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1

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 anyinformation added to, or omitted from, your entry in this directory, and we will try to make appropriatechanges in the next edition.

2016 NAIFA-ARIZONA All rights reserved.

Front Cover: “Agave Country”Artist: Carolyn Schmitz

NAIFA-ArizonaAssociation of Insurance and

Financial AdvisorsFOUNDED 1957

P.O. Box 4728Scottsdale, AZ 85261

480. 661. 6393E-mail: naifa-az@azis.comWebsite: www.naifa-az.org

Price:

Member $50.00

Non-member $125.00

MembershipDirectory2016-2017

2

MISSIONSTATEMENT

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.

N A I F A - A R I Z O N A

3

110 Acronyms

151 Advertisers Index

29-51 Advertisers Section

143-148 Alpha Company Roster

135-142 Alpha Membership Roster

18 APIC

20-21 IFAPAC-Arizona

150 Industry Addresses

6-7 NAIFA-Arizona Leadership

10 NAIFA-Arizona Past Presidents

17 NAIFA Quality Award Winners

8 Sentinel Program

NAIFA-Arizona Local Associations 53-56 Arizona At-Large

59-66 East Valley

69-76 Phoenix

79-88 Scottsdale

91-97 Tucson

101-104 West Valley

107-109 Yuma

5 President’s Letter

111-134 Event Photos

Capitol Hill Day

Continuing Education

Poker Tournament

Softball Tournament

26 Licensing & On-Line Continuing Education Material

105 NAIFA-Arizona Community Service: “Angel Mamas”

27 NAIFA-Arizona Website

12-13 NAIFA-Arizona Advisors of the Year

57, 77 NAIFA LUTCF

149 NAIFA Professional Liability Insurance Program

14-16 Leadership in Life Institute

22-24 Arizona Legislators

2 Mission Statement

19 NAIFA-Arizona Legislative Report

table of contents

4

The Tucson General Office is proud to congratulate and support

Seth Krasne,LUTCF,CLTC NAIFA-ARIZONA President 2016-2017 New York Life Insurance Company Tucson General Office One South Church Avenue Suite 2200 Tucson, Arizona 85701 520-620-5300  

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Association of Insurance & Financial AdvisorsP.O. Box 4728, Scottsdale, Arizona 85261, Phone 480.661.6393, Fax 480.661.6743Website: www.naifa-az.org, E-mail: naifa-az@azis.com

2016-2017 OFFICERSPresident SETH KRASNE, LUTCF, CLTC Tucson

President-Elect JUDY AGUILAR-WOERTZ, LUTCF, ChFC East Valley

Vice President MICHAEL P. KLEIN, CFP, MBA East Valley

Secretary DAVID R. KROLL, CLU, ChFC Tucson

Treasurer MICHAEL A. SANDOVAL, CLU, ChFC At Large

National Committee Chair JIM BENNETT, LUTCF West Valley

Immediate Past President MIKE FORD West Valley

Executive Vice President PATRICIA A. CHESEBROUGH, CAE

2016-2017DIRECTORS

CARMELO ALVAREZ, CLU, ChFC, CLF East Valley

DIANA BRETTRAGER, CIC, FSS, LUTCF Tucson

TRACY L. JONES Scottsdale

DAVID A. SEWELL West Valley

2016-2017LOCAL ASSOCIATION PRESIDENTS SETH KRASNE, LUTCF, CLTC Tucson

HEATHER GUZMAN, ChFC, LUTCF East Valley

BARRY McBRIDE, CLU, AEP Phoenix

MICHAEL L. NITCHEN, LUTCF, CLTC, FSS Scottsdale

CHAZ ELSTEN Tucson

PAUL FORD West Valley

REED LOHRENZ Yuma

Dear NAIFA-AZ Members:

First and foremost, thank you for your support and continued membership. Your dedication to your clients, your communities, your industry, and your families is truly what makes this country great. Strong values and dedication is what makes you (our members) stand out in this industry. These character traits are those of not just leaders, but those of good quality people. As such, it is no wonder that I have gained mentors and life-long friends as a result of my involvement with NAIFA.

To recap the past year, I feel it was a continued success. NAIFA-AZ has been on a positive path for several consecutive years now. We achieved Bobo Award status again, and saw positive growth in 4 of our 6 Local Associations. There were also several great community service works completed. All of this was accomplished in an extremely trying time for our Association.

We are in the midst of some major hardships. Legislatively, we continue to deal with the DOL Rule, and the Affordable Care Act. Nationally, we were hit with decreasing numbers, due to a failed pilot program and industry attrition. Locally, the fallout from those hit us too. In spite of all this, NAIFA-AZ continues to step up to the challenge.

Moving forward, I am asking you all to continue to step up. We cannot rest or look back, for if we do, the momentum will be lost. There are many more challenges ahead that look to derail us from our path. Some of these challenges may even be beyond our control. We must do what we are able, and fight to leave things in a better place than we found them. We all need to work harder and smarter to overcome them. I implore you all to do a little more. Many hands lighten the load. Go out and give back! Serve on your local boards and committees. Mentor new colleagues, bring them to events, and urge them to join us. That is the character I mentioned earlier. That is what makes us stand out. That is what makes us successful. Our mission will always be an uphill battle. NAIFA-AZ continues to charge up that hill!

