NAIFA-AZ 2015 Who`s Who

Transcription

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Membership
Directory 2014-2015
NAIFA-ARIZONA
ASSOCIATION OF
INSURANCE AND
FINANCIAL ADVISORS
FOUNDED 1957
P.O. Box 4728
480. 661. 6393
Fax: 480. 661. 6743
E-mail: naifa-az@azis.com
Website: www.naifa-az.org
Price:
Member $50.00
Non-member $125.00
Arizona is a member of the National Association of Insurance and Financial Advisors [NAIFA]
The information in this membership directory is protected by copyright and is for use only by members of
NAIFA-Arizona for association business. This directory may not be used for any commercial or other purpose,
and permission to use this directory is contingent upon compliance with this requirement.
Please let us know in writing if any information in this directory needs to be corrected, or if you would like any
information added to, or omitted from, your entry in this directory, and we will try to make appropriate
changes in the next edition.
2014 NAIFA-ARIZONA All rights reserved.
Front Cover: “Companion”, artist Wei Tai, www.weitaiart.com
1
N A I F A - A R I Z O N A
mission
statement
The mission of this Association
is to advocate for a positive
legislative and regulatory
environment, enhance business and
professional skills, and promote the
ethical conduct of our members.
2
table of contents
56
Acronyms
143 Advertisers Index
37-55 Advertisers Section
135-140 Alpha Company Roster
127-134 Alpha Membership Roster
18APIC
19-20
IFAPAC-Arizona
141 Industry Addresses
36 Life Insurance Awareness Month - Governor Proclamation
6-7 NAIFA-Arizona Leadership
10 NAIFA-Arizona Past Presidents
12 NAIFA Quality Award Winners
9 Sentinel Program
NAIFA-Arizona Local Associations
57-60 Arizona At-Large
63-70 East Valley
73-81
Phoenix
83-91
Scottsdale
93-100
Tucson
103-107
West Valley
109-111
Yuma
5
President’s Letter
24-31 Were You There?
Capitol Hill Day
Continuing Education
Poker Tournament
Softball Tournament
113-126 Who’s Who In Photos
15 Licensing & On-Line Continuing Education Material
34-35 NAIFA-Arizona Community Service: “Angel Mamas”
14 NAIFA-Arizona Website
112 NAIFA LUTCF
142 NAIFA Professional Liability Insurance Program
32-33 Leadership in Life Institute
21-23 Arizona Legislators
2 Mission Statement
3
4
Greetings to all new and returning members of NAIFA-Arizona !
The year 2014 brought us some historic developments for our state
association:
Most notably, the governor signed into law our CE bill which took many
years to develop, promote, lobby, and ultimately pass both houses of
the Arizona state legislature in January 2014. Although 2014 saw the
culmination of this hard work, a big thank you must go out to our legislative
committee which spent an inordinate amount of time and effort on this bill
for the 2 years prior.
Second, NAIFA-Arizona achieved platinum status for the Jack E. Bobo
Award of Excellence, given annually to deserving associations, either state
or local. NAIFA-Arizona was one of only 2 state associations (Iowa being
the other) who achieved the platinum level, the highest honor given for this
award. This was also the second year in a row Arizona has achieved this
most distinguished designation. Congratulations must also be given to the
leadership of NAIFA-Scottsdale and NAIFA-Tucson as these associations
also achieved the platinum status for the Bobo Award. Collectively,
NAIFA-Arizona, NAIFA-Scottsdale, and NAIFA-Tucson were members of
the select group of 20 associations to have achieved this honor.
Finally, Arizona was recognized as one of only 7 state associations to achieve
membership growth for the year ending June 2014. Furthermore, NAIFAEast Valley, NAIFA-Phoenix, NAIFA-Scottsdale, and NAIFA-Tucson were
also recognized as local associations achieving membership growth. A BIG
thank you must be given to all members of the respective state and local
membership committees that made this vision a successful reality !
Even though we had a successful 2014, we must not rest on our laurels,
but instead act on the momentum built up to this point: NAIFA national
representatives continue to lobby for the tax-favored benefits we promote;
NAIFA-Arizona representatives stay abreast of issues affecting our
business that come before the Arizona State Legislature; and regular events
like NAIFA-Arizona’s Capitol Hill Day and NAIFA-National’s annual
Washington D.C. “fly-in” encourage participation from NAIFA’s rank and
file members such as yourself.
With talented and deep leadership teams working on your behalf at both the
state and local level, and with a rich and accomplished past to build on, the
years 2015 and beyond appear to be bright for NAIFA in Arizona!
Sincerely,
2014-2015
OFFICERS
President
MICHAEL A. SANDOVAL, CLU, ChFC
Tucson
President-Elect
MIKE FORD
West Valley
Vice President
SETH KRASNE, LUTCF, CLTC
Tucson
Secretary/Treasurer
DAVID R. KROLL, CLU, ChFC
Tucson
National Committee Chair
JIM BENNETT, LUTCF
West Valley
Immediate Past President
TRACY L. JONES
Scottsdale
Executive Vice President
PATRICIA A. CHESEBROUGH, CAE
2014-2015
DIRECTORS
JUDY P. AGUILAR-WOERTZ, LUTCF, ChFC, CASL
East Valley
DANIEL A. CESCHIN
Phoenix
MICHAEL P. KLEIN, CFP, MBA
East Valley
DAVID A. SEWELL
West Valley
YARA T. NASH
Yuma
2014-2015
LOCAL ASSOCIATION
PRESIDENTS
MICHAEL A. SANDOVAL, CLU, ChFC
At Large
DONNA KOHLHASE, CLU, ChFC, CASL
East Valley
SUSAN CARLSON
Phoenix
BARRY COOK, CLU, ChFC
Scottsdale
JUAN IBARRA
Tucson
CHRISTOPHER S. KELLY
West Valley
GARY SMITH, CLU, ChFC
Yuma
Michael Sandoval, CLU, ChFC
NAIFA-Arizona President 2014-2015
Association of Insurance & Financial Advisors
P.O. Box 4728, Scottsdale, Arizona 85261, Phone 480.661.6393, Fax 480.661.6743
Website: www.naifa-az.org, E-mail: naifa-az@azis.com
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Michael A. Sandoval, CLU, ChFC - President
(520) 572-1156
sandowow@comcast.net
Mike Ford - President-Elect
602.944.2220 Ext. 104
mford@pfg-inc.com
Seth Krasne - Vice President
(520) 620-5314
skrasne@ft.newyorklife.com
Tracy L. Jones - Immediate Past President
(480) 361-1334
tracy@ejonesassoc.com
David R. Kroll, CLU, ChFC - Secretary/Treasurer
480.538.2964
dkroll@financialguide.com
Jim L. Bennett, LUTCF - National Committee Chair
(623) 979-4140
jim@jimbennettinsurance.com
Patricia A. Chesebrough, CAE
Executive Vice President
(480) 661-6393, (480) 661-6743 Fax
naifa-az@azis.com
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NAIFA-Arizona Board
2014-2015
OFFICERS
President....................................................................................................Michael A. Sandoval, CLU, ChFC
President-Elect........................................................................................................................................Mike Ford
Vice President....................................................................................................Seth J. Krasne, LUTCF, CLTC
Secretary/Treasurer.............................................................................................David R. Kroll, CLU, ChFC
Immediate Past President....................................................................................................... Tracy L. Jones
National Committee Chair.....................................................................................Jim L. Bennett, LUTCF
EXECUTIVE VICE PRESIDENT
P.O. Box 4728, Scottsdale, Arizona 85261
Telephone: (480) 661-6393 / FAX: (480) 661-6743
E-mail: naifa-az@azis.com
Website: www.naifa-az.org
DIRECTORS
Judy P. Aguilar-Woertz, LUTCF, ChFC, CASL
Daniel A. Ceschin
Michael P. Klein, CFP, MBA
David A. Sewell
Yara T. Nash
COMMITTEE CHAIRS
Membership................................................................................................................................................Mike Ford
Membership Vice-Chair ................................................................................Seth J. Krasne, LUTCF, CLTC
SCHIC / LURN................................................................................................................ Harry Markham, LUTCF
Community Service .................................................................................................................. David A. Sewell
Public Relations.....................................................................................................................................Yara T. Nash
LILI (Leadership in Life Institute) Chair/ LILI Alumni......... Judy Aguilar-Woertz, CLU, ChFC
IFAPAC-Arizona............................................................................................................... Jim L. Bennett, LUTCF
APIC / Associate Membership......................................................................Michael P. Klein, CFP, MBA
Professional Development/CE/YAT..............................................................David R. Kroll, CLU, ChFC
Programs.................................................................................................................Seth J. Krasne, LUTCF, CLTC
Government Relations.................................................................................................................Tracy L. Jones
Business Praactices......................................................................................Michael Sandoval, CLU, ChFC
Member Accountability Committee......................................................................................Phil Solinsky
Membership Independent Committee/GAMA.............................................................. Dan Ceschin
7
About NAIFA:
Founded in 1890 to advocate for a positive
legislative and regulatory environment, NAIFA
is one of the nation’s oldest and largest
associations representing the interests
of insurance professionals from every
Congressional district in the United States.
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NAIFA - ARIZONA
sentinel
program
Sentinel Members are individuals who are willing to go beyond
the ordinary, with a monetary contribution to NAIFA Arizona.
Sentinel Members receive recognition at all NAIFA-Arizona
events, the website and in the Who’s Who Membership Directory. 
NAIFA-AZ Says “Thank You”
to its Sentinel 2013-2014 Members
Elite Sentinel Members
Bennett, Jim
Bobo, Jack
Brettrager, Diana
Cassidy, William
Eibeck, Michael
Jones, Tracy
Kroll, David
Markham, Harry
McBride, Barry
Naber, Verl
Raines, Everett
Sewell, David
Spence, Dwight
Wernecke, Robert
Lashway, Tod
Loeffler, Dwight
Sentinel Members
Aguilar-Woetz, Judy
Beck, Myles
Burr, Brad
Crerand, Connie
Dawson, Haydee
Ford, Mike
Loos, Marvin
McMurry, Doug
Merideth, Dennis
Solinsky, Phil
Wilson, Cliff
To become a Sentinel Member, call 480-661-6393
Disclaimer - Contributions or gifts to NAIFA-AZ are not tax deductibles as charitable contributions for Federal income tax purposes. However, they may be
tax deductibles under other provisions of the internal revenue code.
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NAIFA-ARIZONA PAST PRESIDENTS
“To live is not to learn, but to apply.”
LeGouve
1957-1958, 1958-59................................................................. Allyn Watkins
1959-60............................................................................ Charles A. DeLeeuw
1960-61................................................................................Edwin D. McGwire
1961-62......................................................................Rulon Rasmussen, CLU
1962-63.............................................................................. Howard O. Kemper
1963-64...................................................................... Robert E. Pope, Jr., CLU
1964-65............................................................................Andrew L. Wolf, CLU
1965-66........................................................................Thomas F. Callahan, Jr.
1966-67...................................................................Dilworth C. Brinton, CLU
1967-68.......................................................................................J. Lester Shaffer
1968-69..........................................................................................Eugene Taylor
1969-70.................................................................................. Jack E. Bobo, CLU
1970-71...................................................................................Tony Ziehler, CLU
1971-72......................................................................... H. Gordon Farrar, CLU
1972-73...................................................................................Earl T. Nagel, CLU
1973-74.......................................................................... Robert R. Loftus, CLU
1974-75.......................................................................................... Timothy Ryan
1975-76...................................................................Marshall C. Roberts, CLU
1976-77.................................................................................... Ray Lincoln, CLU
1977-78...........................................................................................Peter Zimmer
1978-79...................................................................Robert J. Wernecke, CLU
1979-80..................................................................................Paul M. Sims, CLU
1980-81............................................................................ William J. Adler, CLU
1981-82...............................................................Robert C. Dougherty, CLU
1982-83...............................................................Fred E. Chesebrough, CLU
1983-84..........................................................................John J. Brooking, CFP
1984-85...................................................................................... Dwight Loeffler
1985-86................................................................. Verle F. Naber, CLU, ChFC
1986-87..............................................................Michael Eibeck, CLU, ChFC
1987-88.................................................... Dennis R. Merideth, CLU, ChFC
1988-89.........................................................................Gary A. Bomar, LUTCF
1989-90.............................................................................Marvin D. Loos, CLU
1990-91.............................................................. James G. Shaw, CLU, ChFC
1991-92.................................................................. Cliff F. Wilson, CLU, ChFC
1992-93................................................................Jan M. Doughty, CLU, CFP
1993-94............................................................Tod D. Lashway, CFP, LUTCF
1994-95...................................................................... Robert T. Bishopp, CLU
1995-96......................................Vinod K. Mohindra, LUTCF, CLU, ChFC
1996-97.................................. Robert J. Westbrook, LUTCF, CLU, ChFC
1997-98....................................................................Douglas F. Taylor, LUTCF
1998-99.........................................................................Barry A. McBride, CLU
1999-00...........................................................................Myles K. Beck, LUTCF
2000-01...................................................................Richard J. Thanig, LUTCF
2001-02.........................................................................Jim L. Bennett, LUTCF
2002-03.......................................................... Douglas H. McMurry, LUTCF
2003-04.................................................................................Eugene R. Bentley
2004-05..................................................................Barry A. Cook, CLU, ChFC
2005-06................................................................................ Henry C. GrosJean
2006-07........................................................................Lars D. Hansen, LUTCF
2007-08........................................................William B. Cassidy, CLU, ChFC
2008-09....................................................................Philip L. Solinsky, LUTCF
2009-10..............................................................Robert A. Bryant Sr., LUTCF
2010-2011..................................................................................David A. Sewell
2011-2012...........................................Diana Brettrager, CIC, FSS, LUTCF
2012-2013............................................David R. Kroll, CLU, ChFC, LUTCF
2013-2014.....................................................................................Tracy L. Jones
10
Leading By Example
John J. Brooking, CFP
Chair, NAIFA Political Action Committee
Chair, IFAPAC Candidate Selection Committee
Member, NAIFA Government Relations Committee
•
Jim L. Bennett, LUTCF
NAIFA Political Action Subcommittee
•
Robert J. Wernecke, CLU
Chair, NAIFA Audit Committee
Life Trustee of the American College
Member, American College Executive Committee
•
Tod D. Lashway, CFP
Arizona Guaranty Fund (Life. Disability) Chair
•
Cliff F. Wilson, CLU, ChFC
Secretary, LIFE Foundation Board
•
Marvin D. Loos, CLU
Arizona Department of Insurance Continuing Education Committee
•
Executive Liaison
NAIFA IFAPAC Committee
11
NAIFA Quality Award
2014 Industry Award Winners
FINANCIAL ADVISING AND INVESTMENTS
Mark Derrico
Wendy L. Feldman, CLU,ChFC,CASL,CLTC
Tom W. Hannon, CLU, ChFC, CFP, CLTC
Thomas Hubbard, CLU,ChFC,CFP,CASL
LIFE AND ANNUITIES
Gregory L. Baker, CLU, ChFC
Scott F. Bennett, CLF
Richard W. Beyer
Mark A. Bonnett
Brian W. Brooks, CFP, ChFC
Dustin E. Brutton, CLU
Lyle A. Deo, CLU, ChFC, CLTC
Brian A. Fenn
Brian C. Ginter
Stephen B. Horrell, Jr.
John M. Hunt, Jr., CLU
Chester H. Jaehnig, FIC, MDRT
Gary D. Jeffers
Mark W. Johnson
Sam Kasper
Matthew J. Klandrud, FIC
Yvonne J. Knaack, CLU
Jeffrey C. Kolzow, RICP, LUTCF, FICF, FIC
Mark D. Larson
David S. Mann, CAS, CFS
Dennis P. McEvoy, CLU, ChFC, CLTC
Stephen OG Mehr, FIC
Ben B. Miller, CLU, ChFC
Joseph A. Morris, CLU, ChFC, CLTC
Leslie Patterson, Jr.
James M. Reeves
Susan Barbour Riedel, FIC, CFFM
Joseph B. Rinaldo, , CLTC
Neil E. Robbins, CLU, ChFC
Jason T. Robinson
Mark E. Rowley,
Byron Hux Russell, FIC
Joseph W. Scheid, Jr., CLTC
Preston G. Schmidt
Andrew M. Shaw, FIC
Ottis H. Smith
Wesley W. Stahler
Brett Stein
Chris M. Tanjuaquio
Michael Kent Welborn, CLU, ChFC, CFP
Chad Wing, CLU, ChFC, CFP, MSFS
Darren J. Wright
MULTILINE SALES
Mark Derrico
Julie Jakubek, MBA
Wesley W. Stahler
Tom A. Tatro, FSS, ChFC
12
ARIZONA
Advisor of the Year
— HALL OF FAME MEMBERS —
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
*Don A. Seeds, CLU
*Tony Ziehler, CLU
*Dilworth C. Brinton, CLU
*Andy Wolf, CLU
Marshall C. Roberts, CLU
John Van Houten, CLU
*Howard O. Kemper
*Allyn Watkins
Paul M. Sims, CLU
Verle F. Naber, CLU, ChFC
*Joe Ledgerwood
Michael E. Eibeck, CLU, ChFC
Robert C. Dougherty, CLU
Dennis R. Merideth, CLU, ChFC
Marvin D. Loos, CLU
Jack E. Bobo, CLU, FLMI
Seymour Petrovsky, CLU
Tod D. Lashway, CFP, LUTCF
Robert T. Bishopp, CLU
Cliff F. Wilson, CLU, ChFC
Dwight Loeffler
Jack W. Watson, LUTCF
James G. Shaw, CLU, ChFC
Myles Beck, LUTCF
Douglas H. McMurry, LUTCF
*Douglas F. Taylor, LUTCF
Barry A. Cook, CLU, ChFC
Barry A. McBride, CLU, AEP
Harry E. Markham, LUTCF, CSA
Philip L. Solinsky, LUTCF
Lars D. Hansen, LUTCF
unavailable
Thomas D. Hegna, CLU, ChFC, CASL
*Deceased
13
www.naifa-az.org
EMAIL
naifa-az@azis.com
14
NAIFA-ARIZONA
____________
Licensing Preparation &
Continuing Education
NAIFA-ARIZONA is pleased to offer self study for those
interested in becoming licensed agents in Arizona. See
www.naifa-az.org for interactive online training or to
purchase study manuals.
Established agents can get continuing education through
360 Training. Go to www.naifa-az.org and click on
Continuing Education, then click on Virtual University. For
any questions call 480-661-6393.
15
It broke our hearts to lose you,
but you didn’t go alone;
For part of us went with you,
the day God called you home.
In Loving Memory
Christopher Ryan Ferrell
NAIFA-tucson
Torrey A. “Bud” Kaatz, Jr.
NAIFA-Phoenix
Lyle Hand
NAIFA-West Valley
Tony Ziehler, CLU
NAIFA-Tucson
Past NAIFA-Arizona President (1970-71)
Harold ‘Hal’ Alexander,
CLU, ChFC
NAIFA-Scottsdale
16
In memory of my father,
who taught me everything there was
to know about the printing industry and
the most important things in life,
Faith, Family, Friends and hard work.
D AVID SA M UEL R EI F F
NAIFA-Arizona, in its heartfelt loss,
will forever miss Dave’s caring
support, creative talents and
professional encouragement in the
25 plus years he assisted in the
publication of the Who’s Who Annual
Membership Directory.
re if f im ager y
communicating
thoughts and emotions
through imagery
GRAPHIC DESIGN
Steve Reiff
602. 625. 5922
w w w . r e i f f i m a g e r y. c o m
17
Advisors Political Involvement Committee
APIC
Nurturing political involvement is
the chief responsibility of NAIFA's
Advisors Political Involvement
Committee. As a member, your
support in becoming part of a
network of agents and advisors is
essential to the success of NAIFA's
legislative program.
MISSION STATEMENT
The Mission of APIC
• To actively promote the involvement of agents and advisors in the election of
candidates for local, state and national office, consistent with the legislative
interests of the NAIFA federation.
• To identify and foster the creation of significant insurance agent and financial
advisor relationships with elected officials.
The Objectives of APIC
• To identify and develop constituent contacts for all members of Congress.
• To involve local association members in federal legislative issues per the
direction of the NAIFA Government Relations Committee.
• To encourage local association members to participate in national, state and
local campaign organizations.
• To communicate with and educate NAIFA local association members on the
importance of political involvement.
• To establish effective communications between constituent contacts and APIC.
• To recognize achievement of political involvement and measure results.
Would you like to become involved? Please let us know.
NAME:______________________________________ ASSOCIATION:_______________________
PHONE:___________________EMAIL:____________________________FAX_________________
18
“We in America do not have government by the majority.
We have government by the majority who participate.”
Thomas Jefferson
Chair
Douglas H. McMurry, LUTCF
Vice Chair
IFAPAC-ARIZONA
P.O. Box 4728 Scottsdale, AZ 85261
Telephone: (480) 661- 6393
Verl F. Naber, CLU, ChFC
Treasurer
Patricia Chesebrough, CAE
Committee Administrator
INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS
Arizona At-Large
Stephen B. Barteau
Patricia A. Chesebrough
Deborah Jill Miller
Laverne W. Smith
Andrew D. Tomlinson
Phoenix
Michael Abbate
Jack G. Alspaugh
Daniel G. Anstett, Jr.
Melissa Bartusch
W. Craig Berger
Jack E. Bobo
Bradley B. Burr
Susan Carlson
William B. Cassidy
Daniel A. Ceschin
James M. Clary
Scott P. Craddock
Jan M. Doughty
Jonathan P. Fagan
Dianne T. Fay
Stephen L. Good
Carrie L. Hall
Mark Hess
Ed Kaplan
Yvonne J. Knaack
Charles Kolesar
Jordan T. Kosnick
David R. Kroll
Sonja Mazon Rubalcava
Barry A. McBride
Juli Y. McNeely
Ben B. Miller
Daniel R. Miller
Adam H. Mosbach
Linda R. Patent
Phillip C. Richards
Allen L. Rothman
Paul M. Sabol
Gary M. Schraufnagel
Larry Seaman
Thomas C. Shultz
Dwight A. Spence
Michael J. Strati
Scottsdale
Gregory M. Anderson
Ann M. Bean
Ronald J. Blau
Brian W. Brooks
Julianna L. Carmen
Barry A. Cook
Justin P. Dahlen
Haydee Dawson
Michael E. Eibeck
Jodi Ford
Glen R. Gabrielson
Edward B. Grant
Dennis Ham
Robert A. Hartman
Jehangir L. Hashim
Martin F. Henderson
Regina Holmes
Elayne M. Jackson
Tracy L. Jones
Laura Kunewa
Tod D. Lashway
Dwight E. Loeffler
David S. Mann
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INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS
Harry E. Markham
Michael E. Markham
Michelle S. McCroskey
Steven T. Mindak
Michael A. Nemger
Gary K. Nielsen
Michael L. Nitchen
Jon R. O’Neal
Gunther Perdomo
Michael E. Pinta
Donald W. Poppe
Mindy S. Reyes
Susan B. Riedel
Gregory Ryan
Jon C. Shawl
Ginny Sparks
D. Winston Vineyard
Robert J. Wernecke
Mark H. Woods
Tucson
Michael P. Barker
Myles K. Beck
Diana Brettrager
Marcus D. Carreon
Jerlynne L. Davis
Shelley DeBlois
John R. Decker, Jr.
Lyle A. Deo
Kimiko J. Donahue
Allen G. Ekman
Chaz Elsten
Richard H. Fancon
Maria Frisby
Stacey Himes D’Antonio
Juan F. Ibarra
20
Seth J. Krasne
William Mayfield
Connie Jo McAdams
Stephen R. McNeely
Dennis R. Merideth
Jeanie Merideth
Matthew R. Nelson
Tiana F. Ronstadt
Michael A. Sandoval
Philip L. Solinsky
Brett Stein
Tom A. Tatro
Daniel P. Toal
Thomas R. Vetrano
East Valley
Judy P. Aguilar-Woertz
Carmelo I. Alvarez
Jeff D. Barra
Susan M. Beyer
Nancy L. Bockler
John J. Brooking
Dale L. Chittenden
Daniel E. Del Villar
Andrew G. Dzurinko
Steven J. Edman
Dan D. Ferrin
Vandy Ford
Lars D. Hansen
Thomas D. Hegna
Rob Heller
Thomas Hubbard
Julie Jakubek
Michael P. Klein
Jeff A. Klusmann
Donna V. Kohlhase
Douglas H. McMurry
Scott D. Mecham Jr.
Kevin J. Michaels
Joseph A. Morris
Alan Sapakie
Cliff F. Wilson
William J. Wise
Kenny Ziegler
West Valley
Jim Bennett
Robert A. Bryant Sr.
Constance M. Crerand
Joseph E. Crerand Jr.
Mike Ford
Paul E. Ford
Stephen R. Goucher
C. Don Hastings
George O. Henderson
Chris S. Kelly
Yvonne J. Knaack
Mark W. McFadden
Verl F. Naber
David A. Sewell
Yuma
David C. DeGiorgio
Tony c. Felix
Carmen T. Green
David J. Montoya
Yara T. Nash
Narci R. Rios
David M. Schuman
Gary L. Smith
Arthur Ivan Swanson
Arizona Legislature - Senate
Name
District Party
Email
Room Phone (602) Fax (602)
________________________________________________________________________
Ed Ableser
26
Nancy Barto
15
Carlyle Begay
7
Andy Biggs
12
David Bradley
10
Judy Burges
22
Olivia Cajero Bedford
3
Alice Crandell
6
Andrea Dalessandro
2
Adam Driggs 28
Majority Whip
Steve Farley
9
David Farnsworth
16
Steve Gallardo 29
Minority Whip
Gail Griffin 14
President Pro Tempore
Katie Hobbs
24
Jack Jackson Jr.
7
Leah Landrum Taylor
27
Linda Lopez
2
John McComish 18
Majority Leader
Barbara McGuire
8
Al Melvin
11
Robert Meza
30
Rick Murphy
21
Lynne Pancrazi 4
Assistant Minority Leader
Steve Pierce
1
Michele Reagan
23
Don Shooter
13
Anna Tovar 19
Minority Leader
Kelli Ward
5
Bob Worsley
25
Steve Yarbrough
17
Kimberly Yee
20
D
eableser@azleg.gov
R
nbarto@azleg.gov
D
cbegay@azleg.gov
R
abiggs@azleg.gov
D
dbradley@azleg.gov
R
jburges@azleg.gov
D
ocajerobedford@azleg.gov
R
D
adalessandro@azleg.gov
R
adriggs@azleg.gov
303A
307
315
205
313
302
314
304
312
212
926-4118
926-5766
926-5862
926-4371
926-5262
926-5861
926-5835
926-5409
926-5342
926-3016
417-3224
417-3261
417-3099
417-3022
926-3429
417-3104
417-3262 417-3105
417-3169
417-3007
D
R
D
sfarley@azleg.gov
dfarnsworth@azleg.gov
sgallardo@azleg.gov
311
304
313
926-3022
926-3020
926-5830
417-3128
417-3119
417-3268
R
ggriffin@azleg.gov
300
926-5895
417-3025
D
D
D
D
R
khobbs@azleg.gov
Resigned on 7/12/2013
llandrum@azleg.gov
Resigned on 1/13/2014
jmccomish@azleg.gov
308
315
212
926-5325
926-3830
926-5898
417-3136
D
R
D
R
D
bmcguire@azleg.gov
amelvin@azleg.gov
rmeza@azleg.gov
rmurphy@azleg.gov
lpancrazi@azleg.gov
314
303
311
305
213
926-5836
926-4326
926-3425
926-4444
926-3004
417-3131
417-3159
417-3114
417-3009
417-3179
R
R
R
D
spierce@azleg.gov
mreagan@azleg.gov
dshooter@azleg.gov
atovar@azleg.gov
301
303
200
213
926-5584
926-5828
926-4139
926-3392
417-3101
417-3255
417-3024
417-3013
R
R
R
R
kward@azleg.gov
bworsley@azleg.gov
syarbrough@azleg.gov
kyee@azleg.gov
306
310
309
302
926-4138
926-5760
926-5863
926-3024
417-3165
417-3091
417-3258
417-3110
417-3148
417-3020
21
Arizona Legislature - House
Name
District Party
Email
R
D
R
R
R
R
D
jallen@azleg.gov
lalston@azleg.gov
bbarton@azleg.gov
sborrelli@azleg.gov
pboyer@azleg.gov
kbrophymcgee@azleg.gov
chcampbell@azleg.gov
131
332
111
310
309
304
320
926-4916
926-5829
926-4129
926-5051
926-4173
926-4486
926-3026
417-3150
417-3115
417-3010
417-3003
417-3153
417-3170
417-3037
D
R
D
R
D
R
D
R
R
R
D
D
R
R
mcardenas@azleg.gov
hcarter@azleg.gov
dclinco@azleg.gov
dcoleman@azleg.gov
lcontreras@azleg.gov
jdial@azleg.gov
jescamilla@azleg.gov
kfann@azleg.gov
efarnsworth@azleg.gov
tforese@azleg.gov
rgabaldon@azleg.gov
sgonzales@azleg.gov
dgoodale@azleg.gov
dgowan@azleg.gov
122
303
118
308
323
110
126
316
302
113
117
116
313
206
926-3014
926-5503
926-4089
926-3160
926-5284
926-5550
926-5872
926-5874
926-5735
926-5168
926-3424
926-3278
926-5408
926-3312
417-3048
417-3107
417-3029
417-3151
417-3106
417-3120
417-3112
417-3001
417-3122
417-3021
417-3129
417-3127
417-3103
417-3130
R
rgray@azleg.gov
219
926-5993
417-3225
D
D
R
R
D
R
R
R
D
D
D
R
ahale@azleg.gov
lhernandez@azleg.gov
jkavanagh@azleg.gov
akwasman@azleg.gov
jlarkin@azleg.gov
dlesko@azleg.gov
dlivingston@azleg.gov
plovas@azleg.gov
smach@azleg.gov
ddavis@azleg.gov
jmendez@azleg.gov
jmesnard@azleg.gov
129
119
114
344
124
222
341
130
125
322
120
220
926-4323
926-3376
926-5170
926-5839
926-5058
926-5413
926-4178
926-3297
926-3398
926-4485
926-4124
926-4481
417-3160
417-3176
417-3108
417-3026
417-3015
417-3109
417-3154
417-3004
417-3126
417-3014
417-3017
417-3152
__________________________________________________________________________
John Allen
15
Lela Alston
24
Brenda Barton
6
Sonny Borrelli
5
Paul Boyer
20
Kate Brophy McGee
28
Chad Campbell 24
Minority Leader
Mark A. Cardenas
19
Heather Carter
15
Demion Clinco
2
Doug Coleman
16
Lupe Chavira Contreras 19
Jeff Dial
18
Juan Carlos Escamilla
4
Karen Fann
1
Eddie Farnsworth
12
Thomas Forese
17
Rosanna Gabaldón
2
Sally Ann Gonzales
3
Doris Goodale
5
David M. Gowan Sr. 14
Majority Leader
Rick Gray 21
Majority Whip
Albert Hale
7
Lydia Hernández
29
John Kavanagh
23
Adam Kwasman
11
Jonathan Larkin
30
Debbie Lesko
21
David Livingston
22
Phil Lovas
22
Stefanie Mach
10
Debbie McCune Davis 30
Juan Mendez
26
Javan “J.D.” Mesnard 17
Speaker Pro Tempore
22
continued
Arizona Legislature - House
Name
District Party
Email
D
emeyer@azleg.gov
334
926-3037
417-3111
D
R
R
D
R
R
D
D
R
R
R
D
R
D
R
D
R
R
D
R
R
R
R
R
D
cmiranda@azleg.gov
dmitchell@azleg.gov
smontenegro@azleg.gov
nmunoz@azleg.gov
jolson@azleg.gov
eorr@azleg.gov
lotondo@azleg.gov
jpeshlakai@azleg.gov
wpetersen@azleg.gov
jpierce@azleg.gov
fpratt@azleg.gov
mquezada@azleg.gov
brobson@azleg.gov
msaldate@azleg.gov
cseel@azleg.gov
asherwood@azleg.gov
tshope@azleg.gov
stsmith@azleg.gov
vsteele@azleg.gov
dstevens@azleg.gov
bthorpe@azleg.gov
atobin@azleg.gov
ktownsend@azleg.gov
mugenti@azleg.gov
bwheeler@azleg.gov
329
307
218
325
306
337
123
333
345
112
223
324
217
115
330
121
338
335
318
312
331
221
342
339
321
926-4893
926-5894
926-5955
926-3042
926-5288
926-3235
926-3002
926-5160
926-4136
926-5495
926-5761
926-5911
926-5549
926-4171
926-3018
926-3028
926-3012
926-5685
926-5683
926-4321
926-5219
926-5172
926-4467
926-4480
926-3300
417-3116
417-3012
417-3168
417-3117
417-3161
417-3030
417-3124
417-3002
417-3222
417-3019
417-3023
417-3171
417-3157
417-3162
417-3006
417-3038
417-3123
417-3167
417-3147
417-3146
417-3118
417-3085
417-3018
417-3155
417-3028
________________________________________________________________________
Eric Meyer 28
Minority Whip
Catherine H. Miranda 27
Darin Mitchell
13
Steve Montenegro
13
Norma A. Muñoz
27
Justin Olson
25
Ethan Orr
9
Lisa Otondo
4
Jamescita Peshlakai
7
Warren Petersen
12
Justin Pierce
25
Frank Pratt
8
Martín J. Quezada
29
Bob Robson
18
Macario Saldate IV
3
Carl Seel
20
Andrew Sherwood
26
T.J. Shope
8
Steve Smith
11
Victoria Steele
9
David W. Stevens
14
Bob Thorpe
6
Andy Tobin
1
Kelly Townsend
16
Michelle Ugenti
23
Bruce Wheeler 10
Assist. Minority Leader
23
Were You There?
