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

 

NAIFA Members Provide Financial Security

35 min read

Charting Success in the Financial Advisory World With Chris Roper

By Suzanne Carawan on 8/27/24 2:12 PM

Chris Roper is a seasoned financial advisor who is passionate about helping individuals navigate their financial journeys as a fiduciary and an educator. With over 14 years in the industry, he specializes in 401K advising and personal finance management for high-net-worth individuals. Beyond his professional endeavors, Chris harbors a love for travel, seeking experiences and lessons to bring back to his practice. His approach to business is characterized by his servant leadership, collaborative spirit, and personal goal to help over a million people. Chris has been honored as one of the National Four Under 40 by Advisor Today, recognizing his outstanding contributions to the financial advising industry.


Topics: Financial Planning Podcast Member Spotlight
2 min read

A Legacy of Growth and Advocacy in Financial Services

By Zack Huels on 8/22/24 11:32 AM

David Wood’s journey in the financial services industry is a testament to dedication, vision, and an unwavering commitment to growth. Based in Marlborough, CT, Wood has been a loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 2024, though his connection to the field dates back to the 1990s. As the founder and principal of Gateway Financial Partners, Wood’s career is a blend of pioneering spirit and deep-rooted advocacy.

Topics: Member Spotlight
2 min read

NAIFA Trustee Kagawa Honored for Public Service

By NAIFA on 4/18/24 11:11 AM

Congratulations to NAIFA Trustee Stephen Kagawa, LUTCF, FSS, on being named the 71st recipient of NAIFA-Los Angeles’s Will G. Farrell Public Service Award. The CEO and Chairman of the Board of The Pacific Bridge Companies has been a loyal NAIFA member since 1986.

Topics: Member Spotlight
2 min read

Loyal Member Spotlight: Ronald Koehler, ChFC

By Emily Cabbage on 3/21/24 10:40 AM

Ronald Koehler: A Lifetime of Financial Planning Excellence and Advocacy

Ronald Koehler, ChFC, LUTCF, a veteran financial planner and loyal NAIFA member since 1984 from Galesburg, IL, has dedicated an impressive four decades to the industry. His impact resonates not only within his local community but also across the broader landscape of financial planning advocacy. In an exclusive interview, Koehler shared profound insights into his career journey, emphasizing his involvement with NAIFA (National Association of Insurance and Financial Advisors) and the pivotal role of mentorship in shaping the future of financial advising.

Koehler's odyssey commenced in 1984, fresh out of Iowa State University in Ames, IA. Koehler's professional trajectory led him to Galesburg, where he is currently a Partner at Charterpoint Wealth Strategies.

Topics: Member Spotlight
1 min read

NAIFA Member Rith Nou and the American Dream

By NAIFA on 9/21/23 5:03 PM

Rith Nou, a proud NAIFA member since 2017, has seen the American Dream from both sides: as an immigrant who worked hard to find business success and as an advisor helping others achieve their financial goals.

In the current issue of InsuranceNewsNet magazine, Nou explains, "Our profession pays you well and also allows you to give back in a way that makes you feel aligned. It really has helped me achieve my American dream, but I’m not finished. This profession offers new inspiration and challenges every day."

Topics: Member Spotlight
5 min read

Meet Loyal NAIFA Member Priscilla King

By Ronan Friend on 8/21/23 10:00 AM

When Priscilla King was an accounting student at Mississippi State University, her first job interview was with an insurance company, but that is not when she joined the industry. After finishing her bachelor’s degree, she pursued an MBA with an emphasis in accounting. While in school, she worked in sales at RadioShack and found she liked talking to people and was very successful in selling wants. When she graduated, she became a store manager. Then, while making a deposit one day in 1997, she ran into the man who eventually recruited her to Shelter Insurance Companies, where she has been ever since.

Topics: Member Spotlight Loyal Member
2 min read

NAIFA Welcomes New Member Nate Wyatt 

By Ronan Friend on 8/14/23 10:00 AM

Nate Wyatt, CFP, always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college. 

Topics: Member Spotlight New Member Profile
3 min read

NAIFA Welcomes New Member Ryan Mooneyham

By Ronan Friend on 8/7/23 10:00 AM

An agent with Missouri Insurance Advisors, Ryan Mooneyham serves his community in Springfield, Missouri. 

Topics: Member Spotlight New Member Profile
3 min read

Meet Loyal NAIFA Member Danny Mielneczek

By Ronan Friend on 7/31/23 10:00 AM

Danny Mielneczek started his insurance and financial services career recruiting new advisors. After two years, he decided to pivot and became a financial representative with COUNTRY Financial 

Topics: Member Spotlight Loyal Member Profile
3 min read

Meet Loyal NAIFA Member Rodney Mogen

By Ronan Friend on 7/24/23 10:00 AM

When Rodney Mogen, DBA, DFP, CRPC, AAMS, LACP, says he fell into a career in insurance and financial services, he means it literally. As a 7’2” college basketball player, Mogen was preparing for a career playing abroad when he injured his right leg coming down from a dunk. Not long after, he learned about the insurance and financial services industry at a career fair and began his career as a financial advisor. 

Topics: Member Spotlight Loyal Member Profile

Featured

Find A Pro Consumer Directory  - Blog Email Ad (300x250 px)

 

THANK YOU TO
OUR ADVERTISERS

_LUTCF  - AT web (300 x 300 px)