Wishing you all a wonderful and successful year,

Proud to serve,

Seth Krasne, LUTCF,CLTCNAIFA-AZ President

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6

Seth Krasne, LUTCF, CLTC - President(520) 620-5314skrasne@ft.newyorklife.com

Judy Aguilar-Woertz, LUTCF, ChFC - President Elect(480) 598-0544judy@judywoertz.net

Michael P. Klein, CFP, MBA - Vice President(480) 981-1333mike@kleinfinancialllc.com

Mike Ford - Immediate Past President(602) 944-2220 Ext. 104mford@pfg-inc.com

David R. Kroll, CLU, ChFC - Secretary(480) 538-2964dkroll@financialguide.com

Michael A. Sandoval, CLU, ChFC - Treasurer(520) 572-1156sandowow@comcast.net

Jim L. Bennett, LUTCF - National Committee Chair (623) 979-4140jim@jimbennettinsurance.com

Patricia A. Chesebrough, CAEExecutive Vice President (480) 661-6393 naifa-az@azis.com

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NAIFA-Arizona Board2016-2017

OFFICERSPresident Seth J. Krasne, LUTCF, CLTCPresident-Elect Judy Aguilar-Woertz, CLU, ChFC Vice President Michael P. Klein, CFP, MBA Immediate Past President D. Michael Ford Secretary David R. Kroll, CLU, ChFCTreasurer Michael A. Sandoval, CLU, ChFC National Committee Chair Jim L. Bennett, LUTCF

EXECUTIVE VICE PRESIDENTPatricia A. Chesebrough, CAE P.O. Box 4728, Scottsdale, Arizona 85261 Telephone: (480) 661-6393 E-mail: naifa-az@azis.com Website: www.naifa-az.org

DIRECTORSDiana Brettrager, CIC, FSS, LUTCFTracy L. JonesDavid A. SewellPhilip L. Solinsky, LUTCF

COMMITTEE CHAIRSMembership ...................................................................... Judy Aguilar-Woertz, CLU, ChFCMembership Accountability Chair ............................................Michael Sandoval, CLU, ChFCSCHIC / LURN ................................................................................ Harry Markham, LUTCFCommunity Service/Softball Event/Public Relations ......................................David A. Sewell YAT ............................................................................................. David R. Kroll, CLU, ChFCLILI /LUTC/Programs ...................................................................................David A. Sewell IFAPAC-Arizona ................................................................................ Jim L. Bennett, LUTCFAPIC ........................................................................................ Michael P. Klein, CFP, MBAProfessional Development/CE ............................................Diana Brettrager, CIC, FSS, LUTCFGovernment Relations/Health ........................................................................ Tracy L. JonesBusiness Practices..................................................................... Seth J. Krasne, LUTCF, CLTC

8

Aguilar-Woetz, JudyFord, MikeJones, Tracy

To become a Sentinel Member, call 480-661-6393Disclaimer - 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.

Lashway, TodWernecke, Robert

NAIFA-AZ Says “Thank You” to its Sentinel 2015-2016 Members

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. 

N A I F A - A R I Z O N A

sentinel program

Premiere Sentinel Members

Brooking, JohnHegna, TomSolinsky, Phil

Sentinel Members

Platinum Sentinel MembersBobo, Jack E.Kroll, Dave

Dzurinko, AndyKrasne, Seth

Loeffler, DwightMcBride, Barry

Elite Sentinel Members

9

__________

Jim L. Bennett, LUTCF

NAIFA Political Action Subcommittee__________

Robert J. Wernecke, CLU

Life Trustee of the American CollegeMember, American College Executive Committee__________

Tod D. Lashway, CLU, ChFC, LUTCF

Arizona Guaranty Fund (Life. Disability) Chair__________

Cliff F. Wilson, CLU, ChFC

Chair, LIFE Happens Board__________

Tracy L. Jones

NAIFA APIC Committee__________

Michael P. Klein, CFP, MBA

NAIFA Health Working Group__________

Patricia A. Chesebrough, CAE

Executive LiaisonNAIFA IFAPAC Committee

Leading By Example

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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

NAIFA-ARIZONA Past Presidents“Leadership is about making others better as a result of your presence

and making sure that impact lasts in your absence.” Unknown

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

2010-11 David A. Sewell

2011-12 Diana Brettrager, CIC, FSS, LUTCF

2012-13 David R. Kroll, CLU, ChFC, LUTCF

2013-14 Tracy L. Jones

2014-15 Michael A. Sandoval, CLU, ChFC

2015-16 D. Michael Ford

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Robert T. Bishopp, CLUNAIFA-Tucson

NAIFA-Arizona President 1994/95

Lyle Halvorson

NAIFA-Tucson

Marvin PriceNAIFA-Phoenix

Richard Thanig, LUTCF

NAIFA-TucsonNAIFA-Arizona President 2000-01

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

12

ARIZONA

Advisor of the Year— HALL OF FAME MEMBERS —

1979 *Don A. Seeds, CLU 1980 *Tony Ziehler, CLU 1981 *Dilworth C. Brinton, CLU 1982 *Andy Wolf, CLU 1983 Marshall C. Roberts, CLU 1984 *John Van Houten, CLU 1985 *Howard O. Kemper 1986 *Allyn Watkins 1987 Robert J. Wernecke, CLU 1988 John J. Brooking, CFP 1989 Paul M. Sims, CLU 1990 Verle F. Naber, CLU, ChFC 1991 *Joe Ledgerwood 1992 Michael E. Eibeck, CLU, ChFC 1993 Robert C. Dougherty, CLU 1994 Dennis R. Merideth, CLU, ChFC 1995 Marvin D. Loos, CLU 1996 Jack E. Bobo, CLU, FLMI 1997 Seymour Petrovsky, CLU 1998 Tod D. Lashway, CFP, LUTCF 1999 *Robert T. Bishopp, CLU 2000 Cliff F. Wilson, CLU, ChFC 2001 Dwight Loeffler 2002 Jack W. Watson, LUTCF 2003 James G. Shaw, CLU, ChFC 2004 Myles Beck, LUTCF 2005 Douglas H. McMurry, LUTCF 2006 *Douglas F. Taylor, LUTCF 2007 Barry A. Cook, CLU, ChFC 2008 Jim L. Bennett, LUTCF 2009 Barry A. McBride, CLU, AEP 2010 Harry E. Markham, LUTCF, CSA 2011 Philip L. Solinsky, LUTCF 2012 Lars D. Hansen, LUTCF 2013 unavailable 2014 Thomas D. Hegna, CLU, ChFC, CASL 2015 Andrew G. Dzurinko, CLU, ChFC 2016 Diana Brettrager, CIC, FSS, LUTCF

*Deceased

13

2016 Advisor of the YearDiana Brettrager

Diana jumped into the insurance industry by accident in August 1984 – Literally – the funding for the University of Illinois Community Outreach program ended and Diana needed to find employment elsewhere. She talked with her insurance agent about a “temporary” job and before she knew it she was hooked. In October 1984 Diana was in a very serious car accident that left her unable to work for 8 months. The agent she had been working with wanted her back and the rest is history. Diana was an licensed assistant for an agent with COUNTRY Financial in Illinois for 11 years before she moved to Arizona in 1995 and opened her own COUNTRY Financial office in Tucson. She retired from COUNTRY Financial in 2016.

