scottsdale Rd., Ste. 400 Physicians Mutual Insurance [email protected] Scottsdale, 85254 / (480) 840-2169 6263 N. Scottsdale Rd., Ste. 335 [email protected] Scottsdale, 85250 / (480) 947-4896 Steven T. Mindak [email protected] Steve Mindak & Associates Michael L. Nitchen, LUTCF, CLTC, FSS 14850 N. Scottsdale Rd., Ste. 400 Your Medicare Health Plan Specialist & Phillis S. Pilvinis, C.E.P.S. Scottsdale, 85254 / (480) 840-2019 Long-Term Care Specialist P.S.P. & Associates [email protected] 11445 E. Via Linda, Ste 2-137 14985 W. Bell Rd Scottsdale, 85259 / (480) 231-8788 Surprise, 85374 / (623) 544-3424 Michael Moloney, Sr. [email protected] [email protected] Premier Documents 14985 W. Bell Road, Suite 125 David J. Norgord Jesus Pineda Surprise, 85374 / (602) 371-8898 New York Life Insurance New York Life Insurance [email protected] 4677 W. Earhart Way 14850 N. Scottsdale Rd., Ste. 400 Chandler, 85226 / (480) 229-4606 Scottsdale, 85254 / (480) 840-2136 [email protected] [email protected]
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Donald W. Poppe, CLU Christopher Y. Roden, MBA Jon C. Shawl, CLU, ChFC Poppe Insurance & Financial Services American Family Insurance Co. Guardian Life Ins. Co. of America 10229 N. Scottsdale Rd., Suite G 7633 E. Acoma Dr., Suite 207A 5080 N. 40th Street, Suite 400 Scottsdale, 85253 / (480) 991-4969 Scottsdale, 85260 / (480) 922-5339 Phoenix, 85018 / (602) 957-7155 [email protected] [email protected] [email protected]
Steven Poppe, CLU Melody Rose Bryan Shisler, LUTCF, CLU Crump Life Insurance Services MetLife Securities American Family Insurance 6291 E. Wilshire Drive 5050 N. 40th St., Suite 100 21642 N. 9th Ave., Suite 103 Scottsdale, 85257 / (602) 330-3947 Phoenix, 85018 / (602) 224-3821 Phoenix, 85027 / (623) 878-6155 [email protected] [email protected] [email protected]
Drew L. Porro, LUTCF Sherrin L. Rose Dan Shkapich, ChFC, CLU New York Life Insurance New York Life Insurance State Farm Insurance 14850 North Scottsdale Road # 400 4890 Antelope Dr. 2700 South Sunland Dr. Scottsdale, 85254 / (480) 840-2080 Prescott, 86301 / (480) 840-2162 Tempe, 85282 / (972) 657-3454 [email protected] [email protected] Mark P. Rothman Sam Post, LUTCF, CLTC New York Life Insurance Gerald D. Simcox Revere Financial Services 14850 N. Scottsdale Rd., Ste. 400 New York Life Insurance 17550 N. Perimeter Dr., Ste. 450 Scottsdale, 85254 / (480) 840-2049 14850 N. Scottsdale Rd., Ste. 400 Scottsdale, 85255 / (602) 274-5493 [email protected] Scottsdale, 85254 / (480) 840-2047 [email protected] [email protected] Gregory M. Ryan, CPA, CLTC Spence, Cassidy & Associates, LLC David Slepak 4835 E Cactus Rd. Ste 105 State Farm Insurance R Scottsdale, 85254 / (602) 402-1251 3112 W. Sentinel Rock Rd. Richard V. Redaelli, LUTCF, CSA [email protected] Phoenix, 85086 / (480) 747-1621 Secured Financial Solutions [email protected] 14301 N. 87th Street, Ste. 313 Scottsdale, 85260 / (480) 248-8980 Raymond F. Smith, LUTCF [email protected] S Arizona Premier Insurance Agency, LLC David Schaeffer 7532 E Pearl Circle James Reeves Futurists First Insurance Group Mesa, 85207 / (480) 633-8884 New York Life Insurance 14861 N. Scottsdale Rd., Ste. 101 [email protected] 14850 N. Scottsdale Rd., Ste. 400 Scottsdale, 85254 / (602) 281-3898 Scottsdale, 85254 / (480) 840-2322 [email protected] Mark Sollomi [email protected] MassMutual Arizona Joseph Scheid, CLTC 17550 N. Perimeter Dr., Ste. 450 James Regan MassMutual Arizona Scottsdale, 85255 / (480) 538-2961 The BDA Wealth Group 17550 N. Perimeter Dr., Ste. 450 [email protected] 5050 N. 40th Street, Ste. 205 Scottsdale, 85255 / (480) 538-2956 Phoenix, 85018 / (480) 999-3033 [email protected] Devin Sothan, ChFC, CLU, CPCU [email protected] Devin Sothan Insurance Agency, LLC Daniel Schmaltz 34975 N. North Valley Pkwy Mindy S. Reyes, LUTCF, ChFC, CLU Thrivent Financial for Lutherans Phoenix, 85086 / (623) 581-9966 Country Financial 17015 N. Scottsdale Rd., Suite 200 [email protected] 8777 E. Via De Ventura, Suite 270 Scottsdale, 85255 / (480) 563-1502 Scottsdale, 85258 / (480) 607-3424 [email protected] Ginny Sparks, R.H.U. [email protected] Your Insurance Solution, LLC Mark A. Senseman 3370 N. Hayden Rd., Ste. 123-641 Susan B. Riedel, CFFM, FIC LPL Financial Scottsdale, 85251 / (480) 338-0888 Modern Woodmen of America 3330 E. Camelback Rd., Ste. 212 [email protected] 22647 N. 24th Place Phoenix, 85018 / (602) 466-7301 Phoenix, 85024 / (602) 978-1005 [email protected] Vasilios Speros [email protected] Spence, Cassidy & Associates, LLC Andrew M. Shaw, FIC 4835 E Cactus Rd. Ste 105 Thrivent Financial for Lutherans Scottsdale, 85254 / (602) 230-2995 17015 N. Scottsdale Rd., Suite 200 [email protected] Scottsdale, 85255 / (480) 513-1255 [email protected] 88 º scottsdale º scottsdale º
Scott Squires Reed P. Trautman Trey Vineyard The Squires Group New York Life Insurance The BDA Wealth Group 7418 E Helm Dr 3719 E. Huett Lane 5050 N 40th Street, Suite 205 Scottsdale, 85260 / (480) 483-3204 Phoenix, 85050 / (480) 654-8221 Phoenix, 85018 / (480) 999-3033 [email protected] [email protected] [email protected]
Kelli Stiles, J.D. George Trucksess Dharmesh Vora, LUTCF New York Life Insurance George Trucksess Insurance & Financial Vora Financial Group, LLC 2152 W. Kathleen Road P.O. Box 12664 2380 N. Oakmont Dr. Phoenix, 850234 / (480) 695-6069 Scottsdale, 85267 / (602) 679-9953 Flagstaff, 86004 / (928) 526-8672 [email protected] [email protected] [email protected] Shauna Summ Charles A. Tucker State Farm Insurance New York Life Insurance 21620 N 19th Ave, Ste. A-10 6710 N. Scottsdale Rd., Ste. 160 W Phoenix, 85027 / (623) 243-7450 Scottsdale, 85253 / James D. Wallace [email protected] [email protected] Wild Olive Ins. & Financial Services 15290 N. 78th Way, Ste D204 Vern Swegle Scottsdale, 85260 / (480) 641-6190 Capital Management Strategies [email protected] 23127 N. 89th Place U Scottsdale, 85255 / (480) 473-3302 Bruce H. Usher, CLU, ChFC Robert J. Wernecke, CLU [email protected] Usher & Associates ECA Financial Services, Inc. 8134 E. Cactus Rd., Suite 600 7373 E. Doubletree Ranch Rd., Suite B110 Scottsdale, 85260 / (480) 922-7044 Scottsdale, 85258 / (602) 852-5208 T [email protected] [email protected] Roy M. Tadlock, CLU Mark H. Woods Farmers Insurance Group M.H. Woods & Associates, Inc. 12065 N. 137th Way V 7845 E. Evans Rd., Suite D Scottsdale, 85259 / (602) 999-0868 Daniel S. Valentine Scottsdale, 85260 / (480) 607-7775 [email protected] LifeBrokers [email protected] 2633 E. Indian School Rd., Ste. 410 Kenneth W. Taylor, CLTC Phoenix, 85016 / (602) 494-9500 Darren J. Wright Taylor Insurance & Investments Inc. [email protected] Wright Wealth Management, LLC P.O. Box 4964 2415 E. Camelback Rd., Ste. 700 Scottsdale, 85261 / (480) 513-2994 Anil B. Vazirani, IAR, LUTCF Phoenix, 85016 / (602) 952-6095 [email protected] Secured Financial Solutions [email protected] 14301 N. 87th St., Ste. 216 Michael Thomas, LUTCF, Scottsdale, 85260 / (602) 361-0093 Richard M. Wright ChFC, CLU, CLF [email protected] Farm Bureau Financial Services MetLife Financial Services 6101 S. Rural Road, #120 60 E Rio Salado Parkway, Ste. 610 Neville M. Verster, CLTC, LTC-IS, LLC Tempe, 85283 / (480) 967-7306 Tempe, 85281 / (480) 638-2189 13771 N. Fountain Hills Blvd., #114-342 [email protected] [email protected] Fountain Hills, 85268 / (480) 837-4408 [email protected] John Wrobel Reymundo J. Torres Ameritas Life Insurance Group Prudential Insurance Co. of Am. Robert E. Vest, III 8655 E. Via de Ventura, #F160 3200 N. Central Ave., Ste. 600 New York Life Insurance Scottsdale, 85258 / (480) 315-0208 Phoenix, 85012 / (602) 667-4752 14850 N. Scottsdale Rd., Ste. 400 [email protected] [email protected] Scottsdale, 85254 / (480) 840-2014 [email protected] Christopher M. Tousley, LUTCF Farm Bureau Financial Services D. Winston Vineyard, LUTCF Y 7650 E. Redfield Road, Suite D3-4 American Family Insurance Co. Victor Yates, CLTC Scottsdale, 85260 / (480) 483-8787 9280 E. Raintree Drive, Suite 103 New York Life Insurance [email protected] Scottsdale, 85260 / (480) 951-8890 14850 N. Scottsdale Rd., Ste. 400 [email protected] Scottsdale, 85254 / (480) 840-2081 [email protected]
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ALPHABETICAL COMPANY LISTING Independents Allstate Insurance Co. Farmers Insurance Group Amenda, Douglas Albanese, Anthony Tadlock, Roy M. Anderson, Gregory M. Anderson, Westley American Family Insurance Genworth Life Insurance Aspegren, Lyle R. Roden, Christopher, Y. Devereaux, Barbara G. Barbanell, Jeffrey S. Shisler, Bryan Barry, Thomas W. Vineyard, D. Winston Guardian Life Bean, Ann M. Driscoll, John M. Bicket, Rich American National Ins. Mwansa, Regeanna Biro, Jeffrey J. Campasano, Ralph Shawl, Jon C. Blau, Ronald Heath, Chuck Bress, Allen O'Neal, Jon ING Carlson, Susan Poppe, Donald W. Vora, Dharmesh Chipman, Monica Squires, Scott Dahlen, Justin Woods, Mark Jackson National Life Dattner, Alvin L. Gagliano, Mark P. Dawson, Haydee American Savings Life Ins. Co. Del Re, Monica Allen, Byron LifeBrokers Downhour, Richard Valentine, Daniel S. Farkash, Howard American United Life Ford, Jodi Eibeck, Michael E. MassMutual Gould, William R. Ryan, Gregory M. Wright, Darren J. Griffen, Margaret Anne Speros, Vasilios Griffin, Terrie MassMutual Arizona Hill, J. David Ameritas Life Insurance Group Child, Darcy L. Holt, Timothy W. Wrobel, John Dollarhide, Jeffrey C. Jackson, Elayne Garcia, Michael A. Jones, Tracy L. The BDA Wealth Group Kuraja, Sue Junior, Jeffrey B. Regan, James Scheid, Joseph Mann, David S. Vineyard, Trey Sollomi, Mark Markham, Michael E. Mazzella, Jr., Michael R. Bankers Life & Casualty Co. MetLife Financial Services McBride, Debra Markham, Harry E. Rose, Melody Meyer, Theodore R., III Thomas, Michael Moloney, Sr. , Michael P. Conseco Variable Ins. Co. Nitchen, Michael L. Dubes, Michael Midland National Olsen, John Redaelli, Richard Pilvinis, Phillis S. Crump Life Insurance Services Poppe, Steven C. Poppe, Steven C. Modern Woodmen of America Post, Sam Riedel, Susan Regan, James Country Financial Schaeffer, David Bennett, Scott Senseman, Mark A. Massey, III, John Smith, Raymond Reyes, Mindy S. Sparks, Ginny Swegle, Vern ECA Financial Services Taylor, Kenneth W. Wernecke, Robert J. Trucksess, George Vazirani, Anil Farm Bureau Financial Services Verster, Neville M. Mundy, Darin Vineyard, Trey Phares, Douglas B. Tousley, Christopher M. Wright, Richard M.
