<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
AT-banner1

FINANCIAL LITERACY MONTH

2 min read

Loyal Member Profile: 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. Before following up on a direct mail advertisement that relayed what Dave describes as an “uncanny” reflection of what he was desperately seeking for his future, he worked at a small company that he was no longer satisfied with. The most attractive aspect of his then-potential career as a financial advisor, “the ability to be compensated for the amount of work that [he] did.” He relished in idea of “being able to experience success based completely on [himself].” The same day that Dave signed his contract with his insurance company, he also became a NAIFA member (then NALU) stating that his sales manager represented the association “as an integral part of the business.” Dave encourages and provides guidance to other advisors about joining NAIFA. He declares his membership as “one of the best decisions [he has] ever made” noting that the comradery amongst NAIFA members was enough to convince him of this. Dave attended his first NAIFA meeting when he lived in Omaha and was touched by how friendly all 600 members were with everyone sharing ideas and leaving their competitive mindsets at the door.

Topics: Member Spotlight
3 min read

Loyal Member Profile: Carol Rappaport

By Kamber Henson on 1/21/21 9:00 AM

Carol A. Rappaport CLU ChFC CLTC is a Financial Advisor at Northwestern Mutual and a loyal NAIFA member since 1983.

Topics: Advisor Today Member Spotlight
3 min read

NAIFA Welcomes New Member Thomas Yannetti

By Kamber Henson on 1/14/21 8:45 AM

Thomas Yannetti is a Financial Services Professional at thinkWealth, LLC and a new NAIFA member.

Topics: Member Spotlight
1 min read

NAIFA Welcomes New Member Joseph Cammayo

By Kamber Henson on 1/11/21 7:46 PM

Joseph Cammayo, our newest NAIFA member, is an independent financial advisor at Calton & Associates, Inc. and is also a Registered Investment Advisor (IAR) with Grantvest Financial.

Topics: Member Spotlight
2 min read

NAIFA Welcomes New Member: Bryan Smith

By Kamber Henson on 12/21/20 7:37 PM

Bryan Smith is a financial services representative at Capstone Financial, LLC and a new NAIFA member.

After spending just a few minutes with Bryan, you’ll quickly find that he is in this business to serve.

Topics: Member Spotlight
1 min read

NAIFA Welcomes New Member: Marc Sigmon

By Kamber Henson on 12/10/20 6:19 PM

Marc Sigmon is the CEO of Marc Sigmon Insurance Agency and a new NAIFA member.

Topics: Member Spotlight
2 min read

Loyal Member Profile: Grace Staten

By Kamber Henson on 12/5/20 9:00 AM

Grace Staten, recently named the Women in Financial Services (WIFS) 2020 Woman of the Year, is the Vice President of Marketing for Coastal Wealth, and a loyal NAIFA member since 2013.

Topics: Member Spotlight
2 min read

NAIFA Welcomes New Member: Kristen Eskew

By Kamber Henson on 12/1/20 6:06 PM

Kristen Eskew is a Business Development Executive for OneDigital, a speaker and a Diversity, Equity, and Inclusion enthusiast. She is also a new NAIFA member.

Topics: Member Spotlight
3 min read

Loyal Member Profile: Jose Rodriguez

By Kamber Henson on 11/12/20 5:45 PM

Jose Rodriguez is the founder of Optimized Financial Brokerage Solutions and Insurance Services and a loyal NAIFA member since 2016.

Topics: Member Spotlight
3 min read

NAIFA Welcomes New Member: Abby Fletcher

By Kamber Henson on 10/30/20 8:45 AM

Abby Fletcher is the Regional Vice President of E4 Insurance Services and a new NAIFA member.

Topics: Member Spotlight

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...