Diana has earned her Certified Insurance Counselor designation, her Life Underwriting Training Fellows designation, her Financial Specialist Designation and her series 6 and 64 licenses.

In Illinois Diana developed the junior college classroom syllabus for the students who were studying to get their property insurance license. She taught property insurance classes in both Illinois and Arizona. Diana made several presentations to the Financial Services Professionals in Tucson as well as the Tucson Association of Realtors, Pima Community College Money classes, and NAIFA-Tucson.

Diana worked her way up the from Community Service Chair in NAIFA-Tucson to President and then went on to serve at the state level and became State President for 2011-2012. She is currently serving as Professional Development Chair for NAIFA-AZ.

The most rewarding aspects of her 32 year career in insurance has been the friendships she has made, the lasting closeness among her clients, and her contributions to the insurance industry.

Diana and her husband have been guardians of a grandson with special needs for the past 21 years. They are active in the sponsorship and acitivies of the Special Olympics athletic teams in both Tucson and Phoenix. They were supporters of the Therepuetic Riding of Tucson, for those with special needs, for over 15 years. They also volunteer for The Shyann Kindness Project.

Being an active member of society is important to Diana.

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What Does LILI Mean to Me?

Despite our group’s obvious differences, I remember feeling confident from the beginning we were all blazing a new trail together. A trail that would eventually branch off in each of our own, new directions. But a trail that will always trace its roots back to the deep personal relationships forged in that conference room together.

LILI brings a serious undertone to all of the ‘life purpose’ questions. Some of the personal benefits of LILI for me, include: a deeper sense of self, our interdependence (my new favorite word) and the true revelation of how I view things. Not only do I realize that one person can make a difference, I see how you go about it. I have been challenged, rattled, disturbed, overjoyed and truly changed. Walking away each month with a deeper level of understanding of the world around me and my place in it was very rewarding. LILI awakens your core. By choosing to commit to LILI you effectively choose self-awareness, purpose and commitment.

Personal vision, personal mission and eulogy. Since putting these three things on paper, my life seems to flow so much smoother as I keep in perspective what is truly important. This combined with an organized business plan, it’s no wonder why my blue notebook says “I feel like Bradley Cooper in Limitless . . . when he is on his way UP.”

I value the knowledge shared and friendships gained during this experience. I saw a statistic that stuck with me in one of the sessions: Geese flying in a V fly 71% further than if flying alone. All I can say is, I’m excited to always be flying in a V with all of you.

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Graduation

16

LILI - Advancing the highest standard of leadership thinkingFor more information, visit www.naifa.org/lili or contact

NAIFA-Arizona, naifa-az@azis.com for enrollment opportunities.

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

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NAIFA Quality Award2016 Industry Award Winners

FINANCIAL ADVISING AND INVESTMENTS

Richard W. BeyerMark DerricoTracy L. Jones

Teresa Robinson

LIFE INSURANCE AND ANNUITIES

Richard W. BeyerHeidi M. Bird

Mark A. BonnettBrian W. Brooks

Dustin E. Brutton, CLULyle A. Deo, CLU, ChFC, CLTC

Mark DerricoRobert R. Eyer

Wendy L. Feldman, CLU, ChFC, CASL, CLTCRichard W. FortBrian C. Ginter

Heather GuzmanStephen B. Horrell, Jr.

Chester H. JaehnigGary D. Jeffers

Mark W. JohnsonDoug A. Jones, CLU, ChFC

Jeffrey C. KolzowSeth J. Krasne, LUTCF, CLTC

Mark D. Larson

Ross E. LoganDiana M. Lonbeck

David S. Mann, CAS, CFSDennis P. McEvoy, CLU, ChFC CLTC

Paul W. MeierScott NascaMark Pinter

Joseph B. RinaldoJason T. Robinson

Jeffrey R. RodemeyerMark E. Rowley

Joseph W. Scheid, Jr., CLTCJoseph W. Scheid, Jr., CLTC

Preston G. SchmidtAndrew M. ShawWesley W. StahlerJerrod W. Stearnes

Stacey M. Wisman, CLU, ChFCDarren J. Wright

MULTILINE SALES

Richard W. BeyerMark Derrico

Julie Jakubek, MBATom A. Tatro, FSS, ChFC

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Advisors Political Involvement Committee

APICNurturing 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_________________

19

2015 – 2016 Legislative Report

Arizona State Legislature

With one day to go Governor Ducey signed the bills for the 2016 session. Below is a list of all bills that we have been paying particular interest in and the results of those bills:

HB2002 Premium Tax Reduction – Passed in both House and Senate;

Signed by the Governor 5/19/2016. Legislation will reduced the premium

tax using a phase out from 10 to 6 yrs.

HB2129 Uninsured/Underinsured Motorist – Passed in both House and

Senate; Signed by the Governor 5/11/2016

HB2445 Motor vehicle insurance, non-renewal – Passed in both House

and Senate: Signed by the Governor 5/19/2016.

SB1441 Long Term Care - Passed both the House and Senate with

the attached Strike Everything Amendment. The Governor lifted the

moratorium on regulations and allowed the current LTC reg language

revert back to the NAIC model language. Signed by the Governor

5/17/2016

SB1494 Insurance, prohibited inducements – Passed in both the House

and Senate; Signed by the Governor 5/6/2016. (NAIFA State Board was

opposed to this bill).

The auto theft authority funds were swept and given to the border strike force. $3.1m was swept, the language for application is very general. It would be ideal if the funds were used to curb auto theft over the border in some way.

Our thanks to all of you who were attentive to emails and both acted, as well as encouraged your members to act, on all issues we requested. Without you NAIFA-AZ would not be able to do what we do. You ARE the GRASSROOTS and are truly appreciated!!