Capitol Hill
Day
24
25
Were You There?
Continuing
Education
26
27
Were You There?
Poker
Tournament
28
SPONSORS
CLIFF WILSON - East Valley
29
Were You There?
Softball
Tournament
30
31
®
“NAIFA-Arizona
is proud of the 2014
LILI is truly a life
changing
experience!(LILI) Graduates”
Leadership in
Life Institute
During the six month
sessions; you will clarify
LILI – Advancing
the highest
standard
so much
in both
your of leadership thinking.
professional and personal
life! It’s amazing!
Judy Aguilar-Woertz
est standard of leadership thinking
visit www.naifa.org/lili or contact
azis.com for enrollment opportunities.
Left to right:
Paul Ford, NAIFA-West Valley
Regina Holmes, CLU, ChFC – NAIFA-Scottsdale
Melissa Bartusch – NAIFA-Phoenix
Susan Carlson – NAIFA-Phoenix
Juan Ibarra – NAIFA-Tucson
Judy Aguilar-Woertz, LUTCF, ChFC, CASL – LILI Moderator
32
LILI is truly a life
changing experience!
During the six month
sessions, you will clarify
so much in both your
professional and personal
life! It’s amazing!
Judy Aguilar-Woertz,
ChFC, LUTCF, CASL
LILI - Advancing the highest standard of leadership thinking
For more information, visit www.naifa.org/lili or contact
NAIFA-Arizona, naifa-az@azis.com for enrollment opportunities.
33
34
NAIFA-Arizona 2014-15
Community Service Program:
Toy Drive for Angel Mamas
hristmas Toy Drive for Angel Mamas
Contact: 480-661-6393 to donate
Angel Mama’s Toy Wish List
1. The original Connect Four game
2. Small Lego sets
3. Lego Hero Factory sets
4. Matchbox cars
5. Action Figures
6. Princess Plastic figureees
7. Toys R Us Gift Cards
8. Plastic Farm Animals
9. Watercolor Paints
10. 8 count Crayola markers
11. Michaels Gift Cards
12. Little Pony items
13. Hello Kitty items
14. Plastic Baby Dolls
15. Infant Toys
16. Plastic Tools Sets
17. Small CD Player
18. Uno Cards
19. Silly Putty
20. Operation Sponge Bob game
21. Coloring Books
22. Soft Baby Dolls
23. TEEN ITEMS: Gift cards for movies, restaurants, arts and crafts,
and Beauty Products
35
36
Advertiser’s
Section
Please support
our supporters!
37
AMERICAN SAVINGS LIFE
INSURANCE COMPANY
offers its niche products exclusively
through a limited number of directly
appointed independent financial advisors:
Our Niche is:
 Annuities: Highest fixed rates/payouts!
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Ideal Solutions for Clients that…
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Our Products Include:
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Fixed Deferred Annuities (NOT Indexed)
Immediate Income Annuities
Participating Whole Life Insurance
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AMERICAN SAVINGS LIFE INSURANCE
COMPANY is a 60 year old Arizona domiciled
life insurance carrier, founded in 1954 in Phoenix,
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Or call Don Ayers, Sales/Marketing Director, at
480-835-5000 x307
935 E. Main Street, Mesa, Arizona 85203
480-835-5000 | 800-880-2112
www.AmericanSavingsLife.com
39
COUNTRY Financial®
congratulates the following
financial representatives for
being a member of NAIFA
Diana Brettrager
Chris Gurton
Mike Halliday
Richard Kisthardt
Scott Nasca
Larry Neidich
Scott Bennett
Mindy Reyes
Heather Guzman-Keslich
Mark Pinter
Tom Zavaglia
Michael Geuda
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40
41
BEST
GLASS
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42
ROC #s
105060
105061
BROKERAGE IS MORE THAN BUSINESS.
IT’S PERSONAL.
MassMutual is here for you. Our broad portfolio and proven expertise will
give your business the tools to help it thrive – today and for the long-term.
COMPETITIVE PRODUCTS
• Life Insurance
– A comprehensive product portfolio, including Whole Life, Universal
Life, Variable Universal Life1, Term Life and Survivorship Life
• Disability Income Insurance
– Individual DI Insurance or Multi-Life
– BOE and Buy Sell
– Protect ability to save for retirement
• Long-Term Care Insurance
– SignatureCare® 500
• Annuities
– Offering two Fixed Deferred Annuities
– Single Premium Immediate Annnuity (SPIA)
– Flexible Premium Deferred Income Annuity
INDUSTRY EXPERTISE
• Estate Analysis & Business Planning
• Business Succession Planning
• Charitable Gifting Plans
• Executive Benefit Plans
Jeff Dollarhide is a proud sponsor of NAIFA Phoenix, NAIFA Scottsdale,
Southwest Autism Research & Resource Center- SARRC, The Greater
Southwest Chapter CMAA, Arizona Latin-American Association - ALMA,
The Hispanic Chamber of Commerce, Central Arizona Estate Plan Council, Junior Achievement, Phoenix Business Journal 40 Under 40 and Best
Places to Work and Easter Seals.
To learn more, contact:
Sue Kuraja
Agency Brokerage Director
17550 N. Perimeter Drive, Suite 450
Cell: 480-300-9822
Office: 480-538-2957
skuraja@massmutualbrokerage.com
LIFE INSURANCE + RETIREMENT/401(K) PLAN SERVICES + DISABILITY INCOME INSURANCE
LONG TERM CARE INSURANCE + ANNUITIES
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual)
and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual
or its affiliated companies. Insurance products issued by MassMutual, Springfield, MA 01111-0001 and its
subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company, Enfield, CT 06082. 1To
offer or sell MassMutual and subsidiary company variable products, producers must be registered representatives
of MML Investors Services, LLC, 1295 State Street, Springfield, MA 01111-0001, or a broker-dealer that has
a selling agreement with MML Distributors, LLC. All products are offered by Massachusetts Mutual Life Insurance
Company, 1295 State Street, Springfield, MA 01111-0001. The products may not be available in all states.
Product listing accurate as of 9/2/14. CRN201602-180075
43
SightCare, Inc.
Arizona’s Premier Vision Plan
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Vincent Hayes, Vice President of Managed Care
Vhayes@sightcareaz.com
or
Mike Sarver, Marketing Sales Representative
Msarver@sightcareaz.com
www.sightcareaz.com
44
It’s like rocket science.
Deciphering the complex and ever-evolving landscape
of an unpredictable financial climate requires smart
planning. At Highland Capital Brokerage, we work with
your insurance agent or financial planner to create a
detailed and comprehensive strategy to help get you
where you want to be, when you want to be there.
As a leading provider of executive, business and estate planning, and wealth
transfer solutions, we offer access to the world’s top carriers across life
insurance, annuities, disability income, and long term care. By working with
us, your financial advisor gains access to our skilled CPAs, tax attorneys,
underwriting experts, and advanced marketing specialists, all seeking to
deliver brilliant results for you.
Joe Presutti
Managing Principal
jpresutti@highland.com
602.732.3500
Dave Hill, CLU, ChFC
Sales Vice President
dhill@highland.com
602.732.3506
Steve Moore, CLU
smoore@highland.com
602.732.3504
Matt Workman, CLU
mworkman@highland.com
602.732.3508
W W W. H I G H L A N D B R O K E R AG E .C O M
Securities and Investment Advisory Services may be offered through
NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Highland
Capital Brokerage and NFPAS are not affiliated. 128408
45
For over four decades Mike Moloney has worked with
legal and financial professionals developing custom and
affordable estate plans for their clients.
Mike has the ability to explain and teach you, in an informative and easy
to understand style, the ins and outs of all types of estate planning options.
He can help you choose which
personalized solutions are best
suited for your clients.
k
Products include:
• Revocable Living Trust
• Special Needs Trust
• Last Will & Testament
• Health Care Power of
Attorney
• Irrevocable Trust
• Living Will
• Power of Attorney
• Corporations
• Limited Liability Company
• Family Limited Partnership
• Pre & Post Nuptial Agreement
Call Mike today!
602-371- 8898
Ask about our wholesale
prices available to
NAIFA members.
Premier Documents
DOCUMENT SERVICES & ESTATE PLANNING SOLUTIONS
14 9 8 5 W e s t B e l l R o a d , S u i t e 1 2 5 / S u r p r i s e , A Z 8 5 3 7 4
mmoloney@premieraz.net / AZLDP #81403
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47
48
Are You Getting
Your Share of the
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• Over 30 years experience in the highly specialized
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• Former head of one of the country’s largest
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• Client engagements ranging from the Fortune 10
down to privately held companies
FOR ALL YOUR NONQUALIFIED EXECUTIVE BENEFITS NEEDS
7047 E Greenway Parkway • Suite 250 • Scottsdale, AZ 85254
312.282.5459
www.claryexecben.com
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.
Clary Executive Benefits LLC is owned and operated independently from M Holdings Securities, Inc.
49
Committed to a
strong and
healthy
ArizonA
For 75 years, we have been helping take care of
Arizonans. We focus on the health of our members
and the well-being of the communities in which
they live. That’s why we’re proud to support
NAIFA and the work they do to foster a
strong and thriving business climate
112351-14
now and far into the future.
50
Masters of Our Craft
Shaping and Delivering Relevant Solutions
As masters of the art and science of life insurance, we take the time to understand
the different and evolving needs of individuals, families and small businesses. We
continuously advance and apply our expertise and experience to align the right
solutions and deliver as promised, each and every time.
To do so, we work with our trusted financial professionals to unlock the complete
value of life insurance — providing the protection your clients need, helping
them reach their lifetime goals and making great things possible. We have always
delivered as promised.
Discover what’s possible.
Call us at 1-800-818-8184 (option 9) or visit us at www.pennmutual.com/
whypml to learn more about Penn Mutual and our Producer Value
Commitment.
Ashley Allen
Cambridge Financial Services
2450 S. Gilbert Road, Suite 100
Chandler, AZ 85286
Email: allen.ashley@pennmutual.com
Phone: 480-219-8522
© 2013 The Penn Mutual Life Insurance Company, Philadelphia, PA 19172
www.pennmutual.com
10/13 | A3CM-1008-05E2
51
52
EA2-IU274 (1114)
Griffin Capital Securities, Inc., member FINRA/SIPC, is the dealer manager for the Griffin
Capital Essential Asset REIT II Inc. offering. 18191 Von Karman Avenue, Suite 300, Irvine CA 92612.
THIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY THE
SECURITIES DESCRIBED HEREIN. AN OFFERING IS MADE ONLY BY THE PROSPECTUS.
To receive a prospectus
please call 866.606.5901 or
visit www.griffincapital.com
Up to $2 billion of common stock are being
offered at $10 per Class A share.
Griffin Capital Essential Asset REIT II invests primarily
in long-term net leased office and industrial assets
ESSENTIAL to the tenant’s business.
Insure Your Possibilities
®
Phoenix Division Office
Daniel A. Ceschin, General Manager
3200 East Camelback, Ste. 190
Phoenix, AZ 85018
Phone: 602-265-8223
www.phoenixdo.com
Insurance. Retirement. Investments.
Insurance products and services offered by Mutual of Omaha Insurance
Company or one of its affiliates. Securities and advisory services offered
through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.
AFN42815
53
NAIFA-half-page.pdf
1
9/17/14
9:51 AM
800.523.5851
Congratulations to Tracy
L. Jones
www.unkefer.net
Arizona's Best Service & Commissions for
Annuity & Life Insurance Sales
Serving Arizona Agents, Agencies and
Marketing Firms Since 1994
C
M
Y
CM
MY
CY
CMY
Case Design • Marketing Assistance • Lead
Generation • Incentive Trips • Expertise • President
of
Problem
Solving
NAIFA-Arizona
Let our office be an extension of yours.
2013-2014
K
Ernest J. Jones Assoc., Inc.
Retirement Plan Specialists
Call us for a complimentary consultation
(480) 361-1334 phone
www.ejonesassoc.com
9825 E. Bell Rd, Ste 120, Scottsdale, AZ 85260
54
Barry A. McBride
President - Sun Cornerstone Group
602.808.9008, ext. 21
Gerber Life
Guaranteed Life
Insurance
Turn your time and efforts into profitable business with
Gerber Life’s Guaranteed Life product solution for your clients.
Product Overview
• Issue ages 50-80
• $5,000 to $25,000 face amounts
• No medical exam and No health questions
• Over the phone sales are available!
For more information contact:
Michelle Chandler, Life Sales and Marketing Director
AIM Marketing, 602-224-8000 ext. 18
michelle@aimmarketing-az.com
Life insurance underwritten by Gerber Life Insurance Company, White Plains, NY 10605. Guaranteed Life is issued in all states
except MT. May not be available in all states at all ages and amounts. This policy contains reductions, limitations and exclusions,
including a graded death benefit limitation during the first two years of policy ownership. Policy Form Series ICC12-GWLP and
GWLP-12. For Financial Professional Use Only.
AD-002 (1014)
55
a cronyms
AALU
ACLI
ALHA
CAP
CASL
CIC
CEBS
CFP
ChFC
CLF
CLU
CLTC
CPCU
CSA
FINRA
FLMI
FSS
GAMA
HIAA
IAFP
LIMRA
LOMA
LTCP
LUTC
LUTCF
MDRT
MSFS
NAHU
NAIC
NAIFA
NAIFAPAC
NQA
NSAA
REBC
RFC
RHU
RIA
RICP
SEC
TOT
56
Association for Advanced Life Underwriting
American Council of Life Insurance
Association of Life & Health Administrators
Chartered Advisor in Philanthropy
Chartered Advisor for Senior Living
Certified Insurance Counselor
Certified Employee Benefits Specialist
Certified Financial Planner
Chartered Financial Consultant
Chartered Leadership Fellow
Chartered Life Underwriter
Certified Long Term Care
Chartered Property & Casualty Underwriter
Certified Senior Advisor
Financial Regulatory Authority
Fellow Life Management Institute
Financial Services Specialist
General Agents and Managers Association/International
Health Insurance Association of America
International Association for Financial Planning
Life Insurance Marketing and Research Association
Life Office Management Association
Long Term Care Professional
Life Underwriters Training Council
Life Underwriters Training Council Fellow
Million Dollar Round Table
Masters of Science in Financial Services
National Association of Health Underwriters
National Association of Insurance Commissioners
National Association of Insurance and Financial Advisors
NAIFA Political Action Committee
National Quality Award
National Sales Achievement Award
Registered Employee Benefits Consultant
Registered Financial Consultant
Registered Health Underwriter
Registered Investment Advisor
Retirement Income Certified Professional
Securities and Exchange Commission
Top of the Table (MDRT)
AZ AT-LARGE
NAIFA
arizona at-large
www.naifa-az.org
For information call
NAIFA - Arizona 480-661-6393.
O F F I C E R S
–––––––––––––––––––––––––––––––––––––––––––––––––––––––
President
Michael A. Sandoval, CLU, ChFC
President-Elect
Mike Ford
Vice President
Secretary
Seth Krasne, LUTCF, CLTC
Treasurer
David R. Kroll, CLU, ChFC
David R. Kroll, CLU, ChFC
National Committee Chair Jim L. Bennett, LUTCF
Immediate Past President Tracy Jones
57
º
at-large º at-large º
A
Delia Aguirre
Farmers Insurance Group
813 W. Elliot Road #3
Chandler, 85225 / 480-491-3232
daguirre@farmersagent.com
Bianca Apack
Liberty Mutual
2510 W. Dunlap Avenue #126
Phoenix, 85021 / 480-438-8545
Bianca.apack@libertymutual.com
B
William F. Babb
Babb Financial Group
2380 N. Oakmont Dr.
Flagstaff, 86004 / 928-526-2911
babbgroup@msn.com
Wendy Baker
Farm Bureau
3518 N. Irving Street
Kingman, 86409 / 928-757-5555
Wendy.baker@fbfs.com
Stephen B. Barteau, LUTCF
American National
813 Cove Parkway #103
Cottonwood, 86326 / 928-634-2306
sbbarteau@qwestoffice.net
C
James Chernek
American Family
9240 W. Union Hills Drive #101
Peoria, 85383 / 623-581-0102
jchernek@amfam.com
NAIFA - Arizona
P.O. Box 4728
Scottsdale, 85261 / (480) 661-6393
naifa-az@azis.com
E
Tom Elms
The Thomas Group
511 S. 2nd Avenue
Safford, 85546 / 877-284-5131
telms@ttgi-usa.com
58
David Escarcega
Hyun Kim
F
Michael Kosse
Strategic Financial Partners
4939 West Ray Road #4-331
Chandler, 85226 / 888-249-0639
david@centerstreetsecurities.com
Gregg Fendley
Gregg Fendley / Benefits Inc.
940 N. Switzer Canyon Dr.
Flagstaff, 86001 / 928-779-4107
gregg@fendleybenefits.com
Archie Fisher
North American Life
1702 W. Shangri La Road Unit 4
Phoenix, 85029 / 602-943-2202
afisheraz@yahoo.com
Lisa Fuhrman
Select Insurance & Financial Services
2150 N. Kiowa Blvd. #B106
Lake Havasu City, 86403 / 928-505-0469
lisa@selectinsuranceservices.com
H
Hyun C. Kim Insurance Agency
3150 S. Gilbert Road #102
Chandler, 85286/480-964-2005
hyunckim@gmail.com
Liberty Mutual
10304 N. Hayden Road #130
Scottsdale, 85258 / 480-483-8467
Michael.kosse@libertymutual.com
L
Larry Lambert, CLU, CFP, RFC
The LBL Group
4281 Katella Ave., Suite 221
Los Alamitos, CA 90720 / 714-236-8270
larry@lblgroup.com
Nicole Lessard
Independent Health Insurance
724 W. Orchard Way
Gilbert, 85233/602-717-6265
Nikki5416@hotmail.com
Honorio Hernandez
M
Robert Hess
Springberg McAndrew Financial
430 El Camino Way
Lake Havasu City, 86403 / 928-855-9421
mike@springbergmcandrew.com
Strategic Insurance
8310 E. McDonald Drive #8106
Scottsdale, 85250 / 480-227-1878
InSphere Insurance Services
7150 E. Camelback Road #310
Scottsdale, 85251 / 480-220-0900
rob@insur4u.com
J
Noreen Johnson, LUTCF
Johnson Insurance Services
299 Van Deren Road #1
Sedona, 86336 / 928-282-3615
noreen@jissedona.com
K
Bob Keeper
InsurYourAssets
39050 N. Spur Cross Road
Cave Creek, 85331 / 602-363-7871
bob@insuryourassets.com
Michael J. McAndrew
Deborah J. Miller
State Farm Insurance
1600 McCulloch Blvd., Suite 1B
Lake Havasu City, 86403 / 928-854-6693
deborah.j.miller.iyrk@statefarm.com
Valerie Mowers
Liberty Mutual
10304 N. Hayden Road #130
Scottsdale, 85258 / 480-483-8467
Valerie.mowers@libertymutual.com
N
Deana M. Nelson
State Farm
3880 Stockton Hill Road, #106
Kingman, 86409 / 928-681-8000
deana.nelson.nnrk@statefarm.com
º
John R. Nygren
430 El Camino Way
Lake Havasu City, 86403 / 928-855-9421
john@springbergmcandrew.com
O
Anthony Olson
Strategy Financial Group
Phoenix, 85018/602-343-9309
tolson@strategyfinncialgroup.com
P
John Petrillo
Senior Lifestyle Solutions
8125 N. 23rd Avenue #222
Phoenix, 85021 / 602-375-2400
Jkpetrillo8@aol.com
Robert Pico
State Farm
770 E. White Mountain Blvd. #100
Pinetop, 85935 / 928-242-0473
Robert.pico.to1u@statefarm.com
James Plemons
Jim Plemons Agency
9449 N. 90th Street #110
Scottsdale, 85258/480-251-5212
jplemons@farmersagent.com
R
Andrew Rafal
Randy Rondberg
Nation’s First Financial
6402 E. Superstition Springs Blvd. #110
Mesa, 85206
agent@nationsfirst.com
Donald Rosalez
W
Katherine Wagner, CLU, CPCU, ChFC
B-On The Obvious, Inc.
8 West Vernon Avenue
Phoenix, 85003/602-795-7320
kathey@b-ontheobvious.com
M.A.S. Group
121 E. Birch Street #404
Flagstaff, 86001 / 928-774-9091
masgroup@yahoo.com
Errol Wall
S
Scott Winter
Brian Springberg, CFP
430 El Camino Way
Lake Havasu City, 86403/928-855-9421
Daryl S. Stern, LUTCF
Guardian
11445 E. Via Linda #2611
Scottsdale, 85259/480-767-8500
dstern@sterninsgroup.com
T
AAA Arizona
Phoenix, 85016 / 602-241-2914
ewall@arizona.aaa.com
Liberty Mutual
3530 S. Val Vista Drive #111
Gilbert, 85297/480-857-8662
Scott.winter@libertymutual.com
Y
Ginger E. Yazak
Independent
7602 N. Sierra Vista Dr.
Lake Havasu City, 8640/928-505-4003
insurewithginger@earthlink.com
Andrew D. Tomlinson
Andy Tomlinson & Associates
824 Valley St.
Prescott, 86305 / (928) 776-1031
atomlinson@htk.com
Cathy Trent, CLU, ChFC, CASL
State Farm
233 N. Alarcon Street
Prescott, 86301 / 928-445-2061
cathy@cathytrent.com
Phoenix, 85018/602-343-9305
arafal@strategyfg.com
Barbara Rathbun
Independent
P. O. Box 30310
Mesa, 85275 / 480-655-1091
James Regan
The BDA Wealth Group
5050 N. 40th Street #205
Phoenix, 85018 / 480-999-3033
James.regan@bdawealth.com
59
º
A L P H A B E T I C A L
Independents
Chesebrough, Patricia A.
Fendley, Gregg
Fuhrman, Lisa R.
Johnson, Noreen
Keeper, Bob
Kim,Hyun
Lambert, Larry
Rathbun, Barbara
Tomlinson, Andrew D.
Yazak, Ginger E.
C O M PA N Y
InSphere Insurance Solutions
Strategic Insurance
Liberty Mutual
Lessard, Nicole
Hess, Robert
Apack, Bianca
Kosse, Michael
Mowers, Valerie
Winter, Scott
AAA Arizona
M.A.S. Group
American Family
American National
North American Life
Senior LifeStyle Solutions
B-On The Obvioous
Wall, Eric
Chernek, James
Barteau, Stephen B.
Babb, William F.
Wagner, Katherine
Farm Bureau
Baker, Wendy
Aguirre, Delia
Plemons, James
Guardian
Stern, Daryl S., LUTCF
60
L I S T I N G
Rosalez, Donald
Rondberg, Randy
Fisher, Archie
Petrillo, John
McAndrew, Michael J.
Nygren, John R.
Springberg, Brian
State Farm
Miller, Deborah J.
Nelson, Deana M.
Pico, Robert
Trent, Cathy, CLU, ChFC
Escarcega, David
Hernandez, Honorio
Olson, Anthony
Rafal, Andrew
Regan, James
The Thomas Group
Elms, Tom
61
it’s always been about
BEING THERE
We know there is nothing more important than being there when it
matters most. That’s why State Farm is proud to support the
National Association of Insurance and Financial Advisors, because
that is what being there is all about.
Like a good neighbor, State Farm is there.®
statefarm.com®
1001097.1
62
State Farm, Home Office, Bloomington, IL
NAIFA
www.naifaeastvalley.org
east valley
EAST VALLEY
Donna Kohlhase, CLU, ChFC, CASL
490-396-2140
OFFICERS
President
President-Elect
Secretary/Treasurer
National Committee chairman Donna Kohlhase, CLU, ChFC, CASL
Vandy Ford
Joseph Morris, CLU, ChFC
Lars Hansen, LUTCF
DIRECTORS
Dale L. Chittenden Andy Dzurinko, CLU, ChFC
Carmelo Alvarez, CLU, ChFC, CLF
Jeff Barra
NAIFA-East Valley
Betty Hartnett, CLU, FLMI
3030 E. Ocotilla Lane, Phoenix, AZ 85028
602-317-4438 Fax 602-305-9830
bettchem@cox.net
COMMITTEE CHAIRPERSONS
Programs
Membership
Government Relations & APIC Professional Development
IFAPAC
Business Practices
Advertising/Sponsorships
Newsletter
Andy Dzurinko, CLU, ChFC
Jeff Barra
Dale L. Chittenden
Vandy Ford
63
east valley º east valley
A
B
Hoopes, Adams & Alexander, PLC
2410 W. Ray Rd., Ste. 1
Chandler, 85224 / 480-345-8845
radams@halaw.com
The Bagnall Company
1345 E. Chandler Blvd., Bldg 1, Ste. 103
Phoenix, 85048 / 480-893-6510
mbagnall@thebagnallcompany.com
Judy P. Aguilar-Woertz, LUTCF,
ChFC, CASL
8601 S. Priest Dr., Suite 101
Tempe, 85284 / 480-598-0544
judy@judywoertz.net
Jeff Barra
Ashley Allen
P O Box 13728
Tempe, 85284 / 602-956-7171
millionaireseries@gmail.com
Dustin Brutton, CLU
Northwestern Mutual
2121 W. Chandler Blvd., #108
Chandler 85224 / 480-722-7981
dustin.burutton@nm.com
Barbara A. Bentley
Katinka Meijerink Bryson
American National Ins. Co.
4625 S, Lakeshore Dr
Tempe, 85252 / 480-839-5446
Barbara.bentley@american-national.com
State Farm Insurance Companies
2700 S. Sunland Drive
Tempe, 85282 / 480-293-7885
katinka.m.bryson.gxmc@statefarm.com
Michael Bivens
Patric S. Buchanan, FIC
Ronald P. Adams, JD
Penn Mutual/Cambridge Financial
Services
2450 S. Gilbert Rd., Ste 100
Chandler 85286 / 480 219-8522
Allen.ashley@pennmutual.com
2700 S. Sunland Drive
Tempe 85282 / 480-293-8066
Carmelo.alvarez.czer@statefarm.com
Mark W. Bagnall
New York Life
10850 N. Scottsdale Rd, Ste 400
Scottsdale 85250 / 480-363-9769
jbarra@ft.newyorklife.com
Annette Bau, CFP
Northwestern Mutual
Michael A. Anastos, LUTCF, CLU, ChFC Chandler, 85224 / 480-722-7989
Michael.bivens@nm.com
1435 E. Guadalupe Rd.
Alan M. Blaker
Tempe, 85283 / 480-332-9970
Senior Consultants, LLC
anasmic@cox.net
2345 S. Alma School Rd., Suite 106
Mesa, 85210 / 480-726-7391
Mark Anderson, LUTCF
michael@seniorconsultants.com
State Farm Ins. Co.