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ALPHABETICAL COMPANY LISTING New York Life Insurance Northwestern Mutual Thrivent Financial Brekan, Joseph R. Beyer, Richard W. Brooks, Brian Buzzard, Bryan T. Johnson, Mark W. Cacioppo, Robert PennMutual Life Ins. Co. Knudten, Gregg A. Cipolletti, Michael Lashway, Tod D. Larson, Mark D. Cook, Barry A. Larson, Steven Fort, Richard Physician Advisors, LLC Meier, Paul W. Frank, Bruce J. Nabity, Amber Novicki, Phillip B. Goodman, Dean R. Schmaltz, Daniel Hartman, Robert A. Physicians Mutual Insurance Shaw, Andrew M. Henderson, Martin F. Holland, Eric Hildebrand, Wayne H. Pigg, Rodney L. Trajan Insurance & Wealth Jackson-Kittle, Samantha Services Karlson, Raymond J. Prudential Insurance Co. of Am. Junior, Jeffrey B. Keane, John C. Torres, Reymundo J. Kluge, John F. Transamerica Koskovich, Mark Revere Financial Services Marshall, John Loeffler, Dwight E. Jackson, Elayne Miller, Gary J. Post, Sam Union Central Mindak, Steven T. Ham, Dennis M. Nash, Chris D. Sheila Switzer & Assoc./ExamOne Nemger, Michael A. Lively, Beth UNUM Nielsen, Gary K. Nees, Carol Key, Grigore Norgord, David J. O'Keefe, Bryan State Farm Insurance Pineda, Jesus Ahluwalia, Daniel K. Porro, Drew Lucien Estes, Joy T. Reeves, James Holmes, Regina R. Rose, Sherrin L. Kunewa, Laura Rothman, Mark P. McCroskey, Michelle Simcox, Gerald D. Perdomo, Gunther Stiles, Kelli Shkapich, Dan Trautman, Reed P. Slepak, David Tucker, Charles A. Sothan, Devin Usher, Bruce H. Summ, Shauna Vest III, Robert L. Wallace, James Yates, Victor
91 Randy Rasnake, II
3964 East Pima Tucson, 85712 520.324.0055 [email protected]
92 NAIFA tucson www.naifa-tucson.com
Juan Ibarra 520-620-5379
OFFICERS President Juan Ibarra President-Elect Chaz Elsten Secretary/Treasurer Marcus Carreon Immediate Past President Tom Tatro, FSS, ChFC National Committee Chair Tom Tatro, FSS, ChFC
DIRECTORS Robert Hamm Adam Harrison Roth Connie Jo McAdams, LUTCF Brett J. Stein Jason T. Robinson
NAIFA-Tucson Jeanie Merideth
6890 E. Sunrise Dr., Ste. #120-248, Tucson, AZ 85750 TUCSON (520) 299-6787, (520) 299-6431 Fax [email protected] www.naifa-tucson.com
COMMITTEE CHAIRPERSONS Golf Tournament Chair Seth Krasne, LUTCF, CLTC Health Insurance/Membership Chair Chaz Elsten IFAPAC Chair Connie McAdams, LUTCF Programs/YAT Chair Marcus Carreon
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Scott Beardshear A Scott Beardshear, LLC C Luke Adams 1101 S. Naco Hwy, Ste 117 Robert Campbell Farm Bureau Financial Services Bisbee, 85603 / (520) 432-5411 New York Life 10355 N La Canada Dr, Ste 107 [email protected] 1 S Church Ave, Ste 2200 Tucson, 85737 / (520) 885-3083 x19 Tucson, 85701 / (520) 620-5300 [email protected] Jonathan Beaty [email protected] Liberty Mutual Insurance Company Kristen Anderson 333 N Wilmot Rd, Ste 100 Marcus Carreon Kristin Anderson Insurance Tucson, 85711 / (520) 745-1661 New York Life 12060 N Thornydale Road, Ste 102 [email protected] 1 S Church Ave, Ste 2200 Marana, 85658 / (520) 682-2886 Tucson, 85701-1621 / (520) 620-5393 [email protected] Myles K. Beck, LUTCF [email protected] P.O. Box 13069 Omar H. Antelo Tucson, 85732 / (520) 577-2711 Peter P. Chan, CLU, MBA New York Life [email protected] New York Life 1 S Church Ave, Ste 2200 1 S Church Ave, Ste 2200 Tucson, 85701-1621 / (520) 620-5300 Ronen Ben-Dov Tucson, 85701 / (520) 620-5309 [email protected] New York Life [email protected] 1 S Church Ave, Ste 2200 Thomas Apger Tucson, 85701 / (520) 620-5360 Chelsea Cohen New York Life [email protected] Chelsea Cohen Insurance Agency 1 S Church Ave, Ste 2200 8476 E Speedway Blvd, Ste 208 Tucson, 85701-1621 / (520) 620-5362 Mathew J. Benson Tucson, 85710 / (520) 250-5253 [email protected] New York Life [email protected] 1 S Church Ave, Ste 2200 Tucson, 85701 Steve Cooper [email protected] Allstate Life Insurance Company B 8383 E 22nd St Dwight W. Babcock Raymond Borst, CLU, ChFC, LUTCF Tucson, 85710-6528 / (520) 882-9001 Babcock Financial Group Humana Insurance Company 6464 E. Grant Road 5210 E Williams Circle, Ste 200 Jesus Cornidez Tucson, 85715 / (520) 298-1991 Tucson, 85711 / (520) 307-9836 New York Life [email protected] [email protected] 1 S Church Ave, Ste 2200 Tucson, 85701 / (520) 620-5300 Gregory L. Baker, CLU, ChFC Marc S. Braden [email protected] Greg Baker & Associates New York Life 2919 E Broadway, Ste 300A, #108 1 S Church Ave, Ste 2200 Christopher Cox, CSA Tucson, 85716 / (520) 320-0960 x1 Tucson, 85701 / (520) 620-5300 Smith & Cox, LLC [email protected] [email protected] 1846 E Innovation Park Dr Oro Valley, 85755 / (520) 318-5505 Supriya Bakshi Michael L. Braegelmann, CLU [email protected] New York Life State Farm Insurance Companies 7526 E. Camino Amistoso 4178 E. 22nd Street Tucson, 85750 / (520) 620-5319 Tucson, 85711-5335 / (520) 745-2800 [email protected] Michael.braegelmann.b40k@statefarm. com D Michael P. Barker Mary Ann Daley American Family Life Insurance Diana Brettrager, CIC, FSS, LUTCF Daley Insurance 1131 S La Canada Dr, #105 Country Financial 325 E Deone Ln Green Valley, 85614 / (520) 625-2166 8460 E. Broadway Tucson, 85704 / (520) 297-6789 [email protected] Tucson, 85710 / (520) 298-6700 [email protected] [email protected] David Bearden Clinton E. Davis, CLU, ChFC New York Life Clinton Davis Financial Services, Inc. 1 S Church Ave, Ste 2200 6890 E Sunrise Dr, #120-497 Tucson, 85701 Tucson, 85750 / (520) 299-1555 [email protected] [email protected]
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Jerlynne L. Davis, CLU, ChFC, LUTCF F Robert Hamm Independent Insurance Agent Brian Fenn American Family Life Insurance 4401 N. Lason Ln Northwestern Mutual 10132 N Oracle Rd, Ste 160 Tucson, 85749 / (520) 760-0077 1760 E River Rd, Ste 247 Tucson, 85704 / (520) 820-6037 [email protected] Tucson, 85718 / (520) 615-5382 [email protected] [email protected] Peter D. De La RamBelje, LUTCF Rebecca Harper, CCFC New York Life Maria Frisby, CLU, ChFC, CIC 3732 N Cherry Ave 1 S Church Ave, Ste 2200 Frisby Insurance Tucson, 85719 / (520) 312-9797 Tucson, 85701-1621 / (520) 620-5333 P.O. Box 369 [email protected] [email protected] Tucson, 85702 / (520) 622-1595 [email protected] Paul Heiser Lyle A. Deo, CLU, ChFC, CTLC State Farm Insurance Companies NOVA Financial 3801 E Ft. Lowell Rd 1630 E. River Rd., Ste 120 Tucson, 85716 / (520) 327-7884 Tucson, 85718 / (520) 202-0291 [email protected] [email protected] G W. Craig Gibson, CLU Sean Hellebuyck Thomas P. Dierken New York Life Hellebuyck Agency New York Life 1 S Church Ave, Ste 2200 5671 N Oracle Rd, #1108 1 S Church Ave, Ste 2200 Tucson, 85701 / (520) 620-5312 Tucson, 85704 / (520) 881-1018 Tucson, 85701 / 520-620-5355 [email protected] [email protected] [email protected] Jeffrey R. Gietl Stacey M. Himes D’Antonio, LUTCF Gietl & Strutz Insurance Berwick-Himes Insurance Services, LLC 4562 N 1st Ave, #130 3561 E. Sunrise Dr., Ste 135 Tucson, 85718 / (520)322-5229 Tucson, 85718 / (520) 790-7777 E [email protected] Allen G. Ekman, LUTCF, CLU [email protected] 21st Century Financial Ricardo L. Gomez, LUTCF 4810 E Camp Lowell Dr Doug Hoag Mass Mutual Farm Bureau Financial Services Tucson, 85712 / (520) 722-0670 7355 S Brackenbury Dr. [email protected] 10355 N La Canada Dr, #197 Tucson, 85746 / (520) 870-0409 Tucson, 85737 / (520) 885-3083 [email protected] Aaron Ellyson [email protected] New York Life Joseph G. Gootter, CLU, ChFC 1 S Church Ave, Ste 2200 Eric Hughes Axa Advisors, LLC Genworth Financial Tucson, 85701 7002 N Ina Place [email protected] 4729 E Sunrise Dr Tucson, 85718 / (520) 747-0043 Tucson, 85718 / (520) 751-9403 [email protected] Chaz Elsten [email protected] The Elsten Agency Christopher P. Gurton, LUTCF 2702 N Country Club Rd Joshua Hyde Country Financial Catalina Sunrise Tucson, 85716 / (520) 881-1181 5151 N Oracle, #118A [email protected] 10355 N. La Canada Dr., Ste 197 Tucson, 85704 / (520) 297-1290 Oro Valley, 85737 / (520) 885-3083 [email protected] Matthew Emich [email protected] New York Life 1 S Church Ave, Ste 2200 Tucson, 85701 / (520) 620-5300 [email protected] I H Juan F. Ibarra Michael Halliday New York Life Tucson Agency 1 S Church Ave, Ste 2200 7445 N Oracle Rd, Ste 201 Tucson, 85701 / (520) 620-5379 Tucson, 85704 / (520) 599-8455 [email protected] [email protected]
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Mojca Sonja Integlia, B.A., M.L.S. Michael Leed William Mayfield, CSA Integlia Financial Services Leed & Leed Inc. Mayfield Financial 37558 S Hill Side Dr 1889 N. Kolb Rd. 2567 N 1st Ave Tucson, 85739 / (520) 825-5322 Tucson, 85715 / (520) 382-0319 Tucson, 85719 / (520) 322-9773 [email protected] [email protected] [email protected]
Kevin Leifeld Connie Jo McAdams, LUTCF New York Life Mutual of Omaha Companies J 1 S Church Ave, Ste 2200 2710 W Appaloosa Rd Colby Scott Johnsen Tucson, 85701 / (520) 620-5300 Tucson, 85742 / (520) 575-9414 Farm Bureau Financial Services [email protected] [email protected] 3501 S Marissa Dr Tucson, 85730 / (520) 549-8244 Justin B. Limmer Dennis P. McEvoy, CLU, ChFC CLTC [email protected] North Star Resource Group Northwestern Mutual 6985 N. Oracle Rd. 11750 E Exmoor Pl Doug Jones, CLU, ChFC Tucson, 85704 / (520) 320-0960 Tucson, 85748 / (520) 751-8433 Sothern Arizona Financial Group [email protected] [email protected] 1760 E River Rd, Ste 247 Tucson, 85718 / (520) 615-5367 Nina Lisk William McKenzie, LUTCF, MDRT [email protected] State Farm Insurance Companies NTrust Financial Services 11655 N Red Creek Pl 15909 N Starboard Dr Ryan Jones Oro Valley, 85737 / (520) 377-6963 Tucson, 85739-9501 / (520)982-8663 New York Life [email protected] [email protected] 300 E. Esplanade Dr., Ste 2050 Oxnard, CA 93036 / (805) 604-2153 Sean Litsky Stephen R. McNeely, CLU, ChFC [email protected] New York Life McNeely Financial Services 1 S Church Ave, Ste. 2200 3540 Calle Tres Tucson, 85701 / (520) 620-5300 Green Valley, 85614 / (520) 625-6679 [email protected] [email protected] K Richard E. Kisthardt, LUTCF Dennis R. Merideth, CLU, ChFC Country Financial MetLife Financial Services 8460 E Broadway Blvd M 6890 E. Sunrise Dr, Ste 120 Tucson, 85710-4010 / (520) 298-1800 Arvind Maddur Tucson, 85750 / (520) 293-9300 [email protected] Northwestern Mutual [email protected] 1760 E River Rd Seth J. Krasne, LUTCF, CLTC Tucson, 85718 / (520) 615-5376 Jeanie Merideth New York Life [email protected] NAIFA-Tucson 1 S Church Ave, Ste. 2200 6890 E Sunrise Dr, Ste 120, #248 Tucson, 85701 / (520) 620-5314 Jon Magoch Tucson, AZ 85750 / (520) 299-6787 [email protected] Retirement Navigators Financial & [email protected] Insurance Inc. 258 E River Rd, #110 Matthew J. Minehart, LUTCF Tucson, 85704 / (520) 399-6341 New York Life L [email protected] 1 S Church Ave, Ste 2200 Yuk-Yi Susan Lai-Chan Tucson, 85701 / (520) 620-5603 New York Life James Maina [email protected] 1 S Church Ave, Ste 2200 Main St. Exec. & Empl. Benefits, LLC Tucson, 85701 / (520) 620-5300 7440 N Oracle Rd, #5 [email protected] Tucson, AZ 85704 / (520) 297-9156 [email protected] N Kurt Larsen Scott A. Nasca, LUTCF Kurt Larsen Agency Clarissa Marquez Country Financial 9110 N Silverbell Rd, Ste 170 Nova Home Loans 3295 W Ina Rd, #100 Tucson, 85743 / (520) 682-2088 6245 E Broadway Blvd, #400 Oro Valley, 85741 / (520) 797-0100 [email protected] Tucson, 85711 / (520) 202-1062 [email protected] [email protected]