Tracy Jones

20

IFAPAC-ARIZONAP.O. Box 4728 Scottsdale, AZ 85261

Telephone: (480) 661-6393

Jim L. Bennett, LUTCF Chair

Douglas H. McMurry, LUTCF Vice Chair

Verl F. Naber, CLU, ChFCTreasurer

Patricia Chesebrough, CAE Committee Administrator

INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS

Arizona At-LargeStephen B. BarteauPatricia A. ChesebroughLarry M. LambertMichael J. McAndrewDeborah Jill MillerLaverne W. SmithAndrew D. Tomlinson

PhoenixMichael AbbateJack G. AlspaughDaniel G. Anstett, Jr.Paul BeckisJack E. BoboBradley B. BurrSusan CarlsonJeffrey D. CarterWilliam B. CassidyJames M. ClaryScott P. CraddockJan M. DoughtyGerald J. EaglestonDianne T. FayLupita FernandezBretton Samuel GabouryCharles R. GrimesMark Hess

James E. HundmanEd KaplanCharles KolesarPeter R. KolesarStephen M. KolesarDavid R. KrollBarry A. McBrideBen B. MillerLinda R. PatentPhillip C. RichardsF. Edward Sandidge, Jr.Alan SapakieDwight A. SpenceMichael J. StratiMichelle Vanderweide

ScottsdaleLyle R. AspegrenAnn M. BeanRonald J. BlauBarry A. CookJeffrey C. DollarhideMichael E. EibeckJodi FordCarrie L. HallDennis HamRobert A. HartmanJehangir L. HashimMartin F. Henderson

Elayne M. JacksonTracy L. JonesJohn F. KlugeTod D. LashwayDwight E. LoefflerDavid S. MannMichael E. MarkhamMichael L. NitchenDavid J. NorgordMichael E. PintaDonald W. PoppeNathan Raso Mindy S. ReyesSharmen RoosJoseph W. Scheid, Jr.Thomas C. ShultzKenneth W. TaylorMichael ThomasDaniel Scot ValentineD. Winston VineyardRobert J. WerneckeVictor Yates

TucsonMichael P. BarkerMyles K. BeckDiana BrettragerCathy J. Brown

“We in America do not have government by the majority. We have government by the majority who participate.”

Thomas Jefferson

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INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS

Chelsea CohenJerlynne L. DavisShelley DeBloisJohn R. Decker, Jr.Lyle A. DeoKimiko J. DonahueChaz ElstenMaria FrisbyRyan GolsethRebecca HarperJuan F. IbarraDoug A. JonesSeth J. KrasneWilliam MayfieldConnie Jo McAdamsStephen R. McNeelyDennis R. MeridethErin Michelle NuttingJason T. RobinsonAdam Harrison RothMichael A. SandovalPhilip L. SolinskyTom A. TatroDaniel P. ToalThomas R. VetranoLuann Vosburg

East ValleyJudy P. Aguilar-WoertzCarmelo I. AlvarezDonald AyersJeff D. BarraJohn J. BrookingChris BurtDale L. ChittendenJ. Brandon ClarkeAndrew G. DzurinkoSteven J. EdmanWendy L. FeldmanHeather Guzman

Donald HagbergLars D. HansenThomas D. HegnaRob HellerChester H. JaehnigJulie JakubekKristi D. KiernanMichael P. KleinJeff A. KlusmannDonna V. KohlhaseJohn W. LangNelson LewisAaron McDermidDouglas H. McMurryKevin J. MichaelsSid PfaffEric D. PylesJason R. RuckerUndrea SmithCliff F. WilsonDebbie WiltseSam S. WinterWilliam J. WiseDaniel B. WisniewskiPeter WoodKenny Ziegler

West ValleyJim BennettRobert A. Bryant Sr.William G. CokingMike FordPaul E. FordStephen R. GoucherC. Don HastingsGeorge O. HendersonChris S. KellyYvonne J. KnaackDorothy R. Lockard

Timothy A. MaiefskiMark W. McFaddenVerl F. NaberDavid A. SewellW. Andrew Unkefer

YumaDavid C. DeGiorgioReed LohrenzDavid J. MontoyaYara T. NashNarci R. RiosDavid M. SchumanGary L. Smith

22

Name District Party Email Room Phone (602)________________________________________________________________________

Sylvia Allen 6 R SALLEN@azleg.gov Room 303 926-5409Nancy Barto 15 R NBARTO@azleg.gov Room 307 926-5766Sonny Borrelli 5 R SBORRELLI@azleg.gov Room 304 926-5051Sean Bowie 18 D SBOWIE@azleg.gov Room 315 926-5152David Bradley 10 D DBRADLEY@azleg.gov Room 315 926-5262Kate Brophy McGee 28 R KBROPHYMCGEE@azleg.gov Room 302 926-4486Judy Burges 22 R JBURGES@azleg.gov Room 302 926-5861Olivia Cajero Bedford 3 D OCAJEROBEDFORD@azleg.gov Room 314 926-5835Lupe Contreras 19 D LCONTRERAS@azleg.gov Room 305 926-5284Andrea Dalessandro 2 D ADALESSANDRO@azleg.gov Room 312 926-5342Karen Fann 1 R KFANN@azleg.gov Room 306 926-5874Steve Farley 9 D SFARLEY@azleg.gov Room 213 926-3022David C. Farnsworth 16 R DFARNSWORTH@azleg.gov Room 301 926-3020Gail Griffin 14 R GGRIFFIN@azleg.gov Room 212 926-5895Katie Hobbs 24 D KHOBBS@azleg.gov Room 213 926-5325John Kavanagh 23 R JKAVANAGH@azleg.gov Room 300 926-5170Debbie Lesko 21 R DLESKO@azleg.gov Room 200 926-5413Juan Mendez 26 D JMENDEZ@azleg.gov Room 313 926-4124Robert Meza 30 D RMEZA@azleg.gov Room 311 926-3425Catherine Miranda 27 D CMIRANDA@azleg.gov Room 311 926-4893Steve Montenegro 13 R SMONTENEGRO@azleg.gov Room 303B 926-5955Lisa Otondo 4 D LOTONDO@azleg.gov Room 308 926-3002Jamescita Peshlakai 7 D JPESHLAKAI@azleg.gov Room 314 926-5160Warren Petersen 12 R WPETERSEN@azleg.gov Room 309 926-4136Frank Pratt 8 R FPRATT@azleg.gov Room 304 926-5761Martin Quezada 29 D MQUEZADA@azleg.gov Room 313 926-5911Steve Smith 11 R STSMITH@azleg.gov Room 303 926-5685Bob Worsley 25 R BWORSLEY@azleg.gov Room 310 926-5760Steve Yarbrough 17 R SYARBROUGH@azleg.gov Room 205 926-5863Kimberly Yee 20 R KYEE@azleg.gov Room 212 926-3024

