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NAIFA Members Provide Financial Security

3 min read

NAIFA Welcomes New Member Dustin Carnevale

By The Bancorp on 2/13/23 10:00 AM

Though Dustin Carnevale’s career did not begin in the financial industry, he always found himself extremely interested in monitoring the market and keeping up with financial news. It was only when he became involved in financial literacy education efforts through his earlier professional roles that his eyes were opened to the need for trained, objective fiduciaries to help those who are not sure where to start achieving their financial goals. This helped drive Carnevale to leave his established career in marketing and pursue his interest in finances to help fill a gap in the industry where his communication skills were needed and valued.  

Topics: Member Spotlight New Member Profile
6 min read

Brett Moore Builds Loyalty by Doing What’s Right

By Ronan Friend on 2/8/23 10:00 AM

Brett L. Moore, CFP®, grew up in the insurance and financial services business. His father, long-time NAIFA member William C. Moore, CFP®, founded W.C. Moore Financial Services, LLC, and Moore remembers spending hours at his dad’s office, stuffing financial papers into plastic sheets and helping out any way he could.  

Topics: Awards Member Spotlight
1 min read

NAIFA Welcomes New Member Derek Glitz

By The Bancorp on 2/6/23 10:00 AM

If you ask Derek Glitz what he likes most about working in financial services, he’ll answer that it’s the people he works with. Specifically, he enjoys assisting financial advisors and insurance agents to reach their maximum potential and help their clients realize their retirement dreams.

Topics: Member Spotlight New Member Profile
2 min read

Meet Loyal NAIFA Member Abdullah Rajput

By The Bancorp on 1/25/23 10:00 AM

If you ask Abdullah Rajput what motivates him to excel in financial services, he’ll tell you it’s his clients. “The interaction I have with my clients is my favorite part of my job. Many of my clients have turned into friends, which drives me to provide the best service in the industry.”

Topics: Member Spotlight New Member Profile
4 min read

Meet Loyal NAIFA Member Craig Wright

By Ronan Friend on 1/23/23 10:00 AM

NAIFA-MO President Craig Wright, MBA, CFP®, ChFC®, has been a loyal NAIFA member since 2014. A NAIFA Quality Award winner, Wright has dedicated his career to serving the individuals, families, and small businesses that make up Main Street USA.

Topics: Member Spotlight Loyal Member Profile
2 min read

NAIFA Welcomes New Member Dave Gannett 

By The Bancorp on 1/16/23 10:00 AM

Entering the financial services industry in 2006, Dave Gannett quickly adapted and enjoyed working with other financial professionals by providing them with various investment vehicles and equipping financial advisors with information that helps benefit their clients. Eventually, he found himself serving as an advisor, focusing on global wealth and investment management.

Topics: Member Spotlight New Member Profile
4 min read

Meet Loyal NAIFA Member Peter Glassman

By Ronan Friend on 1/3/23 10:00 AM

NAIFA-GWDC Past President Peter Glassman, CFP®, is a Founding Partner of Wealth Insight Partners and has been a loyal NAIFA member since 1989.

After graduating with a business and marketing degree in 1987, Glassman moved from Connecticut to Washington, D.C., where a family friend suggested he get into the insurance and financial services industry. After learning more he dove into what turned out to be the beginning of a career. Thirty-five years later, Glassman is still dedicated to helping his clients plan for their futures.

Topics: Member Spotlight Loyal Member Profile
6 min read

Meet Loyal NAIFA Member Joshua O’Gara

By Ronan Friend on 12/12/22 10:00 AM

For Joshua O’Gara, CLU®, ChFC®, CFP®, Owner and Founder of O'Gara Financial Group, entrepreneurship runs in the family. Both of his parents were small business owners and O’Gara inherited their drive. His entrepreneurial spirit—along with his college studies in economics and his desire to help people—made a career in insurance and financial services a perfect fit. 

Topics: Member Spotlight Loyal Member Profile
2 min read

Meet Loyal NAIFA Member Addison Rosenbluth

By Ronan Friend on 11/28/22 10:00 AM

For NAIFA-CT President Addison Rosenbluth, CLTC, insurance is part of a family legacy. In 1957, his grandfather founded MERIT Insurance Services, Inc. During his senior year of college, he got an opportunity to travel to California for training. After gaining experience and earning his licenses, he returned to Connecticut and now works alongside his father, Jace Rosenbluth, running the family business.

Topics: Member Spotlight Loyal Member Profile
6 min read

Meet Loyal NAIFA Member Sue Kuraja

By Ronan Friend on 11/7/22 10:00 AM

Sue Kuraja got her start in financial services at an early age. When she immigrated from Croatia with her family as a young child, she translated financial documents for her parents as they learned English. Her ability to conduct business in a foreign language was sought after and she continued to demonstrate financial aptitude early in her career. Twenty years later, she still serves Main Street USA as a representative and advocate for consumers, while maintaining strong relations with corporate clients and enterprises.

Topics: Member Spotlight Loyal Member Profile

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