Monique Fanfan, a native of Haiti who came to the United States to have her shot at the American dream, began her career in financial services working in a bank. She then went on to work for a financial investment firm out of New York and later she spent 15 years as an accountant.
1 min read
NAIFA Welcomes New Member Monique Fanfan
By Jaquetta Gooden on 8/9/21 9:00 AM
Topics: Members Member Spotlight New Member Profile
4 min read
NAIFA Welcomes New Member Julie McCormick
By NAIFA on 6/13/21 10:26 AM
Julie McCormick, CFP®, is a new NAIFA member who practices with Continuum Planning Partners in Brentwood, TN. Although McCormick has her investment and insurance license, she states that her specialty is financial planning as a whole.
McCormick's introduction into the financial services industry came after her initial plan to become a lawyer fell short. “I actually had no intention of joining the business at all. I was pretty sure I was going to be an attorney,” says McCormick. During her senior year of college, she was interning with a law firm when she quickly realized it wasn’t the right fit. She states, “[I had] to shift gears hard so I didn't really have a good fallback.” It wasn’t until she received a call from a recruiter in Memphis who specialized in wealth management that she felt a sense of direction. “[The recruiter] was so nice and [I decided] I'll just give it a try and I went to the office to kind of get a feel for what they did and was like yes, I see myself here. I can do this!”
Topics: Member Spotlight New 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
2 min read
NAIFA Welcomes New Member Bryan Smith
By NAIFA Membership 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 New Member Profile
2 min read
NAIFA Welcomes New Member Marc Sigmon
By NAIFA Membership on 12/10/20 6:19 PM
Marc Sigmon is the CEO of Marc Sigmon Insurance Agency and a new NAIFA member.
After retiring from 20 years of military service, Sigmon decided to enter the civilian sector. During this transition, he spent time self-reflecting and considering what career opportunities would be a good fit for him. In 2016, after attending a job fair where an insurance company spoke about Medicare, Sigmon entered the financial services industry. He was highly attracted to the idea of running his own company and said, “Setting my own schedule paired with helping people brought together many of my traits.”
Topics: Member Spotlight New Member Profile
2 min read
NAIFA Welcomes New Member Kristen Hall Eskew
By NAIFA Membership 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.
In 2008, Eskew graduated from the University of North Carolina at Wilmington with a bachelor’s degree in Communication and Media Studies. Upon graduating, she worked as a teller at multiple banks until her position was dissolved due to a merger. At the time, one of her friends was working for Consolidated Planning and connected her with an open position. Though she had experience in banking and worked in the financial aid department in college, Eskew says, “I kind of fell into it…I wasn’t running towards this business; I was in the process of trying to find my passion and purpose.”
Topics: Member Spotlight New Member Profile
3 min read
NAIFA Welcomes New Member Abby Fletcher
By NAIFA Membership on 10/30/20 8:45 AM
Abby Fletcher is the Regional Vice President of E4 Insurance Services and a new NAIFA member.
Within moments of speaking to Abby, her genuine passion for people and finances is incontestable. Her charisma and joy for serving those who come into her path, whether client or advisor, is contagious!
Topics: Member Spotlight New Member Profile
2 min read
NAIFA Welcomes New Member Luis Lopez
By NAIFA Membership on 10/21/20 6:55 PM
Luis Lopez is a Development Manager at New York Life Insurance Company and a new NAIFA member.
Lopez first entered the financial services industry in 2015. He began his career as an agent in San Antonio, and two short years later, he was invited to become one of New York Life’s development managers in the Corpus Christi area. Lopez held a NAIFA membership for a short time while he was in San Antonio, and he recently rejoined with colleagues from his Corpus Christi office. He says, “I am in a role of coaching and advising other advisors, and I wanted to help connect others to our professional association. [When my colleagues from the Corpus Christi office] wanted to kick things off with NAIFA, I decided to rejoin. I’ve seen a lot of great momentum with NAIFA rallying around growing membership, the mission, passion, and purpose.”
Topics: Member Spotlight New Member Profile
2 min read
NAIFA Welcomes New Member Mitch Dietrich
By NAIFA Membership on 10/8/20 6:03 PM
Mitch Dietrich is a Financial Representative for Country Financial and a new NAIFA Member.
After graduating from Augustana College with a Bachelor of Arts in Business Administration, Management, Marketing, and Finance, Dietrich was unsure what he wanted to do. During this transitional stage, he worked in retail. At that time, a gentleman from Country Financial stumbled upon Dietrich’s LinkedIn profile. He reached out to see if Dietrich would be interested in interviewing for a position with the company.