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Columbus Chapter of SFSP 20002000 20012001 MembershipMembership DirectoryDirectory Table of Contents Friends of the Chapter ....................................................... 2 Board of Directors ...................................................... 3 & 4 Past Presidents ................................................................4 Sam A. Chickerella Award ................................................ 5 Golden Apple Award .......................................................... 5 Members: Regular Members ..................................................... 6 Associate Members ................................................ 37 Emeritus Members ................................................. 39 Important Phone Numbers ............................................... 41 Benefits to Members ....................................................... 41 Membership Update Form ............................................... 43 Society of Financial Service Professionals – Columbus Chapter 1 Friends of the Chapter The Columbus Chapter of SFSP extends sin- cere thanks to the following companies which demonstrated their support for our educational and professional efforts through their financial contributions: Gold Level Delaware Investments McCloy Financial Services, Inc. Nationwide Insurance Company New York Life Insurance Company Principal Financial Group State Farm Life Insurance Companies Steinhaus Financial Group – An Affiliate of Lincoln Financial Advisors UNUM Provident Corp. Silver Level APPS Paramedical Services Berwanger Overmyer Associates David Walter & Associates Agency, Inc. Group One Source Motorists Life Insurance Company Bronze Level Archer, Flury & Company, Inc. Firstar Bank Golden Rule Kessler & Ballenger Company, L.P.A. Park National Bank Portamedic Health Information Services 2 Society of Financial Service Professionals – Columbus Chapter Board of Directors Officers Education-Co-Chair David Weaver, CLU President Capital Synergies Inc. Jon M. Green, CLU 8351 N. High Street, Suite 281 Northwestern Mutual Financial Network Columbus, Ohio 43235 910 Eastwind Drive 614/847-9811, ext. 13 P.O. Box 898 Fax: 614/847-9767 Westerville, OH 43086-0898 E-mail: [email protected] 614/882-4179 • Fax: 614/882-4196 E-mail: [email protected] Membership Co-Chair Gary Gray, CLU, ChFC, CPCU President-Elect/Nominating Nationwide Mutual Committee One Nationwide Plaza 1-29-22 C. Paul Sutor, CLU, ChFC Columbus, Ohio 43215-2220 The Principal Financial Group 614/677-9438 • Fax: 614/249-6711 485 Metro Place S., Suite 160 E-Mail: [email protected] Dublin, OH 43017-5300 614/792-6363 • Fax: 614/792-6404 Membership Co-Chair/ E-mail: sutor [email protected] Pace & Gold Key G. Shawn Sentz, CLU, ChFC Secretary/Treasurer Berwanger, Overmyer & Associates John D. Poston, CLU, ChFC 2245 Northbank Dr. Thomas Fenner Woods Agency Columbus, Ohio 43220-5422 3010 Hayden Road 614/457-7000 • Fax: 614/457-1507 Columbus, OH 43235 E-mail: [email protected] 614/764-8999, ext. 31 Fax: 614/889-8927 Section Chair E-mail: [email protected] Mike Turney, CLU Berwanger, Overmyer & Associates Immediate Past President 2245 Northbank Dr. David J. Walter, CLU, ChFC Columbus, Ohio 43220-5422 David Walter & Associates Agency, Inc. 614/326-4875 • Fax: 614/457-1507 3380 Tremont Road E-mail: [email protected] Columbus, OH 43221-2112 614/457-5522 • Fax: 614/457-5507 Student Development E-mail: [email protected] Edward L. White, CLU, LUTCF Directors Northwestern Mutual Financial Network 580 South High Street, Suite 100 Education Co-Chair P.O. Box 1150 Harry W. Archer, CLU, ChFC, RHU Columbus, OH 43216-1150 Archer, Flury & Company, Inc. 614/857-4250 • Fax: 614/241-2774 3040 Riverside Drive, Suite 225 E-mail: [email protected] Columbus, OH 43221-2550 614/486-2322 • Fax: 614/486-6066 E-mail: [email protected] Society of Financial Service Professionals – Columbus Chapter 3 Additional Committee Long Range Planning Chairs David Walter, CLU, ChFC David Walter & Associates Agency, Inc. Chapter Liaison 3380 Tremont Road William Shimp, CLU Columbus, Ohio 43221 Dick DeRoberts & Company 614/457-5522 • Fax: 614/457-5507 1320 Dublin Road E-mail: [email protected] Columbus, OH 43215-1093 614/486-0203 • Fax: 614/486-0491 CAIFA Representative E-mail: [email protected] Tony Shockley (Ex Officio) John Hancock Financial Services Ethical Guidance 6500 Busch Blvd. Suite 105 Orv Lyons, CLU, ChFC, MSFS, FLMI Columbus, OH 43229 Motorists Life Insurance Company 614/846-6000 • Fax: 614/846-6419 471 E. Broad Street E-mail: [email protected] Columbus, Ohio 43215-3842 614/225-8266 • Fax: 614/225-8365 E-mail: [email protected] Past Presidents 1939 ........................... Charles W. Griffith 1969-70 ................................ D. Fred Mull 1939-40 ..................... Charles W. Griffith 1970-71 ........................... Stuart E. Benis 1940-41 ............................. Ben F. Hadley 1971-72 ..................... Edwin M. Erickson 1941-42 ...................... Charles R. Garvin 1972-73 ...................... Donald A.Sibbring 1942-43 ......................... Oscar E. Carlin* 1973-74 ........................... Robert L. Rupp 1943-44 ....................... Isadore E. Benis* 1974-75 ......................... Jack W. Hassell 1944-45 ....................... Isadore E. Benis* 1976-77 ....................... Ben F. Hadley, Jr. 1945-46 .......................... Ralph W. Hoyer 1978-79 .............................. J. Mark Foley 1946-47 .................. David B. Westwater 1979-80 .......................... George McCloy 1947-48 .......................... L.W. McDougall 1980-81 ........................... Jack W. Parren 1948-49 ..................... Edward P. Tice, Jr. 1981-82 ................. Elizabeth B. DeVilling 1949-50 ......................... William B. Hoyer 1982-83 ................... Nathan A. Goldberg 1950-51 ............................. Gilbert Moody 1983-84 ........................... Don R. Gepfert 1951-52 ................................... Not Listed 1984-85 ............................ I. David Cohen 1952-53 ................................... Not Listed 1985-86 ......................... J. Robert Hanlin 1953-54 ....................... Franklin T. Phillips 1986-87 ............................ D.G. Edgerton 1954-55 ........................... Floyd L Turner 1987-88 ............................... Larry Waller 1955-56 ............. Fritz A. Lightenberg, Jr. 1988-89 ..................... Bernard E. McCoy 1956-57 .......................... Winfield M. Polk 1989-90 ............................. Gary D. Giller 1957-58 ...................... Norman R. Sleight 1990-91 ....................... Thomas W. Curry 1958-59 .......................... Herman O. Tice 1991-92 ...................... Kristen J. Sydney 1959-60 ..................... Arthur E. Shepard 1992-93 ......................... William C. Shimp 1961-62 ........................... Fred A. Exline* 1993-94 ............................ Ralph Antolino 1962-63 ........................ Duane D. Guerin 1994-95 ............................. Larry Carlson 1963-64 ...................................... Bill Emig 1995-96 ......................... Orville R. Lyons 1964-65 ......................... Dennis E. Clark* 1996-97 ....................... Terry L. Sanders 1965-66 .......................... Lester E. Wolfe 1997-98 ....................... Whitney T. Logan 1966-67 ....................... Burton C. Holmes 1998-99 ...................... Edwin M. Shaffer 1968-69 ............................. Harry J. Ryan 1999-00 ........................... David J. Walter * Deceased 4 Society of Financial Service Professionals – Columbus Chapter Sam A. Chickerella Award 1979 .................. Sam A. Chickerella, CLU 1992 ................ Robert Comer, CLU, ChFC * 1980 .............. Ralph Antolino, CLU, ChFC Howard L. Kimberly, Jr., CLU, ChFC 1981 .... Joseph M. Berwanger, CLU, ChFC Ronald L. Kimberly, CLU, ChFC 1982 .................... Burton C. Holmes, CLU Saul Sokol, CLU, ChFC 1983 ....................... Herman O. Tice, CLU * 1993 ................... John Fisher, CLU, CPCU * 1984 ........................ Ralph E. Waldo, CLU Robert H. Forker, CLU 1985 .......... Ben F. Hadley, Jr., CLU, ChFC Gary D. Giller, CLU 1986 ........................ Dennis E. Clark, CLU * 1994 .................... Norman R. Sleight, CLU 1987 .................. George W. McCloy, CLU 1995 ....................... William B. Hoyer, CLU 1988 .............. I. David Cohen, CLU, ChFC 1996 ............ J. Robert Hanlin, CLU, ChFC Hugh M. Hadley, CLU, ChFC Oscar E. Carlin, CLU * Gilbert Moody, CLU 1997 ...................... Larry V. Carlson, CLU 1989 ................. Evelyn Rupe Hoyer, CLU * Larry Waller, CLU, ChFC Ralph Hoyer, CLU * 1998 .......... Thomas W. Curry, CLU, ChFC Arthur E. Shepard, CLU Michael S. Guy, CLU 1990 .................... Fredrick A. Exline, CLU * 1999 ..... Nathan A. Goldberg, CLU, ChFC Don R. Gepfert, CLU, ChFC William C. Schimp, CLU J. Harry Wood, CLU 2000 Orv Lyons, CLU,ChFC, MSFS, FLMI 1991 ......................... Chris V. Brush, CLU Robert M. Roach, CLU, ChFC Jacob A. Shawan, CLU * Frances M. Shawan, CLU M. Richard Wetherbee, CLU, ChFC * Deceased Golden Apple Award Dr. John R. Ervin – 1993 David L. Bickelhaupt, CLU, ChFC, CPCU, Milton A. Campbell, CLU, ChFC – 1994 ARM – 1998 Gordon K. Rose, CLU, ChFC Lorin Schoephoerster, CLU, ChFC, CPCU Dr. John S. Bickley – 1997 – 1999 Patrick Doyle, CLU, CPCU, ARM, IIA – 2000 Society of Financial Service Professionals – Columbus Chapter 5 Regular Members