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4 min read

Meet Loyal NAIFA Member Jonathan Matrullo

By Ronan Friend on 4/13/22 10:00 AM

Baystate Financial's Jonathan Matrullo believes in the power of mentorship, community, and advocating for insurance and financial professionals and their clients. 

When Matrullo was considering career paths while in graduate school, becoming an insurance agent or financial advisor never crossed his mind. That changed when his brother was applying for life insurance. When the insurance agent asked his brother what was important to him, his brother responded, “my family.” 

From that conversation, the agent shared that their office was expanding, and suggested Matrullo apply. He agreed to learn more and soon realized that the insurance and financial services industry is more than just life insurance—it's comprehensive financial planning for the future. That’s when he decided to start his career at New York Life.

Topics: Member Member Profile Loyal Member Loyal Member Profile
2 min read

Meet Loyal NAIFA Member Scott Blake

By Ronan Friend on 3/25/22 10:00 AM

Scott Blake, MBA, knows the value of political advocacy. After a career in the political sphere, he now works to protect the interests of Main Street Americans as well as insurance and financial professionals.

From Politics to Financial Services

Blake transitioned from politics to financial services at the suggestion of his own financial advisor at Northwestern Mutual. Now, he's also a financial advisor with Northwestern Mutual. Working primarily with upwardly mobile millennials, Blake says he likes helping driven, motivated people achieve their dreams and goals. He talks about one such instance when he helped a millennial client buy their first home. “It's about serving your client. I get to wish for the best for them and help them achieve their dreams.” That's his favorite part of being a financial advisor—he gets to be everyone’s cheerleader.

Topics: Members Member Profile Loyal Member Loyal Member Profile
2 min read

Meet Loyal NAIFA Member Brad Noller

By Ronan Friend on 3/23/22 10:00 AM

Brad Noller is all about building relationships, both with his clients and with other insurance and financial services professionals.

Making a Difference

Noller didn’t start his career in the insurance industry, but he found he was good at it and excelled quickly. Just nine months after starting an Agent in Training position with American Family Insurance, he opened his own agency—an accomplishment that normally took between 18-24 months at the time.

Building relationships with his clients is the foundation of Noller’s work. He fosters trust by putting himself in his clients’ shoes, sharing what he would do to protect his own family in their situation. “My job is to inform and take care of my clients, and pass along the best information to them,” he says. 

Topics: Life Insurance Member Member Profile Loyal Member Loyal Member Profile insurance
4 min read

Meet Loyal NAIFA Member Johnny Craven

By Ronan Friend on 3/21/22 10:00 AM

Johnny Craven, LUTCF, is a stalwart of the NAIFA community and a veteran of the insurance and financial services industry.

Craven joined the insurance and financial services industry over 20 years ago, but that’s not where he started out. He spent 13 years in the grocery industry, but when one of his coworkers became an insurance agent and suggested he give it a try, he decided it was worth exploring. His coworker called Craven on a Saturday night and they planned to meet the next morning. Not realizing it was a formal interview, Craven showed up in shorts and a t-shirt and met the man who would become his boss. Fortunately, he saw potential in Craven and decided to give him a shot.

Topics: Member leadership Member Profile Leaders Loyal Member Loyal Member Profile
2 min read

Meet Loyal NAIFA Member Rahim Solehdin

By Ronan Friend on 3/11/22 9:00 AM

NAIFA-CA member Rahim Solehdin uses his passion and experience to train the next generation of agents and advisors at New York Life.

Making a Difference

When Solehdin joined New York Life as an agent in 2013, he found the balance he was looking for—the opportunity to help people provide for their families while making good money. He always knew he wanted to be in management, and New York Life provided that career path for him. Driven to succeed, he became a partner with New York Life in 2016. "I knew what I had to do to get there, and I did it,” he says. “[At New York Life], I knew that I could do the hard work and get what I wanted.”

Topics: Member Member Profile Loyal Member Loyal Member Profile
1 min read

NAIFA YAT Leader of the Year Brian Haney Shares Five Keys to His Success

By NAIFA on 3/4/22 9:35 AM

Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, NAIFA's Young Advisor Team (YAT) Leader of the Year recently shared five keys to his success as a financial professional with InsuranceNewsNet's AdvisorNews. Haney is the Founder and Vice President of the Haney Company in Silver Spring, MD. He has been a loyal NAIFA member since 2013 and is very engaged and active in our association.

Topics: Grow Your Business Business Performance Center Loyal Member
4 min read

Meet Loyal Member Yuka Nakahara-Goven

By Ronan Friend on 3/2/22 10:00 AM

Yuka Nakahara-Goven traveled 7,000 miles to pursue her dream. Now, she uses her experience and compassion to help empower other women to pursue theirs.

Perseverance in the Face of Adversity

Nakahara-Goven1 grew up in Japan and Taiwan and dreamed of becoming a diplomat. Bilingual in Japanese and Chinese, she had everything she needed to succeed. She worked hard, studied harder, and passed the first exam needed to enter government service. Her hopes were dashed, however, when a professor revealed that it would be difficult for her to be hired as a diplomat because she was a woman.

Topics: Financial Planning Member Spotlight Member Profile Loyal Member Loyal Member Profile

Congratulations to Loyal NAIFA Member Rick Stamm: Retiring After 48 Years

By NAIFA on 12/17/21 8:00 AM

Congratulations to Richard "Rick" Stamm on his retirement after 48 years in the financial services industry. Stamm has been a financial representative with Northwestern Mutual since 1974 and a loyal NAIFA member since 1978. His passion and commitment to his community in Brookfield, Wisconsin, is an inspiration to all of us.

Topics: congratulations! Loyal Member
2 min read

Meet Loyal Member, Marty Peters

By David Lahoud on 12/1/21 12:27 PM

Loyal NAIFA Member Marty Peters has been a part of NAIFA (then NALU) since 1968 and is now serving the community he is a part of in Solana Beach and Del Mar, California. Peters started out his career while working on his master's degree, having a job offered to him that started him in the financial services industry, leading him to stop his Master's degree and focus on the position he was offered. He initially found a different job that had less than desirable actions against the benefits of the customers they were assisting and moved on from that position after a bit. He was then convinced by his family to investigate the life insurance business. After a bit of convincing and learning that his education was paid for by his father’s life insurance, Peters interviewed with a few companies and secured a position with one, starting his journey in the career.

Topics: Member Loyal Member
2 min read

Meet Loyal Member: Frank Seneco

By David Lahoud on 11/19/21 11:32 AM

Frank Seneco has been a member of NAIFA since 1990 and today works with affluent clients addressing a variety of financial concerns from creating family dynasties to eliminating taxes on their investment portfolios. His office is based in Connecticut; however, he assists clients from around the world, helping them reach their financial goals.

Topics: Members Loyal Member

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