3102 E. Turnbury Dr.
Nancy L. Bockler, CLU, ChFC, LUTCF,
Gilbert, 85298 / 602-999-0282
CASL
Mark.anderson.sugm@statefarm.com
State Farm
P O Box 22020
Rick Aussprung
Tempe 85285 / 602-293-4619
Thrivent Financial for Lutherans
Nancy.bockler.swsq@statefarm.com
2941 N. Power Rd., #105
Mesa, 85215 / 480-396-3533
Mark Bonnett
Rick.aussprung@thrivent.com
North Star Resource Group
4645 N. 32nd St., #200
Donald Ayers
Phoenix, 85018 / 602-224-5366
American Savings Life Ins. Co.
Mark.bonnett@northstarfinancial.com
935 E. Main St.
Mesa, 85203 / 480-835-5000
Paul Bopp
don@americansavingslife.com
2741 E. County Down Dr.
Chandler, 85249 / 480-216-4190
pgbopp@gmail.com
Tom Bradford, MBA
P O Box 21406
Mesa, 85277 / 480-516-7759
tom@tbradford.com
64
Dilworth C. Brinton, Jr., CLU, CHFC
New York Life
P.O. Box 324
Mesa, 85211 / 480-890-1590
dbrintonjr@yahoo.com
John J. Brooking & Associates, Inc.
8905 S. Heather Dr.
Tempe, 85284 / 480-967-3351
jjbrooking@msn.com
Thrivant Financial for Lutherans
2941 N. Power Rd., Ste 105
Mesa, 85234 / 480-396-5333
Pat.buchanan@thrivent.com
Raymond T. Burden
Cambridge Financial Center
2450 S. Gilbert Rd, St. 100
Chandler 85286 / 480-227-2372
ray@raymondburden.com
William Burrows
Farm Bureau Fin. Svcs/Burrows Agcy, Inc.
21321 E. Ocotillo Rd, B105
San Tan Valley, 85142 / 480-779-4499
William.burrows@fbfs.com
C
Andy T. Carrillo
4707 E. Southern Avenue
Phoenix, 85040 / 602-426-8088
Andy.carrillo.b7ib@statefarm.com
Thomas L. Casella, LUTCF, ChFC
The TLC Prosperity Group
1042 N. Higley Rd, Ste 102-411
Mesa 85205 / 602-230-2995
tlc@scaaz.com
Dale L. Chittenden
The Chittenden Group
3821 E. Indian School Rd
Phoenix, 85018 / 602-955-4773
dale@thechittendens.com
Daniel E. Del Villar, FICF, LUTCF
Knights of Columbus
4809 E. Thistle Landing, Ste 100
Phoenix 85044 / 480-285-1728
Dan.delvillar@kofc.org
Vandy Ford
John B. Christiansen
Mark Derrico
Danny Fuentes, ChFC, LUTCF
J. Brandon Clarke
Andrew G. Dzurinko, CLU, ChFC
G
430 W. Warner Rd, Ste 124
Tempe 85284 / 480-889-3198
John.christiansen@thrivent.com
Insphere/Beneficial Life
2450 S. Gilbert Rd., Ste 100
Chandler, 85286 / 480-219-8522
bclarke@htk.com
William Claytor
Farmers Insurance
1820 E. Ray Rd., A201
Chandler, 85225 / 480-947-0611
wclaytor@farmersagent.com
Sharon Clemente
The Clemente Agency
P O Box 53
Higley, 85236 / 480209-2250
Sharon@clementeagency.com
JR Couch
2111 E. Baseline Road, Suite F2
Tempe, 85283 / 480-839-4300
jrcouch12@yahoo.com
Larry D. Craver, CLU
Allstate Financial Services
1001 W. Southern Ave., Ste 202
Mesa, 85210 / 480-322-2621
a058485@allstate.colm
Country Financial/Tri City
2470 W. Rey Rd, #3
Chandler, 85224 / 480-345-7035
Mark.derrico@countryfinancial.com
American United Life
2177 E. Warner Rd, Ste 102
Tempe, 85284 / 480-921-9341
dzurinko@juno.co
E
Steven J. Edman, LUTCF
Horace Mann - Steven Edman Agency
1166 E. Warner Rd, Ste 101
Gilbert 85296 / 480-361-3409
Steven.edman@horacemann.com
F
Lisa R. Fairbanks, LUTCF
Farm Bureau Ins. Services
325 S. Higley Rd, Ste 100
Gilbert 85296 / 480-635-3868
Lisa.fairbanks@fbfs.com
Wendy L. Feldman, CLU, ChFC, CASL
New York Life
2380 W. Ray Rd., Suite 2
Chandler, 85224 / 480-968-4474
wfeldman@ft.newyorklife.com
Kevin Cunningham
Dan D. Ferrin, FIC, FICF
State Farm Ins. Co.
Modern Woodmen of America
8601 S. Priest Dr., #101
3707 E. Southern Ave., #2034
Tempe 85284 / 480-785-0700
Mesa, 85206 / 480-246-8100
kevin.m.cunningham.my05@statefarm.com Dan.d.ferrin@mwarep.org
D
Gary A. Davis
Farmers Insurance
P.O. Box 847
Chandler, 85244 / 480-963-4541
gdavis@farmersagent.com
Sharon Fillman, CLU, ChFC
State Farm - Sharon Fillman Insurance
3364 E. Williams Field Rd, Ste 102
Gilbert, 85295 / 480-988-4260
sharon.fillman.b8zw@statefarm.com
Paul A. Flores
1345 E. Main Street, Suite 109
Mesa, 85203 / 480-649-3060
pflores@farmersagent.com
State Farm
6938 E. Parkway Norte, #2
Mesa, 85212 / 480-497-3933
vandy.ford.prbn@statefarm.com
Country Financial
1423 S. Higley Rd, Bldg 3, Ste 106
Mesa 85206 / 480-649-9699
Danny.fuentes@countryfinancial.com
Howard T. Gale
Howard T. Gale & Associates Inc.
1629 E. Garnet., P.O. Box 2335
Mesa, 85214 / 480-464-9295
htgale@qwest.com
Bert H. Goldberg, CLU
LifeMark Securities Corporation
10031 S. 49th St.
Phoenix 85044 / 480-991-3911
bgoldberg@lifemark.com
Kathryn Grimco
First Guaranty Financial
4140 E. Baseline Rd, Ste 101
Mesa 85206 / 480-284-6393
kgrimco@firstguarantyfinancial.net
Heather Guzman-Kesick, LUTCF
Country Financial
1921 S. Alma School Rd, Ste 208
Mesa 85210 / 480-633-5982
Heather.guzman@countryfinancial.com
H
Donald Hagberg
State Farm Ins. Co.
3645 N. Sonoran Heights
Mesa 85207 / 602-616-1206
don.hagberg.jq3w@statefarm.com
Brenda L. Hamer, FIC, CCPS
34225 N. 27th Dr., Ste 244
Phoenix 85085 / 623-466-7656
Brenda.hamer@thrivent.com
Lars D. Hansen, LUTCF
American National Insurance
4455 E. Broadway Rd., Suite 108
Mesa, 85206 / 480-924-4750
lhansen@sazagency.com
65
Thomas D. Hegna, CLU, ChFC, CASL
Steven M. Johnson
Heather Ladd
Rob Heller, CLTC, LUTCF, ChFC
Met Life Financial Services
60 E. Rio Salado Parkway, Suite 610
Tempe, 85281 / 480-638-2217
rheller@metlife.com
Larry Jorgensen, CLU
John Lang
Cecilia Henriquez-Burgess
K
Cami Lucero
New York Life
P.O. Box 20589
Fountain Hills, 85269 / 602-549-6653
tom@tomhegna.com
State Farm
1005 E. University Dr.
Mesa 85203 / 480-223-3510
cchenri@msn.com
Thomas Hubbard, CLU, ChFC, CFP
Northwestern Mutual Southwest
2201 E. Camelback Rd, Ste 400
Phoenix 85016 / 602-957-8280
Tom.hubbard@nm.com
Thaddeus Hubbard
Northwestern Mutual
2121 W. Chandler Blvd, Ste 108
Chandler, 85224 / 480-722-7983
Thaddus.hubbard@nm.com
I
Gretchen Iudiciani
2700 S. Sunland Dr.
Tempe, 85282 / 480-293-6492
gretchen.iudiciani.c3u4@statefarm.com
J
Chet Jaehnig, FIC, MDRT
430 W. Warner Rd., Ste 124
Tempe, 85284 / 480-889-3198
chet.jaehnig@thrivent.com
Julie Jakubek, MBA
Allstate Insurance
4650 E. Thomas Rd
Phoenix 85018 / 480-949-5670
juliejakubek@allstate.com
Jeremy Johnson
State Farm Ins. Co.
2700 S. Sunland Dr.
Tempe 85282 / 480-293-8543
jeremy.johnson.nb8r@statefarm.com
66
State Farm Ins. Co.
270 E. Hunt Hwy., Ste 11
San Tan Valley 85143 / 480-882-2155
Steve.johnson.sedw@statefarm.com
Legacy Financial
5416 E. Southern Ave.
Mesa 85206 / 480-545-1261
larry@legacyfinancial.us
Sam Kasper
Northwestern Mutual
Chandler, 85224 / 480-722-7980
sam.kasper@nm.com
Kristi D. Kiernan, CLU
State Farm Insurance/ Kristi Kiernan
2730 S. Val Vista Dr., Suite 105
Gilbert, 85296 / 480-855-4521
Kristi@kristikiernan.com
Matthew Klandrud, ChFC, CCPS,
Gilbert, AZ
480-322-7355
Heather.ladd.iya7@statefarm.com
3843 S. Wayne Dr.
Chandler 85286 / 215-803-9013
John.lang.tozw@statefarm.com
333 N. Broad St.
Globe, 85501 / 928-425-4444
Cami.lucero.k2wi@statefarm.com
M
Aaron McDermid
State Farm Ins. Co.
10720 E. Southern Ave., #105
Mesa 85209 / 480-984-3311
aaron@modermidteam.com
CLTC, FIC
430 W. Warner Rd., #124
Tempe, 85284 / 480-889-3198
Matthew.klandrud@thrivent.com
Joseph A. Mack, CSA
Michael P. Klein, CFP, MBA
Ronald Matthis
Donna V. Kohlhase, CLU, ChFC,
CASL
6836 E. Brown Rd.
Mesa, 85207 / 490-396-2140
mesakohlhase@cox.net
Douglas H. McMurry, FSS, LUTCF
Jeffrey C. Kolzow, LUTCF, FICF, FIC
Farm Bureau Financial Services
325 S. Higley Road
Gilbert, 85296 / 480-699-0861
Scott.mecham@fbfs.com
Klein Financial, LLC
4824 E. Baseline Rd., Suite 135
Mesa, 85206 / 480-981-1333
mklein@htk.com
2941 E. Power Rd., #104
Mesa, 85215 / 480-396-5333
jeff.kolzow@thrivent.com
L
Eugene L'Hureux
Medical Insurance Advisors
1932 E. Orion St.
Tempe, 85283 / 602-370-2446
Medical_insurance@mac.com
Strategic Partners Group
3145 E. Chandler Blvd, Ste 110-347
Phoenix 85048 / 866-960-9276
Joe.mack@cox.net
Northwestern Mutual
2121 W. Chandler Blvd
Chandler 85224 / 480-722-7982
Ron.matthis@nm.com
Intergrated Insurance Solutions, Inc.
3707 E. Southern Ave., Ste 1060
Mesa, 85206/ 480-833-2947
dmcmurryiic@msn.com
Scott D. Mecham, Jr.
Kevin J. Michaels, LUTCF
Michaels & Associates, Inc.
P.O. Box 1360
Chandler, 85244 / 480-963-5509
kevin.michaels@cox.net
Todd R. Miller, LUTCF
Salavore V. Petruzzella, CLU, ChFC
Thomas W. Rieck
Joseph A. Morris, CLU, ChFC, CLTC
Sid G. Pfaff, LUTCF
Pfaff Insurance Agency, Inc.
8601 S. Priest Rd, #101A
Tempe, 85284 / 480-553-5252
sid@pfaffinsurance.com
Jeffrey R. Rodemeyer
First Guaranty Financial
4140 E. Baseline Rd., Suite 101
Mesa, 85206 / 480-284-6393
firstguaranty@cox.net
Northwestern Mutual
Chandler, 85224 / 480-722-7999
Joseph.morris@nm.com
Lafayette Life
2111 E. Gondola Lane
Gilbert, 85234 / 480-632-1095
salpetz@aol.com
Adam H. Mosbach, CFP, ChFC, LUTCF Mark M. Pinter
Lincoln Financial Network
Scottsdale 85251 / 480-824-4114
Adam.mosbach@lfg.com
N
Amy L. Navarro, CLF
American Family - Amy Navarro Agency
225 N. 45th St., Mailstop 4C150
Phoenix, 85034 / 602-255-3740 X58866
anavarr2@amfam.com
Joe P. Nix, Jr., LUTCF
The Carpenters' Financial Group Inc.
23815 S. Vacation Way
Sun Lakes, 85248 / 480-857-7826
joenixjr@ingfp.com
O
Joey Ordway, LUTCF
2700 S. Sunland Dr.
Tempe, 85282 / 602-828-2528
Joey.ordway.nia5@statefarm.com
Scott L. Overstreet, LUTCF
Sagicor Life Ins. Co.
650 S. Alba Circle
Mesa, 85204 / 480-425-5100 X 5805
scottoverstreet@yahoo.com
P
Albert R. Palma
Palma Insurance Agency
4259 E. Elmwood St.
Mesa, 85205 / 480-497-3832
albertpalma@msn.com
Country Financial
2470 W. Ray Rd., Suite 3
Chandler, 85224 / 480-636-1811
mark.pinter@countryfinancial.com
Eric Pyles, CAP, CASL, CFP, ChFC, CLU,
LUTCF, MBA, REBC, RHU
Cambridge Financial
2450 S. Gilbert Rd, Ste 100
Chandler 85286 / 480-219-8522
epyles@htk.com
Q
Brock Quinn, MBA
6100 E. Indian School Rd, Ste 102
Scottsdale, 85251 / 480-668-3878
brock@brocktquinn.com
R
Nathan Raso, FICF
Knights of Columbus
4425 E. Agave Rd., Ste 108
Phoenix 85044 / 801-867-0491
nate.raso@gmail.com
Delbert Reidhead, FIC
445 S. 200 East, P O Box 1160
Pima, 85543 / 928-651-4016
Delbert.l.reidhead@mwarep.org
Franklin D. Richardson, LUTCF
FDR Ins. Services, Inc.
705 N. Lindsay Rd, PO Box 31839
Mesa 85275 / 480-926-3950
frichardson@sazagency.com
Mastergroup Insurance Agency
1031 S. Stewart, Suite 2198
Mesa, 85202 / 480-969-9037
tomrieck@hotmail.com
2941 N. Power Rd, Ste 105
Mesa 85215 / 480-396-5333
Jeff.rodemeyer@thrivent.com
Mark E. Rowley
New York Life
1320 E. Broadway, Suite 110
Mesa, 85204 / 480-497-0000
mrowley@ft.newyorklife.com
Jason R. Rucker, CFP
2450 S. Gilbert Rd, Ste 100
Gilbert, 85286 / 480-988-2065
jrucker@htk.com
S
Alan Sapakie
American General Life & Accident
3510 E. Hampton Avenue, Suite 25
Mesa, 85204 / 480-629-4411
goblueals@cox.net
Daniel N. Savard
Corporate Pensions Company
2487 S. Gilbert Rd, #106-621
Gilbert, 85295 / 480-632-2293
dan@corpens.com
Nicole Schaal
2500 S. Power Rd., Ste 113
Mesa 85209 / 480-279-1874
Nikki.schaal@fbfs.com
N. Laine Schoneberger,
LUTCF, ChFC, CLTC, CSA
Strategic Insurance, Inc.
2141 E. Broadway Rd., Ste 220
Tempe, 85282 / 480-779-4421
laine@strategicinsurance.com
Suzanne L. Shambrook, ChFC, CLU
State Farm Insurance Co.
2700 S. Sunland Dr.
Tempe, 85282 / 480-293-7853
Suzanne.shambrook.cl5j@statefarm.com
67
Jill Steigleman
1806 N. Lindsay Rd.
Mesa 85213 / 480-807-7987
Jill.steigleman@fbfs.com
T
Cie Taylor, CLU
2801 E. McKellips Road
Mesa, 85213 / 480-830-1513
cietaylor@aol.com
Darlene J. Tillman
Benefit Plus, LLC
3722 S. Rosemary Drive
Chandler, 85248 / 480-786-8136
benefitsplus@cox.net
James Tisdale, LUTCF
American Family
565 W. Chandler Blvd, #114
Chandler, 85225 / 480-413-1010
jtisdale@amfam.com
Edward Tobin, LUTCF
3303 E. Baseline Rd.,Bldg #5, Ste 109
Gilbert 85234 / 480-659-2363
edtobin@edtobin.net
Jason A. Trujillo
Principal Financial Group
Phoenix 85016 / 602-957-3200 X4040
Trujillo.jason@principal.com
U
Martin Lee Uhlhorn, CIC, LUTCF
Strong Tower Ins. Group, Inc.
3303 E. Baseline Rd, Ste 101
Gilbert, 85234 / 480-926-9011
marty@strongtowerig.com
68
V
Rhonda Vanderslice
FBFS/Southeast AZ Ins. Services, LTD
408 N. Sacaton St., Suite E
Casa Grande, 85222 / 520-836-2511
Rhonda.vanderslice@fbfs.com
Daniel B. Wisniewski
American Family/Daniel B. Wisniewski
Agency, Inc.
4905 S. Alma School Rd #3
Chandler, 85248 / 480-785-1515
Dwisnie1@amfam.com
Guy R. Wolf
W
Steve Willan, LUTCF, FLMI
American Family
225 N. 45th St., 5th Floor
Phoenix 85034 / 888-374-7212 X58132
swillam@amfam.com
Independent
1955 W. Baseline Rd., Suite 113-333
Mesa, 85202 / 480-768-9090
guyrwolf@gmail.com
Peter Wood
American National Ins. Co.
1490 S. Price Rd, #116
Chandler, 85286 / 480-926-3950
Cliff F. Wilson, CLU, ChFC, LUTCF, CLF Peter.wood@american-national.com
Southeast Arizona Ins. Services, LTD
1490 S. Price Rd., Ste 116
Chandler, 85286/ 480-969-2725 x207
cwilson@sazagency.com
Z
Debbie Wiltse, FLMI, CLU
Debbie Wiltse Agency/State Farm
4980 S. Alma School Rd., Suite A6
Chandler, 85248 / 480-792-9468
Debbie@debbiewiltse.com
Sam S. Winter
State Farm Insurance Company
3636 E. Ray Rd., Suite 8
Phoenix, 85044 / 480-704-2004
sam.winter.cffx@statefarm.com
Rich Winters, LUTCF
Farmers Ins. & Financial Services
3323 E. Baseline Rd.
Gilbert 85234 / 480-503-1000
rwinters@farmersagent.com
William J. Wise, CLU, LUTCF
3660 E. University Drive, Suite 4
Mesa, 85205 / 480-924-4070
wisebubba@aol.com
Kenny Ziegler, ChFC
San Marcos Insurance Group
584 W. Chandler Blvd.
Chandler, 85225 / 480-899-6622
Kenny@sanmarcosinsurancegroup.com
Independents
Adams, Ronald P.
Bagnall, Mark W.
Bau, Annette
Blaker, Alan M.
Bopp, Paul
Bradford, Tom
Brooking, John J.
Casella, Thomas L.
Chittenden, Dale L.
Clarke, J. Brandon
Clemente, Sharon
Gale, Howard T.
Goldberg, Bert H.
Grimco, Kathryn
Jorgensen, Larry
Klein, Michael
L’Hureux, Eugene L.
McMurry, Douglas H.
Michaels, Kevin J.
Miller, Todd R.
Nix, Joe P., Jr.
Palma, Albert R.
Pfaff, Sid G.
Richardson, Franklin D.
Rieck, Thomas W.
Savard, Daniel
Tillman, Darlene J.
Uhlhorn, Martin
Wolf, Guy R.
Ziegler, Kenny
Metlife
Ayers, Donald
Dzurinko, Andrew G.
Burden, Raymond
Pyles, Eric
Rucker, Jason R.
Country Financial
Fuentes, Danny
Derrico, Mark
Guzman-Kesick, Heather
Pinter, Mark M.
Burrows, William
Fairbanks, Lisa R.
Mecham, Scott, Jr.
Schaal, Nicole
Steigleman, Jill
Vanderslice, Rhonda
Sapakie, Alan
Allstate
Horace Mann
Craver, Larry D.
Jukubek, Julie
American Family
Navarro, Amy L.
Tisdale, James
Willan, Steve
Wisniewski, Daniel
American National
Bentley, Barbara A.
Hansen, Lars D.
Wilson, Cliff F.
Wood, Peter
L I S T I N G
Anastos, Michael
Claytor, William
Couch, JR
Davis, Gary A.
Flores, Paul A.
Tobin, Edward
Winters, Rich
Wise, William J.
AIG/American General
C O M PA N Y
Heller, Rob
Ferrin, Dan D.
Reidhead, Delbert
New York Life
Barra, Jeff
Brinton Jr., Dilworth
Feldman, Wendy L.
Hegna, Thomas D.
Rowley, Mark E.
Northwestern Mutual
Bivens, Michael
Brutton, Dustin
Hubbard, Thaddeus
Hubbard, Thomas
Kasper, Sam
Mathis, Ronald
Morris, Joseph A.
Bonnett, Mark
Penn Mutual
Allen, Ashley
Trujillo, Jason A.
Overstreet, Scott L.
Edman, Steven J.
Knights of Columbus
Del Villar, Daniel
Raso, Nathan
Lafayette Life
Petruzella, Salvatore V.
Mosbach, Adam H.
69
Aguilar-Woertz, Judy P.
Alvarez, Carmelo
Anderson, Mark
Bockler, Nancy
Carillo, Andy T.
Cunningham, Kevin
Fillman, Sharon
Ford, Vandy
Hagberg, Donald
Henriquez-Burgess, Cecilia
Iudiciani, Gretchen
Johnson, Jeremy
Johnson, Steven M.
Kiernan, Kristi D.
Kohlhase, Donna
Ladd, Heather
Lang, John
Lucero, Cami
McDermid, Aaron
Ordway, Joey
Quinn, Brock
Shambrook, Suzanne
Taylor, Cie
Winter, Sam S.
Wiltse, Debbie
70
Mack, Joseph A.
Schoneberger, N. Laine
Aussprung, Rick
Buchanan, Patric
Christiansen, John B.
Hamer, Brenda L.
Jaehnig, Chet
Klanrud, Matthew
Kolzow, Jeffrey C.
Rodemeyer, Jeffrey R.
71
72
NAIFA
www.naifaphx.org
phoenix
Susan Carlson
480-718-3143
OFFICERS
Susan Carlson
Michael J. Strati
Adam Mosbach, LUTCF, CFP, ChFC
Scott P. Craddock
Adam Mosbach, LUTCF
DIRECTORS
Paul Beckis, CFP
Greg Muir
Emory Smith
NAIFA-Phoenix
3030 E. Ocotilla Lane, Phoenix, AZ 85028
602-317-4438 Fax 602-305-9830
bettchem@cox.net
Health
IFAPAC
Government Relations Membership Sponsorships
Multi Line
Community Service
Social Media
YAT
Scott P. Craddock
William Cassidy, CLU, ChFC, LUTCF
Adam Mosbach, LUTCF, CFP, ChFC
Michael J. Strati
Sonja Mazon-Rubalcava
Paul Beckis, CFP
Susan Carlson
Emory Smith
Greg Muir
73
PHOENIX
President
President-Elect
Secretary/Treasurer
National Committeeperson
º
phoenix º phoenix º
A
Michael Abbate
Caduceus Fin. Svcs, LLC/Principal
2355 E. Camelback Rd., Ste 600
Phoenix, 85016 / 602-957-3200 X4023
michael@mabbate.com
Jack G. Alspaugh
P.O. Box 12342
Scottsdale, 85260 / (480) 443-3249
jalspaugh2@cox.net
B
Dutch Baker
Black Gould & Associates
3800 N. Central Ave., 9th Fl
Phoenix, 85012 / (602) 277-2144
dutch.baker@blackgould.com
Melissa Bartusch
State Farm Ins. Co.
13242 N. 3rd St.
Phoenix 85022 / 480-267-3407
Melissa.bartusch.L8Q2@statefarm.com
Roland D. Black
Maryglenn K. Boals, CLTC
Jeffrey D. Carter, RICP, RFC,
CSA, LUTCF
Smart Financial Strategies, Inc.
P O Box 5465
Phoenix, 85261 / 623-933-9500
jeffcarter@smartfinancialstrategies.com
Jack E. Bobo, CLU, FLMI
William B. Cassidy, CLU, ChFC, LUTCF
Spence, Cassidy & Associates, LLC
4835 E. Cactus Rd, #105
Scottsdale, 85254 / (602) 230-2995
billc@scaaz.com
1520 E. Helena Dr.
Phoenix, 85022 / (602) 920-2614
daleblack1@cox.net
MgBoals & Associates, LLC
P O Box 44858
Phoenix 85464 / 602-418-5069
mgboals@mgboals.com
New York Life
1660 W. Glendale Ave, Ste 1218
Phoenix, 85021 / (602) 241-9614
jbobo7@cox.net
D. Andy Bolwar, Jr.
Duley-Bolwar Ins. Agcy, Inc.
14805 N. 73rd St.
Scottsdale, 85260 / (480) 346-2000
Stanley E. Brase, CLU, ChFC
ING Financial Partners
P.O. Box 5876
Peoria, 85385 / (623) 979-2214
stanley.brase@ingfp.com
Paul Beckis, CFP
American Family Life Ins. Co.
225 N. 45th St.
Phoenix 85034 / 480-521-9939
pbeckis@yahoo.com
James F. Brown, Jr.
Kristi Bell
Bradley B. Burr, CFP
Lovitt & Touche, Inc.
1050 W. Washington, Ste 233
Tempe, 85281 / (602) 385-7086
bburr@lovitt-touche.com
Ward T. Bell & Associates Inc.
14425 N. 7th St., Ste 101
Phoenix 85022 / 602-381-8600
Kristi@wbassoc.com
Ward T. Bell
Ward T. Bell & Associates
14425 N. 7th St., Suite 101
Phoenix, 85022 / (602) 381-8600
ward@wbassoc.com
W. Craig Berger, CLU, ChFC
Guardian Life
5080 N. 40th St., Suite 400
Phoenix, 85018 / (602) 957-7155
craig_berger@glic.com
Walter G. Bilger Jr.
Independent
1839 W. Seldon Way
Phoenix, 85021 / (602) 944-8772
hlthinsbb@aol.com
74
Disability Resource Group
11364 E. Poinsettia Dr.
Scottsdale, 85259 / (602) 680-9768
jbrown@drgdi.com
C
Robert T. Castellani, LUTCF
2355 E. Camelback Rd., Suite 600
Phoenix, 85016 / (602) 957-3200
castellani.bob@principal.com
Marilyn J. Ceasor
Ceasor Ins. Cons./John Hancock
P O Box 2764
Carefree 85377 / 480-488-7870
jane@janeceasor.com
Daniel A. Ceschin
Mutual of Omaha
3200 E. Camelback Rd., #190
Phoenix 85018 / 602-265-8223 X251
Dan.ceschin@mutualofomaha.com
Michelle Chandler
Aim Marketing & Insurance Services, Inc.
13840 N. Northsight Blvd, Ste 101
Scottsdale 85258 / 623-205-6675
michelle@aimmarketing-az.com
Tyler Davis Chatham
Northwestern Mutual
Phoenix 85016 / 602-808-3434
Tyler.chatham@nm.com
Stephen O. Carlson, ChFC
Cetera Advisor Network
2101 E. Broadway Rd., Suite 27
Tempe, 85282 / (480) 831-5645
carlsons@financialnetwork.com
David P. Chittenden, CLU, ChFC
GFSC Inc. dba The Chittenden Group
3821 E. Indiana School Rd.
Phoenix 85018 / (602) 955-4773
dave@thechittendens.com
Susan Carlson
James M. Clary
Independent Planners Group
20845 N. Pima Rd., Ste 150
Scottsdale 85255 / 480-718-3143
scarlson@jpg-us.com
Clary Executive Benefits, LLC
7047 E. Greenway Rd, Ste 250
Scottsdale, 85254 / 312-282-5449
Jim.clary@claryexecben.com
A Nicole Clinch
Northwestern Mutual
Phoenix, 85016 / 602-808-3452
Nicole.clinch@nm.com
º
Michael Colbert, CLU, ChFC, CASL, CAP Jan M. Doughty, CLU, RHU
MassMutual
17550 N. Perimeter Dr., Ste 450
Scottsdale, 85255 / 480-538-2985
mcolbert@financialguide.com
4444 S. 34th St.
Phoenix 85040 / 602-305-8605
jmdoughty@msn.com
Patrick Corley
Centaurus Financial Inc.
4930 E. Osborn, Ste 1
Phoenix, 85018 / 602-957-2448
KDPHX@cox.net
Mutual of Omaha
3200 E. Camelback, Ste 190
Phoenix, 85018 / 602-265-8223
Patrick.corley@mutualofomaha.com
John F. Coyne, RHU, REBC
CFG Benefits, Inc.
901 W. Palm Lane
Phoenix, 85007 / (602) 885-3844
Jcoyne7@cox.net
Scott P. Craddock
Spence, Cassidy & Associates
4835 E. Cactus Rd., #105 .
Scottsdale 85254 / (602) 230-2995
craddocksp@hotmail.com
D
Troy M. Danoff, LUTCF
Prudential Financial
3200 N. Central Ave., Ste 600
Phoenix, 85012 / (602) 667-4717
Troy.danoff@prudential.com
Dewey M. Darwin
Ameriprise Financial Services, Inc.
