Nominees for Secretary and the Board of Trustees to stand for election later this year at NAIFA’s annual business meeting.
The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, for the position of 2021 NAIFA Secretary. A former member of NAIFA’s Board of Trustees, he has been a proud NAIFA member since 1987.
The Committee has also nominated five members to serve two-year terms on the NAIFA Board of Trustees. The nominees are: Wes Booker, 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); Dennis Cuccinelli, LACP, an Independent Financial Representative in Edison, NJ, (NAIFA member since 1986); Doug Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, (NAIFA member since 1987); and Brian Wilson, Sales Manager with Mutual of Omaha Advisors in Lexington, KY, (NAIFA member since 2000).
Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (NAIFA member since 1986) is slated to serve as 2020 President; Larry Holzberg, Director of Insurance and Advance Sales, at Fortis Lux Financial, in New York (NAIFA member since 1990) as President-Elect; and Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (NAIFA member since 2001) as Treasurer. Cammie Scott, MSIE, ChHC, CLTC, LUCF, REBC, RHU, SHRM-SCP, President of CK Harp & Associates in Springdale, AR, (NAIFA member since 1998) will serve as Immediate Past President.
The nominees will stand for election during the NAIFA’s annual business meeting, to be held in November. The Governance Committee consists of 12 NAIFA members and is chaired by NAIFA Past President Keith Gillies, CFP, CLU, ChFC.
“After giving consideration to a strong slate of applicants, the Governance Committee decided on a group of nominees we are confident will bring energy, creativity and a wealth of experience to NAIFA’s Board of Trustees,” Gillies said. “This group, along with returning board members and our executive committee, will be responsible for shaping and beginning to implement a new strategic plan that will build upon the success of the NAIFA 20/20 plan. I am confident these nominees will continue to lead NAIFA’s modernization and delivery of a high-quality membership experience.”