Arizona Legislature - Senate

23

Name District Party Email Room Phone (602)________________________________________________________________________

John M. Allen 15 R JALLEN@azleg.gov Room 208 926-4916Lela Alston 24 D LALSTON@azleg.gov Room 330 926-5829Richard C. Andrade 29 D RANDRADE@azleg.gov Room 337 926-3130Brenda Barton 6 R BBARTON@azleg.gov Room 114 926-4129Wenona Benally 7 D WBENALLY@azleg.gov Room 117 926-5172Isela Blanc 26 D IBLANC@azleg.gov Room 126 926-5187Reginald Bolding 27 D RBOLDING@azleg.gov Room 335 926-3132Russell Bowers 25 R RBOWERS@azleg.gov Room 310 926-3128Paul Boyer 20 R PBOYER@azleg.gov Room 129 926-4173Kelli Butler 28 D KBUTLER@azleg.gov Room 124 926-5156Noel W. Campbell 1 R NCAMPBELL@azleg.gov Room 304 926-3124Mark A. Cardenas 19 D MCARDENAS@azleg.gov Room 339 926-3014Heather Carter 15 R HCARTER@azleg.gov Room 303 926-5503Cesar Chavez 29 D CCHAVEZ@azleg.gov Room 318 926-4862Ken Clark 24 D KCLARK@azleg.gov Room 333 926-3108Todd A. Clodfelter 10 R TCLODFELTER@azleg.gov Room 121 926-4850Regina Cobb 5 R RCOBB@azleg.gov Room 302 926-3126Doug Coleman 16 R DCOLEMAN@azleg.gov Room 312 926-3160David L. Cook 8 R DCOOK@azleg.gov Room 341 926-5162Eric Descheenie 7 D EDESCHEENIE@azleg.gov Room 323 926-4846Kirsten Engel 10 D KENGEL@azleg.gov Room 118 926-5178Mitzi Epstein 18 D MEPSTEIN@azleg.gov Room 125 926-4870Diego Espinoza 19 D DESPINOZA@azleg.gov Room 338 926-3135Eddie Farnsworth 12 R EFARNSWORTH@azleg.gov Room 225 926-5735Charlene R. Fernandez 4 D CFERNANDEZ@azleg.gov Room 322 926-3098Mark Finchem 11 R MFINCHEM@azleg.gov Room 113 926-3122Randall Friese 9 D RFRIESE@azleg.gov Room 321 926-3138Rosanna Gabaldón 2 D RGABALDON@azleg.gov Room 325 926-3424Sally Ann Gonzales 3 D SGONZALES@azleg.gov Room 332 926-3278Travis W. Grantham 12 R TGRANTHAM@azleg.gov Room 119 926-4868Daniel Hernandez 2 D DHERNANDEZ@azleg.gov Room 115 926-4840Drew John 14 R DJOHN@azleg.gov Room 342 926-5154Anthony Kern 20 R AKERN@azleg.gov Room 306 926-3102

Arizona Legislature - House

continued on next page

24

Name District Party Email Room Phone (602)________________________________________________________________________

Jay Lawrence 23 R JLAWRENCE@azleg.gov Room 131 926-3095Vince Leach 11 R VLEACH@azleg.gov Room 226 926-3106David Livingston 22 R DLIVINGSTON@azleg.gov Room 224 926-4178Phil Lovas 22 R PLOVAS@azleg.gov Room 205 926-3297Ray D. Martinez 30 D RMARTINEZ@azleg.gov Room 116 926-5158J.D. Mesnard 17 R JMESNARD@azleg.gov Room 223 926-4481Darin Mitchell 13 R DMITCHELL@azleg.gov Room 313 926-5894Paul Mosley 5 R PMOSLEY@azleg.gov Room 309 926-4844Otoniel Navarrete 30 D ONAVARRETE@azleg.gov Room 329 926-4864Jill Norgaard 18 R JNORGAARD@azleg.gov Room 112 926-3140Becky A. Nutt 14 R BNUTT@azleg.gov Room 122 926-4852Kevin Payne 21 R KPAYNE@azleg.gov Room 345 926-4854Pamela Powers Hannley 9 D PPOWERSHANNLEY@azleg.gov Room 324 926-4848Rebecca Rios 27 D RRIOS@azleg.gov Room 320 926-3073Tony Rivero 21 R TRIVERO@azleg.gov Room 316 926-3104Jesus Rubalcava 4 D JRUBALCAVA@azleg.gov Room 334 926-4842Macario Saldate 3 D MSALDATE@azleg.gov Room 331 926-4171Athena Salman 26 D ASALMAN@azleg.gov Room 123 926-4858Don Shooter 13 R DSHOOTER@azleg.gov Room 222 926-4139Thomas R. Shope 8 R TSHOPE@azleg.gov Room 204 926-3012David Stringer 1 R DSTRINGER@azleg.gov Room 308 926-4838Maria Syms 28 R MSYMS@azleg.gov Room 344 926-4860Bob Thorpe 6 R BTHORPE@azleg.gov Room 130 926-5219Kelly Townsend 16 R KTOWNSEND@azleg.gov Room 207 926-4467Michelle Udall 25 R MUDALL@azleg.gov Room 120 926-4856Michelle B. Ugenti-Rita 23 R MUGENTI-RITA@azleg.gov Room 111 926-4480Jeff Weninger 17 R JWENINGER@azleg.gov Room 110 926-3092

Arizona Legislature - House

25

“I can think of no more effective agent in advancing our freedom to live as we choose than the insurance sales person. This person knows the economic and human pulse of our country as few people may, for they walk all streets of American life and they sit down and talk with the youth and the mature and the aged. They know their wants. They help them to help themselves in time of need. They build, for they help others to build. They insure the future. They are respected and they are friends.”