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Lawrence H. Neidich, LUTCF Kimberly Rodriguez, PHR Glen Smart Country Financial AFLAC NOVA Home Loans 5151 N Oracle Rd, Ste 118A 3275 W Ina Rd 6893 N Oracle Rd, Ste 121 Tucson, 85704 / (520) 407-0508 Tucson, 85741-2328 / (520) 975-5417 Tucson, 85704-4270 / (520) 495-7218 [email protected] [email protected] [email protected] Jeff Noel Jeffrey S. Ronstadt Gordon M. Smith State Farm Insurance Companies Ronstadt Insurance, LLC New York Life 9040 E Valencia, Ste 160 6775 E Camino Principal 1 S Church Ave, Ste 2200 Tucson, 85747 / (520) 574-7777 Tucson, 85715 / (520) 721-4848 Tucson, 85701 / (520) 620-5300 [email protected] [email protected] [email protected]
Justin L. Norris Douglas Roper Philip L. Solinsky, LUTCF New York Life New York Life Solinsky Financial Group, Inc. 1 S Church Ave, Ste 2200 1 S Church Ave, Ste 2200 5215 N Sabino Canyon Rd Tucson, 85701 / (520) 620-5300 Tucson, 85701 / (520) 620-5384 Tucson, 85749 / (520) 885-6623 [email protected] [email protected] [email protected] Adam Roth Brett Stein Allstate Life Insurance Company Northwestern Mutual P 4237 W Ina Rd, #107 1760 E River Rd, Ste 247 Joshua Pelligreen Tucson, 85741 / (520) 744-3994 Tucson, AZ 85718 / (520) 615-5377 American Family Life Insurance [email protected] [email protected] 10371 N Oracle Rd, Ste 211 Tucson, 85737 / (520) 795-4550 Robby Rowan, Jr., CLU,ChFC,CFP Timothy J. Stilb [email protected] State Farm Insurance Companies National Life Insurance Company 503 N. Tatum Lane 1889 N Kolb Rd J. Nicholas Pierson Gilbert, 85234 / (480) 327-7604 Tucson, AZ 85715 / (520) 296-8481 Northwestern Mutual [email protected] [email protected] 1760 E River Rd, #247 Tucson, 85718 / (520) 615-5383 Doyle W Stokes [email protected] State Farm Insurance S 1649 W Sunkist Rd Michael A. Sandoval, CLU, ChFC Tucson, AZ 85755 / (520)877-5530 Mutual of Omaha Companies [email protected] R 8208 N Freshwater Ln Kuddusi Ramazanoglu Tucson, 85741 / (520) 572-1156 Bruce Stubbs, LUTCF New York Life [email protected] Horace Mann/Champions Choice Insurance 1 S Church Ave, Ste 2200 and Financial Services, LLC Tucson, 85701 / (520) 620-5317 Dennis R. Scalpone 1995 W Grant Rd, 125Y [email protected] DRS Insurance Services, Inc. Tucson, 85745 / (520) 867-8807 9154 E Magdalena Rd [email protected] Allen R. Rasnake, II Tucson, 85710 / (520) 290-6100 APPS Paramedical Services [email protected] Sheila Switzer 3964 E Pima St Sheila Switzer & Associates/Examone Tucson, 85712 / (520) 324-0055 David Schimke 1860 E River Rd, #110 [email protected] Schimke Insurance and Financial Services Tucson, 85718 / (520) 529-3926 1687 W Silver Berry Pl [email protected] Fred Riesgo, Jr. Tucson, 85737 / (520) 240-8060 AXA Advisors, LLC [email protected] 5151 E Broadway Blvd, Ste 1200 Tucson, 85711 / (520) 572-5934 Scott Schultz T [email protected] Thrivent Financial for Lutherans Chris M Tanjuaquio 11826 W Anthony Dr. Northwestern Mutual Jason T. Robinson Tucson, 85743 / (520) 749-8265 1760 E River Rd, #247 Northwestern Mutual [email protected] Tucson, AZ 85718 / (520) 615-5372 1760 E River Rd, #247 [email protected] Tucson, 85718 / (520) 615-5393 [email protected]
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Tom A. Tatro, FSS, ChFC Scarlett R. Vogel-Ham Y Tom Tatro State Farm Insurance New York Life Frank Youdelman 4759 E Camp Lowell Dr 1 S Church Ave, Ste 2200 MetLife Financial Services Tucson, 85712 / (520) 323-2253 Tucson, 85701 / (520) 270-4306 4713 E Camp Lowell [email protected] [email protected] Tucson, AZ 85712 / (520) 512-5924 [email protected] Daniel P. Toal, CLU, LUTCF Lovitt & Touche Ben W. Young 7202 E Rosewood Dr, #200 W New York Life Tucson, AZ 85710 / (520) 722-7183 Paul Walker 1 S Church Ave, Ste 2200 [email protected] MetLife Financial Services Tucson, 85701 / (520) 620-5300 4732 N Oracle Rd, #115 [email protected] Steven D. Touche Tucson, 85705 / (520) 293-9300 x16 Lovitt & Touche [email protected] P.O. Box 32702 Tucson, 85751 / (520) 722-3000 Tracey Webber [email protected] Tracey Webber Insurance & Financial Z 1100 E Ajo Way, #206 Margaret M. Zaring, LUTCF Tucson, AZ 85713 / (520) 795-6367 MetLife Financial Services [email protected] PO Box 89434 V Tucson, 85752 / (520) 322-0144 Chastity Vaughan Guy Welsh [email protected] APPS Paramedical Services New York Life 3964 E Pima St One S Church Ave, Ste 2200 Tucson, 85712 / (520) 529-3926 Tucson, AZ 85701 / (520) 620-5300 [email protected] [email protected] Maria A. Velez Pamela Wise New York Life New York Life 1 S Church Ave, Ste 2200 1 S Church Ave, Suite 2200 Tucson, 85701 / (520) 620-5344 Tucson, 85701 / (520) 620-5300 [email protected] [email protected]
Thomas R. Vetrano, CMFC, LUTCF Vetrano Financial Services 7498 N La Cholla Tucson, 85741 / (520) 544-7919 [email protected]
98 º tucson º tucson º
ALPHABETICAL COMPANY LISTING Independents AFLAC MetLife Financial Services Babcock, Dwight Rodriguez, Kimberly Merideth, Dennis Baker, Gregory Walker, Paul Becerra, Karol Allstate Life Insurance Company Youdelman, Frank Beck, Myles Cooper, Steve Zaring, Margaret Borst, Raymond Roth, Adam Cox, Christopher Mutual of Omaha Companies Daley, Mary American Family Life Insurance McAdams, Connie Davis, Jerlynne Barker, Michael Sandoval, Michael Deo, Lyle Hamm, Robert Ekman, Allen Pelligreen, Josh New York Life Frisby, Maria Antelo, Omar Gietl, Jeffrey APPS Paramedical Services Apger, Thomas Harper, Rebecca Rasnake, Allen Bakshi, Supriya Himes, D’Antonio Stacey Vaughan, Chastity Bearden, David Hughes, Eric Ben-Dov, Ronen Hyde, Joshua AXA Advisors, LLC Benson, Mathew Integlia, Mojca Gootter, Joseph Braden, Marc Kirby, Roxsann Riesgo, Fred Campbell, Robert Limmer, Justin Carreon, Marcus Magoch, Jon Country Financial Chan, Peter Maina, James Brettrager, Diana Cornidez, Jesus Marquez, Clarissa Gurton, Christopher De La RamBelje, Peter Mayfield, William Halliday, Michael Dierken, Thomas McKenzie, William Kisthardt, Richard Ellyson, Aaron McNeely, Stephen Nasca, Scott Emich, Matthew Merideth, Jeanie Neidich, Lawrence Gibson, W. Ronstadt, Jeffrey Ibarra, Juan Schimke, David Farm Bureau Financial Services Jones, Ryan Schultz, Scott Adams, Luke Krasne, Seth Smart, Glen Hoag, Doug Lai-Chan, Yuk-Yi Susan Solinsky, Philip Johnsen, Colby Leifeld, Kevin Stilb, Timothy Litsky, Sean Stubbs, Bruce Farmers Insurance Group Minehart, Matthew Switzer, Sheila Cohen, Chelsea Norris, Justin Toal, Daniel Elsten, Chaz Ramazanoglu, Kuddusi Touche, Steven Hellebuyck, Sean Roper, Douglas Vetrano, Thomas Smith, Gordon Webber, Tracey Guardian Velez, Maria Davis, Clinton Vogel-Ham, Scarlett Scalpone, Dennis Welsh, Guy Wise, Pamela Liberty Mutual Insurance Young, Ben Company Beaty, Jonathan Mass Mutual Gomez, Ricardo
99 º tucson º tucson º
Northwestern Mutual State Farm Insurance Companies Fenn, Brian Anderson, Kristin Jones, Doug Beardshear, Scott Maddur, Arvind Braegelmann, Michael McEvoy, Dennis Heiser, Paul Pierson, J. Larsen, Kurt Robinson, Jason Lisk, Nina Stein, Brett Noel, Jeff Tanjuaquio, Chris Rowan, Robby Stokes, Doyle Tatro, Tom
100 101 102 NAIFA west valley www.naifawestvalley.org
Christopher Kelly 623-444-7892
OFFICERS President Christopher S. Kelly Secretary Constance M. Crerand Treasurer Steve R. Goucher National Committee Chair Robert A. Bryant, Sr., LUTCF
DIRECTORS Paul Ford Don Hastings Nelson Simon
NAIFA-West Valley Christopher S Kelly Phone: 623-444-7892 Fax: 623-476-5668 Email: [email protected]
COMMITTEE CHAIRPERSONS WEST VALLEY IFAPAC George Henderson Membership Paul Ford Programs Don Hastings
103 west valley º west valley
A Betty Jo Convery G CLU, ChFC, FLMI Brian Ginter Scott Adamson State Farm Insurance Companies 22001 N. 80th Dr. Thrivent Financial for Lutherans 4225 W Bell Road 9139 W Thunderbird Rd Ste 210 Peoria, 85383 / 602-859-0496 Phoenix, AZ 85053 / 602-938-4491 [email protected] Peoria, AZ 85381 / 623-234-9212 [email protected] [email protected] Lukas Atkins Constance M. Crerand Stephen R. Goucher Luke Atkins State Farm Financial Initiatives 21610 N 35th Ave #164 Farm Bureau Financial Services 6419 W. El Cortez Place 18301 N. 79th Ave., Ste. D-146 Glendale, 85308 / 623-434-7220 Phoenix, 85083 / 623-398-6906 [email protected] Glendale, 85308 / 623-979-3842 [email protected] [email protected]
Joseph E. Crerand, Jr., CLU, ChFC Catherine M. Guyette, LUTCF Financial Initiatives American Family Life Insurance Company B 6419 W. El Cortez Place Amber R. Barger 13711 W Camino Del Sol Ste 3 Phoenix, 85083 / 623-398-6906 Sun City West, AZ 85375 / 623-214-9111 Thrivent Financial for Lutherans® [email protected] [email protected] 5611 N. 54th Ave. Glendale, AZ 85301 / 623-239-3803 [email protected]. [email protected] D Donita Deal H Wayne Barress David Hand American National Insurance Company Farmers Insurance Group/ Lyle Hand Agency State Farm 15188 N 75Th Ave Ste 200 17235 N. 75th Ave., Ste B165 2432 W Peoria Ave Ste 1025 Peoria, AZ 85381 / 623-776-0588 Phoenix AZ 85029 / 602-993-5383 Glendale, 85308/ (623) 486-0889 [email protected] [email protected] [email protected]