4835 E. Cactus, #230
Scottsdale 85254 / 602-996-7355
dewey.m.darwin@ampf.com
Debra A. DeMarie
DeMarie Consulting Inc
428 E. Thunderbird Rd., Suite 147
Phoenix, 85022 / (602) 369-6636
debdemarie@aol.com
Max Dembow, CLTC
Northwestern Mutual
2201 E. Camelback Rd, #400
Phoenix, 85016 / 602-808-3445
Max.dembow@nm.com
Edward A. Diaz, Jr.
New York Life
14850 N. Scottsdale Road
Scottsdale, 85254 / (480) 840-2165
eadiaz@ft.newyorklife.com
Kathleen Drybread
Vlasta I. Duffy, CLU, ChFC, MSA
MassMutual Financial Group
14362 N. Frank Lloyd Wright Blvd, #2600
Scottsdale 85260 / 480-305-5676
vduffy@financialguide.com
E
Gerald J. Eagleston, LUTCF
Eagleston Financial Group
1333 N. Greenfield Rd, Ste 103
Mesa 85205 / 480-998-2292
jerryeagleston@gmail.com
Richard C. Erickson
Mutual of Omaha
Phoenix 85018 / 602-265-8223
Richard.erickson@mutualofomaha.com
Dan Ertz
Northwestern Mutual
7543 N. Sacaton Road
Scottsdale, 85258 / 480-636-1696
Ertz.consulting@gmail.com
Lee E. Evans
Lupita Fernandez
State Farm Ins. Company
18415 N. 47th St.
Phoenix, 85032 / 520-975-4705
AmigaLupita@gmail.com
David S. Franks, CLU
First Command Financial Services
8777 E. Via De Ventura, Ste 185
Scottsdale 85258 / 480-596-7961
dsfranks@firstcommand.com
Nancy Fromm
Money Wise
14301 N. 87th St., #117
Scottsdale, 85260 / 480-556-6600
nancy@moneywiseaz.com
G
Bretton S. Gaboury
State Farm
1820 W. Northern Ave, Ste `00
Phoenix 85021 / 602-997-7300
Brett.gaboury.k0d5@statefarm.com
Rebecca S. Gaylor, CFP
Active Money Management, Inc.
11811 N. Tatum Dr.
Phoenix 85028 / 602-494-7641
planningteam@gammi.com
John F. Glass, CLU, ChFC
Glass Financial Group
4455 E. Camelback Rd., Suite 260D
Phoenix, 85018 / (602) 952-1202
jfg@glassfinancial.com
Phocus FSG/AXA Advisors LLC
2150 E. Highland, Ste 212
Phoenix 85016 / 602-687-9651
lee.evans@axa-advisors.com
William B. Gould
F
Brian Greenberg
Jonathan P. Fagan
Northwestern Mutual
Phoenix 85016 / 602-808-1411
Jonathan.fagan@nm.com
3800 N. Central Ave., 9th Floor
Phoenix, 85012 / (602) 776-1318
bill.gould@blackgould.net
True Blue Life Ins.
6900 E. Pinnacle Peak Rd, E4
Scottsdale, 85255 / 866-816-2100
brian@truebluelifeinsurance.com
Fred H. Greenberg, CLU, ChFC, LUTCF
Dianne T. Fay, CFP, ChFC, LUTCF, MBA 12935 W. Figueroa Dr.
Fay & Associates
10601 N. Hayden Rd, Ste L108
Scottsdale, 85260 / (480) 998-1723
fay@fayassociates.com
Sun City West 85375 / (623) 933-7643
75
º
Charles R. Grimes, CLU, ChFC
Lockton Companies, LLC
Scottsdale 85234 / 601-735-8901
Rocky.grimes@lockton.com
Mark Hess
Michael Guida, LUTCF
Country Financial North Phoenix
20860 N. Tatum Blvd, Ste 190
Phoenix, 85050 / 480=998-2088
Mike.guida@countryfinancial.com
David E. Hickson, LUTCF
Met Life Financial Services
22840 N. 20th Way
Phoenix, 85024 / 480-473-0117
dhickson@metlife.com
State Farm Ins. Co.
711 E. Carefree Hwy, #207
Phoenix 85085 / 623-581-1800
mark@markhessinsurance.com
Clayton M. Janson, CFP
Phocus FSG/AXA Advisors LLC
2150 E. Highland Ave., Ste 212
Phoenix, 85016 / (602) 955-7705
clayton.janson@axa-advisors.com
K
James G. Kambanos
New York Life
11229 N. 63rd Ave.
Melinda Hinkson, LUTCF
Glendale, 85304 / (623) 878-2838
Spence, Cassidy & Assoc./One America jkambanos@ft.newyorklife.com
4835 E. Cactus Rd, #105
Scottsdale 85254 / 602-469-4772
Carrie L. Hall, CFP, CLU
Lewis M. Kelley, Jr.
melindah@scaaz.com
New York Life
6710 N. Scottsdale Road
20645 N. Pima Rd, Ste 150
Karen A. Holt
Scottsdale, 85253 / (480) 840-2039
Scottsdale 85255 / 480-488-0599
Humana MarketPoint
clhall@thenautilusgroup.com
mkelley@ipg-us.com
20860 N. Tatum Blvd., #400
Nicholas Hancock, CLU, ChFC, CFP, CLTC Phoenix 85050 / 480-515-6508
Alan C. Kifer, MSFS, CFP, RFC, LUTCF,
kholt@humana.com
9628 E. Corrine Dr.
CLTC, LTCP, CEP
Scottsdale, 85260 / 480-322-6245
L.I.F.E. Services, LLC
Stephen B. Horrell, Jr.
Nhancock916@hotmail.com
4848 E. Cactus Rd, #505-307
Mass Mutual
Scottsdale 85254 / 800-891-8797
17550 N. Perimeter, #450
alan@life-services.net
Tom Hannon
Scottsdale, 85255 / (480) 538-2927
Northwestern Mutual
Charles R. Kolesar, CLU, ChFC,
Sara R. House, CLTC
Phoenix, 85016 / 602-808-3414
CSA, LUTCF
BMS Financial Corporation
Tom.hannon@nm.com
7000 N. 16th St., Suite 120-523
4835 E. Cactus Rd., #105
Phoenix, 85020 / (602) 997-1377
Scottsdale, 85254 / (602) 586-3882
Mitchell E. Harmes
sararhouse@aol.com
chuck@kolesarinsurance.com
Mutual of Omaha
John Hunt
Phoenix 85018 / 602-265-8223
Peter Kolesar, LUTCF
Northwestern Mutual-Southwest
Mitch.harmes@mutualofomaha.com
Spence, Cassidy & Associates
1332 E. Granada St.
4835 E. Cactus, #105
Mesa 85203-4432 / 602-808-3416
Scottsdale 85254 / 602-230-2995
Bruce Heide, MBA
John.hunt@nm.com
prk@cox.net
Premier Advisor Group
11188 N. 110th Pl.
Scottsdale, 85259 / 480-529-4114
Stephen M. Kolesar, CLU, ChFC, LUTCF
bcheide@cox.net
4835 E. Cactus Rd., #105
Scottsdale, 85254 / 480-814-7051
Robert C. Heller, CLU, ChFC
Craig A. Isaacs, CLU, ChFC, RFC
stephenk@scaaz.com
Protective Life
Nexus Wealth Management, Inc.
28201 N. 60th Place
Cave Creek 85331 / (602) 502-2910
Phoenix 85016 / 602-840-7505
Jordan T. Kosnik
business@bobheller.com
cisaccs@nexuswealth.com
Northwestern Mutual
Phoenix 85016 / 602-522-1191
Hector Hernandez
Jordan.kosnick@nm.com
New York Life
Scottsdale, 85254 / 602-912-6721
David R. Kroll, CLU, ChFC, LUTCF
JoEllen E. James, CPCU
Hhernandez@ft.newyorklife.com
MassMutual/The Dollarhide Financial
State Farm Ins. Companies
Group LLC
4706 N. 44th St.
17550 N. Perimeter Dr, Ste 450
Phoenix, 85018 / (602) 956-1110
Scottsdale 85255 / 480-538-2964
joellen@myvalleyagent.com
dkroll@financialguide.com
H
I
J
76
º
Daniel A. Kyman
Hester Heitel & Associates
6122 N. 7th Street
Phoenix, 85014 / (602) 230-7726
dkyman@hesterheitel.com
L
Monica J. Lawfield, CMFC
Waddell & Reed, Inc.
9201 N. 25th Ave., Ste 280
Phoenix, 85021 / 602-943-8623
mlawfield@waddell.com
Glenn A. Leest
Spence, Cassidy & Assoc./One America
3320 S. Litzier
Flagstaff 86001 928-699-9966
Glennjleest101@hotmail.com
William E. Lewis
Lewis Investments
839 Stirrup Dr., Ste 400
Safford, 85546 / (520) 428-0729
Chris N. Litt
John Driscoll & Co.,/Guardian
5080 N. 40th St., #400
Phoenix, 85018 / (602) 957-7155
Chris_litt@glic.com
Marvin D. Loos, CLU
P.O. Box 6690
Glendale, 85312 / (623) 486-5190
Ryan Loynd
Northwestern Mutual
Phoenix, 85016 / 602-808-3409
Ryan.loynd@nm.com
Robert A. Lucca, MDRT
Lucca Ins. Svcs/Principal Fin. Grp
Phoenix, 85016 / (602) 957-3200
lucca.bob@principal.com
M
Dino Marsillo
Arizona Insurance Network
11811 N .Tatum Blvd., Suite 3031
Phoenix, 85028 / (602) 953-7778
azinsnet@aol.com
Lisa M. Martin
Daniel R. Miller
Mark J. Matsock
Henry H. Molder, LUTCF
New York Life
5750 E. Leisure Ln.
Cave Creek, 85331 / (602) 488-1039
ECA Financial Services Inc
7373 E. Doubletree Ranch Rd., Suite B110
Scottsdale, 85258 / (602) 852-5215
lisa@ecafinancial.com
Mark J. Matsock & Assoc./Great-West
2400 E. Arizona Biltmore Circle, Ste 1100
Phoenix, 85016 / (602) 955-0200
jim@matsock.com
Sonja Mazon Rubalcava
State Farm Ins. Co.
569 N. Arizona Ave.
Chandler, 85225 / 480-792-1400
sonja.mazonrubalcava.m1zn@statefarm.
com
Barry A. McBride, CLU
Sun Cornerstone Group Inc
9929 N. 95th St., Suite Q-110
Scottsdale, 85258 / (602) 808-9008, x21
barrymcbride@suncornerstone.com
Bruce McBride, CLU
MassMutual Financial Group
5104 N. 32nd St., #432
Phoenix, 85018 / 602-330-6350
bmcbride@financialguide.com
Jan A. McDaniel
State Farm Ins. Companies
1201 W. Indian School Road
Phoenix 85013 / 602-266-2050
Jan.mcdaniel.grfl@statefarm.com
Michael J. McGowan, Jr.
Transamerica
2200 E. Williams Field Rd, Ste 200
Gilbert, 85296 / 480-448-1515
Michael.mcgowan@transamerica.com
Judd McGraw
2700 S. Sunland Dr.
Tempe 85282 / 575-636-0163
juddmcgraw@gmail.com
David O. Merrell
Northwestern Mutual
Phoenix 85016 / 602-808-3421
david.merrell@nm.com
Ben B. Miller, CLU, ChFC
Northwestern Mutual – Southwest
Phoenix, 85016 / 602-808-3401
Ben.miller@nm.com
Generations Consulting Group
P O Box 33094
Phoenix 85067 / 602-579-0019
danariz@netzero.net
Adam H. Mosbach, CFP, ChFC, LUTCF
4900 N. Scottsdale Rd., Suite 3700
Scottsdale, 85251 / (480) 824-4114
adam.mosbach@lfg.com
Greg Muir
Testeachers
8700 E. Via De Ventura
Scottsdale 85258 / 480-685-2611
gmuir@testeachers.com
N
David A. Nash
New York Life
2501 N. 4th St., #14
Flagstaff, 86004 / (928) 779-1380
dnash@ft.newyorklife.com
P
Sky Parker
CBR Ins. & Financial Services
1500 E. Bethany Home Rd, Ste 200
Phoenix, 85014 / 602-200-8500
sky@cbri.com
Linda R. Patent
L.R. Patent Financial Services
651 Reta St., Box 97
Clarkdale, 86324 / (928) 639-0015
linda.patent@questarcapital.com
Leslie Patterson, Jr.
Northwestern Mutual
Phoenix, 85016 / 602-808-3444
lee.patterson@nm.com
Norma Paul
New York Life
228 N. Heritage Dr.
Gilbert, 85234 / (480) 831-6633
normapaul@ft.newyorklife.com
77
º
Brendan Petty
Neil Robbins, CLU, ChFC
Northwestern Mutual
Phoenix, 85016 / 602-808-3425
Neil.robbins@nm.com
Emory J. Smith
Marilyn J. Pope, CLU, CLTC, ChFC,
Neil W. Rosenblatt, CLU, LUTCF
Rosenblatt Insurance Services
8080 E. Gelding Dr., Suite 103
Scottsdale, 85260 / (602) 279-5677
admin@rosenblattins.com
Ottis H. Smith
Allen L. Rothman, CLU
Laverne Smith, MSM, CLU, ChFC
Stephen O. Rothschild,
Donald J. Sonier
Mutual of Omaha
Phoenix 85018 / 602-265-8223
Brendan.petty@mutualofomaha.com
LUTCF
3200 N. Central Ave, Ste 600
Phoenix, 85012 / (602) 667-4723
marilyn.pope@prudential.com
Murray A. Pruetz
New York Life
2626 W. Walatowa Street
Phoenix, 85041 / (602) 237-3390
mpruetz@ft.newyorklife.com
R
Lance Rao
Northwestern Mutual
Phoenix 85016 / 602-320-7490
Lance.a.rao@nm.com
Phillip C. Richards, CLU, CFP, RHU
2701 E. University Ave, SE, Ste 300
Minneapolis, MN 55414 / (612) 617-6000
phil@northstarfinancial.com
Justin Riedy
16260 N. 71st St., MS 153
Scottsdale, 85254 / 480-505-6283
justin.riedy@prudential.com
Horizon Benefits Group
6245 N. 24th Pkwy., Suite 216
Phoenix, 85016 / (602) 957-3755
allen@horizonbenefits.com
CLU, Chfc, CRC, RFC
Rothschild & Sale
4821 E. Pebble Ridge Rd.
Paradise Valley 85253 / 314-409-7177
Stephen@rothschild-sale.com
S
Paul M. Sabol, CLU
The Sabol Agency, Inc.
10105 E. Via Linda, Suite 103-398
Scottsdale, 85258 / (480) 661-7800
paul@plusgroupaz.com
Ronald G. Saffer, CLU
Saffer Ins & Inv Svcs LTD
1130 E. Missouri Ave., Ste 205
Phoenix, 85014 / (602) 263-8787
ron@safferws.com
Joseph B. Rinaldo, CLTC
Minnesota Life/Minnesota Mutual
899 S. Paradise Drive
Gilbert, 85233 / (480) 926-3343
josephrinaldo@q.com
F. Edward Sandidge Jr., CLU
Susan Ritchie, CLTC, CSA
The LTC Store
3536 E. Brookwood Ct.
Phoenix, 85048 / (480) 759-5955
suephx@cox.net
Gary Schraufnagel
Lynne M. Roark, CES
Independent
9393 N. 90th St., Suite 102-175
Scottsdale, 85258 / (602) 556-1184
lmroark@cox.net
Gary Sirota
78
Mass Mutual
17550 N. Perimeter, #450
Scottsdale, 85255 / (480) 538-2955
fesandidge@yahoo.com
American Family Insurance
225 N. 45th St.
Phoenix, 85034 / 602-225-3779
gschrauf@amfam.com
4059 W. Runion Drive
Glendale, 85308 / (623) 825-0924
gary.sirota@prudential.com
EJS Financial Management LLC
7814 N. 6th St.
Phoenix 85020 / 602-370-8743
emory@ejsfinancial.net
34225 N. 27th Dr., Ste 244
Phoenix 85085 / 623-466-7656
ottissmith@thrivent.com
Peace of Mind Solutions
11811 N. Tatum Blvd, #3031
Phoenix, 85028 / 602-953-7871
vsmith@smithfinancialservices.com
Greater SW Corp/American General
10645 N. Tatum Blvd, Ste 200-609
Phoenix 85028 / 602-923-3400
donaldsonier@qwestoffice.net
Dwight A. Spence, CFP
4835 E. Cactus Rd., #105
Scottsdale, 85254 / (480) 230-2995
dwights@scaaz.com
Wesley W. Stahler
1820 W. Northern Ave., Suite 100
Phoenix, 85021 / (602) 997-7300
wes.stahler.b7jk@statefarm.com
Michele Stephens
Resolve Ins., LLC
6308 E. Joshua Tree Lane
Paradise Valley, 85253 / 480-227-5737
michele@resolveins..com
Michael J. Strati
Northwestern Mutual/Miller Fin. Grp
Phoenix, 85016 / (602) 808-3400
michael.strati@nm.com
Sheila L. Switzer
Sheila Switzer & Assoc./ Exam One
7227 N. 16th St., #150
Phoenix, 85020 / (602) 867-0227
sheila@examonearizona.com
º
T
W
Thompson Agency
P.O. Box 12607
Scottsdale, 85267 / (602) 860-1604
ted@tedthompsoninsurance.com
Weiner Insurance Inc/Prudential
Scottsdale, 85254 / (480) 998-7900
david@weinerinsurance.com
Theodore J. Thompson
William E. Tiani, CFP, CASL
A2 Financial Associates/MetLife
60 E. Rio Salado Pkwy, #610
Tempe, 85281 / 480-638-2204
btiani@metlife.com
V
Gilbert Valadez, CFP, ChFC, CLU
Prudential
3200 N. Central Ave., Ste 600
Phoenix, 85012 / 602-667-4700
Gil.valdez@prudential.com
Timothy Van Houten
Van Houten & Associates
1702 E. Highland Ave., Ste 130
Phoenix 85016 / 602-279-0929
tvh@vanhouteninc.com
William David Weiner
Katie Wolfe
Mutual of Omaha Companies
Phoenix, 85018 / 602-265-8223
Katie.wolfe@mutualofomaha.com
Nathan Wright
Testeachers
Northwestern Mutual Financial Network 8700 E. Via de Ventura, Ste 200
Scottsdale, 85258 / 480-685-2604
nwright@testeachers.com
Phoenix, 85016 / (602) 808-3458
michael.welborn@nm.com
Michael B. Welborn, CLU,ChFC, CFP
Carin R. Whitehurst
Mutual of Omaha
7419 E. Thunderbird Rd.
Scottsdale 85255 / 602-540-1735
carin@advocodeplanning.com
Z
Alan T. Zorne
Mutual of Omaha
Phoenix 85018 / 602-370-1806
Alan.zorne@mutualofomaha.com
Paul Wickham
Wickham Financial Group
21620 N. 19th Ave., Ste A9
Phoenix, 85027 / (602) 749-9700
paul@wickhamfinancial.com
Bill D. Williams, CLU, ChFC, LUTCF
Bill D. Williams FreedomPoint Fin. Svcs
1240 E. Missouri Ave
Phoenix, 85014 / (602) 264-4833
bill@freedompointinc.com
Chad Wing, CLU, ChFC, CFP, MSFS
Northwestern Mutual
Phoenix, 85016 / 602-808-1414
Chad.wing@nm.com
79
º
Independents
Alspaugh, Jack
Bell, Kristi
Bell, Ward
Bilger, Jr, Walter
Black, Roland
Boals, Maryglenn
Bolwar, D. Andy, Jr.
Brown, James, Jr.
Carlson, Stephen
Carter, Jeffrey
Ceasor, Marilyn
Chandler, Michelle
Chittenden, David
Clary, James
DeMarie, Debra
Doughty, Jan
Eagleston, Gerald
Faye, Dianne
Fromm, Nancy
Gaylor, Rebecca
Greenberg, Brian
Hancock, Nicholas
Heide, Bruce
Hoffman, Steven
House, Sara
Isaacs, Craig
Kifer, Alen
Kyman, Daniel
Lawfield, Monica
Lewis, William
Loos, Marvin
Marsillo, Dino
Martin, Lisa
Matsock, Mark
Mazella, Michael, Jr.
McGowan, Michael, Jr.
Miller, Dan
Muir, Greg
Parker, Sky
Patent, Linda
Ritchie, Susan
Roark, Lynne
Rosenblatt, Neil
Rothman, Allen
Rothschild, Stephen
Sabol, Paul
Saffer, Ronald
Smith, Emory
Smith, Laverne
Sonier, Donald
Stephens, Michelle
Switzer, Sheila
80
C O M PA N Y
Thompson, Theodore
Van Houten, Timothy
Weiner, William David
Williams, Bill
Wright, Nathan
American Family
Beckus, Paul
Gary Schraufnagel
Ameriprise Financial Services
Darwin, Dewey
Amerus Life
Anstett, Daniel
Baker, Dutch
Gould, William
CFG Benefits, Inc.
Coyne, John
Durkin, Chris
Country Financial
Guida, Michael
First Command Financial
Services
Franks, David
Guardian/John Driscoll & Co.
Berger, W Craig
Litt, Chris
HUMANA Marketpoint
Holt, Karen
Brase, Stanley
IPG (Independent Planners Grp)
Carlson, Susan
Kelley, Lewis
Mosbach, Adam
Lovitt & Touche
Burr, Brad
L I S T I N G
Mass Mutual
Colbert, Michael
Duffy, Vlasta
Horrell, Jr, Stephen
Kroll, David R.
McBride, Bruce
Sandidge, Jr, F Edward
MetLife
Hickson, David
Tiani, William
Midland National Life
Wickham, Paul
Minnesota Life/Minnesota Mutual
Rinaldo, Joseph B.
Mutual of Omaha
Ceschin, Dan
Corley, Patrick
Erickson, Richard
Harmes, Mitchell
Petty, Brendan
Whitehurst, Carin
Wolfe, Katie
New York Life
Bobo, Jack
Diaz, Jr., Edward
Glass, John
Hall, Carrie
Hernandez, Hector
Kambanos, James
Molder, Henry
Nash, David
Paul, Norma
Pruetz, Murray
Northwestern Mutual
Chatham, Tyler
Clinch, A. Nicole
Dembow, Max
Erst, Dan
Fagan, Jonathan
Hunt, John
Kosnick, Jordan
Loynd, Ryan
Merrill, David
Miller, Ben
Patterson, Lee
Rao, Lance
Robbins, Neil
Strati, Michael
Welborn, Michael
Wing, Chad
º
Richards, Phillip
Phocus FSG
Evans, Lee
Janson, Clayton
Abbate, Michael
Castellani, Robert
Lucca, Robert
Protective Life
Heller, Robert C.
Danoff, Troy
Greenberg, Fred
Pope, Marilyn J.
Riedy, Justin
Sirota, Gary
Valadez, Gilbert
Weiner, W. David
Cassidy, William
Craddock, Scott P.
Hinkson, Melinda
Kolesar, Charles
Kolesar, Peter
Kolesar, Stephen
Leest, Glenn
Spence, Dwight
State Farm
Bartusch, Melissa
Fernandez, Lupita
Gaboury, Brett
Hess, Mark
James, JoEllen
McDaniel, Jan
McGraw, Judd
Stahler, Wesley
Torres, Severiano
Sun Cornerstone Group
McBride, Barry
Transamerica Life
Michael McGowan
Smith, Ottis
81
82
NAIFA
scottsdale
www.naifascottsdale.org
602-547-3200
OFFICERS
President
Secretary/Treasurer
National Committeeperson
Jodi Ford
Gregory Ryan, CPA, CLTC
Michael E. Markham, LUTCF
DIRECTORS
Michael Eibeck, CLU, ChFC, LUTCF, FSS
Regina Holmes, ChFC, CLU
Sue Kuraja David S. Mann, CAS, CFS
Michael L. Nitchen, LUTCF, CLTC, FSS
Victor Yates, CLTC
SCOTTSDALE
NAIFA-Scottsdale
Mary Jane Farr
P.O. Box 4160, Scottsdale, 85261
(602) 908-8094
mjfarr@naifascottsdale.org
Advisor
APIC/Government Relations
Awards
Community Service/P.R.
Continuing Education Ethics Chair
Golf Chair
IFAPAC
LUTC
Membership Chair
Multi-Line
Programs/Prof. Development
Y.A.T. Chair
Robert Wernecke, CLU
Haydee Dawson, LUTCF
Gregory Ryan, CPA, CLTC
Victor Yates, CLTC
Michael Eibeck, CLU, ChFC, LUTCF, FSS
Mark H. Woods
Jodi Ford
Sue Kuraja
83
º
scottsdale º scottsdale º
A
Daniel K. Ahluwalia, CLU, ChFC
Daniel Ahluwalia State Farm
706 E. Bell Rd., Ste. 201
Phoenix, 85022 / (602) 368-2124
dkahluwalia@gmail.com
Anthony Albanese, CLTC, LUTCF
Allstate Life Insurance Co.
222 S. Mill Avenue, Ste. 601
Tempe, 85281 / (480) 927-7300
aalbd@allstate.com
Byron F. Allen
935 E. Main St., Suite 100
Mesa, 85203 / (480) 835-5000
byronallen@aslic.com
Douglas Amenda, CLU, CIC
Amenda Insurance Associates, Ltd
5046 E. Redfield Rd.
Scottsdale, 85254 / (480) 284-6400
doug@amendainsurance.com
Gregory M. Anderson, CLU, ChFC
Capitas Distributors Inc.
Scottsdale, 85250 / (602) 955-1111x101
greg.anderson@capitasfinancial.com
Westley Anderson
NXG Financial
7373 E. Doubletree Ranch Rd., Ste. 220
Scottsdale, 85258 / (855) 694-2694
westley.anderson@nxgfinancial.com
Lyle R. Aspegren, LUTCF
D&L Financial
14415 N. 73rd Street, Suite 108
Scottsdale, 85260 / (480) 443-8444
DLAspegren@aol.com
B
Jeffrey S. Barbanell, CLU, CLTC,
LUTCF
Planned Brokerage Solutions, Inc.
7904 E. Chaparral Rd., Ste. A110
Scottsdale, 85250 / (480) 429-4733
jsb@plannedbrokerage.com
Thomas W. Barry, LUTCF, CSA
Jehn Financial Insurance Services
8475 E. McDonald Dr.
Scottsdale, 85250 / (480) 991-3727
twbarry@msn.com
84
Ann M. Bean
Bryan T. Buzzard
Scott Bennett, CLF, LUTCF
Country Financial
20860 N. Tatum Blvd., Ste. 190
Phoenix, 85050 / (480) 213-6595
scott.bennett@countryfinancial.com
C
Aim Marketing & Ins. Srvs. of AZ, Inc.
13840 N. Northsight Blvd., Suite 101
Scottsdale, 85260 / (602) 224-8000
ann@aimmarketing-az.com
Richard W. Beyer
Northwestern Mutual -Fin'l Health &
Security Advs
Phoenix, 85016 / (602) 808-3447
richard.beyer@nmfn.com
J. Richard Bicket, CLU, RFC
Financial Planning Circle, Inc.
9902 W. Signal Butte Circle
Sun City, 85373 / (602) 677-4400
jrbicket@aol.com
Jeffrey J. Biro, CEP, RFC
Family Wealth Advisors
6900 E. Camelback Rd., Ste. A-39
Scottsdale, 85251 / (480) 969-5667
Jeff@FWealthAdvisors.com
Ronald J. Blau, MDRT, CSA
Court of Table
Blau Financial Services
14201 N. 87th St., Suite C131
Scottsdale, 85260 / (480) 391-2005
rblau@blaufinancial.com
Joseph R. Brekan
New York Life Insurance
Scottsdale, 85250 / (480) 922-2830
jbrekan@ft.newyorklife.com
Allen D. Bress
Aim Marketing & Ins. Srvs. of AZ, Inc.
15025 E. Mira Vista
Fountain Hills, 85268 / (602) 224-8000
allen@aimmarketing-az.com
Brian W. Brooks, CFP, ChFC, FIC, FICF
Scottsdale, 85255 / (480) 563-1367
brian.brooks@thrivent.com
Cypress Strategies
Scottsdale, 85250 / (480) 922-0066
bbuzzard@ft.newyorklife.com
Robert Cacioppo
14850 N. Scottsdale Rd., Ste. 400
Scottsdale, 85254 / (480) 840-2089
rcacioppo@ft.newyorklife.com
Ralph Campasano
American National Insurance Co.
7418 E Helm Dr
Scottsdale, 85260 / (480) 203-8068
ralph.campasano@american-national.com
Susan Carlson
20645 N. Pima Road, Suite 150
Scottsdale, 85255 / (480) 718-3153
scarlson@ipg-us.com
Darcy L. Child
MassMutual Arizona
17550 N. Perimeter Dr., Suite 450
Scottsdale, 85255 / (480) 538-2925
dchild@financialguide.com
Monica Chipman, CLTC
Futurity First IG
Scottsdale, 85254/ (602) 757-7516
monicachipman@ffig.com
Michael Cipolletti
Scottsdale, 85254 / (480) 840-2178
mcipolletti@ft.newyorklife.com
509 W. Fellars Dr.
Phoenix, 85023 / (602) 547-3200
bacook@ft.newyorklife.com
º
D
E
Innovative Custom Contractors
659 W. Pampa Avenue
Mesa, 85210 / (480) 382-9013
justin@azrestorations.com
LUTCF, FSS
Spence, Cassidy & Assoc.
4835 E. Cactus Rd., Ste. 105
Scottsdale, 85254 / (602) 230-5181
mikee@scaaz.com
Justin Dahlen
Alvin L. Dattner, CLU
Independent
10109 E. Morning Star Dr.
Scottsdale, 85255 / (480) 357-0070
ald10109@yahoo.com
Haydee Dawson, LUTCF
Strategic Wealth Associates
2544 E. Fairfield Street
Mesa, 85213 / (602) 224-3843
haydeed2@gmail.com
Monica Del Re
Financial Solutions for
Senior America, LLC
8711 E. Pinnacle Peak Rd., Suite 197
Scottsdale, 85255 / (480) 991-0000
monica@monicadelre.com
Barbara G. Devereaux, CLU, ChFC,
CASL, CLTC
Genworth Insurance Services
7418 E. Helm Drive
Scottsdale, 85260 / (480) 758-5010
bdevereaux@genworthltc.com
Jeffrey C. Dollarhide, CFP, CLU, CLTC
MassMutual Arizona
17550 N. Perimeter Dr., Suite 450
Scottsdale, 85255 / (480) 538-2997
jdollarhide@finsvcs.com
Richard Downhour, CLU, LUTCF
2130 N. 68th Place
Scottsdale, 85257 / (480) 945-3769
rodownhour@yahoo.com
John M. Driscoll, CLU
John Driscoll & Company, Inc.
