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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

Meet Loyal NAIFA Member 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, NC, where he specializes in long-term care and retirement. 

Roger is a second-generation insurance agent, something his father always wanted but not something that he had planned for himself. He first began to consider a career in the industry when his father’s office moved into the building he worked in. There, he was able to observe his father’s line of work and found it “really appealing.”

Topics: Member Spotlight Loyal Member Profile
3 min read

Meet Loyal NAIFA Member Joshua Shaver

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

Joshua Shaver, CFP, ChFC®, CBEC, RICP, has been a loyal NAIFA member since 2008 and is currently a Senior Partner and Wealth Manager at Diamond Financial Group in Newark, DE, 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: Member Spotlight Loyal Member Profile
3 min read

Meet Loyal NAIFA Member 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 Wealth Management, in Long Beach, California. 

In 2000, Bryson was training for the Olympic trials in track & field for the Nike Farm Team in Palo Alto when Merrill Lynch recruited him through their development program.  Although Bryson was new to the industry himself, he grew up admiring his father’s career as a general agent for Mass Mutual. He explains, “I kind of grew up in the business and got an appreciation for him [and] the agents that surrounded him, so I grew up looking to my dad as a mentor.” It was also his dad who encouraged him to join NAIFA and eventually into leadership roles.

Topics: Member Spotlight Loyal Member Profile
2 min read

Meet Loyal NAIFA Member 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, NJ, with Allied Wealth Partners.

Although Irizarry was referred to the industry by another professional who mentioned he would be “perfect for this line of work.” The ability to control his own scheduling and operate autonomously in order to “maximize efficiency in [his] life and spend as much time with [his] family as possible while earning a modest living” is what appealed to him most.

Topics: Member Spotlight Loyal Member Profile
3 min read

Meet Loyal NAIFA Member 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. Acre owns his own company in Missouri, One Insurance Group, which 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 in the industry.

Topics: Member Spotlight Loyal Member Profile
2 min read

Meet Loyal NAIFA Member 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.

Topics: Member Spotlight Loyal Member Profile

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