Jim L. Bennett, LUTCF Lyle Hand Bennett Insurance Group, Inc. Farmers Insurance Group/ Lyle Hand Agency F 2432 W Peoria Ave Ste 1025 24654 N. Lake Pleasant Pkwy Mike Ford Suite 103-575 Phoenix AZ 85029 / 602- 866-8020 PFG Marketing Group, Inc. [email protected] Peoria, 85383 / 623-979-4140 2440 W. Mission Lane, Suite 11 [email protected] Phoenix, 85021 / 602-944-2220, ext. 104 C. Don Hastings [email protected] Jay R. Bibich Farm Bureau Financial Services 18301 N. 79th Ave., D-146 Farm Bureau Financial Services Paul Ford 18301 N. 79th Ave., D-146 Glendale, 85308 / 623-878-2491 PFG Marketing Group, Inc. [email protected] Glendale, 85308 / 623-201-4799 2440 W. Mission Lane, Suite 11 [email protected] Phoenix, 85021 / 602-944-2220, ext. 108 Donald D. Homsey, Sr., LUTCF [email protected] Farmers Insurance Group 6033 W Bell Rd #F Robert A. Bryant, Sr., LUTCF Stephanie Fullerton Longevity Planners LLC Glendale AZ 85308 / 602-938-4950 Fullerton Financial Planning [email protected] 12316 N. Dove Wing Way 14155 n. 83rd Avenue #144 Peoria, 85383 / 623-583-1800 Peoria, AZ 85381 / 623-974-0300 [email protected] Brett Huddleston [email protected] State Farm Insurance Companies 6213 S Miller Rd Ste 106 Mark Funk Buckeye, AZ 85326 / 623- 386-4432 Thrivent Financial® [email protected] C 9139 W Thunderbird Rd Ste 210 William G. Coking, CLU Peoria, AZ 85381 / 623-234-9212 Independent [email protected] P.O. Box 24837 Tempe, 85285 / 480-768-0228 [email protected]
104 west valley º west valley
I David A. Livingston, LD22 ChFC, P Roy N. Irwin, LUTCF AZ House of Representatives Jeff G. Pettett Irwin Insurance & Investments 1700 W. Washington St. Room 341 American Family Insurance 5639 W. Tonopah Phoenix, 85007 / 602-926-4178 4151 W. Thunderbird Rd. Glendale, 85308 / 623-521-1066 Cell: 623-229-7094 Phoenix, 85083 / 602-548-1827 [email protected] [email protected] / [email protected] [email protected] Dorothy Lockard Farm Bureau Financial Services J 311 N. Miller Rd. R Jennifer Jasper Buckeye, 85326 / 623-935-6209 Everett J. Raines, CLU, ChFC State Farm Insurance [email protected] Raines Insurance Services Inc. 10204 W. Happy Valley Rd. #175 P.O. Box 219 Peoria, 85383 / 623-974-5100 Tonopah, 85354 / 623-393-8222 [email protected] [email protected] Gary D. Jeffers M Victor A. Rodriguez Thrivent Financial® Bob Morrison Liberty Mutual Insurance 430 W Warner Rd Ste 124 American Family/Robert Morrison 8537 W. El Caminito Dr. Tempe AZ 85284 / 480-889-3198 Agency Peoria, 85345 / 623-293-8750 [email protected] 6033 W Bell Rd Suite J [email protected] Glendale AZ 85308 / 602-923-2220 [email protected] George J. Rowe Farm Bureau Financial Services K 3673 S. Bullard Avenue, Suite 101 Brad Kallevig Goodyear, 85338 / 623-925-0190 Farm Bureau N [email protected] Saguara Agency Verl F. Naber, CLU, LUTCF, FIC 22601 N. 19th Avenue #106 Farm Bureau Financial Services Phoenix, AZ / 480-243-4871 13506 W. Medlock Drive [email protected] Litchfield Park, 85340 / 623-512-7452 S [email protected] Vincent L. Salvione, CLF, LUTCF Christopher S. Kelly American Family Mutual Ins. Co. Farmers Insurance Group Chris Noland, CLU 21642 N. 9th Ave., Suite 102 9460 W. Peoria Ave., Ste. E West Valley Agency Field Office Phoenix, 85027 / 623-587-0100 Peoria, 85345 / 623-444-7892 9051 W. Kelton Lane, Suite 12 [email protected] [email protected] Peoria, 85382 / 623-583-6945 [email protected] Preston G. Schmidt Clark A. Krueger, CFP Thrivent Financial® Thrivent Financial® 9139 W Thunderbird Rd Ste 210 17505 N. 79th Ave., Ste. 101 Peoria AZ 85381 / 623-234-9212 Glendale, 85308 / 623-939-6455 O [email protected] [email protected] Alex Oms State Farm Insurance David A. Sewell 17505 N 79th Ave #216 Farm Bureau Financial Services Glendale, AZ 85308 / 623- 266-4199 10240 N. 31st Avenue, Suite 135 [email protected] Phoenix, 85051 / 602-997-6633 L [email protected] Daniel L. Lindblad, CLU Susan G. O'Nele Lindblad Financial Group American Family Insurance Nelson N. Simon 10451 Palmeras Dr., Suite 240 2412 W. Greenway Road, Suite C-10 Independent General Agent Sun City, 85373 / 623-583-5940 Phoenix, 85023 / 602-375-9106 9602 W. Granada Dr. [email protected] [email protected] Sun City, 85373/ 856-231-4729 [email protected]
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Jonathan A. Smith, CSA W Jonathan Smith Insurance Jack H. Watkins 7019 W. Midway Ave. PFG Marketing Glendale, 85303 / 623-776-0558 2440 W. Mission Lane, Suite 11 [email protected] Phoenix, 85021 / 602-944-2220, ext. 109 David H. Souders, CLU, LUCTF [email protected] 17220 N. Boswell Blvd., Suite 131E Sun City, AZ 85373 / 623-974-2177 Matthew C. Word [email protected] ChFC®, CLF®, CLU ®, LUTCF, FSS North Phoenix Agency Brandon K. Sparks, FIC 15396 N 83rd Avenue, Bldg. A, Ste. #304 Thrivent Financial - 529 Peoria, 85381 / (623) 334-2750 17505 N. 79th Ave., Ste. 101 [email protected] Glendale, 85308 / 623-939-6455 [email protected] Z T Jeanie M Zaporowski Jamie Talamante Farmers Insurance Group CSA General Insurance 6685 W Beardsley Rd #275 2480 W. Las Palmaritas Dr. Glendale, AZ 85308 / 623- 979-7701 Phoenix, 85021 / 602-864-5230 [email protected]
Dorothy C. Taylor 11414 N. 30th Avenue Phoenix, 85029 / 602-992-1570 [email protected]
U W. Andrew Unkefer Unkefer & Associates 7029 N. 55th Dr. Glendale, 85301 / 623-847-9101 [email protected]
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ALPHABETICAL COMPANY LISTING Independents Farmers Insurance Group Adamson, Scott Kelly, Christopher S. Bennett, Jim L. Bryant, Robert A. Financial Initiatives Coking, William G. Crerand, Constance M. Fullerton, Stephanie Crerand, Joseph E. Irwin, Roy N. Lindblad, Daniel L. Liberty Mutual Insurance Naber, Verl F. Rodriguez, Victor A. Raines, Everett J. Smith, Jonathan A. PFG Marketing Group Simon, Nelson N. Ford, D. Michael Souders, David H. Ford, Paul Talamonte, Jaime R. Watkins, Jack H. Taylor, Dorothy C. Unkefer, W.Andrew State Farm Wayne Barress American Family Jasper, Jennifer O'Nele, Susan G. Noland, Chris Morrison, Bob Salvione, Vincent L. Thrivent Financial Kreuger, Clark A. Ameriprise Financial Sparks, Brandon K. Livingston, David A. Country Insurance & Financial Word, Matthew C. Farm Bureau Financial Services Bibich,Jay R. Goucher, Stephen R. Hastings, Charles D. Kallevig, Brad Lockard, Dorothy R. Naber, Verl F. Rowe, George J. Sewell, David A.
107 I GREW MY BUSINESS “AND BECAME A BETTER ADVISOR By joining NAIFA and becoming involved in our association, I grew my business and became a better advisor, serving my clients with the ” knowledge and experience that they deserve.
My experience with NAIFA taught me the value of our industry, its accomplished leaders, and how congressional legislation impacts the lives of our clients and our own bottom line.
As a NAIFA member, I continue to take advantage of programs only available to NAIFA members, including LILI, the Leadership in Life Institute. Without NAIFA, I would not have had the leadership experi- ence, the business growth opportunities and the personal friendships I have enjoyed throughout my career.
NAIFA continues to support the growth of our industry and protects the future of our profession and the clients we represent.
Cindy Bong, CLTC, LUTCF Cindy Bong Insurance Agency, LLC Hartland, WI NAIFA Member Since 1997
Get the rest of the story at www.NAIFA.org/IAvoice
108 NAIFA www.naifa-az.org yuma
Gary Smith, CLU, ChFC, LUTCF 928-344-0403
OFFICERS ––––––––––––––––––––––––––––––––––––––––––––––––––––––– President Gary Smith, CLU, ChFC, LUTCF Secretary Reed Lohrenz Treasurer David M. Schuman, CLU, LUTCF Past President Yara T. Nash
COMMITTEE CHAIRPERSONS ––––––––––––––––––––––––––––––––––––––––––––––––––––––– Government Relations Yara T. Nash IFAPAC David M. Schuman, CLU, LUTCF Membership Reed Lohrenz YUMA
109 º yuma º yuma º
F N Tony C. Felix Yara T. Nash The Felix Insurance Agency New York Life 1021 West 16th Street 2044 S. 6th Ave Yuma, 85364 / 928-783-2159 Yuma, 85364 / 928-782-6959 [email protected] [email protected] Web: www.yaranash.com Katie Figueroa State Farm 360 W. 20th St., Suite C Yuma, 85364 / 928-726-8050 R [email protected] Marci R. Rios New York Life 2450 S. 4th Ave., Suite 200 G Yuma, 85367 / 928-317-1797 Carmen T. Green Montoya Group LLC 650 S. 4th Avenue S Yuma, 85364 / 928-782-1648 David M. Schuman, CLU, LUTCF [email protected] Farmers Insurance Group 670 E. 32nd Street, Ste. 11 Yuma, 85365 / 928-726-0300 H [email protected] Zeke M. Herrera Gary L. Smith, CLU, ChFC, LUTCF State Farm Financial Design Group 2811 S. 4th Ave., Ste. C 1405 W 16th St, Suite A Yuma, 85364 / 928-344-1727 Yuma, 85364 / 928-344-0403 [email protected] [email protected] L Reed Lohrenz, CEA, CSA Independent 281 W. 24th Street, Suite 135 Yuma, 85364 / 928-317-2920 [email protected] Liz Laster Farm Bureau Financial Services 7175 E. 31st Pl. Yuma, AZ 85365 Office (928) 248-5038 [email protected] Web: http://[email protected]
M David J. Montoya, LUTCF Montoya Group LLC 650 S. 4th Avenue Yuma, 85364 / 928-782-1648 [email protected]
110 º yuma º yuma º
ALPHABETICAL COMPANY LISTING Independents Montoya Group Felix, Tony C. Green, Carmen T. Lohrenz, Reed Montoya, David J., LUTCF Farm Bureau Financial Services New York Life Laster, Liz Nash, Yara T. Rios, Marci R. Farmers Insurance Group Schuman, David M., LUTCF. CLU State Farm Herrera, Zeke M. FDG Financial Design Group Figueroa, Katie Gary L. Smith. CLU, ChFC, LUTCF
111 NAIFA is proud to announce a partnership with the College for Financial Planning to create a new, dynamic and interactive curriculum for NAIFA’s Life Underwriter Training Council Fellow (LUTCF) designation.