5080 N. 40th Street, Suite 400
Phoenix, 85018 / (602) 957-7155
john_driscoll@jdriscollco.com
Michael J. Dubes, CLU, ChFC, LLIF
Dubes Financial Services, LLC
P.O. Box 2800-125
Carefree, 85377 / (480) 488-2983
dubesmj@dubesfinancial.com
Michael E. Eibeck, CLU, ChFC,
Joy T. Estes
Joy Estes, State Farm Insurance
8111 E. Thomas Rd., Suite 110
Scottsdale, 85251 / (480) 946-5489
joy@joyestes.net
F
Howard Farkash, CLTC
4301 N. 21st St., #36
Phoenix, 85016 / (602) 909-8433
hafbenefits@yahoo.com
Dean R. Goodman, LUTCF
Scottsdale, 85254 / (480) 840-2155
drgoodman@ft.newyorklife.com
William R. Gould
Black, Gould & Associates, Inc.
3800 N. Central Ave., 9th Floor
Phoenix, 85012 / (602) 776-1314
billy.gould@blackgould.com
Margaret Anne Griffen
The Griffen Insurance Group
550 E. Cottonwood Lane, Suite A
Casa Grande, 85222 / (520) 836-5957
Terrie Griffin, ChFC, LUTCF
Southwest Insurance & Investments, Inc.
23233 N. Pima Rd. #113-230
Scottsdale, 85255 / (480) 830-8442
southwestinsure@aol.com
Jodi Ford
PFG Marketing Group
2440 W. Mission Lane, Ste. 11
Phoenix, 85021 / (602) 339-9939
jodiford@pfg-inc.com
Richard Fort, LUTCF
Scottsdale, 85254 / (480) 840-2059
rwfort@ft.newyorklife.com
Bruce J. Frank, CLU, ChFC
Bruce Frank Financial Group
Scottsdale, 85254 / (480) 840-2057
bjfrank@ft.newyorklife.com
G
H
Dennis M. Ham
Capital Income Protectors, Inc.
9100 E. Raintree Dr., Suite 125
Scottsdale, 85260 / (480) 657-2232
haminsur@mac.com
Robert A. Hartman, CLU, ChFC, CASL
P.O. Box 1360
Carefree, 85377 / (480) 488-9085
rahartman@ft.newyorklife.com
Chuck A. Heath, LUTCF
American National Insurance Company
17470 N Pacesetter Way
Scottsdale, 85255 / (480) 305-2160
chck_heath@yahoo.com
Mark P. Gagliano, CLU, CFS
Jackson National Life Distributors LLC
20727 N. 58th Drive
Glendale, 85308 / (602) 694-9373
mark.gagliano@jackson.com
Martin F. Henderson, CLU
Michael A. Garcia
Wayne H. Hildebrand
MassMutual Arizona
17550 N. Perimeter Dr., Ste. 450
Scottsdale, 85255 / (480) 538-2920
michaelagarcia@financialguide.com
8780 East McKellips, Suite 292
Scottsdale, 85257 / (480) 946-5108
fickenterprises@cox.net
Scottsdale, 85250 / (480) 327-6031
whildebrand@ft.newyorklife.com
85
º
J. David Hill
PFG Group
2272 Desert Willow Dr.
Prescott, 86301 / (928) 308-3543
dlhill@cableone.net
Eric Holland, LUTCF
Physicians Mutual Ins. Co.
Scottsdale, 85250 / (480) 947-4896
eric.holland@physiciansmutual.com
Regina R. Holmes, ChFC, CLU
8208 E. Redfield Rd.
Scottsdale, 85260 / (480) 313-0254
regina.r.holmes.sug8@statefarm.com
Timothy Holt, J.D., CFP
The Holt Law Group, P.C.
7075 W. Bell Rd., Ste. 1
Glendale, 85308 / (623) 334-6800
tim@holttrust.com
J
Elayne Jackson, CLU, ChFC, LUTCF
Revere Financial Services
Scottsdale, 85255 / (602) 274-5493
elaynejackson@financialguide.com
K
L
Scottsdale, 85254 / (480) 840-2061
rkarlson@ft.newyorklife.com
2020 Silver Creek Rd Ste. C108
Bullhead City, 86442 / (928) 704-7275
mark.d.larson@thrivent.com
John C. Keane, J.D.
Steven Larson
Grigore Key
Tod D. Lashway, CLU, ChFC, CFP, LUTCF
The Penn Mutual Life Insurance Co.
6176 E. Greenway Lane
Scottsdale, 85254 / (602) 803-5674
tlash0151@cox.net
John F. Kluge, LUTCF
4517 E. Apricot Lane
Gilbert, 85298 / (480) 219-0083
jkluge@ft.newyorklife.com
Beth Lively
Gregg A. Knudten, ChFC, CLU
Scottsdale, 85255 / (480) 563-1502
Gregg.Knudten@Thrivent.com
Dwight E. Loeffler
Mark Koskovich, CLU
Raymond J. Karlson, CLU, ChFC, CLF Mark D. Larson
Scottsdale, 85254 / (602) 696-0878
jckeane@ft.newyorklife.com
UNUM
2575 E Camelback Rd., Ste. 650
Phoenix, 85016 / (480) 220-5266
gkey@unum.com
Samantha Jackson-Kittle, CLTC, LUTCF 14850 N. Scottsdale Rd., Ste. 400
Scottsdale, 85254 / (480) 840-2046
sjacksonkit@ft.newyorklife.com
Mark W. Johnson
Scottsdale, 85255 / (480) 563-1367
mark.wm.johnson@thrivent.com
Tracy L. Jones
Ernest J. Jones Associates
9825 E. Bell Rd., Ste. 120
Scottsdale 85260 / (480) 361-1334
tracy@ejonesassoc.com
Jeffrey B. Junior
Trajan Insurance & Wealth Services
9375 E. Shea Blvd., #100
Scottsdale 85260 / (480) 214-9835
jeff@trajanwealth.com
86
Scottsdale, 85254 / (602) 840-2003
mkoskovich@ft.newyorklife.com
Laura Kunewa, ChFC, CLU
State Farm Insurance Agency
2700 S. Sunland Dr.
Tempe, 85282 / (480) 293-7853
laura.kunewa.lh5h@statefarm.com
Sue Kuraja
MassMutual Arizona
Scottsdale, 85255 / (480) 538-2957
skuraja@massmutualbrokerage.com
Scottsdale, 85255 / (702) 407-5550
steven.g.larson@thrivent.com
Sheila Switzer & Assoc./ExamOne
7227 N. 16th Street #235
Phoenix, 85020 / (602) 867-0227
beth@examonearizona.com
Scottsdale, 85260 / (480) 556-6262
dloeffler@ft.newyorklife.com
M
Futurity First Insurance Group
14861 N Scottsdale Rd. #101
Scottsdale, 85254 / (602) 314-7580
davidmann@ffig.com
Harry E. Markham, LUTCF
Bankers Life & Casualty
10002 N. 77th Place
Scottsdale, 85258 / (480) 951-1014
hmarkham.insurance@gmail.com
Michael E. Markham, LUTCF
Markham Insurance Group
5350 E. Deer Valley Dr., #2272
Phoenix, 85054 / (480) 229-3715
markham.ins.group@gmail.com
John Marshall, LUTCF
Transamerica
2610 South 46th
Lincoln, NE 68506 / (602) 524-4405
johnbmarshall@netzero.net
º
John Massey, III, CLU, ChFC
Country Financial
20860 N. Tatum Blvd Ste 190
Phoenix, 85050 / (480) 998-2066
john.massey@countryfinancial.com
Darin Mundy
16427 N Scottsdale Rd., Ste. 410
Scottsdale, 85254 / (480) 696-2413
darin.mundy@fbfs.com
Michael R. Mazzella Jr., CLU, ChFC,
LUTCF
Brokerage Professionals, Inc.
7910 E. Thompson Peak, Ste. 101
Scottsdale, 85255 / (480) 620-1100
mike@bpim.com
Regeanna Mwansa
Debra L. McBride
N
Benefit Members Associated, Inc.
P.O. Box 12670
Scottsdale, 85267 / (602) 808-9008
debmcbride@msn.com
Michelle S. McCroskey, CLU, ChFC,
CPCU
9150 E. Del Camino Dr., Ste. 100
Scottsdale, 85258 / (480) 991-7897
michelle.s.mccroskey.auuz@statefarm.
com
Paul W. Meier
P.O. Box 1282
Pinetop, 85935 / (928) 368-6682
paul.meier@thrivent.com
Theodore R. Meyer, III
Meyer Financial
7373 E. Doubletree Ranch Rd., Ste. 200
Scottsdale, 85258/ (480) 659-2146
tmeyer@dynamicwealthadvisors.com
Gary J. Miller
Scottsdale, 85254 / (480) 840-2037
gmiller@ft.newyorklife.com
Steven T. Mindak
Steve Mindak & Associates
Scottsdale, 85254 / (480) 840-2019
smindak@ft.newyorklife.com
Michael Moloney, Sr.
Premier Documents
14985 W. Bell Road, Suite 125
Surprise, 85374 / (602) 371-8898
mmoloney@premieraz.net
John Driscoll & Co.
5080 N. 40th Street
Phoenix, 85018 / (480) 688-4588
regeanna_mwansa@glic.com
Philip B. Novicki, FIC
Scottsdale, 85255 / (480) 563-1502
phil.novicki@thrivent.com
O
Bryan O'Keefe
14850 N. Scottsdale Road Suite 400
Scottsdale, 85254 / (480) 840-2162
bokeefe@ft.newyorklife.com
Amber Nabity
John Olsen
Physician Advisors, LLC
4447 E. Thorn Tree Dr.
Cave Creek, 85331 / (480) 582-1498
anabity@physicianadvisorsllc.com
Capital Strategies Group, LLC
2151 E. Baseline Rd., Ste. 101
Tempe, 85283 / (480) 635-4050
john.olsen@csgplanners.com
Chris D. Nash
Jon R. O'Neal, CLU, LUTCF, ChFC, FIC
Scottsdale, 85254/ (480) 840-2144
cdnash@ft.newyorklife.com
American National Insurance Co.
P.O. Box 73110
Phoenix, 85050 / (602) 740-6265
jon.oneal@anico.com
Carol Nees, CLTC, CIC
P
7227 N. 16th Street #235
Phoenix, 85020 / (602) 867-0227
carol@examonearizona.com
Gunther Perdomo, LUTCF
2040 E. Bell Rd., Suite 110
Phoenix, 85022 / (602) 971-8488
Michael A. Nemger, CLU, ChFC, CLTC, gunther.perdomo-llana.p6k0@statefarm.com
MSFS, CASL
Douglas B. Phares, LUTCF
Scottsdale, 85254 / (480) 840-2108
7650 E. Redfield Rd., Ste. D-4
mnemger@ft.newyorklife.com
Scottsdale, 85260 / (480) 483-8787
dphares@fbfs.com
Gary K. Nielsen, LUTCF
SpyGlass Financial Group
Rodney L. Pigg, FLMI, CLTC, LUTCF
Physicians Mutual Insurance
Scottsdale, 85254 / (480) 840-2169
Scottsdale, 85250 / (480) 947-4896
gknielsen@spyglassfg.com
rod.pigg@physiciansmutual.com
Michael L. Nitchen, LUTCF, CLTC, FSS Your Medicare Health Plan Specialist &
Phillis S. Pilvinis, C.E.P.S.
Long-Term Care Specialist
P.S.P. & Associates
11445 E. Via Linda, Ste 2-137
14985 W. Bell Rd
Scottsdale, 85259 / (480) 231-8788
Surprise, 85374 / (623) 544-3424
m.nitchen@cox.net
phillis@pspassoc.com
David J. Norgord
4677 W. Earhart Way
Chandler, 85226 / (480) 229-4606
djnorgord@ft.newyorklife.com
Jesus Pineda
Scottsdale, 85254 / (480) 840-2136
jpineda@ft.newyorklife.com
87
º
Donald W. Poppe, CLU
Poppe Insurance & Financial Services
10229 N. Scottsdale Rd., Suite G
Scottsdale, 85253 / (480) 991-4969
donpoppe@american-national.com
Christopher Y. Roden, MBA
Jon C. Shawl, CLU, ChFC
Guardian Life Ins. Co. of America
Phoenix, 85018 / (602) 957-7155
jon.c.shawl@gmail.com
Steven Poppe, CLU
Crump Life Insurance Services
6291 E. Wilshire Drive
Scottsdale, 85257 / (602) 330-3947
steve.poppe@crump.com
Melody Rose
Bryan Shisler, LUTCF, CLU
21642 N. 9th Ave., Suite 103
Phoenix, 85027 / (623) 878-6155
bshisler@amfam.com
Drew L. Porro, LUTCF
14850 North Scottsdale Road # 400
Scottsdale, 85254 / (480) 840-2080
dlporro@ft.newyorklife.com
Sherrin L. Rose
Dan Shkapich, ChFC, CLU
2700 South Sunland Dr.
Tempe, 85282 / (972) 657-3454
dan.shkapich.qgf2@statefarm.com
Sam Post, LUTCF, CLTC
Scottsdale, 85254 / (480) 840-2049
mrothman@ft.newyorklife.com
Scottsdale, 85255 / (602) 274-5493
sampost@financialguide.com
R
Richard V. Redaelli, LUTCF, CSA
Secured Financial Solutions
14301 N. 87th Street, Ste. 313
Scottsdale, 85260 / (480) 248-8980
redman1215@aol.com
James Reeves
Scottsdale, 85254 / (480) 840-2322
jmreeves@ft.newyorklife.com
James Regan
5050 N. 40th Street, Ste. 205
Phoenix, 85018 / (480) 999-3033
james.regan@bdawealth.com
Mindy S. Reyes, LUTCF, ChFC, CLU
Country Financial
8777 E. Via De Ventura, Suite 270
Scottsdale, 85258 / (480) 607-3424
mindy.reyes@countryfinancial.com
Susan B. Riedel, CFFM, FIC
22647 N. 24th Place
Phoenix, 85024 / (602) 978-1005
susan.b.riedel@mwarep.org
American Family Insurance Co.
7633 E. Acoma Dr., Suite 207A
Scottsdale, 85260 / (480) 922-5339
croden@amfam.com
MetLife Securities
5050 N. 40th St., Suite 100
Phoenix, 85018 / (602) 224-3821
mrose8@metlife.com
4890 Antelope Dr.
Prescott, 86301 / (480) 840-2162
Mark P. Rothman
Gregory M. Ryan, CPA, CLTC
Scottsdale, 85254 / (480) 840-2047
gdsimcox@ft.newyorklife.com
4835 E Cactus Rd. Ste 105
Scottsdale, 85254 / (602) 402-1251
gregr@scaaz.com
David Slepak
S
Raymond F. Smith, LUTCF
David Schaeffer
Futurists First Insurance Group
Scottsdale, 85254 / (602) 281-3898
david@ara123.com
Joseph Scheid, CLTC
MassMutual Arizona
Scottsdale, 85255 / (480) 538-2956
jscheidjr@financialguide.com
Daniel Schmaltz
Scottsdale, 85255 / (480) 563-1502
daniel.schmaltz@thrivent.com
Mark A. Senseman
LPL Financial
3330 E. Camelback Rd., Ste. 212
Phoenix, 85018 / (602) 466-7301
mark.senseman@lpl.com
Andrew M. Shaw, FIC
Scottsdale, 85255 / (480) 513-1255
andrew.shaw@thrivent.com
88
Gerald D. Simcox
3112 W. Sentinel Rock Rd.
Phoenix, 85086 / (480) 747-1621
dslepak@mac.com
Arizona Premier Insurance Agency, LLC
7532 E Pearl Circle
Mesa, 85207 / (480) 633-8884
ray@azpremierinsurance.com
Mark Sollomi
MassMutual Arizona
Scottsdale, 85255 / (480) 538-2961
msollomi@financialguide.com
Devin Sothan, ChFC, CLU, CPCU
Devin Sothan Insurance Agency, LLC
34975 N. North Valley Pkwy
Phoenix, 85086 / (623) 581-9966
devin.sothan.pkkc@statefarm.com
Ginny Sparks, R.H.U.
Your Insurance Solution, LLC
3370 N. Hayden Rd., Ste. 123-641
Scottsdale, 85251 / (480) 338-0888
ginny@yourinsurancesolution.net
Vasilios Speros
4835 E Cactus Rd. Ste 105
Scottsdale, 85254 / (602) 230-2995
vsperos@scaaz.com
º
Scott Squires
The Squires Group
7418 E Helm Dr
Scottsdale, 85260 / (480) 483-3204
thesquiresgroup@american-national.com
Reed P. Trautman
3719 E. Huett Lane
Phoenix, 85050 / (480) 654-8221
rptrautman@ft.newyorklife.com
Kelli Stiles, J.D.
2152 W. Kathleen Road
Phoenix, 850234 / (480) 695-6069
kstiles@newyorklife.com
George Trucksess
Shauna Summ
Charles A. Tucker
21620 N 19th Ave, Ste. A-10
Phoenix, 85027 / (623) 243-7450
shaunasumm@aol.com
Vern Swegle
Capital Management Strategies
23127 N. 89th Place
Scottsdale, 85255 / (480) 473-3302
cmsplanning@cox.net
T
Roy M. Tadlock, CLU
12065 N. 137th Way
Scottsdale, 85259 / (602) 999-0868
Roy.tadlock@farmersinsurance.com
Kenneth W. Taylor, CLTC
Taylor Insurance & Investments Inc.
P.O. Box 4964
Scottsdale, 85261 / (480) 513-2994
ktaylor@scaaz.com
Michael Thomas, LUTCF,
ChFC, CLU, CLF
MetLife Financial Services
60 E Rio Salado Parkway, Ste. 610
Tempe, 85281 / (480) 638-2189
mthomas1@metlife.com
Reymundo J. Torres
Prudential Insurance Co. of Am.
3200 N. Central Ave., Ste. 600
Phoenix, 85012 / (602) 667-4752
rey.torres@prudential.com
Christopher M. Tousley, LUTCF
7650 E. Redfield Road, Suite D3-4
Scottsdale, 85260 / (480) 483-8787
ctousley@fbfs.com
George Trucksess Insurance & Financial
P.O. Box 12664
Scottsdale, 85267 / (602) 679-9953
gtrucksess@aol.com
Scottsdale, 85253 /
catucker@ft.newyorklife.com
U
Bruce H. Usher, CLU, ChFC
Usher & Associates
8134 E. Cactus Rd., Suite 600
Scottsdale, 85260 / (480) 922-7044
busher@eaglestrategies.com
V
Daniel S. Valentine
LifeBrokers
2633 E. Indian School Rd., Ste. 410
Phoenix, 85016 / (602) 494-9500
dvalentine@lbiusa.com
Anil B. Vazirani, IAR, LUTCF
Secured Financial Solutions
14301 N. 87th St., Ste. 216
Scottsdale, 85260 / (602) 361-0093
vazirani1968@aol.com
Neville M. Verster, CLTC, LTC-IS, LLC
13771 N. Fountain Hills Blvd., #114-342
Fountain Hills, 85268 / (480) 837-4408
LTC@LTCIS.com
Robert E. Vest, III
Scottsdale, 85254 / (480) 840-2014
rvest@ft.newyorklife.com
D. Winston Vineyard, LUTCF
American Family Insurance Co.
9280 E. Raintree Drive, Suite 103
Scottsdale, 85260 / (480) 951-8890
wvineyar@amfam.com
Trey Vineyard
5050 N 40th Street, Suite 205
Phoenix, 85018 / (480) 999-3033
trey.vineyard@bdawealth.com
Dharmesh Vora, LUTCF
Vora Financial Group, LLC
2380 N. Oakmont Dr.
Flagstaff, 86004 / (928) 526-8672
dharmesh@vorafinancial.com
W
James D. Wallace
Wild Olive Ins. & Financial Services
15290 N. 78th Way, Ste D204
Scottsdale, 85260 / (480) 641-6190
dwallace@WildOliveIFS.com
ECA Financial Services, Inc.
7373 E. Doubletree Ranch Rd., Suite B110
Scottsdale, 85258 / (602) 852-5208
Bob@ECAFinancial.com
Mark H. Woods
M.H. Woods & Associates, Inc.
7845 E. Evans Rd., Suite D
Scottsdale, 85260 / (480) 607-7775
woodsmkm@aol.com
Darren J. Wright
Wright Wealth Management, LLC
2415 E. Camelback Rd., Ste. 700
Phoenix, 85016 / (602) 952-6095
darrenwright@financialguide.com
Richard M. Wright
6101 S. Rural Road, #120
Tempe, 85283 / (480) 967-7306
richard.wright@fbfs.com
John Wrobel
Ameritas Life Insurance Group
8655 E. Via de Ventura, #F160
Scottsdale, 85258 / (480) 315-0208
johnw@di.phxcoxmail.com
Y
Victor Yates, CLTC
Scottsdale, 85254 / (480) 840-2081
vyates@ft.newyorklife.com
89
º
Independents
Amenda, Douglas
Anderson, Gregory M.
Anderson, Westley
Aspegren, Lyle R.
Barbanell, Jeffrey S.
Barry, Thomas W.
Bean, Ann M.
Bicket, Rich
Biro, Jeffrey J.
Blau, Ronald
Bress, Allen
Carlson, Susan
Chipman, Monica
Dahlen, Justin
Dattner, Alvin L.
Dawson, Haydee
Del Re, Monica
Downhour, Richard
Farkash, Howard
Ford, Jodi
Gould, William R.
Griffen, Margaret Anne
Griffin, Terrie
Hill, J. David
Holt, Timothy W.
Jackson, Elayne
Jones, Tracy L.
Junior, Jeffrey B.
Mann, David S.
Markham, Michael E.
Mazzella, Jr., Michael R.
McBride, Debra
Meyer, Theodore R., III
Moloney, Sr. , Michael P.
Nitchen, Michael L.
Olsen, John
Pilvinis, Phillis S.
Poppe, Steven C.
Post, Sam
Regan, James
Schaeffer, David
Senseman, Mark A.
Smith, Raymond
Sparks, Ginny
Swegle, Vern
Taylor, Kenneth W.
Trucksess, George
Vazirani, Anil
Verster, Neville M.
Vineyard, Trey
90
C O M PA N Y
L I S T I N G
Allstate Insurance Co.
Genworth Life Insurance
Albanese, Anthony
Roden, Christopher, Y.
Shisler, Bryan
Vineyard, D. Winston
American National Ins.
Campasano, Ralph
Heath, Chuck
O'Neal, Jon
Poppe, Donald W.
Squires, Scott
Woods, Mark
Allen, Byron
Tadlock, Roy M.
Devereaux, Barbara G.
Guardian Life
Driscoll, John M.
Mwansa, Regeanna
Shawl, Jon C.
ING
Vora, Dharmesh
Jackson National Life
Gagliano, Mark P.
LifeBrokers
Valentine, Daniel S.
Eibeck, Michael E.
Ryan, Gregory M.
Speros, Vasilios
MassMutual
Ameritas Life Insurance Group
Regan, James
Vineyard, Trey
Child, Darcy L.
Dollarhide, Jeffrey C.
Garcia, Michael A.
Kuraja, Sue
Scheid, Joseph
Sollomi, Mark
Bankers Life & Casualty Co.
Wrobel, John
Markham, Harry E.
Conseco Variable Ins. Co.
Dubes, Michael
Poppe, Steven C.
Country Financial
Bennett, Scott
Massey, III, John
Reyes, Mindy S.
ECA Financial Services
Wernecke, Robert J.
Mundy, Darin
Phares, Douglas B.
Tousley, Christopher M.
Wright, Richard M.
Wright, Darren J.
MassMutual Arizona
Rose, Melody
Thomas, Michael
Midland National
Redaelli, Richard
Riedel, Susan
º
Brekan, Joseph R.
Buzzard, Bryan T.
Cacioppo, Robert
Cipolletti, Michael
Cook, Barry A.
Fort, Richard
Frank, Bruce J.
Goodman, Dean R.
Hartman, Robert A.
Henderson, Martin F.
Hildebrand, Wayne H.
Jackson-Kittle, Samantha
Karlson, Raymond J.
Keane, John C.
Kluge, John F.
Koskovich, Mark
Loeffler, Dwight E.
Miller, Gary J.
Mindak, Steven T.
Nash, Chris D.
Nemger, Michael A.
Nielsen, Gary K.
Norgord, David J.
O'Keefe, Bryan
Pineda, Jesus
Porro, Drew Lucien
Reeves, James
Rose, Sherrin L.
Rothman, Mark P.
Simcox, Gerald D.
Stiles, Kelli
Trautman, Reed P.
Tucker, Charles A.
Usher, Bruce H.
Vest III, Robert L.
Wallace, James
Yates, Victor
C O M PA N Y
Northwestern Mutual
Beyer, Richard W.
PennMutual Life Ins. Co.
Lashway, Tod D.
Nabity, Amber
Holland, Eric
Pigg, Rodney L.
Prudential Insurance Co. of Am.
Torres, Reymundo J.
Jackson, Elayne
Post, Sam
Lively, Beth
Nees, Carol
L I S T I N G
Thrivent Financial
Brooks, Brian
Johnson, Mark W.
Knudten, Gregg A.
Larson, Mark D.
Larson, Steven
Meier, Paul W.
Novicki, Phillip B.
Schmaltz, Daniel
Shaw, Andrew M.
Trajan Insurance & Wealth
Services
Junior, Jeffrey B.
Transamerica
Marshall, John
Union Central
Ham, Dennis M.
UNUM
Key, Grigore
Ahluwalia, Daniel K.
Estes, Joy T.
Holmes, Regina R.
Kunewa, Laura
McCroskey, Michelle
Perdomo, Gunther
Shkapich, Dan
Slepak, David
Sothan, Devin
Summ, Shauna
91
Randy Rasnake, II
3964 East Pima
Tucson, 85712
520.324.0055
randy@appstucson.com
92
NAIFA
www.naifa-tucson.com
tucson
Juan Ibarra
520-620-5379
OFFICERS
President
President-Elect
Secretary/Treasurer
Juan Ibarra
Chaz Elsten
Marcus Carreon
Tom Tatro, FSS, ChFC
Tom Tatro, FSS, ChFC
DIRECTORS
Robert Hamm
Connie Jo McAdams, LUTCF Jason T. Robinson
Adam Harrison Roth
Brett J. Stein
NAIFA-Tucson
TUCSON
Jeanie Merideth
6890 E. Sunrise Dr., Ste. #120-248, Tucson, AZ 85750
(520) 299-6787, (520) 299-6431 Fax
jgmerideth@aol.com
www.naifa-tucson.com
Golf Tournament Chair
Health Insurance/Membership Chair
IFAPAC Chair
Programs/YAT Chair
Seth Krasne, LUTCF, CLTC
Chaz Elsten
Connie McAdams, LUTCF
Marcus Carreon
93
º
tucson º tucson º
A
Luke Adams
10355 N La Canada Dr, Ste 107
Tucson, 85737 / (520) 885-3083 x19
Luke.adams@fbfs.com
Kristen Anderson
Kristin Anderson Insurance
12060 N Thornydale Road, Ste 102
Marana, 85658 / (520) 682-2886
Kristen@KristenAndersonInsurance.com
Omar H. Antelo
New York Life
1 S Church Ave, Ste 2200
Tucson, 85701-1621 / (520) 620-5300
ohantelo@ft.newyorklife.com
Thomas Apger
New York Life
Tucson, 85701-1621 / (520) 620-5362
thapger@ft.newyorklife.com
B
Dwight W. Babcock
Babcock Financial Group
6464 E. Grant Road
Tucson, 85715 / (520) 298-1991
apexdatasy@aol.com
Scott Beardshear
Scott Beardshear, LLC
1101 S. Naco Hwy, Ste 117
Bisbee, 85603 / (520) 432-5411
Scott.beardshear.k2vl@statefarm.com
Jonathan Beaty
Liberty Mutual Insurance Company
333 N Wilmot Rd, Ste 100
Tucson, 85711 / (520) 745-1661
Jonathan.beaty@libertymutual.com
Myles K. Beck, LUTCF
P.O. Box 13069
Tucson, 85732 / (520) 577-2711
poeck01@aol.com
Ronen Ben-Dov
New York Life
Tucson, 85701 / (520) 620-5360
rbendov@ft.newyorklife.com
Mathew J. Benson
New York Life
Tucson, 85701
mjbenson@ft.newyorklife.com
Raymond Borst, CLU, ChFC, LUTCF
Humana Insurance Company
5210 E Williams Circle, Ste 200
Tucson, 85711 / (520) 307-9836
Rborst1@humana.com
Gregory L. Baker, CLU, ChFC
Greg Baker & Associates
2919 E Broadway, Ste 300A, #108
Tucson, 85716 / (520) 320-0960 x1
greg.baker@glbakerassociates.com
Marc S. Braden
Supriya Bakshi
Michael L. Braegelmann, CLU
4178 E. 22nd Street
Tucson, 85711-5335 / (520) 745-2800
Michael.braegelmann.b40k@statefarm.
com
New York Life
7526 E. Camino Amistoso
Tucson, 85750 / (520) 620-5319
sbakshi@ft.newyorklife.com
Michael P. Barker
American Family Life Insurance
1131 S La Canada Dr, #105
Green Valley, 85614 / (520) 625-2166
pbarker@amfam.com
David Bearden
New York Life
Tucson, 85701
dvbearden@ft.newyorklife.com
94
New York Life
Tucson, 85701 / (520) 620-5300
mbraden@ft.newyorklife.com
Diana Brettrager, CIC, FSS, LUTCF
Country Financial
8460 E. Broadway
Tucson, 85710 / (520) 298-6700
diana.brettrager@countryfinancial.com
C
Robert Campbell
New York Life
Tucson, 85701 / (520) 620-5300
rscampbell@ft.newyorklife.com
Marcus Carreon
New York Life
Tucson, 85701-1621 / (520) 620-5393
mdcarreon@ft.newyorklife.com
Peter P. Chan, CLU, MBA
New York Life
Tucson, 85701 / (520) 620-5309
ppchan@ft.newyorklife.com
Chelsea Cohen
Chelsea Cohen Insurance Agency
8476 E Speedway Blvd, Ste 208
Tucson, 85710 / (520) 250-5253
ccohen@farmersagent.com
Steve Cooper
Allstate Life Insurance Company
8383 E 22nd St
Tucson, 85710-6528 / (520) 882-9001
Jesus Cornidez
New York Life
Tucson, 85701 / (520) 620-5300
jcornidez@ft.newyorklife.com
Christopher Cox, CSA
Smith & Cox, LLC
1846 E Innovation Park Dr
Oro Valley, 85755 / (520) 318-5505
ccoxfinancial@yahoo.com
D
Mary Ann Daley
Daley Insurance
325 E Deone Ln
Tucson, 85704 / (520) 297-6789
bmadaley@comcast.net
Clinton E. Davis, CLU, ChFC
Clinton Davis Financial Services, Inc.
