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NAIFA Members Serve Main Street USA

Kathryn Blum


Recent posts by Kathryn Blum

6 min read

10 Steps to Help Grow Your Practice

By Kathryn Blum on 3/12/21 11:29 AM

 

Topics: Grow Your Business Advisor Today
3 min read

Loyal Member Profile: Roger Sims

By Kathryn Blum on 3/5/21 6:49 PM

        Roger Sims CLU, LUTCF has been a loyal NAIFA member since 2001 and currently practices with New York Life in High Point, North Carolina where he specializes in long-term care and retirement. 

Topics: Advisor Today
3 min read

Loyal Member Profile: Joshua Shaver

By Kathryn Blum on 3/3/21 8:12 PM

          Joshua Shaver, CFP, ChFC has been a loyal NAIFA member since 2008 and is currently a Senior Partner and Wealth Manager at Diamond Financial Group in Newark, Delaware where he specializes in retirement. He graduated magna cum laude from the Lerner College of Business and Economics at the University of Delaware where he was actively involved with the Financial Manager’s Association. Joshua currently holds a series of designations and certificates including his Series 7, Series 66, and Series 24 registrations, as well as his Life, Health and Ethics Insurance licenses.

Topics: Advisor Today
3 min read

Loyal Member Profile: Trent Bryson

By Kathryn Blum on 2/24/21 9:09 AM

Trent Bryson has been a loyal NAIFA member since 2002 and manages his own firm, Bryson Financial in Long Beach, California. 

Topics: Advisor Today
2 min read

Loyal Member Profile: Daniel Irizarry

By Kathryn Blum on 2/19/21 1:53 PM

Daniel Irizarry has been a loyal member of NAIFA since 2012. He currently practices in Manasquan, New Jersey with Allied Wealth Partners.

Topics: Advisor Today
2 min read

Loyal Member Profile: Mark Acre

By Kathryn Blum on 2/16/21 9:45 AM

Mark Acre, LUTCF is a Missouri State Alumni and has been a member of NAIFA since 2009. Mark owns his own company in Missouri, One Insurance Group, that he describes as a “one stop shop” for all your financial planning needs. Housing 23 advisors under one roof with each specializing in a different field truly is an anomaly amongst the industry.

2 min read

Loyal Member Profile: Dave Skutnik

By Kathryn Blum on 2/11/21 7:15 AM

Dave Skutnik has been a loyal NAIFA member since 1984 and today is eagerly helping his clients prepare for retirement while simultaneously enjoying the freedom that being your own boss has enabled him to have. Working from his lake-side home in Grand Island, NE, Dave credits this solely to his career as a financial advisor. Before following up on a direct mail advertisement that relayed what Dave describes as an “uncanny” reflection of what he was desperately seeking for his future, he worked at a small company that he was no longer satisfied with. The most attractive aspect of his then-potential career as a financial advisor, “the ability to be compensated for the amount of work that [he] did.” He relished in idea of “being able to experience success based completely on [himself].” The same day that Dave signed his contract with his insurance company, he also became a NAIFA member (then NALU) stating that his sales manager represented the association “as an integral part of the business.” Dave encourages and provides guidance to other advisors about joining NAIFA. He declares his membership as “one of the best decisions [he has] ever made” noting that the comradery amongst NAIFA members was enough to convince him of this. Dave attended his first NAIFA meeting when he lived in Omaha and was touched by how friendly all 600 members were with everyone sharing ideas and leaving their competitive mindsets at the door.

Topics: Member Spotlight

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