- John F. Kennedy

26

NAIFA-ARIZONA____________

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.

Licensing Preparation &Continuing Education

27

E M A I Lnaifa-az@azis.com

www.naifa-az.org

28

Please take the time to review advertisers in this directory.

Their support has made the publication possible, which as a member, promotes your professionalism.

29

Advertiser’sSection

29

30

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! Life Ins: Highest dividend & cash value rates! Easy to understand products.

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Our Products Include: Fixed Deferred Annuities (NOT Indexed) Immediate Income Annuities Participating Whole Life Insurance Juvenile Whole Life Insurance

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AMERICAN SAVINGS LIFE INSURANCE COMPANY is a 60 year old Arizona domiciled

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: Financial StrengthWe are proud to have a significantly stronger Solvency Ratio and Balance Sheet, dollar for dollar, than almost all other life insurance companies. Check us out!

: We offer whole life insurance and Distributionfixed annuity products exclusively through a limited number of directly appointed independent financial advisors.

: We invite you to learn more about our Learn MoreCompany and our products at:

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480-835-5000 | 800-880-2112 www.AmericanSavingsLife.com

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Make 2016 the Year

We Work Together To Increase Your Business

Here’s How• Video Training• Selling Videos• eApps• eMail Marketing Support• Policy Review Process• Underwriting Advocacy• Case Rescue

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Member Firm of NAILBA, National Association of IndependentLife Brokerage Agencies, Formerly CPS Arizona

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Make 2017 the Year

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Penn Mutual is a Proud Sponsor of

NAIFAWe create a world of possibilitiesAt Penn Mutual, we believe owning life insurance is the most protective, responsible and rewarding action a person can take to build a solid foundation today and create a brighter future for generations to come.

We make this belief a reality by working together with our trusted advisors 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.

Discover the PossibilitiesNelson LewisCambridge Financial Services

2450 S. Gilbert Road, Suite 100

Chandler, AZ 85286

Email: lewis.nelson@pennmutual.com

Phone: 480-219-8522

©2016 The Penn Mutual Life Insurance Company, Philadelphia, PA 19172 www.pennmutual.com 09/16 | 1587749RM-Sep18

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When trouble arises does your IMO disappear?

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SightCare, Inc. Arizona’s Premier Vision Plan

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36

Trusts & WillsAt The Law Office of Nathan A. Skinner, PLC, we are able to properly prepare many types of trusts, depending on your individual needs and goals. A living trust, which is created while you are alive, may be used to avoid probate proceedings and can have certain tax advantages as well. This type of trust can be either revocable or irrevocable, and we will discuss this with you in detail. Our firm can fully discuss with you the benefits of a trust and how it can serve you and your family. Determining whether you should have a will or trust can be fully explained to you as well.

Power of Attorney/Living WillsAn important part of estate planning is preparing documents to give another person (your “Agent”) power to make decisions for you, as well as act in your name, in the event you are unable to do so for yourself. A Durable Power of Attorney gives your Agent power regarding financial decisions and actions, and a Health Care Power of Attorney outlines your wishes regarding your health care and end-of-life decisions. Our office will prepare these documents for you, while helping you determine which specific powers you want to give your Agent with regard to your finances and your health care. These documents can be provided to your banking institutions and your health care providers, in order to prove such designated powers.

Probate ProceedingsWe know that understanding probate procedures and undergoing the process can be trying after the death of a loved one. Fundamentally, probate is a legal procedure by which the estate of a deceased person is managed. It starts with a petition to the court to open the proceedings and the assignment of a Personal Representative to execute the wishes of the deceased in accordance with Arizona probate law. Next, official notices are sent to interested parties regarding the estate and any hearings to resolve matters are conducted. Once all debts of the estate are paid and the remainder is properly distributed, a petition to discharge is filed and the estate can be closed. The theory of probate is simple but the reality can frequently be complex and contested. This is where we offer our help and successful experience to you and your family.

The Law Office OF Nathan A Skinner PLC

E S T A T E P L A N N I N G

1744 South Val Vista Drive, Suite 201, Mesa, AZ 85204

(480) 285-2140 • (480) 240-1339 fax

www.nskinnerlaw.com

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Heather Guzman, ChFCMesa, Az 480-456-1427

Mike HallidayTucson, Az520-298-6700

Mindy ReyesPhoenix, Az602-308-0498

Larry NeidichTucson, Az520-407-0508

Matt WordPhoenix, Az623-334-2751

Scott NascaTucson, Az520-797-0100

Scott BennettCave Creek, Az602-760-0887

Mark DerricoChandler, Az480-219-1828

Mark PinterChandler, Az480-219-2014

Pat FisherChandler, Az480-219-1859

Teresa RobinsonPhoenix Az602-760-0911

Chris GurtonTucson, Az520-297-1290

Tom Zavagli Mesa, Az 480-813-9613

1116-543HO

At COUNTRY Financial, we’re proud of our NAIFA members

40

Like a good neighbor, State Farm is there.®

State Farm, Bloomington, IL1501016 statefarm.com®

Your effort through tough times helps build a stronger bond in our community. StateFarm® proudly supports NAIFA and your commitment to making the place we all call

home better.

41

Strategic Partnership

Program

 

Arizona Fire & Water

Restoration, Inc.

We understand the day to day challenges of the Insurance Agent. Let us, help you with: • Client retention • Word of Mouth referrals • Competition with the Internet Agency

 Call us today and have one of our Agency Consultants

show you how we are dedicated to helping Agents like you, build and defend

your Book of Business.  

(480)775-8000 Serving Phoenix & Surrounding Areas  

 

 

42

43

HomeAuto

CommercialMotorcycle

Recreational VehiclesMexican Auto

Call or visit us online!520-790-7777 or 623-846-9906

berwickhimes.com

Here are a few of our top carriers:Progressive®

Safeco®Foremost®

Austin Mutual®State Auto®

Liberty Mutual®

Travelers®The Hartford®

Met Life®American Modern®Electric Insurance®

Mapfre®

We Love Referrals!