What is the NAIFA LUTCF? LUTCF stands for Life Underwriter Training Council Fellow, a longstanding industry designation owned by NAIFA. NAIFA played a leading role in the creation of The Life Underwriter Training Council in 1947. The establishment of LUTC is one of many points in NAIFA’s history of commitment to practical training for agents and advisors in the field and to the peace of mind of consumers. The LUTCF designation was established in 1984, and since then more than 50,000 LUTCF designations have been conferred. NAIFA is proud of its long history associated with the LUTCF designation. It has been and will continue to be the proven designation for agents and advisors across the country. The underlying principle of providing valuable industry-specific training to NAIFA members has never been more important for the industry than it is today.
How is the NAIFA LUTCF Changing? For years, the NAIFA LUTCF program was administered on behalf of NAIFA by The American College. That partnership is ending, effective July 1, 2015. However, NAIFA has entered in a new partnership with the College for Financial Planning to re-launch the program. Information regarding the new curriculum, requirements for completion, pricing and other details about the new NAIFA LUTCF program can be found on the CFFP/LUTCF website www.cffpinfo.com/lutcf-life-underwriter-training- council-fellow/
About the College for Financial Planning Founded in 1972, the College for Financial Planning provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which has evolved into the world's most recognized and respected financial planning credential, with more than 60,000 professionals in the U.S. having earned the designation. In addition to its CFP® Certification Professional Education Program, the College offers three graduate degree programs, for more in-depth knowledge of the finance industry. Professional designation programs are also available, with specializations ranging from asset management to retirement planning. College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. More than 140,000 students have graduated from the College’s programs. For more information, visit www.cffpinfo.com.
How does this change affect my existing LUTCF designation? Your designation is not affected and you may continue to use it for the rest of your career. Those who earned the LUTCF designation prior to July 1, 2015 must continue to meet any applicable continuing education requirements and adhere to a Code of Ethics. Requirements for continuing education with regard to maintaining your LUTCF can be found on the CFFP/LUTCF website at www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow/ for those who earn the designation after July 1, 2015.
What if I’ve already started LUTCF coursework with The American College? NAIFA has ensured that The American College will honor the LUTCF coursework of those currently working toward the LUTCF designation through July 1, 2015. This means that anyone who has begun LUTCF coursework with The American College can finish the requirements and earn the designation through The American College as long as they do so by July 1, 2015. No new students will be accepted into the LUTCF program by The American College after December 31, 2013.
112 Who’s Who in Photos
113 114 115 116 117 118 119 120 121 122 123 124 125 126 Member Alphabetized Section
127 Membership Roster A Scott F. Bennett...... Scottsdale Michael Abbate...... Phoenix Mathew J. Benson...... Tucson Cristina Acosta...... Scottsdale Barbara A. Bentley...... East Valley Ronald P. Adams...... East Valley W. Craig Berger...... Phoenix Luke Adams...... Tucson Richard W. Beyer...... Scottsdale Scott Adamson...... West Valley John Richard Bicket...... Scottsdale Judy P. Aguilar-Woertz...... East Valley Walter G. Bilger Jr...... Phoenix Delia A. Aguirre...... At-Large Jeffrey J. Biro...... Scottsdale Daniel K. Ahluwalia...... Scottsdale Michael Bivens...... East Valley Anthony Albanese Jr...... Scottsdale Roland D. Black...... Phoenix Byron F. Allen...... Scottsdale A. Michael Blaker...... East Valley Ashley Allen...... East Valley Ronald J. Blau...... Scottsdale Jack G. Alspaugh...... Phoenix Maryglenn K. Boals...... Phoenix Carmelo I. Alvarez...... East Valley Jack E. Bobo FLMI...... Phoenix Douglas Scott Amenda...... Scottsdale Nancy L. Bockler...... East Valley Kennedy Amughan...... West Valley D. Andy Bolwar Jr...... Phoenix Michael Allen Anastos...... East Valley Mark A. Bonnett...... East Valley Gregory M. Anderson...... Scottsdale Paul Bopp...... East Valley Mark S. Anderson...... East Valley Raymond R. Borst...... Tucson Kristen Anderson...... Tucson Marc S. Braden...... Tucson Westley G. Anderson...... Scottsdale Tom Bradford...... East Valley Omar H. Antelo...... Tucson Andrea Colleen Bradshaw...... East Valley Bianca F. Apack...... At-Large Michael L. Braegelmann...... Tucson Thomas H. Apger...... Tucson Stanley E. Brase...... Phoenix Lyle R. Aspegren...... Scottsdale Joseph R. Brekan...... Scottsdale Rick Aussprung...... East Valley Allen D. Bress...... Scottsdale Harry E. Axford...... Scottsdale Diana Brettrager...... Tucson Dilworth C. Brinton Jr...... East Valley B John J. Brooking...... East Valley William F. Babb...... At-Large Brian W. Brooks...... Scottsdale Dwight W. Babcock...... Tucson Frank M. Brown...... Scottsdale Mark W Bagnall...... East Valley James F. Brown Jr...... Phoenix Dutch Baker...... Phoenix Dustin E. Brutton...... East Valley Gregory L. Baker...... Tucson Robert A. Bryant Sr...... West Valley Wendy Baker...... At-Large Katinka Meijerink Bryson...... East Valley Supriya Bakshi...... Tucson Patric S. Buchanan...... East Valley Jeffrey S. Barbanell...... Scottsdale Raymond T. Burden...... East Valley Michael P. Barker...... Tucson Bradley B. Burr ...... Phoenix Jeff D. Barra...... East Valley William F. Burrows...... East Valley Thomas William Barry...... Scottsdale Bryan T. Buzzard...... Scottsdale Stephen B. Barteau...... At-Large Melissa Bartusch...... Phoenix C Annette M. Bau...... East Valley Robert Cacioppo...... Scottsdale Ann M. Bean...... Scottsdale Robert Calabrese...... Scottsdale David V. Bearden...... Tucson Ralph J. Campasano...... Scottsdale Scott M. Beardshear...... Tucson Robert Campbell...... Tucson Jonathan Beaty...... Tucson Susan Carlson...... Phoenix Myles K. Beck...... Tucson Stephen O. Carlson...... Phoenix Paul Beckis...... Phoenix Marcus D. Carreon...... Tucson Ward T. Bell...... Phoenix Andy T. Carrillo...... East Valley Kristi Bell...... Phoenix Jeffrey D. Carter...... Phoenix Ronen Ben-Dov...... Tucson Rocio A. Casanova...... At-Large Mateo Beng...... West Valley Thomas L. Casella...... East Valley Jim Bennett...... West Valley William B. Cassidy...... Phoenix
128 Membership Roster Robert T. Castellani...... Phoenix Daniel E. Del Villar...... East Valley Marilyn Ceasor...... Phoenix Max A. Dembow...... Phoenix Daniel A. Ceschin...... Phoenix Lyle A. Deo...... Tucson Peter P. Chan...... Tucson Mark Derrico...... East Valley Tyler Davis Chatham...... Phoenix Barbara G. Devereaux...... Scottsdale John W. Cheang...... Scottsdale Edward A. Diaz Jr...... Phoenix James Chernek...... At-Large Thomas P. Dierken...... Tucson Patricia A. Chesebrough...... At-Large Jeffrey C. Dollarhide...... Scottsdale Darcy L. Child...... Scottsdale Jan M. Doughty...... Phoenix David P. Chittenden...... Phoenix Richard Downhour...... Scottsdale Dale L. Chittenden...... East Valley John M. Driscoll...... Scottsdale John B. Christiansen...... East Valley Kathleen A. Drybread...... Phoenix Michael Cipolletti...... Scottsdale Michael J. Dubes...... Scottsdale J Brandon Clarke...... East Valley Vlasta I. Duffy...... Phoenix James M. Clary...... Phoenix Andrew G. Dzurinko...... East Valley William D. Claytor...... East Valley Sharon Clemente...... East Valley E A Nicole Clinch...... Phoenix Gerald Eagleston...... Phoenix Chelsea Cohen...... Tucson Steven J. Edman...... East Valley William G. Coking...... West Valley Michael E. Eibeck...... Scottsdale Michael W. Colbert...... Phoenix Allen G. Ekman...... Tucson Barry A. Cook...... Scottsdale Aaron M. Ellyson...... Tucson Tyson Harvey Cook...... East Valley Tom Elms...... At-Large Steve Cooper...... Tucson Chaz Elsten...... Tucson Patrick J. Corley...... Phoenix Matthew T. Emich...... Tucson Jesus Cornidez...... Tucson Richard C. Erickson...... Phoenix JR Couch...... East Valley Dan J. Ertz...... Phoenix Christopher S. Cox...... Tucson David Escarcega...... At-Large John F. Coyne...... Phoenix Joy T. Estes...... Scottsdale Scott P. Craddock...... Phoenix Lee E. Evans...... Phoenix Larry D. Craver...... East Valley Joseph E. Crerand Jr...... West Valley F Constance M. Crerand...... West Valley Jonathan P. Fagan...... Phoenix Kevin Cunningham...... East Valley Lisa R. Fairbanks...... East Valley Michele G. Fanelli...... West Valley D Dianne T. Fay ...... Phoenix Justin P. Dahlen...... Scottsdale Wendy L. Feldman...... East Valley Mary A. Daley...... Tucson Tony C. Felix...... Yuma Dragan Danilovic...... East Valley Gregg Fendley...... At-Large Troy M. Danoff...... Phoenix Brian A. Fenn...... Tucson Dewey M. Darwin...... Phoenix Lupita Fernandez...... Phoenix Alvin Dattner...... Scottsdale Dan D. Ferrin...... East Valley Jerlynne L. Davis...... Tucson Sharon Fillman...... East Valley Clinton E. Davis...... Tucson Archie R. Fisher...... At-Large Gary A. Davis...... East Valley Paul A. Flores...... East Valley Ken Davis...... Phoenix Mike Ford...... West Valley Haydee Dawson...... Scottsdale Jodi Ford...... Scottsdale Peter D. De La RamBelje...... Tucson Evangeline Vandy Ford...... East Valley Tom DeBerry...... Tucson Paul E. Ford...... West Valley Shelley DeBlois...... Tucson Richard W. Fort...... Scottsdale Debra A. DeMarie...... Phoenix Bruce J. Frank ...... Scottsdale Donita Deal...... West Valley David Scott Franks...... Phoenix James T. Dekoschak...... Tucson Maria Frisby...... Tucson Monica A. Del Re...... Scottsdale Nancy Fromm...... Phoenix