6890 E Sunrise Dr, #120-497
Tucson, 85750 / (520) 299-1555
cedavis@dakotacom.net
º
tucson º tucson º
Jerlynne L. Davis, CLU, ChFC, LUTCF
Independent Insurance Agent
4401 N. Lason Ln
Tucson, 85749 / (520) 760-0077
jerlynnedavis@yahoo.com
Peter D. De La RamBelje, LUTCF
New York Life
Tucson, 85701-1621 / (520) 620-5333
delarambelje@ft.newyorklife.com
Lyle A. Deo, CLU, ChFC, CTLC
NOVA Financial
1630 E. River Rd., Ste 120
Tucson, 85718 / (520) 202-0291
ldeo@investwithnova.com
Thomas P. Dierken
New York Life
Tucson, 85701 / 520-620-5355
tpdierken@ft.newyorklife.com
E
Allen G. Ekman, LUTCF, CLU
21st Century Financial
4810 E Camp Lowell Dr
Tucson, 85712 / (520) 722-0670
aekman@htk.com
Aaron Ellyson
New York Life
Tucson, 85701
Amellyson@ft.newyorklife.com
Chaz Elsten
The Elsten Agency
2702 N Country Club Rd
Tucson, 85716 / (520) 881-1181
celsten@farmersagent.com
Matthew Emich
New York Life
Tucson, 85701 / (520) 620-5300
mtemich@ft.newyorklife.com
F
Brian Fenn
Northwestern Mutual
1760 E River Rd, Ste 247
Tucson, 85718 / (520) 615-5382
brian.fenn@nmfn.com
Maria Frisby, CLU, ChFC, CIC
Frisby Insurance
P.O. Box 369
Tucson, 85702 / (520) 622-1595
maria@frisbyinsurance.com
G
W. Craig Gibson, CLU
New York Life
Tucson, 85701 / (520) 620-5312
cwgibson@ft.newyorklife.com
Robert Hamm
10132 N Oracle Rd, Ste 160
Tucson, 85704 / (520) 820-6037
rhamm@amfam.com
Rebecca Harper, CCFC
3732 N Cherry Ave
Tucson, 85719 / (520) 312-9797
bekki@bekkiharper.com
Paul Heiser
3801 E Ft. Lowell Rd
Tucson, 85716 / (520) 327-7884
paul@paulheiser.com
Sean Hellebuyck
Hellebuyck Agency
5671 N Oracle Rd, #1108
Tucson, 85704 / (520) 881-1018
hellebuyck@juno.com
Jeffrey R. Gietl
Gietl & Strutz Insurance
4562 N 1st Ave, #130
Tucson, 85718 / (520)322-5229
jgietl@gsitucson.com
Stacey M. Himes D’Antonio, LUTCF
Berwick-Himes Insurance Services, LLC
3561 E. Sunrise Dr., Ste 135
Tucson, 85718 / (520) 790-7777
shimes@berwickhimes.com
Ricardo L. Gomez, LUTCF
Doug Hoag
Mass Mutual
7355 S Brackenbury Dr.
Tucson, 85746 / (520) 870-0409
rlgomez2300@gmail.com
Joseph G. Gootter, CLU, ChFC
Axa Advisors, LLC
7002 N Ina Place
Tucson, 85718 / (520) 747-0043
joseph.gootter@axa-advisors.com
Christopher P. Gurton, LUTCF
Country Financial
5151 N Oracle, #118A
Tucson, 85704 / (520) 297-1290
chris.gurton@countryfinancial.com
H
Michael Halliday
Tucson Agency
Tucson, 85704 / (520) 599-8455
michael.halliday@countryfinancial.com
10355 N La Canada Dr, #197
Tucson, 85737 / (520) 885-3083
Doug.hoag@fbfs.com
Eric Hughes
Genworth Financial
4729 E Sunrise Dr
Tucson, 85718 / (520) 751-9403
ehughes@achpension.com
Joshua Hyde
Catalina Sunrise
10355 N. La Canada Dr., Ste 197
Oro Valley, 85737 / (520) 885-3083
joshua.hyde@fbfs.com
I
Juan F. Ibarra
New York Life
Tucson, 85701 / (520) 620-5379
jfibarra@ft.newyorklife.com
95
º
tucson º tucson º
Mojca Sonja Integlia, B.A., M.L.S.
Integlia Financial Services
37558 S Hill Side Dr
Tucson, 85739 / (520) 825-5322
mojci@live.com
J
Colby Scott Johnsen
3501 S Marissa Dr
Tucson, 85730 / (520) 549-8244
Colby.johnsen@fbfs.com
Doug Jones, CLU, ChFC
Sothern Arizona Financial Group
Tucson, 85718 / (520) 615-5367
douglas.jones@nm.com
Ryan Jones
New York Life
300 E. Esplanade Dr., Ste 2050
Oxnard, CA 93036 / (805) 604-2153
rmjones@ft.newyorklife.com
K
Richard E. Kisthardt, LUTCF
Country Financial
8460 E Broadway Blvd
Tucson, 85710-4010 / (520) 298-1800
Richard.kisthardt@countryfinancial.com
Seth J. Krasne, LUTCF, CLTC
New York Life
1 S Church Ave, Ste. 2200
Tucson, 85701 / (520) 620-5314
skrasne@ft.newyorklife.com
L
Yuk-Yi Susan Lai-Chan
New York Life
Tucson, 85701 / (520) 620-5300
yslai@ft.newyorklife.com
Kurt Larsen
Kurt Larsen Agency
9110 N Silverbell Rd, Ste 170
Tucson, 85743 / (520) 682-2088
Kurt.larsen.ul5y@statefarm.com
96
Michael Leed
William Mayfield, CSA
Kevin Leifeld
Connie Jo McAdams, LUTCF
Justin B. Limmer
Dennis P. McEvoy, CLU, ChFC CLTC
Nina Lisk
11655 N Red Creek Pl
Oro Valley, 85737 / (520) 377-6963
Nina.lisk.gltk@statefarm.com
William McKenzie, LUTCF, MDRT
NTrust Financial Services
15909 N Starboard Dr
Tucson, 85739-9501 / (520)982-8663
wmckenzie@ntrustfinancial.com
Sean Litsky
Stephen R. McNeely, CLU, ChFC
Dennis R. Merideth, CLU, ChFC
Leed & Leed Inc.
1889 N. Kolb Rd.
Tucson, 85715 / (520) 382-0319
mpleed@leedins.com
New York Life
Tucson, 85701 / (520) 620-5300
kjleifeld@ft.newyorklife.com
6985 N. Oracle Rd.
Tucson, 85704 / (520) 320-0960
justin.limmer@northstarfinancial.com
New York Life
1 S Church Ave, Ste. 2200
Tucson, 85701 / (520) 620-5300
sdlitsky@ft.newyorklife.com
M
Arvind Maddur
Northwestern Mutual
1760 E River Rd
Tucson, 85718 / (520) 615-5376
Arvind.maddur@nm.com
Jon Magoch
Retirement Navigators Financial &
Insurance Inc.
258 E River Rd, #110
Tucson, 85704 / (520) 399-6341
jmagoch@retirenav.com
James Maina
Main St. Exec. & Empl. Benefits, LLC
7440 N Oracle Rd, #5
Tucson, AZ 85704 / (520) 297-9156
mainstben@comcast.net
Clarissa Marquez
Nova Home Loans
6245 E Broadway Blvd, #400
Tucson, 85711 / (520) 202-1062
Clarissa.marquez@novahomeloans.com
Mayfield Financial
2567 N 1st Ave
Tucson, 85719 / (520) 322-9773
jed@mayfieldsafemoneyadvisor.com
2710 W Appaloosa Rd
Tucson, 85742 / (520) 575-9414
Connie.mcadams@mutualofomaha.com
Northwestern Mutual
11750 E Exmoor Pl
Tucson, 85748 / (520) 751-8433
dennis.mcevoy@nm.com
McNeely Financial Services
3540 Calle Tres
Green Valley, 85614 / (520) 625-6679
steve@mcneelyfinancial.com
6890 E. Sunrise Dr, Ste 120
Tucson, 85750 / (520) 293-9300
dmerideth@metlife.com
Jeanie Merideth
NAIFA-Tucson
6890 E Sunrise Dr, Ste 120, #248
Tucson, AZ 85750 / (520) 299-6787
jgmerideth@aol.com
Matthew J. Minehart, LUTCF
New York Life
Tucson, 85701 / (520) 620-5603
mjminehart@ft.newyorklife.com
N
Scott A. Nasca, LUTCF
Country Financial
3295 W Ina Rd, #100
Oro Valley, 85741 / (520) 797-0100
scott.nasca@countryfinancial.com
º
tucson º tucson º
Lawrence H. Neidich, LUTCF
Country Financial
5151 N Oracle Rd, Ste 118A
Tucson, 85704 / (520) 407-0508
larry.neidich@countryfinancial.com
Kimberly Rodriguez, PHR
Glen Smart
Jeff Noel
Jeffrey S. Ronstadt
Gordon M. Smith
Justin L. Norris
Douglas Roper
Philip L. Solinsky, LUTCF
Adam Roth
Brett Stein
Robby Rowan, Jr., CLU,ChFC,CFP
503 N. Tatum Lane
Gilbert, 85234 / (480) 327-7604
Robert.rowan.hu5n@stamefarm.com
Timothy J. Stilb
9040 E Valencia, Ste 160
Tucson, 85747 / (520) 574-7777
jeff.noel.l218@statefarm.com
New York Life
Tucson, 85701 / (520) 620-5300
jlnorris@ft.newyorklife.com
P
Joshua Pelligreen
Tucson, 85737 / (520) 795-4550
jpelligr@amfam.com
J. Nicholas Pierson
Northwestern Mutual
1760 E River Rd, #247
Tucson, 85718 / (520) 615-5383
Nick.pierson@nm.com
R
Kuddusi Ramazanoglu
New York Life
Tucson, 85701 / (520) 620-5317
kramazanogl@ft.newyorklife.com
Allen R. Rasnake, II
APPS Paramedical Services
3964 E Pima St
Tucson, 85712 / (520) 324-0055
randy@appstucson.com
Fred Riesgo, Jr.
AXA Advisors, LLC
5151 E Broadway Blvd, Ste 1200
Tucson, 85711 / (520) 572-5934
fred.riesgo@axa-advisors.com
Jason T. Robinson
Northwestern Mutual
1760 E River Rd, #247
Tucson, 85718 / (520) 615-5393
jason.robinson@nm.com
AFLAC
3275 W Ina Rd
Tucson, 85741-2328 / (520) 975-5417
kimber7777@hotmail.com
Ronstadt Insurance, LLC
6775 E Camino Principal
Tucson, 85715 / (520) 721-4848
jeffr@ronstadtinsurance.com
New York Life
Tucson, 85701 / (520) 620-5384
droper@ft.newyorklife.com
4237 W Ina Rd, #107
Tucson, 85741 / (520) 744-3994
adamroth@allstate.com
S
Michael A. Sandoval, CLU, ChFC
8208 N Freshwater Ln
Tucson, 85741 / (520) 572-1156
sandowow@comcast.net
Dennis R. Scalpone
DRS Insurance Services, Inc.
9154 E Magdalena Rd
Tucson, 85710 / (520) 290-6100
denden348@q.com
NOVA Home Loans
Tucson, 85704-4270 / (520) 495-7218
Glen.smart@novahomeloans.com
New York Life
Tucson, 85701 / (520) 620-5300
gmsmith@ft.newyorklife.com
Solinsky Financial Group, Inc.
5215 N Sabino Canyon Rd
Tucson, 85749 / (520) 885-6623
phil@solinsky-inc.com
Northwestern Mutual
Tucson, AZ 85718 / (520) 615-5377
brett.stein@nm.com
National Life Insurance Company
1889 N Kolb Rd
Tucson, AZ 85715 / (520) 296-8481
stilb_timothy@nlvmail.com
Doyle W Stokes
1649 W Sunkist Rd
Tucson, AZ 85755 / (520)877-5530
doyle.stokes.unpx@statefarm.com
Bruce Stubbs, LUTCF
Horace Mann/Champions Choice Insurance
and Financial Services, LLC
1995 W Grant Rd, 125Y
Tucson, 85745 / (520) 867-8807
Bruce.stubbs@horacemann.com
Sheila Switzer
Sheila Switzer & Associates/Examone
1860 E River Rd, #110
Schimke Insurance and Financial Services Tucson, 85718 / (520) 529-3926
chastityvaughn@yahoo.com
1687 W Silver Berry Pl
Tucson, 85737 / (520) 240-8060
gdschimke@msn.com
David Schimke
Scott Schultz
11826 W Anthony Dr.
Tucson, 85743 / (520) 749-8265
Scott.j.schultz@thrivent.com
T
Chris M Tanjuaquio
Northwestern Mutual
1760 E River Rd, #247
Tucson, AZ 85718 / (520) 615-5372
chris.tanjuaquio@nm.com
97
º
tucson º tucson º
Tom A. Tatro, FSS, ChFC
Tom Tatro State Farm Insurance
4759 E Camp Lowell Dr
Tucson, 85712 / (520) 323-2253
tom@tomtatroinsurance.com
Daniel P. Toal, CLU, LUTCF
Lovitt & Touche
7202 E Rosewood Dr, #200
Tucson, AZ 85710 / (520) 722-7183
dtoal@lovitt-touche.com
Steven D. Touche
Lovitt & Touche
P.O. Box 32702
Tucson, 85751 / (520) 722-3000
stouche@lovitt-touche.com
Scarlett R. Vogel-Ham
New York Life
Tucson, 85701 / (520) 270-4306
srvogelham@ft.newyorklife.com
W
Paul Walker
4732 N Oracle Rd, #115
Tucson, 85705 / (520) 293-9300 x16
pwalker1@metlife.com
Tracey Webber
Tracey Webber Insurance & Financial
1100 E Ajo Way, #206
Tucson, AZ 85713 / (520) 795-6367
traceywebber@horacemann.com
Chastity Vaughan
Guy Welsh
Maria A. Velez
Pamela Wise
V
3964 E Pima St
Tucson, 85712 / (520) 529-3926
chastityvaughan@yahoo.com
New York Life
Tucson, 85701 / (520) 620-5344
mvelez@ft.newyorklife.com
Thomas R. Vetrano, CMFC, LUTCF
Vetrano Financial Services
7498 N La Cholla
Tucson, 85741 / (520) 544-7919
vetrano.tom@principal.com
98
New York Life
One S Church Ave, Ste 2200
Tucson, AZ 85701 / (520) 620-5300
gawelsh@ft.newyorklife.com
New York Life
1 S Church Ave, Suite 2200
Tucson, 85701 / (520) 620-5300
pkwise@ft.newyorklife.com
Y
Frank Youdelman
4713 E Camp Lowell
Tucson, AZ 85712 / (520) 512-5924
fyoudelman@metlife.com
Ben W. Young
New York Life
Tucson, 85701 / (520) 620-5300
bwyoung@ft.newyorklife.com
Z
Margaret M. Zaring, LUTCF
PO Box 89434
Tucson, 85752 / (520) 322-0144
mmzaring@hotmail.com
º
tucson º tucson º
Independents
Babcock, Dwight
Baker, Gregory
Becerra, Karol
Beck, Myles
Borst, Raymond
Cox, Christopher
Daley, Mary
Davis, Jerlynne
Deo, Lyle
Ekman, Allen
Frisby, Maria
Gietl, Jeffrey
Harper, Rebecca
Himes, D’Antonio Stacey
Hughes, Eric
Hyde, Joshua
Integlia, Mojca
Kirby, Roxsann
Limmer, Justin
Magoch, Jon
Maina, James
Marquez, Clarissa
Mayfield, William
McKenzie, William
McNeely, Stephen
Merideth, Jeanie
Ronstadt, Jeffrey
Schimke, David
Schultz, Scott
Smart, Glen
Solinsky, Philip
Stilb, Timothy
Stubbs, Bruce
Switzer, Sheila
Toal, Daniel
Touche, Steven
Vetrano, Thomas
Webber, Tracey
C O M PA N Y
AFLAC
Rodriguez, Kimberly
Cooper, Steve
Roth, Adam
Barker, Michael
Hamm, Robert
Pelligreen, Josh
Rasnake, Allen
Vaughan, Chastity
AXA Advisors, LLC
Gootter, Joseph
Riesgo, Fred
Country Financial
Brettrager, Diana
Gurton, Christopher
Halliday, Michael
Kisthardt, Richard
Nasca, Scott
Neidich, Lawrence
Adams, Luke
Hoag, Doug
Johnsen, Colby
Cohen, Chelsea
Elsten, Chaz
Hellebuyck, Sean
Guardian
Davis, Clinton
Scalpone, Dennis
Liberty Mutual Insurance
Company
L I S T I N G
Merideth, Dennis
Walker, Paul
Youdelman, Frank
Zaring, Margaret
McAdams, Connie
Sandoval, Michael
New York Life
Antelo, Omar
Apger, Thomas
Bakshi, Supriya
Bearden, David
Ben-Dov, Ronen
Benson, Mathew
Braden, Marc
Campbell, Robert
Carreon, Marcus
Chan, Peter
Cornidez, Jesus
De La RamBelje, Peter
Dierken, Thomas
Ellyson, Aaron
Emich, Matthew
Gibson, W.
Ibarra, Juan
Jones, Ryan
Krasne, Seth
Lai-Chan, Yuk-Yi Susan
Leifeld, Kevin
Litsky, Sean
Minehart, Matthew
Norris, Justin
Ramazanoglu, Kuddusi
Roper, Douglas
Smith, Gordon
Velez, Maria
Vogel-Ham, Scarlett
Welsh, Guy
Wise, Pamela
Young, Ben
Beaty, Jonathan
Mass Mutual
Gomez, Ricardo
99
º
tucson º tucson º
Northwestern Mutual
Fenn, Brian
Jones, Doug
Maddur, Arvind
McEvoy, Dennis
Pierson, J.
Robinson, Jason
Stein, Brett
Tanjuaquio, Chris
100
Anderson, Kristin
Beardshear, Scott
Braegelmann, Michael
Heiser, Paul
Larsen, Kurt
Lisk, Nina
Noel, Jeff
Rowan, Robby
Stokes, Doyle
Tatro, Tom
101
102
west valley
NAIFA
www.naifawestvalley.org
Christopher Kelly
623-444-7892
OFFICERS
President
Secretary
Treasurer
Christopher S. Kelly
Steve R. Goucher
Robert A. Bryant, Sr., LUTCF
DIRECTORS
Paul Ford
Don Hastings
Nelson Simon
NAIFA-West Valley
Christopher S Kelly
Phone: 623-444-7892
Fax: 623-476-5668
Email: chris@azkelly.com
IFAPAC
Membership
Programs
George Henderson
Paul Ford
Don Hastings
103
WEST VALLEY
west valley º west valley
A
Betty Jo Convery
22001 N. 80th Dr.
Peoria, 85383 / 602-859-0496
sadamson@qwest.net
CLU, ChFC, FLMI
4225 W Bell Road
Phoenix, AZ 85053 / 602-938-4491
msrun71@yahoo.com
Lukas Atkins
Scott Adamson
Luke Atkins State Farm
21610 N 35th Ave #164
Glendale, 85308 / 623-434-7220
atkins.lukas@gmail.com
B
Amber R. Barger
Thrivent Financial for Lutherans®
5611 N. 54th Ave.
Glendale, AZ 85301 / 623-239-3803
amber.barger@thrivent.comamber.
barger@thrivent.com
Wayne Barress
State Farm
17235 N. 75th Ave., Ste B165
Glendale, 85308/ (623) 486-0889
wayne.barress.ul5u@statefarm.com
Bennett Insurance Group, Inc.
24654 N. Lake Pleasant Pkwy
Suite 103-575
Peoria, 85383 / 623-979-4140
jim@jimbennettinsurance.com
Jay R. Bibich
18301 N. 79th Ave., D-146
Glendale, 85308 / 623-201-4799
jay.bibich@fbfs.com
Robert A. Bryant, Sr., LUTCF
Longevity Planners LLC
12316 N. Dove Wing Way
Peoria, 85383 / 623-583-1800
bearbryant48@yahoo.com
C
William G. Coking, CLU
Independent
P.O. Box 24837
Tempe, 85285 / 480-768-0228
cokinginsurance@cox.net
104
Financial Initiatives
6419 W. El Cortez Place
Phoenix, 85083 / 623-398-6906
connieandjoe@cox.net
G
Brian Ginter
9139 W Thunderbird Rd Ste 210
Peoria, AZ 85381 / 623-234-9212
brian.ginter@thrivent.com
Stephen R. Goucher
18301 N. 79th Ave., Ste. D-146
Glendale, 85308 / 623-979-3842
stephen.goucher@fbfs.com
Joseph E. Crerand, Jr., CLU, ChFC
6419 W. El Cortez Place
Phoenix, 85083 / 623-398-6906
joeandconnie@cox.net
Catherine M. Guyette, LUTCF
American Family Life Insurance Company
13711 W Camino Del Sol Ste 3
Sun City West, AZ 85375 / 623-214-9111
cguyette@amfam.com
D
H
Donita Deal
American National Insurance Company
15188 N 75Th Ave Ste 200
Peoria, AZ 85381 / 623-776-0588
doni.deal@american-national.com
F
Mike Ford
PFG Marketing Group, Inc.
2440 W. Mission Lane, Suite 11
Phoenix, 85021 / 602-944-2220, ext. 104
mford@pfg-inc.com
Paul Ford
PFG Marketing Group, Inc.
Phoenix, 85021 / 602-944-2220, ext. 108
pford@pfg-inc.com
Stephanie Fullerton
Fullerton Financial Planning
14155 n. 83rd Avenue #144
Peoria, AZ 85381 / 623-974-0300
stephanie@fullertonfp.com
Mark Funk
Thrivent Financial®
Peoria, AZ 85381 / 623-234-9212
mark.funk@thrivent.com
David Hand
Farmers Insurance Group/ Lyle Hand Agency
2432 W Peoria Ave Ste 1025
Phoenix AZ 85029 / 602-993-5383
dlhand001@yahoo.com
Lyle Hand
Farmers Insurance Group/ Lyle Hand Agency
2432 W Peoria Ave Ste 1025
Phoenix AZ 85029 / 602- 866-8020
lhand@farmers.agent.com
C. Don Hastings
18301 N. 79th Ave., D-146
Glendale, 85308 / 623-878-2491
chastings@fbfs.com
Donald D. Homsey, Sr., LUTCF
6033 W Bell Rd #F
Glendale AZ 85308 / 602-938-4950
dhomsey1@farmersagent.com
Brett Huddleston
6213 S Miller Rd Ste 106
Buckeye, AZ 85326 / 623- 386-4432
brent@brenthuddleston.com
I
David A. Livingston, LD22 ChFC,
Roy N. Irwin, LUTCF
AZ House of Representatives
1700 W. Washington St. Room 341
Phoenix, 85007 / 602-926-4178
Cell: 623-229-7094
dlivingston@azleg.gov /
votelivingstonld22@gmail.com
J
Dorothy Lockard
Irwin Insurance & Investments
5639 W. Tonopah
Glendale, 85308 / 623-521-1066
azinsureman@cox.net
Jennifer Jasper
10204 W. Happy Valley Rd. #175
Peoria, 85383 / 623-974-5100
jennifer@agentjennifer.com
Gary D. Jeffers
430 W Warner Rd Ste 124
Tempe AZ 85284 / 480-889-3198
gary.jeffers@thrivent.com
K
Brad Kallevig
Farm Bureau
Saguara Agency
22601 N. 19th Avenue #106
Phoenix, AZ / 480-243-4871
bradkallevig@gmail.com
Christopher S. Kelly
9460 W. Peoria Ave., Ste. E
Peoria, 85345 / 623-444-7892
chris@azkelly.com
311 N. Miller Rd.
Buckeye, 85326 / 623-935-6209
drlinsurance@aol.com
M
Bob Morrison
American Family/Robert Morrison
Agency
6033 W Bell Rd Suite J
Glendale AZ 85308 / 602-923-2220
rmorriso@amfam.com
N
Verl F. Naber, CLU, LUTCF, FIC
13506 W. Medlock Drive
Litchfield Park, 85340 / 623-512-7452
nabersplace@cox.net
Chris Noland, CLU
West Valley Agency Field Office
9051 W. Kelton Lane, Suite 12
Peoria, 85382 / 623-583-6945
chris.noland.gh7n@statefarm.com
Clark A. Krueger, CFP
17505 N. 79th Ave., Ste. 101
Glendale, 85308 / 623-939-6455
clark.krueger@thrivent.com
L
Daniel L. Lindblad, CLU
Lindblad Financial Group
10451 Palmeras Dr., Suite 240
Sun City, 85373 / 623-583-5940
dlindblad@eaglestrategies.com
O
Alex Oms
17505 N 79th Ave #216
Glendale, AZ 85308 / 623- 266-4199
alex.oms.tz4x@statefarm.com
Susan G. O'Nele
2412 W. Greenway Road, Suite C-10
Phoenix, 85023 / 602-375-9106
sonele@amfam.com
P
Jeff G. Pettett
4151 W. Thunderbird Rd.
Phoenix, 85083 / 602-548-1827
jpettett@amfam.com
R
Everett J. Raines, CLU, ChFC
Raines Insurance Services Inc.
P.O. Box 219
Tonopah, 85354 / 623-393-8222
everett@rainesinsurance.com
Victor A. Rodriguez
8537 W. El Caminito Dr.
Peoria, 85345 / 623-293-8750
victor.rodriguez@libertymutual.com
George J. Rowe
3673 S. Bullard Avenue, Suite 101
Goodyear, 85338 / 623-925-0190
azgoodyear@fbfs.com
S
Vincent L. Salvione, CLF, LUTCF
American Family Mutual Ins. Co.
21642 N. 9th Ave., Suite 102
Phoenix, 85027 / 623-587-0100
vsalvion@amfam.com
Preston G. Schmidt
Peoria AZ 85381 / 623-234-9212
preston.schmidt@thrivent.com
David A. Sewell
10240 N. 31st Avenue, Suite 135
Phoenix, 85051 / 602-997-6633
david.sewell@fbfs.com
Nelson N. Simon
Independent General Agent
9602 W. Granada Dr.
Sun City, 85373/ 856-231-4729
nelsonsimon38@gmail.com
105
Jonathan A. Smith, CSA
Jonathan Smith Insurance
7019 W. Midway Ave.
Glendale, 85303 / 623-776-0558
jonathan@jsiaz.com
David H. Souders, CLU, LUCTF
17220 N. Boswell Blvd., Suite 131E
Sun City, AZ 85373 / 623-974-2177
davidsouders@cox.net
Brandon K. Sparks, FIC
Thrivent Financial - 529
17505 N. 79th Ave., Ste. 101
Glendale, 85308 / 623-939-6455
brandon.sparks@thrivent.com
T
Jamie Talamante
CSA General Insurance
2480 W. Las Palmaritas Dr.
Phoenix, 85021 / 602-864-5230
Dorothy C. Taylor
11414 N. 30th Avenue
Phoenix, 85029 / 602-992-1570
dorothytaylorinsurance@live.com
U
W. Andrew Unkefer
Unkefer & Associates
7029 N. 55th Dr.
Glendale, 85301 / 623-847-9101
andy@unkefermail.com
106
W
Jack H. Watkins
PFG Marketing
Phoenix, 85021 / 602-944-2220, ext.
109
jwatkins@pfg-inc.com
Matthew C. Word
ChFC®, CLF®, CLU ®, LUTCF, FSS
North Phoenix Agency
15396 N 83rd Avenue, Bldg. A, Ste. #304
Peoria, 85381 / (623) 334-2750
matt.word@countryfinancial.com
Z
Jeanie M Zaporowski
6685 W Beardsley Rd #275
Glendale, AZ 85308 / 623- 979-7701
jzaporowski@farmersagent.com
Independents
Adamson, Scott
Bennett, Jim L.
Bryant, Robert A.
Coking, William G.
Fullerton, Stephanie
Irwin, Roy N.
Lindblad, Daniel L.
Naber, Verl F.
Raines, Everett J.
Smith, Jonathan A.
Simon, Nelson N.
Souders, David H.
Talamonte, Jaime R.
Taylor, Dorothy C.
Unkefer, W.Andrew
American Family
O'Nele, Susan G.
Morrison, Bob
Salvione, Vincent L.
Ameriprise Financial
Livingston, David A.
C O M PA N Y
L I S T I N G
Kelly, Christopher S.
Crerand, Constance M.
Crerand, Joseph E.
Rodriguez, Victor A.
PFG Marketing Group
Ford, D. Michael
Ford, Paul
Watkins, Jack H.
State Farm
Wayne Barress
Jasper, Jennifer
Noland, Chris
Thrivent Financial
Kreuger, Clark A.
Sparks, Brandon K.
Country Insurance & Financial
Word, Matthew C.
Bibich,Jay R.
Goucher, Stephen R.
Hastings, Charles D.
Kallevig, Brad
Lockard, Dorothy R.
Naber, Verl F.
Rowe, George J.
Sewell, David A.
