While attending college, Gregory Fat had an opportunity to intern with a financial advisor and saw firsthand how advisors play an essential role and are an extension of the families they work with. Throughout his internship, he helped form complex trusts, developed estate plans, and ensured appropriate insurance coverage for high-net-worth families. To provide the best possible outcomes for clients, Fat understood that he had to become an expert on the vast landscape of financial products and tools available within the industry.

Peg Fraser began her career in insurance and financial services selling health insurance part-time, but she soon found the same question coming up again and again from her clients. They asked if she could help with other types of insurance and financial planning. She wanted to do more. So, when she got the opportunity to work with COUNTRY Financial in 2008, she embraced the challenge. She got licensed and “careered” with COUNTRY, joining an elite group of financial service professionals within the company, just four years later.

With almost 30 years in financial services, there is one aspect of the industry that John Profitlich understands very well: every day is a new market. This key understanding is what keeps him motivated to deliver customized banking and lending solutions to financial professionals as Director and Northeast Regional Business Development Officer for The Bancorp Institutional Banking business.

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.  

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.  

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.

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.”

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.

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.

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.