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2 min read

Ellie Mills: Turning Life’s Trials into a Lifelong Mission to Protect Others

By NAIFA Membership on 11/13/25 9:07 AM

For more than three decades, Ellie Mills, ChFC, CLU, LUTCF, has built her career and reputation on compassion, resilience, and a steadfast commitment to helping others secure their financial futures. A loyal NAIFA member since 1992 and owner of Ellie Mills Insurance Agency, Inc. in Miami, Florida, Mills found her calling in the insurance industry through personal tragedy and triumph.

Topics: #NAIFAProud Advisor Today Member Spotlight
2 min read

André M. Williams — From Second Chances to Lasting Impact

By NAIFA Membership on 9/7/25 9:02 AM

André M. Williams path into the insurance and financial services industry began with a lesson in resilience. As a freshman at Ohio University, he started out on track to become a CPA—but a little too much fun and not enough discipline led to an academic dismissal. A stern two-hour call from his mother, an 8-page letter to the Dean, and a heartfelt plan for the future earned him a second chance.

Topics: Advisor Today Member Spotlight
1 min read

“Mother Medicare”: Jane Ahrens Brings Her Voice—and a Movement—to NAIFA’s Medicare Collective

By NAIFA Membership on 7/24/25 11:00 AM

When Jane Ahrens transitioned from a 25-year career teaching Health Education to working in Medicare sales, she didn’t just start a new chapter—she found her calling. What began in 2008 as a solo effort to help clients understand their health insurance options has since grown into a thriving business with a team of more than 160 independent agents trained and mentored under her leadership. Her peers now affectionately call her “Mother Medicare.”

Topics: #NAIFAProud Medicare Advisor Today Member Spotlight
3 min read

Member Spotlight: Wayne McCullough — Celebrating 50 Years of Purpose, Perseverance, and Professionalism

By NAIFA Membership on 6/11/25 7:39 PM

Wayne McCullough didn’t plan on spending five decades in the insurance and financial services industry. In fact, he thought it would be a quick stop on his way back to college. But what began as a six-month detour became a lifelong career—one rich with relationships, professional growth, and meaningful impact.

Topics: Advisor Today Member Spotlight Loyal Member Profile
2 min read

Member Spotlight: Lisa Skinner’s Journey in Financial Services and NAIFA

By NAIFA Membership on 4/4/25 8:32 AM

Lisa Skinner, president of Brokerage Services Inc. in Herman, NE, has had a lifelong connection to the financial services industry. Her journey began early, influenced by her father, who was a General Agent for over 50 years. Lisa started working during school breaks, taking on tasks such as filing, computer work, and scanning files to digital formats. These early experiences set the foundation for a long and fulfilling career in the industry.

Topics: Member Spotlight
3 min read

Member Spotlight: Joe Breslin, CFP® – A Career Dedicated to Serving Others

By NAIFA Membership on 3/19/25 9:08 AM

Joe Breslin is a dedicated financial professional with Armstrong Dixon in Baltimore, MD, and a loyal member of NAIFA since 2018. His journey into the financial services industry is marked by a strong drive to help others achieve financial success. Reflecting on his early days, Joe remembers making thousands of cold calls to small business owners to build his client base. At the time, he worked for a large insurance company and was fortunate to have a few clients who helped him grow his network through referrals.

Topics: Member Spotlight
3 min read

Member Spotlight: Monique Lee - A Passion for Financial Services and Helping Families

By NAIFA Membership on 3/12/25 3:12 PM

Monique Lee, a dedicated financial professional with New York Life and a NAIFA member since 2023. Based in Anchorage, Alaska, Monique’s journey into the financial services world began when her youngest child was preparing to start grade school. Looking for an opportunity to re-enter the workforce, she was referred to New York Life by a close family friend—and she hasn’t looked back since.

Topics: Member Spotlight
2 min read

Member Spotlight: Jesus Lopez Soto - Empowering Families, Building Futures

By NAIFA Membership on 1/29/25 11:11 AM

Jesus U. Lopez Soto’s journey into the financial services industry began with a simple goal: to find a work-from-home opportunity for his pregnant wife. Initially, he saw it as a way for her to earn extra income. However, after being introduced to the industry by a coworker and friend, Jesus realized that this was not just a job for his wife—it was an opportunity for him to build a meaningful career as well. He quickly recognized that the financial services industry offered a chance to help others, make a lasting impact, and achieve personal and professional fulfillment.

Topics: Member Spotlight
2 min read

Member Spotlight: Mark Willis, CFP®: Empowering Clients with Financial Education and Strategic Planning

By NAIFA Membership on 1/23/25 11:34 AM

Mark Willis, CFP®, is a dedicated financial professional and the founder of Lake Growth Financial Services, located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security. Mark’s journey into the financial services industry was shaped by his personal experience during the 2008 Global Financial Crisis, when he faced overwhelming six-figure student loan debt. This experience not only ignited his own desire for financial education but also inspired him to help others avoid similar financial pitfalls.

Topics: Member Spotlight
3 min read

NAIFA Member Spotlight: Jennifer Shepley, Building on a Legacy

By NAIFA Membership on 1/17/25 9:04 AM

Jennifer F. Shepley, CFP®, is a financial professional based in Massachusetts, with licensing across multiple states. She specializes in family and small business insurance, retirement income planning, and long-term care solutions. Her journey into the industry was a blend of serendipity and family tradition, shaped by the legacy of her father, who founded his insurance practice in 1959.

Topics: Member Spotlight

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