Let us insure your:

44

Insure Your Possibilities®

Insurance products and services o�ered by Mutual of Omaha Insurance Company or one of its a�liates. Registered representatives o�er securities through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer. Member FINRA/SIPC. Investment advisor representatives o�er advisory services through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm.162048

Insurance. Retirement. Investments.

Southwest Division OfficeDaniel CeschinPhoenix, AZ 85085Phone: 602-265-8223Fax: 602-266-8323www.phoenixdo.com

45

Serving financial advisors & their clients.

46

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PFG  Marketing  Group  is  proud  to  support  NAIFA.  We  commend  every  agent  and  advisor  that  is  an  active  

participant  in  their  local  NAIFA  chapter.  Thank  you  for  making  a  difference  in  our  industry!  

 

We  would  love  to  work  with  you  on  your  next  case!  

800-­‐944-­‐1831  

Providing  Superior  Service  to  Independent  Agents  Since  1995  

Contact  Us  www.pfg-­‐inc.com  ·∙  800-­‐944-­‐1831  ·∙  pfginfo@pfg-­‐inc.com  

Looking  to  Stay  Up-­‐To-­‐Date    

on  the  DOL  Rule?  

Visit  www.thedolsolution.com  

48

FIND OUT IF AREVERSE MORTGAGE

IS RIGHT FOR YOU

CALL TODAY FOR MORE INFORMATION!SCOTT DOREN

Sales Manager | NMLS 50049(480)383-9055

sdoren@financeofamerica.comThis document is provided by Finance of America Mortgage LLC. Any materials were not provided by HUDor FHA. it has not been approved by FHA or any Government agency. © 2017 Finance of America Mortgage

LLC | NMLS 1071 | AZ BK 0910184 | Licensed by the Department of Business Oversight underthe California Residential Mortgage Lending Act.

49

ALEXANDRA MILLER, CPAwww.alexandramillercpa.com alexmillercpa@mindspring.comCellular: 520-241-5384

ALEXANDRA L. MILLER, CPA, P.C.

7403 East Tanque Verde RoadTucson, Arizona 85715

Phone: 520-721-5000Fax: 520-721-5044AM

PRECISIONIN ALL THINGS LEGAL

2525 East Broadway Blvd., Suite 200Tucson, Arizona 85716 | 520-322-5000

NHannah@dmyl.com

dmyl.com

PROVIDING LEGALSERVICES SINCE 1968

NATHAN B. HANNAHEstate Planning & Administration

Tax Planning

50

Congratulations to Tracy L. Jones

President of NAIFA-Arizona

2013-2014

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

51

r e i f f i m a g e r y

G R A P H I C D E S I G N

6 0 2 . 6 2 5 . 5 9 2 2

w w w . r e i f f i m a g e r y . c o m

communicating

thoughts and emotions

through imagery

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Get Involved . . .

Volunteer!

53

NAIFAwww.naifa-az.org at LARGE

For information callNAIFA-Arizona 480-661-6393.

Patricia A. Chesebrough, CAE

OFFICERS

President Seth Krasne, LUTCF, CLTC

President-Elect Judy Aguilar-Woertz, LUTCF, ChFC, CASL

Vice President Michael P. Klein, CFP, MBA

Secretary David R. Kroll, CLU, ChFC

Treasurer Michael A. Sandoval, CLU, ChFC

National Committee Chair Jim L. Bennett, LUTCF

Immediate Past President D. Michael Ford

AZ AT-LA

RGE

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BWilliam BabbBabb Financial Group2380 North Oakmont DriveFlagstaff, 86004 / 928-526-2911babbgroup@msn.com

Stephen BarteauAmerican National682 BlueSky DriveCottonwood, 86326 / 928-634-2306sbbarteau@qwestoffice.net

CPatricia A. Chesebrough, CAE NAIFA - ArizonaP.O. Box 4728Scottsdale, 85261 / (480) 661-6393 naifa-az@azis.com

Stephen CliffordThe Winfield Group14850 N. Scottsdale road #285Scottsdale, 85254 / 480-473-9301stephen@winfieldgrouponline.com

DDeanna DunnuckLiberty Mutual2510 W. Dunlap Avenue #126Phoenix, 85021 / 480-399-8553deanna.dunnuck@libertymutual.com

John EiseleKnights of Columbus5701 E. Burns StreetTucson, 85711 / 520-204-4993john.eisele@kofc.org

Tom ElmsThe Thomas Group511 South 2nd AvenueSafford, 85546 / 877-284-5131telms@ttgi-usa.com

David EscarcegaStrategic Financial Partners4939 West Ray Road #4-331Chandler, 85228 / 888-249-0639david@centerstreetsecurities.com

FGregg FendleyFendley Benefits940 N. Switzer Canyon DriveFlagstaff, 86001 / 928-779-4107gregg@fendleybenefits.com

Lisa FuhrmanSelect Insurance & Financial Services2150 N. Kiowa Boulevard #B106Lake Havasu City, 86403 / 928-505-0469lisa@selectinsuranceservices.com

GJonathan GephartLiberty Mutual1620 S. Stapley Drive #120Mesa, 85204 / 480-857-8662jonathan.gephart@libertymutual.com

Wiliam GordonLiberty Mutual1860 N. 95th Lane #100Phoenix, 85037 / 623-535-7161bill.gordon@libertymutual.com

Jennifer GriffinState Farm Insurance545 S. Main StreetCottonwood, 86326 / 928-634-7680jen.griffin.d92c@statefarm.com

HKevin HamiltonHamilton Wealth Group8124 W. Luke AvenueGlendale, 85303 / 602-565-8814hamiltonkevin@live.com

Jazmyn HaroldLiberty Mutual17207 N. Perimeter Drive #100Scottsdale, 85255 / 480-483-8467jazmyn.harold@libertymutual.com

Michael HaywardLiberty Mutual333 n. Wilmot road #100Tucson, 85711 / 520-745-1661michael.hayward@libertymutual.com

JNoreen JohnsonJohnson Insurance ServicesP. O. Box 1630Sedona, 86339 / 928-282-3615noren@jissedona.com