107
“
I GREW MY BUSINESS
AND BECAME A BETTER ADVISOR
By joining NAIFA and becoming involved in our association, I grew
my business and became a better advisor, serving my clients with the
knowledge and experience that they deserve.
”
My experience with NAIFA taught me the value of our industry, its
accomplished leaders, and how congressional legislation impacts the
lives of our clients and our own bottom line.
As a NAIFA member, I continue to take advantage of programs only
available to NAIFA members, including LILI, the Leadership in Life
Institute. Without NAIFA, I would not have had the leadership experience, the business growth opportunities and the personal friendships
I have enjoyed throughout my career.
NAIFA continues to support the growth of our industry and protects
the future of our profession and the clients we represent.
Cindy Bong, CLTC, LUTCF
Cindy Bong Insurance Agency, LLC
Hartland, WI
NAIFA Member Since 1997
Get the rest of the story at
www.NAIFA.org/IAvoice
108
NAIFA
www.naifa-az.org
yuma
Gary Smith, CLU, ChFC, LUTCF
928-344-0403
OFFICERS
–––––––––––––––––––––––––––––––––––––––––––––––––––––––
President
Secretary
Treasurer
Past President
Gary Smith, CLU, ChFC, LUTCF
Reed Lohrenz
David M. Schuman, CLU, LUTCF
Yara T. Nash
–––––––––––––––––––––––––––––––––––––––––––––––––––––––
Government Relations
IFAPAC
Membership
Yara T. Nash
Reed Lohrenz
YUMA
109
º
yuma º yuma º
F
N
The Felix Insurance Agency
1021 West 16th Street
Yuma, 85364 / 928-783-2159
tfelix@felix-insurance.com
New York Life
2044 S. 6th Ave
Yuma, 85364 / 928-782-6959
ynash@ft.newyorklife.com
Web: www.yaranash.com
Tony C. Felix
Katie Figueroa
State Farm
360 W. 20th St., Suite C
Yuma, 85364 / 928-726-8050
katie@insuringyuma.com
G
Carmen T. Green
Montoya Group LLC
650 S. 4th Avenue
Yuma, 85364 / 928-782-1648
carmen@montoyagroup.com
H
Zeke M. Herrera
State Farm
2811 S. 4th Ave., Ste. C
Yuma, 85364 / 928-344-1727
zeke.herrera.095t@statefarm.com
L
Reed Lohrenz, CEA, CSA
Independent
281 W. 24th Street, Suite 135
Yuma, 85364 / 928-317-2920
rlohrenz@cfiemail.com
Liz Laster
7175 E. 31st Pl.
Yuma, AZ 85365
Office (928) 248-5038
liz.laster@fbfs.com
Web: http://liz.laster@fbfs.com
M
David J. Montoya, LUTCF
Montoya Group LLC
650 S. 4th Avenue
Yuma, 85364 / 928-782-1648
david@montoyagroup.com
110
Yara T. Nash
R
Marci R. Rios
New York Life
2450 S. 4th Ave., Suite 200
Yuma, 85367 / 928-317-1797
S
670 E. 32nd Street, Ste. 11
Yuma, 85365 / 928-726-0300
dschuman@farmersagent.com
Gary L. Smith, CLU, ChFC, LUTCF
Financial Design Group
1405 W 16th St, Suite A
Yuma, 85364 / 928-344-0403
gary.smith@fdgonline.com
º
yuma º yuma º
C O M PA N Y
Independents
Montoya Group
New York Life
Felix, Tony C.
Lohrenz, Reed
Laster, Liz
Schuman, David M., LUTCF. CLU
FDG Financial Design Group
Gary L. Smith. CLU, ChFC, LUTCF
L I S T I N G
Green, Carmen T.
Montoya, David J., LUTCF
Nash, Yara T.
Rios, Marci R.
State Farm
Herrera, Zeke M.
Figueroa, Katie
111
NAIFA is proud to announce a partnership with
the College for Financial Planning to create
a new, dynamic and interactive curriculum
for NAIFA’s Life Underwriter Training Council
Fellow (LUTCF) designation.
What is the NAIFA LUTCF?
LUTCF stands for Life Underwriter Training Council Fellow, a longstanding industry designation owned by NAIFA.
NAIFA played a leading role in the creation of The Life Underwriter Training Council in 1947. The establishment of
LUTC is one of many points in NAIFA’s history of commitment to practical training for agents and advisors in the field
and to the peace of mind of consumers.
The LUTCF designation was established in 1984, and since then more than 50,000 LUTCF designations have been
conferred. NAIFA is proud of its long history associated with the LUTCF designation. It has been and will continue to
be the proven designation for agents and advisors across the country. The underlying principle of providing valuable
industry-specific training to NAIFA members has never been more important for the industry than it is today.
How is the NAIFA LUTCF Changing?
For years, the NAIFA LUTCF program was administered on behalf of NAIFA by The American College. That partnership
is ending, effective July 1, 2015.
However, NAIFA has entered in a new partnership with the College for Financial Planning to re-launch the program.
Information regarding the new curriculum, requirements for completion, pricing and other details about the new
NAIFA LUTCF program can be found on the CFFP/LUTCF website www.cffpinfo.com/lutcf-life-underwriter-trainingcouncil-fellow/
About the College for Financial Planning
Founded in 1972, the College for Financial Planning provides accessible and flexible degree, non-degree, and
continuing professional education programs to students nationwide. Shortly after its founding, the College
introduced the CERTIFIED FINANCIAL PLANNER™ certification, which has evolved into the world's most recognized
and respected financial planning credential, with more than 60,000 professionals in the U.S. having earned the
designation.
In addition to its CFP® Certification Professional Education Program, the College offers three graduate degree
programs, for more in-depth knowledge of the finance industry. Professional designation programs are also available,
with specializations ranging from asset management to retirement planning. College for Financial Planning is
accredited by the Higher Learning Commission and is a member of the North Central Association. More than 140,000
students have graduated from the College’s programs. For more information, visit www.cffpinfo.com.
How does this change affect my existing LUTCF designation?
Your designation is not affected and you may continue to use it for the rest of your career. Those who earned the
LUTCF designation prior to July 1, 2015 must continue to meet any applicable continuing education requirements
and adhere to a Code of Ethics.
Requirements for continuing education with regard to maintaining your LUTCF can be found on the CFFP/LUTCF
website at www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow/ for those who earn the designation after
July 1, 2015.
What if I’ve already started LUTCF coursework with The American College?
NAIFA has ensured that The American College will honor the LUTCF coursework of those currently working toward
the LUTCF designation through July 1, 2015. This means that anyone who has begun LUTCF coursework with The
American College can finish the requirements and earn the designation through The American College as long as
they do so by July 1, 2015. No new students will be accepted into the LUTCF program by The American College after
December 31, 2013.
112
Who’s Who
in Photos
113
114
115
116
117
118
119
120
121
122
123
124
125
126
Member
Alphabetized
Section
127
Membership Roster
A
Michael Abbate.......................................................Phoenix
Cristina Acosta.....................................................Scottsdale
Ronald P. Adams.................................................East Valley
Luke Adams.................................................................. Tucson
Scott Adamson.................................................West Valley
Judy P. Aguilar-Woertz....................................East Valley
Delia A. Aguirre.......................................................At-Large
Daniel K. Ahluwalia...........................................Scottsdale
Anthony Albanese Jr.......................................Scottsdale
Byron F. Allen........................................................Scottsdale
Ashley Allen..........................................................East Valley
Jack G. Alspaugh.....................................................Phoenix
Carmelo I. Alvarez..............................................East Valley
Douglas Scott Amenda.................................Scottsdale
Kennedy Amughan........................................West Valley
Michael Allen Anastos....................................East Valley
Gregory M. Anderson......................................Scottsdale
Mark S. Anderson...............................................East Valley
Kristen Anderson...................................................... Tucson
Westley G. Anderson.......................................Scottsdale
Omar H. Antelo.......................................................... Tucson
Bianca F. Apack........................................................At-Large
Thomas H. Apger...................................................... Tucson
Lyle R. Aspegren.................................................Scottsdale
Rick Aussprung...................................................East Valley
Harry E. Axford.....................................................Scottsdale
B
William F. Babb........................................................At-Large
Dwight W. Babcock................................................. Tucson
Mark W Bagnall...................................................East Valley
Dutch Baker................................................................Phoenix
Gregory L. Baker........................................................ Tucson
Wendy Baker.............................................................At-Large
Supriya Bakshi............................................................. Tucson
Jeffrey S. Barbanell............................................Scottsdale
Michael P. Barker........................................................ Tucson
Jeff D. Barra............................................................East Valley
Thomas William Barry.....................................Scottsdale
Stephen B. Barteau...............................................At-Large
Melissa Bartusch......................................................Phoenix
Annette M. Bau...................................................East Valley
Ann M. Bean..........................................................Scottsdale
David V. Bearden....................................................... Tucson
Scott M. Beardshear................................................ Tucson
Jonathan Beaty.......................................................... Tucson
Myles K. Beck............................................................... Tucson
Paul Beckis..................................................................Phoenix
Ward T. Bell..................................................................Phoenix
Kristi Bell.......................................................................Phoenix
Ronen Ben-Dov......................................................... Tucson
Mateo Beng.........................................................West Valley
Jim Bennett.........................................................West Valley
128
Scott F. Bennett...................................................Scottsdale
Mathew J. Benson.................................................... Tucson
Barbara A. Bentley.............................................East Valley
W. Craig Berger.........................................................Phoenix
Richard W. Beyer.................................................Scottsdale
John Richard Bicket..........................................Scottsdale
Walter G. Bilger Jr....................................................Phoenix
Jeffrey J. Biro.........................................................Scottsdale
Michael Bivens.....................................................East Valley
Roland D. Black.........................................................Phoenix
A. Michael Blaker................................................East Valley
Ronald J. Blau.......................................................Scottsdale
Maryglenn K. Boals................................................Phoenix
Jack E. Bobo FLMI...................................................Phoenix
Nancy L. Bockler.................................................East Valley
D. Andy Bolwar Jr....................................................Phoenix
Mark A. Bonnett..................................................East Valley
Paul Bopp...............................................................East Valley
Raymond R. Borst..................................................... Tucson
Marc S. Braden............................................................ Tucson
Tom Bradford........................................................East Valley
Andrea Colleen Bradshaw............................East Valley
Michael L. Braegelmann....................................... Tucson
Stanley E. Brase........................................................Phoenix
Joseph R. Brekan................................................Scottsdale
Allen D. Bress........................................................Scottsdale
Diana Brettrager........................................................ Tucson
Dilworth C. Brinton Jr......................................East Valley
John J. Brooking.................................................East Valley
Brian W. Brooks....................................................Scottsdale
Frank M. Brown...................................................Scottsdale
James F. Brown Jr....................................................Phoenix
Dustin E. Brutton................................................East Valley
Robert A. Bryant Sr..........................................West Valley
Katinka Meijerink Bryson...............................East Valley
Patric S. Buchanan.............................................East Valley
Raymond T. Burden..........................................East Valley
Bradley B. Burr ........................................................Phoenix
William F. Burrows.............................................East Valley
Bryan T. Buzzard..................................................Scottsdale
C
Robert Cacioppo................................................Scottsdale
Robert Calabrese...............................................Scottsdale
Ralph J. Campasano.........................................Scottsdale
Robert Campbell....................................................... Tucson
Susan Carlson............................................................Phoenix
Stephen O. Carlson................................................Phoenix
Marcus D. Carreon.................................................... Tucson
Andy T. Carrillo.....................................................East Valley
Jeffrey D. Carter........................................................Phoenix
Rocio A. Casanova.................................................At-Large
Thomas L. Casella..............................................East Valley
William B. Cassidy...................................................Phoenix
Membership Roster
Robert T. Castellani................................................Phoenix
Marilyn Ceasor..........................................................Phoenix
Daniel A. Ceschin....................................................Phoenix
Peter P. Chan................................................................ Tucson
Tyler Davis Chatham.............................................Phoenix
John W. Cheang..................................................Scottsdale
James Chernek........................................................At-Large
Patricia A. Chesebrough....................................At-Large
Darcy L. Child.......................................................Scottsdale
David P. Chittenden...............................................Phoenix
Dale L. Chittenden............................................East Valley
John B. Christiansen.........................................East Valley
Michael Cipolletti...............................................Scottsdale
J Brandon Clarke................................................East Valley
James M. Clary..........................................................Phoenix
William D. Claytor...............................................East Valley
Sharon Clemente...............................................East Valley
A Nicole Clinch.........................................................Phoenix
Chelsea Cohen........................................................... Tucson
William G. Coking............................................West Valley
Michael W. Colbert.................................................Phoenix
Barry A. Cook........................................................Scottsdale
Tyson Harvey Cook...........................................East Valley
Steve Cooper............................................................... Tucson
Patrick J. Corley........................................................Phoenix
Jesus Cornidez............................................................ Tucson
JR Couch.................................................................East Valley
Christopher S. Cox.................................................... Tucson
John F. Coyne............................................................Phoenix
Scott P. Craddock....................................................Phoenix
Larry D. Craver......................................................East Valley
Joseph E. Crerand Jr.......................................West Valley
Constance M. Crerand..................................West Valley
Kevin Cunningham..........................................East Valley
D
Justin P. Dahlen...................................................Scottsdale
Mary A. Daley.............................................................. Tucson
Dragan Danilovic...............................................East Valley
Troy M. Danoff..........................................................Phoenix
Dewey M. Darwin...................................................Phoenix
Alvin Dattner........................................................Scottsdale
Jerlynne L. Davis........................................................ Tucson
Clinton E. Davis.......................................................... Tucson
Gary A. Davis.........................................................East Valley
Ken Davis.....................................................................Phoenix
Haydee Dawson.................................................Scottsdale
Peter D. De La RamBelje....................................... Tucson
Tom DeBerry................................................................ Tucson
Shelley DeBlois........................................................... Tucson
Debra A. DeMarie...................................................Phoenix
Donita Deal.........................................................West Valley
James T. Dekoschak................................................. Tucson
Monica A. Del Re................................................Scottsdale
Daniel E. Del Villar..............................................East Valley
Max A. Dembow.....................................................Phoenix
Lyle A. Deo.................................................................... Tucson
Mark Derrico.........................................................East Valley
Barbara G. Devereaux......................................Scottsdale
Edward A. Diaz Jr.....................................................Phoenix
Thomas P. Dierken.................................................... Tucson
Jeffrey C. Dollarhide.........................................Scottsdale
Jan M. Doughty.......................................................Phoenix
Richard Downhour...........................................Scottsdale
John M. Driscoll..................................................Scottsdale
Kathleen A. Drybread...........................................Phoenix
Michael J. Dubes................................................Scottsdale
Vlasta I. Duffy.............................................................Phoenix
Andrew G. Dzurinko.........................................East Valley
E
Gerald Eagleston.....................................................Phoenix
Steven J. Edman.................................................East Valley
Michael E. Eibeck...............................................Scottsdale
Allen G. Ekman........................................................... Tucson
Aaron M. Ellyson........................................................ Tucson
Tom Elms....................................................................At-Large
Chaz Elsten................................................................... Tucson
Matthew T. Emich..................................................... Tucson
Richard C. Erickson.................................................Phoenix
Dan J. Ertz....................................................................Phoenix
David Escarcega.....................................................At-Large
Joy T. Estes..............................................................Scottsdale
Lee E. Evans................................................................Phoenix
F
Jonathan P. Fagan...................................................Phoenix
Lisa R. Fairbanks..................................................East Valley
Michele G. Fanelli.............................................West Valley
Dianne T. Fay .............................................................Phoenix
Wendy L. Feldman............................................East Valley
Tony C. Felix..................................................................... Yuma
Gregg Fendley.........................................................At-Large
Brian A. Fenn................................................................ Tucson
Lupita Fernandez....................................................Phoenix
Dan D. Ferrin.........................................................East Valley
Sharon Fillman.....................................................East Valley
Archie R. Fisher........................................................At-Large
Paul A. Flores.........................................................East Valley
Mike Ford..............................................................West Valley
Jodi Ford..................................................................Scottsdale
Evangeline Vandy Ford...................................East Valley
Paul E. Ford..........................................................West Valley
Richard W. Fort....................................................Scottsdale
Bruce J. Frank .......................................................Scottsdale
David Scott Franks.................................................Phoenix
Maria Frisby.................................................................. Tucson
Nancy Fromm...........................................................Phoenix
129
Membership Roster
Danny Fuentes....................................................East Valley
Lisa R. Fuhrman.......................................................At-Large
Stephanie E. Fullerton...................................West Valley
Mark J. Funk.........................................................West Valley
G
Glen R. Gabrielson.............................................Scottsdale
Howard T. Gale....................................................East Valley
Michael A. Garcia...............................................Scottsdale
Rebecca S. Gaylor...................................................Phoenix
W. Craig Gibson......................................................... Tucson
Jeffrey R. Gietl.............................................................. Tucson
Brian C. Ginter....................................................West Valley
John F. Glass...............................................................Phoenix
Calvin P. Goetz..........................................................Phoenix
Bert H. Goldberg................................................East Valley
Ricardo L. Gomez...................................................... Tucson
Stephen Lloyd Good............................................Phoenix
Dean R. Goodman.............................................Scottsdale
Joseph G. Gootter.................................................... Tucson
Stephen R. Goucher.......................................West Valley
William B. Gould......................................................Phoenix
William R. Gould.................................................Scottsdale
Carmen T. Green........................................................... Yuma
Fred H. Greenberg..................................................Phoenix
Brian Greenberg......................................................Phoenix
Margaret Anne Griffen....................................Scottsdale
Terrie Griffin...........................................................Scottsdale
Kathryn Grimco..................................................East Valley
Charles R. Grimes....................................................Phoenix
Michael Charles Guida Jr....................................Phoenix
Christopher P. Gurton .......................................... Tucson
Heather Guzman................................................East Valley
H
Carrie L. Hall...............................................................Phoenix
Michael Halliday........................................................ Tucson
Dennis M. Ham....................................................Scottsdale
Brenda L. Hamer.................................................East Valley
Kevin Hamilton.......................................................At-Large
Robert Hamm............................................................. Tucson
Nicholas C. Hancock.............................................Phoenix
Tom W. Hannon.......................................................Phoenix
Lars David Hansen............................................East Valley
Mitchell Evin Harmes...........................................Phoenix
Rebecca Harper......................................................... Tucson
Robert A. Hartman............................................Scottsdale
Charles D. Hastings.........................................West Valley
Chuck A. Heath...................................................Scottsdale
Thomas D. Hegna..............................................East Valley
Bruce C. Heide..........................................................Phoenix
Paul D. Heiser............................................................... Tucson
Shawn Hellebuyck................................................... Tucson
Rob Heller...............................................................East Valley
130
Robert C. Heller........................................................Phoenix
Martin F. Henderson........................................Scottsdale
George O. Henderson...................................West Valley
Cecilia Henriquez Burgess............................East Valley
Hector Hernandez..................................................Phoenix
Honorio Hernandez.............................................At-Large
Zeke M. Herrera............................................................. Yuma
Mark Hess....................................................................Phoenix
Robert Hess...............................................................At-Large
David Hickson...........................................................Phoenix
Wayne Hildebrand............................................Scottsdale
J. David Hill.............................................................Scottsdale
Stacey Himes D’Antonio....................................... Tucson
Melinda Hinkson.....................................................Phoenix
Doug Hoag................................................................... Tucson
Eric G. Holland.....................................................Scottsdale
Regina Holmes....................................................Scottsdale
Karen A. Holt..............................................................Phoenix
Timothy W. Holt..................................................Scottsdale
Donald D. Homsey Sr....................................West Valley
Stephen B. Horrell Jr..............................................Phoenix
Sara R. House.............................................................Phoenix
Thomas Hubbard...............................................East Valley
Thaddeus T. Hubbard......................................East Valley
Brent Huddleston............................................West Valley
Eric L. Hughes............................................................. Tucson
John M. Hunt Jr........................................................Phoenix
Joshua Hyde................................................................ Tucson
I
Juan F. Ibarra................................................................ Tucson
Mojca Sonja Integlia............................................... Tucson
Gretchen Iudiciani.............................................East Valley
J
Elayne M. Jackson..............................................Scottsdale
Samantha Jackson-Kittle...............................Scottsdale
Chester H. Jaehnig............................................East Valley
Julie Jakubek........................................................East Valley
JoEllen E. James.......................................................Phoenix
Clayton M. Janson..................................................Phoenix
Gary D. Jeffers....................................................West Valley
Colby Scott Johnsen............................................... Tucson
Noreen Johnson.....................................................At-Large
Steve Johnson.....................................................East Valley
Mark W. Johnson................................................Scottsdale
Jeremy Chandler Johnson...........................East Valley
Doug A. Jones............................................................. Tucson
Tracy L. Jones.......................................................Scottsdale
Ryan Jones.................................................................... Tucson
George R. Jones..................................................Scottsdale
Larry Sterling Jorgensen...............................East Valley
Jeff B. Junior..........................................................Scottsdale
Membership Roster
K
Brad Kallevig.......................................................West Valley
James G. Kanos........................................................Phoenix
Raymond J. Karlson..........................................Scottsdale
Sam Kasper............................................................East Valley
John C. Keane......................................................Scottsdale
Bob Keeper................................................................At-Large
Lewis M. Kelley Jr.....................................................Phoenix
Christopher S. Kelly.........................................West Valley
Kristi D. Kiernan...................................................East Valley
Alan C. Kifer................................................................Phoenix
Hyun Christopher Kim........................................At-Large
Richard E. Kisthardt.................................................. Tucson
Matthew J. Klandrud........................................East Valley
Michael P. Klein....................................................East Valley
John F. Kluge.........................................................Scottsdale
Yvonne J. Knaack.............................................West Valley
Gregg A. Knudten..............................................Scottsdale
Donna V. Kohlhase............................................East Valley
Stephen M. Kolesar................................................Phoenix
Charles R. Kolesar....................................................Phoenix
Jeffrey C. Kolzow................................................East Valley
Paula M. Koroso..................................................East Valley
Mark S. Koskovich..............................................Scottsdale
Jordan T. Kosnick.....................................................Phoenix
Michael Kosse..........................................................At-Large
Seth J. Krasne.............................................................. Tucson
David Richard Kroll.................................................Phoenix
Laura Kunewa......................................................Scottsdale
Sue Kuraja...............................................................Scottsdale
Adam Kwasman.....................................................At-Large
Daniel A. Kyman......................................................Phoenix
L
Eugene L’Heureux.............................................East Valley
Heather A. Ladd..................................................East Valley
Yuk-Yi Susan Lai-Chan............................................ Tucson
Larry Lambert..........................................................At-Large
Keith A. Lang........................................................East Valley
John William Lang.............................................East Valley
Kurt Larsen.................................................................... Tucson
Mark D. Larson.....................................................Scottsdale
Steven G. Larson.................................................Scottsdale
Tod D. Lashway...................................................Scottsdale
Liz Laster............................................................................ Yuma
Monica J. Lawfield..................................................Phoenix
Sharon Layman...................................................East Valley
Glenn Jordan Leest................................................Phoenix
Kevin J. Leifeld............................................................ Tucson
Nicole L. Lessard.....................................................At-Large
William E. Lewis........................................................Phoenix
Yvonne M. Licano..............................................Scottsdale
Justin B. Limmer........................................................ Tucson
Daniel Lee Lindblad.......................................West Valley
Nina G. Lisk................................................................... Tucson
Sean D. Litsky.............................................................. Tucson
Chris N. Litt..................................................................Phoenix
Beth Lively..............................................................Scottsdale
David A. Livingston.........................................West Valley
Dorothy R. Lockard.........................................West Valley
Dwight E. Loeffler..............................................Scottsdale
Reed Lohrenz................................................................. Yuma
Marvin D. Loos..........................................................Phoenix
Ryan Loynd.................................................................Phoenix
Robert A. Lucca........................................................Phoenix
Cami Lucero..........................................................East Valley
Hilary A. Lyons............................................................ Tucson
M
Joseph A. Mack...................................................East Valley
Arvind Maddur........................................................... Tucson
Jon Magoch................................................................. Tucson
Timothy A. Maiefski........................................West Valley
James A. Maina.......................................................... Tucson
David S. Mann......................................................Scottsdale
Harry E. Markham..............................................Scottsdale
Michael E. Markham........................................Scottsdale
Clarissa C. Marquez.................................................. Tucson
John B. Marshall..................................................Scottsdale
Dino Marsillo..............................................................Phoenix
Lisa M. Martin............................................................Phoenix
John D. Massey III...............................................Scottsdale
Mark J. Matsock........................................................Phoenix
Ronald W. Matthis..............................................East Valley
William Mayfield........................................................ Tucson
Sonja Mazon Rubalcava.....................................Phoenix
Michael R. Mazzella Jr......................................Scottsdale
Connie Jo McAdams.............................................. Tucson
Michael J. McAndrew..........................................At-Large
Debra McBride....................................................Scottsdale
Barry A. McBride......................................................Phoenix
Bruce D. McBride.....................................................Phoenix
Michelle S. McCroskey....................................Scottsdale
Jan A. McDaniel.......................................................Phoenix
Dennis P. McEvoy...................................................... Tucson
Michael James McGowan Jr............................Phoenix
Judd McGraw............................................................Phoenix
William L. McKenzie................................................ Tucson
Douglas H. McMurry........................................East Valley
Stephen R. McNeely................................................ Tucson
Scott D. Mecham Jr...........................................East Valley
Stephen OG Mehr.................................................... Tucson
Paul W. Meier........................................................Scottsdale
Jeanie Merideth......................................................... Tucson
Dennis R. Merideth.................................................. Tucson
David Orson Merrell..............................................Phoenix
Theodore R. Meyer III.......................................Scottsdale
Kevin J. Michaels................................................East Valley
Todd R. Miller........................................................East Valley
Gary J. Miller..........................................................Scottsdale
131
Membership Roster
Ben B. Miller................................................................Phoenix
Deborah Jill Miller..................................................At-Large
Daniel R. Miller..........................................................Phoenix
Steven T. Mindak................................................Scottsdale
Matthew J. Minehart.............................................. Tucson
Paul Moehring...................................................West Valley
Vinod K. Mohindra..........................................West Valley
Henry H. Molder......................................................Phoenix
Michael P. Moloney Sr.....................................Scottsdale
Daniel A. Montoya...................................................... Yuma
David J. Montoya......................................................... Yuma
Joseph A. Morris.................................................East Valley
Robert H. Morrison.........................................West Valley
Adam H. Mosbach.................................................Phoenix
Valerie M. Mowers.................................................At-Large
Darin J. Mundy........................................................... Tucson
N
Verl F. Naber........................................................West Valley
Amber D. Nabity.................................................Scottsdale
Scott A. Nasca............................................................. Tucson
David A. Nash............................................................Phoenix
Yara T. Nash...................................................................... Yuma
Christopher D. Nash.........................................Scottsdale
Amy L. Navarro....................................................East Valley
Carol R. Nees.........................................................Scottsdale
Lawrence H. Neidich............................................... Tucson
Deana M. Nelson....................................................At-Large
Michael Andrew Nemger.............................Scottsdale
Gary K. Nielsen....................................................Scottsdale
Michael L. Nitchen............................................Scottsdale
Joe P. Nix..................................................................East Valley
Jeff Noel.......................................................................... Tucson
Chris Noland.......................................................West Valley
David J. Norgord.................................................Scottsdale
Justin L. Norris............................................................. Tucson
Philip B. Novicki...................................................Scottsdale
John T. Nygren.........................................................At-Large
O
Bryan O’Keefe.......................................................Scottsdale
Jon Robert O’Neal.............................................Scottsdale
Susan G. O’Nele................................................West Valley
Jose Olivares.........................................................East Valley
John L. Olsen........................................................Scottsdale
Anthony Olson........................................................At-Large
Joey M. Ordway..................................................East Valley
Scott L. Overstreet.............................................East Valley
P
Albert R. Palma....................................................East Valley
Sky F. Parker................................................................Phoenix
Linda R. Patent..........................................................Phoenix
Leslie Patterson Jr...................................................Phoenix
132
Norma Paul.................................................................Phoenix
Josh Pelligreen........................................................... Tucson
Gunther Perdomo.............................................Scottsdale
John K. Petrillo.........................................................At-Large
Salvatore V. Petruzzella...................................East Valley
Brendan J. Petty.......................................................Phoenix
Sid G. Pfaff..............................................................East Valley
Douglas B. Phares..............................................Scottsdale
Robert Pico................................................................At-Large
J. Nicholas Pierson.................................................... Tucson
Rodney L. Pigg.....................................................Scottsdale
Phillis S. Pilvinis....................................................Scottsdale
Jesus Pineda..........................................................Scottsdale
Mark M. Pinter......................................................East Valley
James Plemons.......................................................At-Large
Marilyn J. Pope.........................................................Phoenix
Donald W. Poppe...............................................Scottsdale
Steven C. Poppe.................................................Scottsdale
Drew Lucien Porro............................................Scottsdale
Sam Post..................................................................Scottsdale
Murray A. Pruetz......................................................Phoenix
Eric D. Pyles............................................................East Valley
Q
Brock T. Quinn......................................................East Valley
R
Andrew Rafal............................................................At-Large
Lynda M. Ragsdale............................................East Valley
Everett J. Raines................................................West Valley
Kuddusi D. Ramazanoglu.................................... Tucson
Allen R. Rasnake II..................................................... Tucson
Barbara Rathbun....................................................At-Large
Bruce G. Read............................................................Phoenix
Richard V. Redaelli.............................................Scottsdale
James M. Reeves................................................Scottsdale
James Regan........................................................Scottsdale
Delbert L. Reidhead.........................................East Valley
Mindy S. Reyes ..................................................Scottsdale
Phillip C. Richards...................................................Phoenix
Franklin D. Richardson....................................East Valley
Thomas W. Rieck.................................................East Valley
Susan Barbour Riedel......................................Scottsdale
Justin Riedy................................................................Phoenix
Fred Riesgo Jr.............................................................. Tucson
Joseph B. Rinaldo .................................................Phoenix
Thomas I. Rindahl...................................................Phoenix
Marci R. Rios.................................................................... Yuma
Susan Ritchie.............................................................Phoenix
Lynne Mary Roark...................................................Phoenix
Neil E. Robbins..........................................................Phoenix
Jason T. Robinson..................................................... Tucson
Jeffrey R. Rodemeyer.......................................East Valley
Christopher Y Roden.......................................Scottsdale
Membership Roster
Kimberly Rodriguez................................................. Tucson
Randy T. Rondberg................................................At-Large
Tiana Fowler Ronstadt........................................... Tucson
Jeffrey S. Ronstadt.................................................... Tucson
Douglas Roper............................................................ Tucson
Donald F. Rosalez...................................................At-Large
Sherrin L. Rose.....................................................Scottsdale
Melody M. Rose.......................................................Phoenix
Neil W. Rosenblatt..................................................Phoenix
Adam Harrison Roth............................................... Tucson
Allen L. Rothman....................................................Phoenix
Mark P. Rothman................................................Scottsdale
Stephen O. Rothschild.........................................Phoenix
Robby Rowan Jr......................................................... Tucson
Mark E. Rowley....................................................East Valley
Jason R. Rucker....................................................East Valley
Byron Hux Russell..............................................East Valley
Gregory Ryan.......................................................Scottsdale
S
Paul M. Sabol.............................................................Phoenix
Ronald G. Saffer........................................................Phoenix
Richard Frank Saldivar.........................................At-Large
Vincent L. Salvione..........................................West Valley
F. Edward Sandidge Jr..........................................Phoenix
Michael A. Sandoval................................................ Tucson
Francisco M. Sandoval........................................... Tucson
Alan Sapakie.........................................................East Valley
Daniel N. Savard.................................................East Valley
Dennis R. Scalpone.................................................. Tucson
David Schaeffer...................................................Scottsdale
Joseph W. Scheid Jr..........................................Scottsdale
David Schimke........................................................... Tucson
Daniel Schmaltz..................................................Scottsdale
Preston G. Schmidt.........................................West Valley
N. Laine Schoneberger...................................East Valley
Gary M. Schraufnagel...........................................Phoenix
Scott J. Schultz............................................................ Tucson
David Maurice Schuman......................................... Yuma
Mark A. Senseman............................................Scottsdale
David A. Sewell..................................................West Valley
Suzanne L. Shambrook..................................East Valley
Ginger L. Sharp........................................................... Tucson
Andrew M. Shaw................................................Scottsdale
Jon C. Shawl..........................................................Scottsdale
Bryan J. Sheets.....................................................Scottsdale
Bryan Shisler.........................................................Scottsdale
Dan Shkapich.......................................................Scottsdale
Thomas C. Shultz....................................................Phoenix
Gerald D. Simcox................................................Scottsdale
Nelson N. Simon...............................................West Valley
Gary Sirota...................................................................Phoenix
David J. Slepak.....................................................Scottsdale
Glen T. Smart................................................................ Tucson
Gary L. Smith ................................................................ Yuma
Raymond F. Smith.............................................Scottsdale
Gordon M. Smith....................................................... Tucson
Ottis H. Smith............................................................Phoenix
Fred F. Smith.......................................................West Valley
Laverne W. Smith....................................................Phoenix
Philip L. Solinsky........................................................ Tucson
Mark Sollomi.........................................................Scottsdale
Donald J. Sonier.......................................................Phoenix
Devin Sothan.......................................................Scottsdale
Ginny Sparks.........................................................Scottsdale
Dwight A. Spence..................................................Phoenix
Vasilios Speros.....................................................Scottsdale
Brian Springberg....................................................At-Large
Scott C. Squires...................................................Scottsdale
Wesley W. Stahler....................................................Phoenix
Jill Steigleman......................................................East Valley
Brett Stein...................................................................... Tucson
Michele Stephens...................................................Phoenix
Daryl S. Stern............................................................At-Large
Timothy J. Stilb........................................................... Tucson
Kelli J. Stiles............................................................Scottsdale
Doyle W. Stokes.......................................................... Tucson
Michael J. Strati........................................................Phoenix
Vern Swegle..........................................................Scottsdale
Sheila L. Switzer.......................................................Phoenix
T
Roy M. Tadlock Jr................................................Scottsdale
Chris M. Tanjuaquio................................................. Tucson
Tom A. Tatro................................................................. Tucson
Cie Taylor.................................................................East Valley
Kenneth W. Taylor..............................................Scottsdale
Steven A. Thomas............................................West Valley
Theodore J. Thompson.......................................Phoenix
William E. Tiani..........................................................Phoenix
Darlene J. Tillman...............................................East Valley
James M. Tisdale.................................................East Valley
Daniel P. Toal................................................................ Tucson
Edward M. Tobin.................................................East Valley
Andrew D. Tomlinson..........................................At-Large
Reymundo Jimenez Torres..........................Scottsdale
Steven D. Touche...................................................... Tucson
Christopher M. Tousley...................................Scottsdale
Reed P. Trautman................................................Scottsdale
Cathy Trent.................................................................At-Large
George Trucksess...............................................Scottsdale
Jason A. Trujillo....................................................East Valley
Charles A. Tucker................................................Scottsdale
U
Martin Lee Uhlhorn..........................................East Valley
W. Andrew Unkefer.........................................West Valley
Bruce Henry Usher............................................Scottsdale
133
Membership Roster
V
Gilbert Valadez.........................................................Phoenix
Daniel Scot Valentine......................................Scottsdale
Timothy T. Van Houten........................................Phoenix
Rhonda Vanderslice..........................................East Valley
Chastity Vaughan...................................................... Tucson
Anil B. Vazirani......................................................Scottsdale
Meg R. Vecchi............................................................Phoenix
Maria A. Velez.............................................................. Tucson
Neville M. Verster................................................Scottsdale
Robert E. Vest III...................................................Scottsdale
Thomas R. Vetrano................................................... Tucson
D. Winston Vineyard.........................................Scottsdale
Trey Vineyard........................................................Scottsdale
Scarlett R. Vogel-Ham............................................ Tucson
Dharmesh V. Vora...............................................Scottsdale
W
Katherine M. Wagner...........................................At-Large
Paul Walker................................................................... Tucson
Errol W. Wall...............................................................At-Large
James Darren Wallace.....................................Scottsdale
Jack H. Watkins..................................................West Valley
William David Weiner...........................................Phoenix
Michael Kent Welborn.........................................Phoenix
Guy A. Welsh................................................................ Tucson
Robert J. Wernecke...........................................Scottsdale
Carin Roberta Whitehurst..................................Phoenix
Paul Wickham...........................................................Phoenix
Steve R. Willan......................................................East Valley
Bill D. Williams...........................................................Phoenix
Beah Williams.............................................................. Tucson
Cliff F. Wilson.........................................................East Valley
Debbie Wiltse.......................................................East Valley
Chad Wing..................................................................Phoenix
Sam S. Winter.......................................................East Valley
Scott Winter..............................................................At-Large
Rich Winters..........................................................East Valley
134
William J. Wise......................................................East Valley
Pamela Wise................................................................. Tucson
Daniel B. Wisniewski.........................................East Valley
Guy R. Wolf.............................................................East Valley
Katie Wolfe..................................................................Phoenix
Peter Wood............................................................East Valley
Mark H. Woods....................................................Scottsdale
Matthew C. Word.............................................West Valley
Darren J. Wright..................................................Scottsdale
Richard Michael Wright.................................Scottsdale
Nathan Wright..........................................................Phoenix
John R. Wrobel.....................................................Scottsdale
Y
Victor Yates............................................................Scottsdale
Ginger E. Yazak.........................................................At-Large
Ben W. Young.............................................................. Tucson
Z
Jeanie M Zaporowski....................................West Valley
Margaret M. Zaring.................................................. Tucson
Thomas V. Zavagli..............................................East Valley
Kenny Ziegler.......................................................East Valley
Alan Thomas Zorne...............................................Phoenix
Company
Alphabetized Section
135
Company Member Roster
Independents
Adams, Ronald P.