129 Membership Roster Danny Fuentes...... East Valley Robert C. Heller...... Phoenix Lisa R. Fuhrman...... At-Large Martin F. Henderson...... Scottsdale Stephanie E. Fullerton...... West Valley George O. Henderson...... West Valley Mark J. Funk...... West Valley Cecilia Henriquez Burgess...... East Valley Hector Hernandez...... Phoenix G Honorio Hernandez...... At-Large Glen R. Gabrielson...... Scottsdale Zeke M. Herrera...... Yuma Howard T. Gale...... East Valley Mark Hess...... Phoenix Michael A. Garcia...... Scottsdale Robert Hess...... At-Large Rebecca S. Gaylor...... Phoenix David Hickson...... Phoenix W. Craig Gibson...... Tucson Wayne Hildebrand...... Scottsdale Jeffrey R. Gietl...... Tucson J. David Hill...... Scottsdale Brian C. Ginter...... West Valley Stacey Himes D’Antonio...... Tucson John F. Glass...... Phoenix Melinda Hinkson...... Phoenix Calvin P. Goetz...... Phoenix Doug Hoag...... Tucson Bert H. Goldberg...... East Valley Eric G. Holland...... Scottsdale Ricardo L. Gomez...... Tucson Regina Holmes...... Scottsdale Stephen Lloyd Good...... Phoenix Karen A. Holt...... Phoenix Dean R. Goodman...... Scottsdale Timothy W. Holt...... Scottsdale Joseph G. Gootter...... Tucson Donald D. Homsey Sr...... West Valley Stephen R. Goucher...... West Valley Stephen B. Horrell Jr...... Phoenix William B. Gould...... Phoenix Sara R. House...... Phoenix William R. Gould...... Scottsdale Thomas Hubbard...... East Valley Carmen T. Green...... Yuma Thaddeus T. Hubbard...... East Valley Fred H. Greenberg...... Phoenix Brent Huddleston...... West Valley Brian Greenberg...... Phoenix Eric L. Hughes...... Tucson Margaret Anne Griffen...... Scottsdale John M. Hunt Jr...... Phoenix Terrie Griffin...... Scottsdale Joshua Hyde...... Tucson Kathryn Grimco...... East Valley Charles R. Grimes...... Phoenix I Michael Charles Guida Jr...... Phoenix Juan F. Ibarra...... Tucson Christopher P. Gurton ...... Tucson Mojca Sonja Integlia...... Tucson Heather Guzman...... East Valley Gretchen Iudiciani...... East Valley
H J Carrie L. Hall...... Phoenix Elayne M. Jackson...... Scottsdale Michael Halliday...... Tucson Samantha Jackson-Kittle...... Scottsdale Dennis M. Ham...... Scottsdale Chester H. Jaehnig...... East Valley Brenda L. Hamer...... East Valley Julie Jakubek...... East Valley Kevin Hamilton...... At-Large JoEllen E. James...... Phoenix Robert Hamm...... Tucson Clayton M. Janson...... Phoenix Nicholas C. Hancock...... Phoenix Gary D. Jeffers...... West Valley Tom W. Hannon...... Phoenix Colby Scott Johnsen...... Tucson Lars David Hansen...... East Valley Noreen Johnson...... At-Large Mitchell Evin Harmes...... Phoenix Steve Johnson...... East Valley Rebecca Harper...... Tucson Mark W. Johnson...... Scottsdale Robert A. Hartman...... Scottsdale Jeremy Chandler Johnson...... East Valley Charles D. Hastings...... West Valley Doug A. Jones...... Tucson Chuck A. Heath...... Scottsdale Tracy L. Jones...... Scottsdale Thomas D. Hegna...... East Valley Ryan Jones...... Tucson Bruce C. Heide...... Phoenix George R. Jones...... Scottsdale Paul D. Heiser...... Tucson Larry Sterling Jorgensen...... East Valley Shawn Hellebuyck...... Tucson Jeff B. Junior...... Scottsdale Rob Heller...... East Valley
130 Membership Roster K Sean D. Litsky...... Tucson Brad Kallevig...... West Valley Chris N. Litt...... Phoenix James G. Kanos...... Phoenix Beth Lively...... Scottsdale Raymond J. Karlson...... Scottsdale David A. Livingston...... West Valley Sam Kasper...... East Valley Dorothy R. Lockard...... West Valley John C. Keane...... Scottsdale Dwight E. Loeffler...... Scottsdale Bob Keeper...... At-Large Reed Lohrenz...... Yuma Lewis M. Kelley Jr...... Phoenix Marvin D. Loos...... Phoenix Christopher S. Kelly...... West Valley Ryan Loynd...... Phoenix Kristi D. Kiernan...... East Valley Robert A. Lucca...... Phoenix Alan C. Kifer...... Phoenix Cami Lucero...... East Valley Hyun Christopher Kim...... At-Large Hilary A. Lyons...... Tucson Richard E. Kisthardt...... Tucson Matthew J. Klandrud...... East Valley M Michael P. Klein...... East Valley Joseph A. Mack...... East Valley John F. Kluge...... Scottsdale Arvind Maddur...... Tucson Yvonne J. Knaack...... West Valley Jon Magoch...... Tucson Gregg A. Knudten...... Scottsdale Timothy A. Maiefski...... West Valley Donna V. Kohlhase...... East Valley James A. Maina...... Tucson Stephen M. Kolesar...... Phoenix David S. Mann...... Scottsdale Charles R. Kolesar...... Phoenix Harry E. Markham...... Scottsdale Jeffrey C. Kolzow...... East Valley Michael E. Markham...... Scottsdale Paula M. Koroso...... East Valley Clarissa C. Marquez...... Tucson Mark S. Koskovich...... Scottsdale John B. Marshall...... Scottsdale Jordan T. Kosnick...... Phoenix Dino Marsillo...... Phoenix Michael Kosse...... At-Large Lisa M. Martin...... Phoenix Seth J. Krasne...... Tucson John D. Massey III...... Scottsdale David Richard Kroll...... Phoenix Mark J. Matsock...... Phoenix Laura Kunewa...... Scottsdale Ronald W. Matthis...... East Valley Sue Kuraja...... Scottsdale William Mayfield...... Tucson Adam Kwasman...... At-Large Sonja Mazon Rubalcava...... Phoenix Daniel A. Kyman...... Phoenix Michael R. Mazzella Jr...... Scottsdale Connie Jo McAdams...... Tucson L Michael J. McAndrew...... At-Large Eugene L’Heureux...... East Valley Debra McBride...... Scottsdale Heather A. Ladd...... East Valley Barry A. McBride...... Phoenix Yuk-Yi Susan Lai-Chan...... Tucson Bruce D. McBride...... Phoenix Larry Lambert...... At-Large Michelle S. McCroskey...... Scottsdale Keith A. Lang...... East Valley Jan A. McDaniel...... Phoenix John William Lang...... East Valley Dennis P. McEvoy...... Tucson Kurt Larsen...... Tucson Michael James McGowan Jr...... Phoenix Mark D. Larson...... Scottsdale Judd McGraw...... Phoenix Steven G. Larson...... Scottsdale William L. McKenzie...... Tucson Tod D. Lashway...... Scottsdale Douglas H. McMurry...... East Valley Liz Laster...... Yuma Stephen R. McNeely...... Tucson Monica J. Lawfield...... Phoenix Scott D. Mecham Jr...... East Valley Sharon Layman...... East Valley Stephen OG Mehr...... Tucson Glenn Jordan Leest...... Phoenix Paul W. Meier...... Scottsdale Kevin J. Leifeld...... Tucson Jeanie Merideth...... Tucson Nicole L. Lessard...... At-Large Dennis R. Merideth...... Tucson William E. Lewis...... Phoenix David Orson Merrell...... Phoenix Yvonne M. Licano...... Scottsdale Theodore R. Meyer III...... Scottsdale Justin B. Limmer...... Tucson Kevin J. Michaels...... East Valley Daniel Lee Lindblad...... West Valley Todd R. Miller...... East Valley Nina G. Lisk...... Tucson Gary J. Miller...... Scottsdale
131 Membership Roster Ben B. Miller...... Phoenix Norma Paul...... Phoenix Deborah Jill Miller...... At-Large Josh Pelligreen...... Tucson Daniel R. Miller...... Phoenix Gunther Perdomo...... Scottsdale Steven T. Mindak...... Scottsdale John K. Petrillo...... At-Large Matthew J. Minehart...... Tucson Salvatore V. Petruzzella...... East Valley Paul Moehring...... West Valley Brendan J. Petty...... Phoenix Vinod K. Mohindra...... West Valley Sid G. Pfaff...... East Valley Henry H. Molder...... Phoenix Douglas B. Phares...... Scottsdale Michael P. Moloney Sr...... Scottsdale Robert Pico...... At-Large Daniel A. Montoya...... Yuma J. Nicholas Pierson...... Tucson David J. Montoya...... Yuma Rodney L. Pigg...... Scottsdale Joseph A. Morris...... East Valley Phillis S. Pilvinis...... Scottsdale Robert H. Morrison...... West Valley Jesus Pineda...... Scottsdale Adam H. Mosbach...... Phoenix Mark M. Pinter...... East Valley Valerie M. Mowers...... At-Large James Plemons...... At-Large Darin J. Mundy...... Tucson Marilyn J. Pope...... Phoenix Donald W. Poppe...... Scottsdale N Steven C. Poppe...... Scottsdale Verl F. Naber...... West Valley Drew Lucien Porro...... Scottsdale Amber D. Nabity...... Scottsdale Sam Post...... Scottsdale Scott A. Nasca...... Tucson Murray A. Pruetz...... Phoenix David A. Nash...... Phoenix Eric D. Pyles...... East Valley Yara T. Nash...... Yuma Christopher D. Nash...... Scottsdale Q Amy L. Navarro...... East Valley Brock T. Quinn...... East Valley Carol R. Nees...... Scottsdale Lawrence H. Neidich...... Tucson R Deana M. Nelson...... At-Large Andrew Rafal...... At-Large Michael Andrew Nemger...... Scottsdale Lynda M. Ragsdale...... East Valley Gary K. Nielsen...... Scottsdale Everett J. Raines...... West Valley Michael L. Nitchen...... Scottsdale Kuddusi D. Ramazanoglu...... Tucson Joe P. Nix...... East Valley Allen R. Rasnake II...... Tucson Jeff Noel...... Tucson Barbara Rathbun...... At-Large Chris Noland...... West Valley Bruce G. Read...... Phoenix David J. Norgord...... Scottsdale Richard V. Redaelli...... Scottsdale Justin L. Norris...... Tucson James M. Reeves...... Scottsdale Philip B. Novicki...... Scottsdale James Regan...... Scottsdale John T. Nygren...... At-Large Delbert L. Reidhead...... East Valley Mindy S. Reyes ...... Scottsdale O Phillip C. Richards...... Phoenix Bryan O’Keefe...... Scottsdale Franklin D. Richardson...... East Valley Jon Robert O’Neal...... Scottsdale Thomas W. Rieck...... East Valley Susan G. O’Nele...... West Valley Susan Barbour Riedel...... Scottsdale Jose Olivares...... East Valley Justin Riedy...... Phoenix John L. Olsen...... Scottsdale Fred Riesgo Jr...... Tucson Anthony Olson...... At-Large Joseph B. Rinaldo ...... Phoenix Joey M. Ordway...... East Valley Thomas I. Rindahl...... Phoenix Scott L. Overstreet...... East Valley Marci R. Rios...... Yuma Susan Ritchie...... Phoenix P Lynne Mary Roark...... Phoenix Albert R. Palma...... East Valley Neil E. Robbins...... Phoenix Sky F. Parker...... Phoenix Jason T. Robinson...... Tucson Linda R. Patent...... Phoenix Jeffrey R. Rodemeyer...... East Valley Leslie Patterson Jr...... Phoenix Christopher Y Roden...... Scottsdale
