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2 min read

Meet Loyal NAIFA Member Daniel Irizarry

By Kathryn Blum on 2/19/21 1:53 PM

Daniel Irizarry has been a loyal member of NAIFA since 2012. He currently practices in Manasquan, NJ, with Allied Wealth Partners.

Although Irizarry was referred to the industry by another professional who mentioned he would be “perfect for this line of work.” The ability to control his own scheduling and operate autonomously in order to “maximize efficiency in [his] life and spend as much time with [his] family as possible while earning a modest living” is what appealed to him most.

Topics: Member Spotlight Loyal Member Profile
3 min read

Meet Loyal NAIFA Member Mark Acre

By Kathryn Blum on 2/16/21 9:45 AM

Mark Acre, LUTCF, is a Missouri State Alumni and has been a member of NAIFA since 2009. Acre owns his own company in Missouri, One Insurance Group, which he describes as a “one-stop shop” for all your financial planning needs. Housing 23 advisors under one roof with each specializing in a different field truly is an anomaly in the industry.

Topics: Member Spotlight Loyal Member Profile
2 min read

Meet Loyal NAIFA Member 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.

Topics: Member Spotlight Loyal Member Profile
3 min read

Meet Loyal NAIFA Member Carol Rappaport

By NAIFA Membership on 1/21/21 9:00 AM

Carol Rappaport, CLU®, ChFC®, CLTC, is a financial advisor at Northwestern Mutual and a loyal NAIFA member since 1983.

Carol began working in the clothing sales business at an early age. She enjoyed providing a customized service for her clients and helping them select items based on their style preferences. Her clients and friends recognized her talents and recommended that she consider outside sales opportunities, and more specifically, financial services. Initially, Carol thought, “I am more of a creative type of person, not a math person. Will I be able to do this well?” However, she remained open-minded and decided to give it a shot. After all, she had experience listening to clients and making recommendations and customizations based on their best interests.

Topics: Member Spotlight Loyal Member Profile
3 min read

NAIFA Welcomes New Member Thomas Yannetti

By NAIFA Membership on 1/14/21 8:45 AM

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

A 2020 graduate of Ramapo College in New Jersey, Yannetti earned his Bachelor of Science in Business Administration with a concentration in Finance and Accounting. When Thomas received the discouraging news that classes were transitioning online due to COVID-19, Yannetti saw this minor setback as an opportunity. While finishing up his coursework online, Thomas decided to transition from part-time to full-time to jumpstart his career in financial services.

Topics: Member Spotlight New Member Profile
1 min read

NAIFA Welcomes New Member Joseph Cammayo

By NAIFA Membership on 1/11/21 7:46 PM

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

Joseph has 25 years of experience ranging from various Senior Level positions in some of the most prestigious firms in the industry. He was previously a Senior Director of Branch Operations at Oppenheimer, an Operations Manager at Morgan Stanley Smith Barney, and an Admin Manager for Bank of America Investments. He has extensive knowledge of Risk Management, Compliance, and Operations.

Topics: Member Spotlight New Member Profile

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