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NAIFA Members Provide Financial Independence

Ronan Friend and Mark Briscoe

Recent posts by Ronan Friend and Mark Briscoe

5 min read

Steve Walker Harnesses a Competitive Spirit to Do His Best for His Clients

By Ronan Friend and Mark Briscoe on 2/22/22 10:09 AM

Not every successful financial professional was a two-time All-Conference quarterback at North Dakota State University. But Steve Walker, LUTCF, a loyal NAIFA member since 2009, believes some of the traits that made him a standout for the Bison on the football field have contributed to his success as Vice President and Senior Insurance Consultant with Gate City Insurance Agency in Fargo, ND. They also make him a worthy recipient of Advisor Today’s Four Under 40 award.

Topics: Awards
5 min read

It’s All About How Much You Put into It

By Ronan Friend and Mark Briscoe on 2/14/22 6:30 PM

Rebecca Brown Schulter, Partner at UCL Financial Group, grew up in the life insurance and financial services business. Being the daughter of 2004-2005 NAIFA national President C. Robert “Bob” Brown, the 2021 Advisor Today Four Under 40 winner saw firsthand the positive impact her father and his colleagues made in their clients’ lives. Now, while following in her father’s footsteps as a Partner with UCL Financial Group in Memphis, she has forged her own way, creating strong client relationships and providing superior service.

6 min read

Early Influences Led to a Rewarding Professional Life for Joanna Dellosa

By Ronan Friend and Mark Briscoe on 2/10/22 11:16 AM

Joanna Dellosa, LUTCF, FSS, RICP, CLU, LACP, a loyal NAIFA member since 2012, has fond memories of her father heading out to his office each day with his briefcase in hand. She recalls thinking at a very young age, “I want one of those, too. I’d look so professional with a briefcase.”

Her father was an insurance agent, and Dellosa’s early impressions of him created an image that influenced her career decisions later in life. “I had that idea in my head,” she said, “I am open to the idea of becoming an agent.”

Topics: Awards
5 min read

Doing What’s Best for His Clients and Family Drives Cal Anderson to Succeed

By Ronan Friend and Mark Briscoe on 2/8/22 1:55 PM

Cal Anderson, CLU, CFP, always knew he wanted to own his own business but wasn’t sure what field was right for him. After graduating from Valdosta State University, he joined MassMutual and learned everything he could about the insurance industry while working towards his CFP designation. After five years, he was ready to grow and joined an independent advisory firm, Financial Network Associates, which offered comprehensive financial planning services. In 2016, the firm’s owner, Bill Youngblood, retired and Anderson took over the business, officially becoming his own boss.

Topics: Awards





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