132 Membership Roster Kimberly Rodriguez...... Tucson Raymond F. Smith...... Scottsdale Randy T. Rondberg...... At-Large Gordon M. Smith...... Tucson Tiana Fowler Ronstadt...... Tucson Ottis H. Smith...... Phoenix Jeffrey S. Ronstadt...... Tucson Fred F. Smith...... West Valley Douglas Roper...... Tucson Laverne W. Smith...... Phoenix Donald F. Rosalez...... At-Large Philip L. Solinsky...... Tucson Sherrin L. Rose...... Scottsdale Mark Sollomi...... Scottsdale Melody M. Rose...... Phoenix Donald J. Sonier...... Phoenix Neil W. Rosenblatt...... Phoenix Devin Sothan...... Scottsdale Adam Harrison Roth...... Tucson Ginny Sparks...... Scottsdale Allen L. Rothman...... Phoenix Dwight A. Spence...... Phoenix Mark P. Rothman...... Scottsdale Vasilios Speros...... Scottsdale Stephen O. Rothschild...... Phoenix Brian Springberg...... At-Large Robby Rowan Jr...... Tucson Scott C. Squires...... Scottsdale Mark E. Rowley...... East Valley Wesley W. Stahler...... Phoenix Jason R. Rucker...... East Valley Jill Steigleman...... East Valley Byron Hux Russell...... East Valley Brett Stein...... Tucson Gregory Ryan...... Scottsdale Michele Stephens...... Phoenix Daryl S. Stern...... At-Large S Timothy J. Stilb...... Tucson Paul M. Sabol...... Phoenix Kelli J. Stiles...... Scottsdale Ronald G. Saffer...... Phoenix Doyle W. Stokes...... Tucson Richard Frank Saldivar...... At-Large Michael J. Strati...... Phoenix Vincent L. Salvione...... West Valley Vern Swegle...... Scottsdale F. Edward Sandidge Jr...... Phoenix Sheila L. Switzer...... Phoenix Michael A. Sandoval...... Tucson Francisco M. Sandoval...... Tucson T Alan Sapakie...... East Valley Roy M. Tadlock Jr...... Scottsdale Daniel N. Savard...... East Valley Chris M. Tanjuaquio...... Tucson Dennis R. Scalpone...... Tucson Tom A. Tatro...... Tucson David Schaeffer...... Scottsdale Cie Taylor...... East Valley Joseph W. Scheid Jr...... Scottsdale Kenneth W. Taylor...... Scottsdale David Schimke...... Tucson Steven A. Thomas...... West Valley Daniel Schmaltz...... Scottsdale Theodore J. Thompson...... Phoenix Preston G. Schmidt...... West Valley William E. Tiani...... Phoenix N. Laine Schoneberger...... East Valley Darlene J. Tillman...... East Valley Gary M. Schraufnagel...... Phoenix James M. Tisdale...... East Valley Scott J. Schultz...... Tucson Daniel P. Toal...... Tucson David Maurice Schuman...... Yuma Edward M. Tobin...... East Valley Mark A. Senseman...... Scottsdale Andrew D. Tomlinson...... At-Large David A. Sewell...... West Valley Reymundo Jimenez Torres...... Scottsdale Suzanne L. Shambrook...... East Valley Steven D. Touche...... Tucson Ginger L. Sharp...... Tucson Christopher M. Tousley...... Scottsdale Andrew M. Shaw...... Scottsdale Reed P. Trautman...... Scottsdale Jon C. Shawl...... Scottsdale Cathy Trent...... At-Large Bryan J. Sheets...... Scottsdale George Trucksess...... Scottsdale Bryan Shisler...... Scottsdale Jason A. Trujillo...... East Valley Dan Shkapich...... Scottsdale Charles A. Tucker...... Scottsdale Thomas C. Shultz...... Phoenix Gerald D. Simcox...... Scottsdale U Nelson N. Simon...... West Valley Martin Lee Uhlhorn...... East Valley Gary Sirota...... Phoenix W. Andrew Unkefer...... West Valley David J. Slepak...... Scottsdale Bruce Henry Usher...... Scottsdale Glen T. Smart...... Tucson Gary L. Smith ...... Yuma
133 Membership Roster V William J. Wise...... East Valley Gilbert Valadez...... Phoenix Pamela Wise...... Tucson Daniel Scot Valentine...... Scottsdale Daniel B. Wisniewski...... East Valley Timothy T. Van Houten...... Phoenix Guy R. Wolf...... East Valley Rhonda Vanderslice...... East Valley Katie Wolfe...... Phoenix Chastity Vaughan...... Tucson Peter Wood...... East Valley Anil B. Vazirani...... Scottsdale Mark H. Woods...... Scottsdale Meg R. Vecchi...... Phoenix Matthew C. Word...... West Valley Maria A. Velez...... Tucson Darren J. Wright...... Scottsdale Neville M. Verster...... Scottsdale Richard Michael Wright...... Scottsdale Robert E. Vest III...... Scottsdale Nathan Wright...... Phoenix Thomas R. Vetrano...... Tucson John R. Wrobel...... Scottsdale D. Winston Vineyard...... Scottsdale Trey Vineyard...... Scottsdale Y Scarlett R. Vogel-Ham...... Tucson Victor Yates...... Scottsdale Dharmesh V. Vora...... Scottsdale Ginger E. Yazak...... At-Large Ben W. Young...... Tucson W Katherine M. Wagner...... At-Large Z Paul Walker...... Tucson Jeanie M Zaporowski...... West Valley Errol W. Wall...... At-Large Margaret M. Zaring...... Tucson James Darren Wallace...... Scottsdale Thomas V. Zavagli...... East Valley Jack H. Watkins...... West Valley Kenny Ziegler...... East Valley William David Weiner...... Phoenix Alan Thomas Zorne...... Phoenix Michael Kent Welborn...... Phoenix Guy A. Welsh...... Tucson Robert J. Wernecke...... Scottsdale Carin Roberta Whitehurst...... Phoenix Paul Wickham...... Phoenix Steve R. Willan...... East Valley Bill D. Williams...... Phoenix Beah Williams...... Tucson Cliff F. Wilson...... East Valley Debbie Wiltse...... East Valley Chad Wing...... Phoenix Sam S. Winter...... East Valley Scott Winter...... At-Large Rich Winters...... East Valley
134 Company Alphabetized Section
135 Company Member Roster Independents Faye, Dianne McMurry, Douglas H. Adams, Ronald P. Felix, Tony C. McNeely, Stephen Adamson, Scott Fendley, Gregg Merideth, Jeanie Alspaugh, Jack Ford, Jodi Meyer, Theodore R., III Amenda, Douglas Frisby, Maria Michaels, Kevin J. Anderson, Gregory M. Fromm, Nancy Miller, Dan Anderson, Westley Fuhrman, Lisa R. Miller, Todd R. Aspegren, Lyle R. Fullerton, Stephanie Moloney, Sr. , Michael P. Babcock, Dwight Gale, Howard T. Naber, Verl F. Bagnall, Mark W. Gaylor, Rebecca Nitchen, Michael L. Baker, Gregory Gietl, Jeffrey Nix, Joe P., Jr. Barbanell, Jeffrey S. Goldberg, Bert H. Olsen, John Barry, Thomas W. Gould, William R. Palma, Albert R. Bau, Annette Greenberg, Brian Parker, Sky Bean, Ann M. Griffen, Margaret Anne Patent, Linda Becerra, Karol Griffin, Terrie Pfaff, Sid G. Beck, Myles Grimco, Kathryn Pilvinis, Phillis S. Bell, Kristi Hancock, Nicholas Poppe, Steven C. Bell, Ward Harper, Rebecca Post, Sam Bennett, Jim L. Heide, Bruce Raines, Everett J. Bicket, Rich Hill, J. David Rathbun, Barbara Bilger, Jr, Walter Himes, D’Antonio Stacey Regan, James Biro, Jeffrey J. Hoffman, Steven Richardson, Franklin D. Black, Roland Holt, Timothy W. Rieck, Thomas W. Blaker, Alan M. House, Sara Ritchie, Susan Blau, Ronald Hughes, Eric Roark, Lynne Boals, Maryglenn Hyde, Joshua Ronstadt, Jeffrey Bolwar, D. Andy, Jr. Integlia, Mojca Rosenblatt, Neil Bopp, Paul Irwin, Roy N. Rothman, Allen Borst, Raymond Jackson, Elayne Rothschild, Stephen Bradford, Tom Johnson, Noreen Sabol, Paul Bress, Allen Jones, Tracy L. Saffer, Ronald Brooking, John J. Jorgensen, Larry Savard, Daniel Brown, James, Jr. Junior, Jeffrey B. Schaeffer, David Bryant, Robert A. Keeper, Bob Schimke, David Carlson, Stephen Kifer, Alen Schultz, Scott Carlson, Susan Kim,Hyun Simon, Nelson N. Carter, Jeffrey Kirby, Roxsann Smart, Glen Casella, Thomas L. Klein, Michael Smith, Jonathan A. Ceasor, Marilyn Kyman, Daniel Smith, Laverne Chesebrough, Patricia A. Lambert, Larry Smith, Raymond Chipman, Monica Lawfield, Monica Solinsky, Philip Chittenden, Dale L. Lewis, William Sonier, Donald Chittenden, David Limmer, Justin Souders, David H. Clarke, J. Brandon Lindblad, Daniel L. Sparks, Ginny Clary, James Lohrenz, Reed Stephens, Michelle Clemente, Sharon Loos, Marvin Stilb, Timothy Coking, William G. L’Hureux, Eugene L. Stubbs, Bruce Cox, Christopher Magoch, Jon Swegle, Vern Dahlen, Justin Maina, James Switzer, Sheila Daley, Mary Mann, David S. Switzer, Sheila Dattner, Alvin L. Markham, Michael E. Talamonte, Jaime R. Davis, Jerlynne Marquez, Clarissa Taylor, Dorothy C. Dawson, Haydee Marsillo, Dino Taylor, Kenneth W. Del Re, Monica Martin, Lisa Thompson, Theodore DeMarie, Debra Matsock, Mark Tillman, Darlene J. Deo, Lyle Mayfield, William Toal, Daniel Doughty, Jan Mazella, Michael, Jr. Tomlinson, Andrew D. Downhour, Richard Mazzella, Jr., Michael R. Touche, Steven Eagleston, Gerald McBride, Debra Trucksess, George Ekman, Allen McGowan, Michael, Jr. Uhlhorn, Martin Farkash, Howard McKenzie, William Unkefer, W.Andrew
136 Company Member Roster Van Houten, Timothy American Savings Life Ins. Co. Country Insurance & Vazirani, Anil Allen, Byron Financial Services Verster, Neville M. Ayers, Donald Bennett, Scott Vetrano, Thomas Brettrager, Diana Vineyard, Trey American United Life Derrico, Mark Webber, Tracey Dzurinko, Andrew G. Fuentes, Danny Weiner, William David Eibeck, Michael E. Guida, Michael Williams, Bill Ryan, George M. Gurton, Christopher Wolf, Guy R. Speros, Vasilios Guzman-Kesick, Heather Wright, Nathan Halliday, Michael Yazak, Ginger E. Ameriprise Financial Services Kisthardt, Richard Ziegler, Kenny Darwin, Dewey Massey, III, John Livingston, David A. Nasca, Scott AAA Arizona Neidich, Lawrence Wall, Eric Amerus Life Pinter, Mark M. Anstett, Daniel Reyes, Mindy S. AFLAC Wrobel, John Word, Matthew C. Rodriguez, Kimberly Rose, Melody APPS Paramedical Services Crump Life Insurance Services Rasnake, Allen Poppe, Steven C. AIG/American General Vaughan, Chastity Sapakie, Alan ECA Financial Services AXA Advisors, LLC Wernecke, Robert J. Allstate Gootter, Joseph Albanese, Anthony Riesgo, Fred Farm Bureau Financial Services Cooper, Steve Adams, Luke Craver, Larry D. Babb Financial Group Bibich,Jay R. Jukubek, Julie Babb, William F. Burrows, William Roth, Adam Fairbanks, Lisa R. Bankers Life & Casualty Co. Goucher, Stephen R. American Family Markham, Harry E. Hastings, Charles D. Barker, Michael Hoag, Doug Beckus, Paul The BDA Wealth Group Johnsen, Colby Chernek, James Regan, James Kallevig, Brad Gary Schraufnagel Vineyard, Trey Laster, Liz Hamm, Robert Lockard, Dorothy R. Morrison, Bob Black Gould & Associates Mecham, Scott, Jr. Navarro, Amy L. Baker, Dutch Mundy, Darin O’Nele, Susan G. Gould, William Naber, Verl F. Pelligreen, Josh Phares, Douglas B. Roden, Christopher, Y. B-On The Obvioous Rowe, George J. Salvione, Vincent L. Wagner, Katherine Schaal, Nicole Shisler, Bryan Sewell, David A. Tisdale, James Cambridge Financial Center Steigleman, Jill Vineyard, D. Winston Burden, Raymond Tousley, Christopher M. Willan, Steve Pyles, Eric Vanderslice, Rhonda Wisniewski, Daniel Rucker, Jason R. Wright, Richard M. American National Ins. CFG Benefits, Inc. Barteau, Stephen B. Coyne, John Bentley, Barbara A. Durkin, Chris Campasano, Ralph Hansen, Lars D. Conseco Variable Ins. Co. Heath, Chuck Dubes, Michael O’Neal, Jon Poppe, Donald W. Squires, Scott Wilson, Cliff F. Wood, Peter Woods, Mark
