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FINANCIAL LITERACY MONTH

Thomas O. Michel of Los Angeles will lead the association as President; Cammie K. Scott of Arkansas will continue her service in the role of Immediate Past President.

The National Association of Insurance and Financial Advisors (NAIFA) has named its Executive Committee and Board of Trustees for 2021. The new leadership was nominated by the NAIFA Committee on Governance earlier this year and was confirmed by representatives of NAIFA’s membership at the association’s annual business meeting on Nov. 17.

The 2021 Executive Committee will consist of: President Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (NAIFA member since 1986); President-Elect Lawrence J. Holzberg, LUTCF, LACP, Director of Insurance and Advanced Sales of Fortis Lux Financial in Melville, NY, (NAIFA member since 1990); Secretary Bryon A. Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, (NAIFA member since 1987); Treasurer Brock T. Jolly, CFP, CLU, ChFC, CLTC, CASL, RICP, Founding Partner of Veritas Financial in Tysons Corner, VA, (NAIFA member since 2001); and Immediate Past President Cammie K. Scott, MSIE, ChHC, CLTC, LUTCF, REBC, RHU, SHRM-SCP, SPHR, President of CK Harp & Associates in Springdale, AR, (NAIFA member since 1998). NAIFA CEO Kevin M. Mayeux, CAE, will continue to serve on the Executive Committee.

Members of the NAIFA Board of Trustees, elected to serve two-year terms, are: George W. “Wes” Booker III, LUTCF, Owner of the Wes Booker Agency in Maumelle, AR, (NAIFA member since 2004); Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, NM, (NAIFA member since 2005); and Douglas B. Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, (NAIFA member since 1987). Booker served as an appointed Trustee for 2020 and Chavez Geissler was previously elected to a two-year term as Trustee (2015-2017).

Trustees on the 2020 Board re-elected to serve a second term are: Dennis P. Cuccinelli, LACP, an Independent Financial Representative in Edison, NJ, (NAIFA member since 1986) and Brian L. Wilson, Sales Manager with Mutual of Omaha Advisors in Lexington, KY, (NAIFA member since 2000).

They will join returning Trustees Mark A. Acre, LUTFC, President of OneSource Insurance Group in Ozark, MO, (NAIFA member since 2009); Connie Golleher, CLTC, LACP, CEO of the Golleher Group in McLean, VA, (NAIFA member since 2000); Winona “Win” Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC, Executive Vice President of Business Development for Educators Insurance Resources Services, Inc., and Horace Mann in St. Paul, MN, (NAIFA member since 1997); Steven P. Saladino, RICP, LACP, LUTCF, Managing Director at Principal Financial Group in Tampa, FL, (NAIFA member since 1991); and John W. Wheeler Jr., CFP, CLU, ChFC, CRPC, LACP, CLTC, Executive Senior Partner at MassMutual Texas Gulf Coast in Houston (NAIFA member since 1973).

“I look forward to working with a great group of NAIFA leaders, both our new Trustees and those who are returning, and to hit the ground running in 2021,” said incoming President Tom Michel. “We will continue the momentum we established under the leadership of Cammie Scott and the NAIFA 20/20 Strategic Plan and build upon the progress we’ve made in recent years. Our new strategic plan will focus on growing membership, amplifying the NAIFA brand, and continuing to improve the membership experience. NAIFA’s 2021 leadership team has the talent, energy, and motivation to face any challenges we may confront and ensure that NAIFA continues as the strongest and most influential association for insurance and financial professionals in the United States.”

 

ABOUT NAIFA: Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry. Visit NAIFA online at www.naifa.org.

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