Adamson, Scott
Alspaugh, Jack
Amenda, Douglas
Anderson, Gregory M.
Anderson, Westley
Aspegren, Lyle R.
Babcock, Dwight
Bagnall, Mark W.
Baker, Gregory
Barbanell, Jeffrey S.
Barry, Thomas W.
Bau, Annette
Bean, Ann M.
Becerra, Karol
Beck, Myles
Bell, Kristi
Bell, Ward
Bennett, Jim L.
Bicket, Rich
Bilger, Jr, Walter
Biro, Jeffrey J.
Black, Roland
Blaker, Alan M.
Blau, Ronald
Boals, Maryglenn
Bolwar, D. Andy, Jr.
Bopp, Paul
Borst, Raymond
Bradford, Tom
Bress, Allen
Brooking, John J.
Brown, James, Jr.
Bryant, Robert A.
Carlson, Stephen
Carlson, Susan
Carter, Jeffrey
Casella, Thomas L.
Ceasor, Marilyn
Chesebrough, Patricia A.
Chipman, Monica
Chittenden, Dale L.
Chittenden, David
Clarke, J. Brandon
Clary, James
Clemente, Sharon
Coking, William G.
Cox, Christopher
Dahlen, Justin
Daley, Mary
Dattner, Alvin L.
Davis, Jerlynne
Dawson, Haydee
Del Re, Monica
DeMarie, Debra
Deo, Lyle
Doughty, Jan
Downhour, Richard
Eagleston, Gerald
Ekman, Allen
Farkash, Howard
136
Faye, Dianne
Felix, Tony C.
Fendley, Gregg
Ford, Jodi
Frisby, Maria
Fromm, Nancy
Fuhrman, Lisa R.
Fullerton, Stephanie
Gale, Howard T.
Gaylor, Rebecca
Gietl, Jeffrey
Goldberg, Bert H.
Gould, William R.
Greenberg, Brian
Griffen, Margaret Anne
Griffin, Terrie
Grimco, Kathryn
Hancock, Nicholas
Harper, Rebecca
Heide, Bruce
Hill, J. David
Himes, D’Antonio Stacey
Hoffman, Steven
Holt, Timothy W.
House, Sara
Hughes, Eric
Hyde, Joshua
Integlia, Mojca
Irwin, Roy N.
Jackson, Elayne
Johnson, Noreen
Jones, Tracy L.
Jorgensen, Larry
Junior, Jeffrey B.
Keeper, Bob
Kifer, Alen
Kim,Hyun
Kirby, Roxsann
Klein, Michael
Kyman, Daniel
Lambert, Larry
Lawfield, Monica
Lewis, William
Limmer, Justin
Lindblad, Daniel L.
Lohrenz, Reed
Loos, Marvin
L’Hureux, Eugene L.
Magoch, Jon
Maina, James
Mann, David S.
Markham, Michael E.
Marquez, Clarissa
Marsillo, Dino
Martin, Lisa
Matsock, Mark
Mayfield, William
Mazella, Michael, Jr.
Mazzella, Jr., Michael R.
McBride, Debra
McGowan, Michael, Jr.
McKenzie, William
McMurry, Douglas H.
McNeely, Stephen
Merideth, Jeanie
Meyer, Theodore R., III
Michaels, Kevin J.
Miller, Dan
Miller, Todd R.
Moloney, Sr. , Michael P.
Naber, Verl F.
Nitchen, Michael L.
Nix, Joe P., Jr.
Olsen, John
Palma, Albert R.
Parker, Sky
Patent, Linda
Pfaff, Sid G.
Pilvinis, Phillis S.
Poppe, Steven C.
Post, Sam
Raines, Everett J.
Rathbun, Barbara
Regan, James
Richardson, Franklin D.
Rieck, Thomas W.
Ritchie, Susan
Roark, Lynne
Ronstadt, Jeffrey
Rosenblatt, Neil
Rothman, Allen
Rothschild, Stephen
Sabol, Paul
Saffer, Ronald
Savard, Daniel
Schaeffer, David
Schimke, David
Schultz, Scott
Simon, Nelson N.
Smart, Glen
Smith, Jonathan A.
Smith, Laverne
Smith, Raymond
Solinsky, Philip
Sonier, Donald
Souders, David H.
Sparks, Ginny
Stephens, Michelle
Stilb, Timothy
Stubbs, Bruce
Swegle, Vern
Switzer, Sheila
Switzer, Sheila
Talamonte, Jaime R.
Taylor, Dorothy C.
Taylor, Kenneth W.
Thompson, Theodore
Tillman, Darlene J.
Toal, Daniel
Tomlinson, Andrew D.
Touche, Steven
Trucksess, George
Uhlhorn, Martin
Unkefer, W.Andrew
Van Houten, Timothy
Vazirani, Anil
Verster, Neville M.
Vetrano, Thomas
Vineyard, Trey
Webber, Tracey
Weiner, William David
Williams, Bill
Wolf, Guy R.
Wright, Nathan
Yazak, Ginger E.
Ziegler, Kenny
AAA Arizona
Wall, Eric
AFLAC
Rodriguez, Kimberly
Rose, Melody
AIG/American General
Sapakie, Alan
Allstate
Albanese, Anthony
Cooper, Steve
Craver, Larry D.
Jukubek, Julie
Roth, Adam
American Family
Barker, Michael
Beckus, Paul
Chernek, James
Gary Schraufnagel
Hamm, Robert
Morrison, Bob
Navarro, Amy L.
O’Nele, Susan G.
Pelligreen, Josh
Roden, Christopher, Y.
Salvione, Vincent L.
Shisler, Bryan
Tisdale, James
Vineyard, D. Winston
Willan, Steve
Wisniewski, Daniel
American National Ins.
Barteau, Stephen B.
Bentley, Barbara A.
Campasano, Ralph
Hansen, Lars D.
Heath, Chuck
O’Neal, Jon
Poppe, Donald W.
Squires, Scott
Wilson, Cliff F.
Wood, Peter
Woods, Mark
Allen, Byron
Ayers, Donald
Country Insurance &
Financial Services
Anstett, Daniel
Wrobel, John
Bennett, Scott
Brettrager, Diana
Derrico, Mark
Fuentes, Danny
Guida, Michael
Gurton, Christopher
Guzman-Kesick, Heather
Halliday, Michael
Kisthardt, Richard
Massey, III, John
Nasca, Scott
Neidich, Lawrence
Pinter, Mark M.
Reyes, Mindy S.
Word, Matthew C.
Dzurinko, Andrew G.
Eibeck, Michael E.
Ryan, George M.
Speros, Vasilios
Ameriprise Financial Services
Darwin, Dewey
Livingston, David A.
Amerus Life
Rasnake, Allen
Vaughan, Chastity
AXA Advisors, LLC
Gootter, Joseph
Riesgo, Fred
Babb, William F.
Bankers Life & Casualty Co.
Markham, Harry E.
Regan, James
Vineyard, Trey
Baker, Dutch
Gould, William
B-On The Obvioous
Wagner, Katherine
Burden, Raymond
Pyles, Eric
Rucker, Jason R.
Poppe, Steven C.
ECA Financial Services
Wernecke, Robert J.
Adams, Luke
Bibich,Jay R.
Burrows, William
Fairbanks, Lisa R.
Goucher, Stephen R.
Hastings, Charles D.
Hoag, Doug
Johnsen, Colby
Kallevig, Brad
Laster, Liz
Lockard, Dorothy R.
Mecham, Scott, Jr.
Mundy, Darin
Naber, Verl F.
Phares, Douglas B.
Rowe, George J.
Schaal, Nicole
Sewell, David A.
Steigleman, Jill
Tousley, Christopher M.
Vanderslice, Rhonda
Wright, Richard M.
CFG Benefits, Inc.
Coyne, John
Durkin, Chris
Conseco Variable Ins. Co.
Dubes, Michael
137
Aguirre, Delia
Anastos, Michael
Claytor, William
Cohen, Chelsea
Couch, JR
Davis, Gary A.
Elsten, Chaz
Flores, Paul A.
Hellebuyck, Sean
Kelly, Christopher S.
Plemons, James
Schuman, David M., LUTCF. CLU
Tadlock, Roy M.
Tobin, Edward
Winters, Rich
Wise, William J.
FDG Financial Design Group
IPG (Independent Planners Grp)
Midland National Life
Jackson National Life
Minnesota Life/
Minnesota Mutual
Carlson, Susan
Kelley, Lewis
Gagliano, Mark P.
Knights of Columbus
Del Villar, Daniel
Raso, Nathan
Lafayette Life
Petruzella, Salvatore V.
Liberty Mutual
Apack, Bianca
Beaty, Jonathan
Kosse, Michael
Mowers, Valerie
Rodriguez, Victor A.
Winter, Scott
Redaelli, Richard
Wickham, Paul
Rinaldo, Joseph B.
Ferrin, Dan D.
Riedel, Susan
Reidhead, Delbert
Montoya Group
Green, Carmen T.
Montoya, David J., LUTCF
Mutual of Omaha
Crerand, Constance M.
Crerand, Joseph E.
LifeBrokers
First Command Financial Services
Mosbach, Adam
Ceschin, Dan
Corley, Patrick
Erickson, Richard
Harmes, Mitchell
McAdams, Connie
Petty, Brendan
Sandoval, Michael
Whitehurst, Carin
Wolfe, Katie
Futurity First Ins. Group
Lovitt & Touche
Genworth Life Insurance
M.A.S. Group
New England Financial
Guardian
Mass Mutual
Gary L. Smith. CLU, ChFC, LUTCF
Franks, David
Shultz, Thomas
Devereaux, Barbara G.
Berger, W Craig
Davis, Clinton
Driscoll, John M.
Litt, Chris
Mwansa, Regeanna
Scalpone, Dennis
Shawl, Jon C.
Stern, Daryl S., LUTCF
Horace Mann
Edman, Steven J.
HUMANA Marketpoint
Holt, Karen
Lessard, Nicole
Brase, Stanley
Vora, Dharmesh
InSphere Insurance Solutions
Hess, Robert
138
Valentine, Daniel S.
Burr, Brad
Rosalez, Donald
Child, Darcy L.
Colbert, Michael
Dollarhide, Jeffrey C.
Duffy, Vlasta
Garcia, Michael A.
Gomez, Ricardo
Horrell, Jr, Stephen
Kroll, David R.
Kuraja, Sue
McBride, Bruce
Sandidge, Jr, F Edward
Scheid, Joseph
Sollomi, Mark
Vecchi, Meg
Wright, Darren J.
MetLife
Heller, Rob
Hickson, David
Merideth, Dennis
Rose, Melody
Thomas, Michael
Tiani, William
Walker, Paul
Youdelman, Frank
Zaring, Margaret
Rondberg, Randy
Dawson, Haydee
Senseman, Mark A.
New York Life
Antelo, Omar
Apger, Thomas
Bakshi, Supriya
Barra, Jeff
Bearden, David
Ben-Dov, Ronen
Benson, Mathew
Bobo, Jack
Braden, Marc
Brekan, Joseph R.
Brinton Jr., Dilworth
Buzzard, Bryan T.
Cacioppo, Robert
Campbell, Robert
Carreon, Marcus
Chan, Peter
Cipolletti, Michael
Cook, Barry A.
Cornidez, Jesus
De La RamBelje, Peter
Diaz, Jr., Edward
Dierken, Thomas
Ellyson, Aaron
Emich, Matthew
Feldman, Wendy L.
Fort, Richard
Frank, Bruce J.
Gibson, W.
Glass, John
Goodman, Dean R.
Hall, Carrie
Hartman, Robert A.
Hegna, Thomas D.
Henderson, Martin F.
Hernandez, Hector
Hildebrand, Wayne H.
Ibarra, Juan
Jackson-Kittle, Samantha
Jones, Ryan
Kambanos, James
Karlson, Raymond J.
Keane, John C.
Kluge, John F.
Koskovich, Mark
Krasne, Seth
Lai-Chan, Yuk-Yi Susan
Leifeld, Kevin
Litsky, Sean
Loeffler, Dwight E.
Miller, Gary J.
Mindak, Steven T.
Minehart, Matthew
Molder, Henry
Nash, Chris D.
Nash, David
Nash, Yara T.
Nemger, Michael A.
Nielsen, Gary K.
Norgord, David J.
Norris, Justin
O’Keefe, Bryan
Paul, Norma
Pineda, Jesus
Porro, Drew Lucien
Pruetz, Murray
Ramazanoglu, Kuddusi
Reeves, James
Rios, Marci R.
Roper, Douglas
Rose, Sherrin L.
Rothman, Mark P.
Rowley, Mark E.
Simcox, Gerald D.
Smith, Gordon
Stiles, Kelli
Trautman, Reed P.
Tucker, Charles A.
Usher, Bruce H.
Velez, Maria
Vest III, Robert L.
Vogel-Ham, Scarlett
Wallace, James
Welsh, Guy
Wise, Pamela
Yates, Victor
Young, Ben
North American Life
Fisher, Archie
Northwestern Mutual
Beyer, Richard W.
Bivens, Michael
Brutton, Dustin
Chatham, Tyler
Clinch, A. Nicole
Dembow, Max
Erst, Dan
Fagan, Jonathan
Fenn, Brian
Hubbard, Thaddeus
Hubbard, Thomas
Hunt, John
Jones, Doug
Kasper, Sam
Kosnick, Jordan
Loynd, Ryan
Maddur, Arvind
Mathis, Ronald
McEvoy, Dennis
Merrill, David
Miller, Ben
Morris, Joseph A.
Patterson, Lee
Pierson, J.
Robbins, Neil
Robinson, Jason
Stein, Brett
Strati, Michael
Tanjuaquio, Chris
Welborn, Michael
Wing, Chad
Bonnett, Mark
Richards, Phillip
PennMutual Life Ins. Co.
Allen, Ashley
Lashway, Tod D.
PFG Marketing Group
Ford, D. Michael
Ford, Paul
Watkins, Jack H.
Phocus FSG
Evans, Lee
Janson, Clayton
Holland, Eric
Pigg, Rodney L.
Abbate, Michael
Castellani, Robert
Lucca, Robert
Trujillo, Jason A.
Protective Life
Heller, Robert C.
Danoff, Troy
Greenberg, Fred
Pope, Marilyn J.
Riedy, Justin
Sirota, Gary
Torres, Reymundo J.
Valadez, Gilbert
Weiner, W. David
Jackson, Elayne
Post, Sam
Overstreet, Scott L.
Lively, Beth
Nees, Carol
Senior LifeStyle Solutions
Petrillo, John
Cassidy, William
Craddock, Scott P.
Hinkson, Melinda
Kolesar, Charles
Kolesar, Stephen
Leest, Glenn
Spence, Dwight
McAndrew, Michael J.
Nygren, John R.
Springberg, Brian
Nabity, Amber
139
State Farm
Aguilar-Woertz, Judy P.
Ahluwalia, Daniel K.
Alvarez, Carmelo
Anderson, Kristin
Anderson, Mark
Bartusch, Melissa
Beardshear, Scott
Bockler, Nancy
Braegelmann, Michael
Carillo, Andy T.
Cunningham, Kevin
Estes, Joy T.
Fernandez, Lupita
Figueroa, Katie
Fillman, Sharon
Ford, Vandy
Hagberg, Donald
Heiser, Paul
Henriquez-Burgess, Cecilia
Herrera, Zeke M.
Hess, Mark
Holmes, Regina R.
Iudiciani, Gretchen
James, JoEllen
Jasper, Jennifer
Johnson, Jeremy
Johnson, Steven M.
Kiernan, Kristi D.
Kohlhase, Donna
Kunewa, Laura
Ladd, Heather
Lang, John
Larsen, Kurt
Lisk, Nina
Lucero, Cami
McCroskey, Michelle
McDaniel, Jan
McDermid, Aaron
McGraw, Judd
Miller, Deborah J.
Nelson, Deana M.
Noel, Jeff
Noland, Chris
Ordway, Joey
Perdomo, Gunther
Pico, Robert
Quinn, Brock
Rowan, Robby
Shambrook, Suzanne
Shkapich, Dan
Slepak, David
Sothan, Devin
Stahler, Wesley
Stokes, Doyle
Summ, Shauna
140
Tatro, Tom
Taylor, Cie
Torres, Severiano
Trent, Cathy, CLU, ChFC
Wayne Barress
Wiltse, Debbie
Winter, Sam S.
Trajan Insurance & Wealth
Services
Union Central
Escarcega, David
Strategic Insurance
Hernandez, Honorio
Olson, Anthony
Rafal, Andrew
Mack, Joseph A.
Schoneberger, N. Laine
Sun Cornerstone Group
McBride, Barry
Regan, James
The Thomas Group
Elms, Tom
Aussprung, Rick
Brooks, Brian
Buchanan, Patric
Christiansen, John B.
Hamer, Brenda L.
Jaehnig, Chet
Johnson, Mark W.
Klanrud, Matthew
Knudten, Gregg A.
Kolzow, Jeffrey C.
Kreuger, Clark A.
Larson, Mark D.
Larson, Steven
Meier, Paul W.
Novicki, Phillip B.
Rodemeyer, Jeffrey R.
Schmaltz, Daniel
Shaw, Andrew M.
Smith, Ottis
Sparks, Brandon K.
Junior, Jeffrey B.
Transamerica Life
Marshall, John
Michael McGowan
Ham, Dennis M.
UNUM
Key, Grigore
INDUSTRY ASSOCIATION
ADDRESSES AND
TELEPHONE NUMBERS
AMERICAN COUNCIL OF LIFE INSURERS (ACLI)
101 Constitution Ave., N.W.
Washington, D.C. 20001
www.acli.org
SOCIETY OF FINANCIAL SERVICE PROFESSIONALS
17 Campus Blvd., #201
Newtown Square, PA 19073
www.financialpro.org
(202) 624-2000
(610) 526-2500
ASSOCIATION FOR ADVANCED LIFE UNDERWRITING (AALU)
2901 Telestar Court
Falls Church, VA 22042
(703) 641-9400
www.aalu.org
GAMA INTERNATIONAL
2901 Telestar Court
www.gamaweb.com
LIMRA INTERNATIONAL
P.O. Box 208
Hartford, CT 06141
www.limra.com
MILLION DOLLAR ROUND TABLE (MDRT)
325 W. Touhy
Park Ridge, IL 60068
www.mdrt.org
NAIFA POLITICAL ACTION COMMITTEE (NAIFAPAC)
2901 Telestar Court
www.naifa.org/advocacy/ifapac
(703) 770-8184
(860) 285-7789
(847) 692-6378
(703) 770-8152
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA)
2901 Telestar Court
(703) 770-8100
www.naifa.org
THE AMERICAN COLLEGE / LUTC
270 Bryn Mawr Avenue
Bryn Mawr, PA 19010
www.amercoll.edu
(610) 526-1000
141
142
Index of Advertisers
AIM Marketing ......................................................................................................... 55
American Savings Life .................................................................................... 38-39
APPS of Tucson......................................................................................................... 92
Arizona Benefits Plans .......................................................................................... 41
Best Glass .................................................................................................................. 42
Black, Gould & Associates .................................................... Outside Back Cover
Blue Cross Blue Shield of Arizona...................................................................... 50
Brokerage Professionals ..........................................................Inside Front Cover
Cambridge Financial Services ............................................................................ 51
Clary Executive Benefits ....................................................................................... 49
Country Insurance & Financial Services.......................................................... 40
Ernest J. Jones Associates .................................................................................... 54
Fred Astaire Dance ................................................................................................. 47
Griffin Capital ........................................................................................................... 52
Guardian / John Driscoll & Co ............................................... Inside Back Cover
Highland Capital Brokerage Southwest ......................................................... 45
LILI / Judy Aguilar-Woertz ................................................................................... 33
Mass Mutual - Arizona .......................................................................................... 43
Mutual of Omaha ............................................................................................... 4, 53
PFG Marketing Group ........................................................................................... 48
Premier Documents .............................................................................................. 46
Reiff Imagery ............................................................................................................ 17
Sheila Switzer & Associates / ExamOne ........................................................ 144
SightCare ................................................................................................................... 44
State Farm ................................................................................................................ 62
Sun Cornerstone Group ...................................................................................... 55
Unkefer & Associates ............................................................................................. 54
143
Sheila Switzer and Associates
e o
xam ne
Leading the Industry with Precision,
Professionalism and Personality
Choose Experience
Over 470 combined years of experience and counting!
• All Services Mobile
• 100% Approved Worldwide
• Highest Level of Technology
• Online Ordering
Automatic Email Status
Web Ordering and Tracking
• Family Owned and Operated
• Satellite Offices throughout the State
• Still Growing for a Reason
144
We Have Two Locations
STATEWIDE
PHOENIX
7227 N. 16 St., Suite 150
Phoenix, Az 85020
(602) 867-0227
Fax (602) 482-1516
•
TUCSON
1860 E. River Rd., Ste. 110
Tucson, AZ 85718
(520) 529-3926
Fax (520) 615-3926
Email sheila@examonearizona.com
www.phoenix.examone.com
Earned Trust.
Proven Experience.
Work with a leader. Work with us. You spend every day helping people… Let us help you, with:  Industry‐leading Life and D.I. products  Competitive pricing  High industry ratings1  Exemplary financial strength2  Rich commission payouts John Driscoll & Company, Inc. 5080 N. 40th Street, Suite 400, Phoenix, AZ 85018 Fax 602.957.0566  www.JDriscollCo.com 602.957.7155 or 800.354.3778 John Driscoll & Company, Inc. is an independent agency authorized to offer products of The Guardian Life Insurance Company of America (Guardian) and its
subsidiaries, and is not an affiliate or subsidiary of Guardian. The GUARDIAN® Logo is a registered service mark of Guardian, used with permission.
Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian
Life Insurance Company of America (Guardian), New York, NY. Product availability, provisions and features may vary from state to state.
1 Guardian and Berkshire: A.M. Best rated A++. Comdex ranking for Guardian: 98; for Berkshire: 100. Comdex ranking per VitalSigns, June 2014. Comdex is a
composite of all ratings that a company has received from the major rating agencies. Comdex percentile ranks the companies on a scale of 1 to 100 (with 100 being
the best).
2 Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2013 on a statutory basis: Admitted assets = $42.1 Billion;
Liabilities = $37.1 Billion (including $32.7 Billion of Reserves); and Surplus = $5.0 Billion.
Financial information concerning The Berkshire Life Insurance Company of America as of December 31, 2013 on a statutory basis: Admitted assets = $3.5 Billion;
Liabilities = $2.9 Billion (including $0.6 Billion of Reserves); and Surplus = $0.6 Billion.
FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
2014-10002 Exp 7/2016

NAIFA-AZ 2015 Who`s Who

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