137 Company Member Roster Farmers Insurance Group IPG (Independent Planners Grp) Midland National Life Aguirre, Delia Carlson, Susan Redaelli, Richard Anastos, Michael Kelley, Lewis Wickham, Paul Claytor, William Cohen, Chelsea Jackson National Life Minnesota Life/ Couch, JR Gagliano, Mark P. Minnesota Mutual Davis, Gary A. Rinaldo, Joseph B. Elsten, Chaz Knights of Columbus Flores, Paul A. Del Villar, Daniel Modern Woodmen of America Hellebuyck, Sean Raso, Nathan Ferrin, Dan D. Kelly, Christopher S. Riedel, Susan Plemons, James Lafayette Life Reidhead, Delbert Schuman, David M., LUTCF. CLU Petruzella, Salvatore V. Tadlock, Roy M. Montoya Group Tobin, Edward Liberty Mutual Green, Carmen T. Winters, Rich Apack, Bianca Montoya, David J., LUTCF Wise, William J. Beaty, Jonathan Kosse, Michael Mutual of Omaha FDG Financial Design Group Mowers, Valerie Ceschin, Dan Gary L. Smith. CLU, ChFC, LUTCF Rodriguez, Victor A. Corley, Patrick Winter, Scott Erickson, Richard Financial Initiatives Harmes, Mitchell Crerand, Constance M. LifeBrokers McAdams, Connie Crerand, Joseph E. Valentine, Daniel S. Petty, Brendan Sandoval, Michael First Command Financial Services Lincoln Financial Network Whitehurst, Carin Franks, David Mosbach, Adam Wolfe, Katie Futurity First Ins. Group Lovitt & Touche Nation’s First Financial Shultz, Thomas Burr, Brad Rondberg, Randy Genworth Life Insurance M.A.S. Group New England Financial Devereaux, Barbara G. Rosalez, Donald Dawson, Haydee Senseman, Mark A. Guardian Mass Mutual Berger, W Craig Child, Darcy L. New York Life Davis, Clinton Colbert, Michael Antelo, Omar Driscoll, John M. Dollarhide, Jeffrey C. Apger, Thomas Litt, Chris Duffy, Vlasta Bakshi, Supriya Mwansa, Regeanna Garcia, Michael A. Barra, Jeff Scalpone, Dennis Gomez, Ricardo Bearden, David Shawl, Jon C. Horrell, Jr, Stephen Ben-Dov, Ronen Stern, Daryl S., LUTCF Kroll, David R. Benson, Mathew Kuraja, Sue Bobo, Jack Horace Mann McBride, Bruce Braden, Marc Edman, Steven J. Sandidge, Jr, F Edward Brekan, Joseph R. Scheid, Joseph Brinton Jr., Dilworth HUMANA Marketpoint Sollomi, Mark Buzzard, Bryan T. Holt, Karen Vecchi, Meg Cacioppo, Robert Wright, Darren J. Campbell, Robert Independent Health Insurance Carreon, Marcus Lessard, Nicole MetLife Chan, Peter Heller, Rob Cipolletti, Michael ING Financial Partners Hickson, David Cook, Barry A. Brase, Stanley Merideth, Dennis Cornidez, Jesus Vora, Dharmesh Rose, Melody De La RamBelje, Peter Thomas, Michael Diaz, Jr., Edward InSphere Insurance Solutions Tiani, William Dierken, Thomas Hess, Robert Walker, Paul Ellyson, Aaron Youdelman, Frank Emich, Matthew Zaring, Margaret Feldman, Wendy L. Fort, Richard
138 Company Member Roster Frank, Bruce J. North American Life Physicians Mutual Insurance Gibson, W. Fisher, Archie Holland, Eric Glass, John Pigg, Rodney L. Goodman, Dean R. Northwestern Mutual Hall, Carrie Beyer, Richard W. Principal Financial Group Hartman, Robert A. Bivens, Michael Abbate, Michael Hegna, Thomas D. Brutton, Dustin Castellani, Robert Henderson, Martin F. Chatham, Tyler Lucca, Robert Hernandez, Hector Clinch, A. Nicole Trujillo, Jason A. Hildebrand, Wayne H. Dembow, Max Ibarra, Juan Erst, Dan Protective Life Jackson-Kittle, Samantha Fagan, Jonathan Heller, Robert C. Jones, Ryan Fenn, Brian Kambanos, James Hubbard, Thaddeus Prudential Financial Karlson, Raymond J. Hubbard, Thomas Danoff, Troy Keane, John C. Hunt, John Greenberg, Fred Kluge, John F. Jones, Doug Pope, Marilyn J. Koskovich, Mark Kasper, Sam Riedy, Justin Krasne, Seth Kosnick, Jordan Sirota, Gary Lai-Chan, Yuk-Yi Susan Loynd, Ryan Torres, Reymundo J. Leifeld, Kevin Maddur, Arvind Valadez, Gilbert Litsky, Sean Mathis, Ronald Weiner, W. David Loeffler, Dwight E. McEvoy, Dennis Miller, Gary J. Merrill, David Revere Financial Services Mindak, Steven T. Miller, Ben Jackson, Elayne Minehart, Matthew Morris, Joseph A. Post, Sam Molder, Henry Patterson, Lee Nash, Chris D. Pierson, J. Sagicor Life Ins. Co. Nash, David Robbins, Neil Overstreet, Scott L. Nash, Yara T. Robinson, Jason Nemger, Michael A. Stein, Brett Sheila Switzer & Assoc./ExamOne Nielsen, Gary K. Strati, Michael Lively, Beth Norgord, David J. Tanjuaquio, Chris Nees, Carol Norris, Justin Welborn, Michael O’Keefe, Bryan Wing, Chad Senior LifeStyle Solutions Paul, Norma Petrillo, John Pineda, Jesus North Star Resource Group Porro, Drew Lucien Bonnett, Mark Spence, Cassidy & Associates, LLC Pruetz, Murray Richards, Phillip Cassidy, William Ramazanoglu, Kuddusi Craddock, Scott P. Reeves, James PennMutual Life Ins. Co. Hinkson, Melinda Rios, Marci R. Allen, Ashley Kolesar, Charles Roper, Douglas Lashway, Tod D. Kolesar, Stephen Rose, Sherrin L. Leest, Glenn Rothman, Mark P. PFG Marketing Group Spence, Dwight Rowley, Mark E. Ford, D. Michael Simcox, Gerald D. Ford, Paul Springberg McAndrew Financial Smith, Gordon Watkins, Jack H. McAndrew, Michael J. Stiles, Kelli Nygren, John R. Trautman, Reed P. Phocus FSG Springberg, Brian Tucker, Charles A. Evans, Lee Usher, Bruce H. Janson, Clayton Velez, Maria Vest III, Robert L. Physician Advisors, LLC Vogel-Ham, Scarlett Nabity, Amber Wallace, James Welsh, Guy Wise, Pamela Yates, Victor Young, Ben
139 Company Member Roster State Farm Tatro, Tom Trajan Insurance & Wealth Aguilar-Woertz, Judy P. Taylor, Cie Services Ahluwalia, Daniel K. Torres, Severiano Junior, Jeffrey B. Alvarez, Carmelo Trent, Cathy, CLU, ChFC Anderson, Kristin Wayne Barress Transamerica Life Anderson, Mark Wiltse, Debbie Marshall, John Bartusch, Melissa Winter, Sam S. Michael McGowan Beardshear, Scott Bockler, Nancy Strategic Financial Partners Union Central Braegelmann, Michael Escarcega, David Ham, Dennis M. Carillo, Andy T. Cunningham, Kevin Strategic Insurance UNUM Estes, Joy T. Hernandez, Honorio Key, Grigore Fernandez, Lupita Figueroa, Katie Strategy Financial Group Fillman, Sharon Olson, Anthony Ford, Vandy Rafal, Andrew Hagberg, Donald Heiser, Paul Strategic Partners Group Henriquez-Burgess, Cecilia Mack, Joseph A. Herrera, Zeke M. Schoneberger, N. Laine Hess, Mark Holmes, Regina R. Sun Cornerstone Group Iudiciani, Gretchen McBride, Barry James, JoEllen Jasper, Jennifer The BDA Wealth Group Johnson, Jeremy Regan, James Johnson, Steven M. Kiernan, Kristi D. The Thomas Group Kohlhase, Donna Elms, Tom Kunewa, Laura Ladd, Heather Thrivent Financial for Lutherans Lang, John Aussprung, Rick Larsen, Kurt Brooks, Brian Lisk, Nina Buchanan, Patric Lucero, Cami Christiansen, John B. McCroskey, Michelle Hamer, Brenda L. McDaniel, Jan Jaehnig, Chet McDermid, Aaron Johnson, Mark W. McGraw, Judd Klanrud, Matthew Miller, Deborah J. Knudten, Gregg A. Nelson, Deana M. Kolzow, Jeffrey C. Noel, Jeff Kreuger, Clark A. Noland, Chris Larson, Mark D. Ordway, Joey Larson, Steven Perdomo, Gunther Meier, Paul W. Pico, Robert Novicki, Phillip B. Quinn, Brock Rodemeyer, Jeffrey R. Rowan, Robby Schmaltz, Daniel Shambrook, Suzanne Shaw, Andrew M. Shkapich, Dan Smith, Ottis Slepak, David Sparks, Brandon K. Sothan, Devin Stahler, Wesley Stokes, Doyle Summ, Shauna
140 INDUSTRY ASSOCIATION ADDRESSES AND TELEPHONE NUMBERS
AMERICAN COUNCIL OF LIFE INSURERS (ACLI) 101 Constitution Ave., N.W. Washington, D.C. 20001 (202) 624-2000 www.acli.org
SOCIETY OF FINANCIAL SERVICE PROFESSIONALS 17 Campus Blvd., #201 Newtown Square, PA 19073 (610) 526-2500 www.financialpro.org
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING (AALU) 2901 Telestar Court Falls Church, VA 22042 (703) 641-9400 www.aalu.org
GAMA INTERNATIONAL 2901 Telestar Court Falls Church, VA 22042 (703) 770-8184 www.gamaweb.com
LIMRA INTERNATIONAL P.O. Box 208 Hartford, CT 06141 (860) 285-7789 www.limra.com
MILLION DOLLAR ROUND TABLE (MDRT) 325 W. Touhy Park Ridge, IL 60068 (847) 692-6378 www.mdrt.org
NAIFA POLITICAL ACTION COMMITTEE (NAIFAPAC) 2901 Telestar Court Falls Church, VA 22042 (703) 770-8152 www.naifa.org/advocacy/ifapac
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) 2901 Telestar Court Falls Church, VA 22042 (703) 770-8100 www.naifa.org
THE AMERICAN COLLEGE / LUTC 270 Bryn Mawr Avenue Bryn Mawr, PA 19010 (610) 526-1000 www.amercoll.edu
141 142 Index of Advertisers
AIM Marketing ...... 55 American Savings Life ...... 38-39 APPS of Tucson...... 92 Arizona Benefits Plans...... 41 Best Glass ...... 42 Black, Gould & Associates ...... Outside Back Cover Blue Cross Blue Shield of Arizona...... 50 Brokerage Professionals ...... Inside Front Cover Cambridge Financial Services ...... 51 Clary Executive Benefits...... 49 Country Insurance & Financial Services...... 40 Ernest J. Jones Associates ...... 54 Fred Astaire Dance ...... 47 Griffin Capital...... 52 Guardian / John Driscoll & Co ...... Inside Back Cover Highland Capital Brokerage Southwest ...... 45 LILI / Judy Aguilar-Woertz ...... 33 Mass Mutual - Arizona ...... 43 Mutual of Omaha ...... 4, 53 PFG Marketing Group ...... 48 Premier Documents ...... 46 Reiff Imagery ...... 17 Sheila Switzer & Associates / ExamOne ...... 144 SightCare ...... 44 State Farm ...... 62 Sun Cornerstone Group ...... 55 Unkefer & Associates ...... 54
143 Sheila Switzer and Associates examone Leading the Industry with Precision, Professionalism and Personality
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144
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John Driscoll & Company, Inc. is an independent agency authorized to offer products of The Guardian Life Insurance Company of America (Guardian) and its subsidiaries, and is not an affiliate or subsidiary of Guardian. The GUARDIAN® Logo is a registered service mark of Guardian, used with permission.
Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Product availability, provisions and features may vary from state to state.
1 Guardian and Berkshire: A.M. Best rated A++. Comdex ranking for Guardian: 98; for Berkshire: 100. Comdex ranking per VitalSigns, June 2014. Comdex is a composite of all ratings that a company has received from the major rating agencies. Comdex percentile ranks the companies on a scale of 1 to 100 (with 100 being the best).
2 Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2013 on a statutory basis: Admitted assets = $42.1 Billion; Liabilities = $37.1 Billion (including $32.7 Billion of Reserves); and Surplus = $5.0 Billion.
Financial information concerning The Berkshire Life Insurance Company of America as of December 31, 2013 on a statutory basis: Admitted assets = $3.5 Billion; Liabilities = $2.9 Billion (including $0.6 Billion of Reserves); and Surplus = $0.6 Billion.
FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. 2014-10002 Exp 7/2016