NAIFA National Council Elects Officers, Trustees to Board
Wilson Succeeds Taggart as President
Contact:
Lee Allen
Vice President of Communications and Marketing
(703) 770-8112
September 17, 2008 (FALLS CHURCH, VA) —The National Association of Insurance and Financial Advisors' (NAIFA) representative governing body, the National Council, has elected new officers and trustees at the 2008 NAIFA Convention and Career Conference, held in San Diego, California.
NAIFA’s new President is Cliff F. Wilson, CLU, ChFC, LUTCF, of Southeast Arizona Insurance Services Ltd./The American National Cos. in Chandler, Arizona. “As we look to the coming year, NAIFA will be resolute in the three cornerstones of our mission: Enhance business and professional skills, promote strong ethics; and advocacy,” Wilson told NAIFA’s National Council upon his election.
See also
NAIFA Votes to Conditionally Support the Concept of an Optional Federal Charter
In Nearly Unanimous Vote, National Committee Approves Support & Defines Conditions
“We have work to do and we will be unwavering in our mission,” Wilson explained. “Working together, we will create a bright future — for us as individuals, for NAIFA, for our industry, and more importantly, for our clients.”
Joining Wilson on NAIFA’s Executive Committee are President-elect Thomas D. Currey, CLU, ChFC, owner of TDC Financial Services in Mansfield, Texas; Treasurer Peter C. Browne, LUTCF, principal of Price, Raffel and Browne/Union Central/ UNIFI in New York, New York; Assistant Treasurer Randy Scritchfield, CFP, LUTCF, President of Montgomery Financial Group, Damascus, Maryland; and Secretary Terry Headley, LUTCF, LIC, of The Principal Financial Group in Omaha, Nebraska.
After serving his one-year term as president, Jeffrey J. Taggart, CLU, ChFC, LUTCF, general agent Union Central/UNIFI in Cody, Wyoming, becomes immediate past president, and will remain a member of NAIFA’s Executive Committee.
Elected to the board for the first time are Kenneth R. Evans, CLU, ChFC, LUTCF, CFP, a certified financial planner with Principal Financial Group of Murray, Utah; Keith M. Gillies, CLU, ChFC, CFP, managing general partner of River Parishes Advisors Group, LLC, a LaPlace, Louisiana; and Juli Y. McNeely, CFP, CLU, LUTCF, vice president of McNeely Financial Services of Spencer, Wisconsin.
Re-elected as trustees to the board for another two-year term are Roger S. McCullough, CLU, an associate with AXA Advisors in Fort Dodge, Iowa; and Russell A. Smith, CLU, ChFC, CSA, a regional director with Genworth Financial in Canyon Lake, Calif.
Remaining on the board to complete the second year of their term as trustee (NAIFA staggers elections so half of the trustees are elected each year) are Jules O. Gaudreau Jr., CIC, ChFC, owner of The Gaudreau Group, Inc. in Wilbraham, Mass.; Robert A. Miller, principal of Miller-Pomerantz in New York, N.Y.; John F. Nichols, CLU, DIA, founder and president of Disability Resource Group, Inc. in Chicago, Ill.; Robert O. Smith, JD, CLU, ChFC, a financial advisor with Northwestern Mutual Financial Network; and Susan D. Wier, CFP, ChFC, LUTCF, co-owner and Executive Vice President of First American Trust LLC in Bloomington, Ind.
A photo and biography of President Wilson is available upon request.
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About NAIFA: Founded in 1890 as the National Association of Life Underwriters, the National Association of Insurance and Financial Advisors comprises nearly 800 state and local associations representing the business interests of 60,000 members nationwide. Members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. Visit NAIFA’s website at www.naifa.org.