Chris JuddLiberty Mutual14815 W. Bell Road #106Surprise, 85374 / 623-584-3100 x57590chris.judd@libertymutual.com

KHyun KimKim Insurance Agency3150 S. Gilbert Road #5Chandler, 85286 / 480-964-2005hyunckim@gmail.com

at LARGE

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LLarry LambertThe LBL Group3631 S. Harbor Boulevard #200Santa Ana 92704 / 714-236-8270larryl@lblgroup.com

Anthony LoMonacoKnights of ColumbusP. O. Box 189Vail, 85641 / 520-275-8836anthony.lomonaco@kofc.org

MCorey MabryLiberty Mutual21448 N. 75th Avenue #2Glendale, 85308 / 971-533-4449corey.mabry@libertymutual.com

Michael McAndrewSpringberg McAndrew Financial430 el Camino WayLake Havasu City, 86403 / 928-855-9421mike@springbergmcandrew.com

Deborah MillerState Farm Insurance1600 McCulloch boulevard #1BLake Havasu City, 86403 / 928-854-6693deborah.j.miller.iyrk@statefarm.com

NDeana NelsonState Farm Insurance3880 Stockton Hill Road #106Kingman, 86409 / 928-681-8000deana.nelson.nnrk@statefarm.com

John R. NygrenSpringberg McAndrew Financial430 El Camino WayLake Havasu City, 86403 / 928-855-9421john@springbergmcandrew.com

OTony OlsonStrategy Financial Group3200 E. Camelback Road #285Phoenix, 85018/602-343-9309tolson@strategyfinncialgroup.com

PRishin PatelLiberty Mutual21448 N. 75th Avenue #2Glendale, 85308 / 623-572-4440rishin.patel@libertymutual.com

RAndrew RafalBaynten Wealth Advisors6720 N. Scottsdale Road #340Scottsdale, 85253 / 480-494-2750arafal@bayntree.com

Donald RosalezM.A.S. Group121 E. Birch Street #404Flagstaff, 86001 / 928-774-9091masgroup@yahoo.com

SRichard SaldivarNUEVA Benefits Group8825 E. Speedway #104Tucson, 85710 / 520-296-5810richard@mynueva.com

Radhika SivaramakrishnanLiberty Mutual2510 W. Dunlap Avenue #126Phoenix, 85021 / 602-997-4700radhika.siva@libertymutual.com

Daryl S. Stern, LUTCFStern Insurance Group11445 E. Via Linda #2611Scottsdale, 85259/480-767-8500dstern@sterninsgroup.com

Tracy StutzmanLiberty Mutual14815 W. Bell Road #106Surprise, 85374 / 623-584-3100tracy.stutzman@libertymutual.com

TAndrew D. TomlinsonAndy Tomlinson & Associates934 ApachePrescott, 86305 / (928) 776-1031atomlinson@htk.com

Cathy Trent, CLU, ChFC, CASLState Farm233 N. Alarcon StreetPrescott, 86301 / 928-445-2061cathy@cathytrent.com

WErrol WallAAA Arizona16822 N. Orchard Hills DriveSun city, 85351 / 602-241-2914ewall@arizona.aaa.com

Stacey WismanMassMutual131 W. Fellars DrivePhoenix, 85023 / 602-628-1507swisman@financialguide.com

at LARGE

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ALPHABETICAL COMPANY LISTING

IndependentsChesebrough, Patricia A.Fendley, GreggFuhrman, Lisa R.Johnson, NoreenHamilton, KevinHawkins, RobertKim,HyunLambert, LarryMorrison, WilliamRafal, AndrewRathbun, BarbaraTomlinson, Andrew D.

AAA ArizonaWall, Eric

American NationalBarteau, Stephen B.

Babb Financial GroupBabb, William F.

Country FinancialKrize, Joshua

Farm BureauBaker, WendyKasian, Evan

GuardianStern, Daryl S., LUTCF

Independent Health InsuranceLessard, Nicole

Liberty MutualKosse, Michael

M.A.S. GroupRosalez, Donald

MassMutualWisman, Stacey

Nation’s First FinancialRondberg, Randy

North American LifeFisher, Archie

NUEVA Benefits GroupSaldivar, Richard

Springberg McAndrew FinancialMcAndrew, Michael J.Nygren, John R.Springberg, Brian

State FarmMiller, Deborah J.Nelson, Deana M.Pico, RobertTrent, Cathy, CLU, ChFC

Strategic Financial PartnersEscarcega, David

Strategy Financial GroupOlson, Anthony

The Thomas GroupElms, Tom

at LARGE

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OFFICERSPresident Heather Guzman, ChFC, LUTCFPresident-Elect Secretary/Treasurer Sid Pfaff, LUTCFImmediate Past President Carmelo Alvarez, CLU, ChFC, CLF National Committee chairman Lars Hansen, LUTCF

DIRECTORSAaron McDermid Sid Pfaff, LUTCFMark Anderson, LUTCF Debbie Wiltse, FLMI, CLUPeter Wood Kenny Ziegler, ChFC

NAIFA-East ValleyBetty Hartnett, CLU, FLMI3030 E. Ocotilla Lane, Phoenix, AZ 85028602-317-4438 Fax 602-305-9830 bettchem@cox.net

COMMITTEE CHAIRPERSONSPrograms Aaron McDermidMembership Government Relations & APIC Mark Anderson, LUTCFProfessional Development Aaron McDermidIFAPAC Kenny Ziegler, ChFCBusiness Practices Carmelo Alvarez, CLU, ChFC, CLFCommunity Service Debbie WiltseSocial Media/Communications Peter WoodNewsletter Betty Hartnett, CLU, FLMI

Heather Guzman, ChFC, LUTCF480-633-5982

EAST V

ALLEYNAIFA

www.naifa-az.org

EAST VALLEY

60

ARonald P. Adams, JDHoopes, Adams & Alexander, PLC2410 W. Ray Rd., Ste. 1Chandler, 85224 / 480-345-8845radams@halaw.com

Judy P. Aguilar-Woertz, LUTCF, ChFC, CASLState Farm Insurance8601 S. Priest Dr., Suite 101Tempe, 85284 / 480-598-0544judy@judywoertz.net

Carmelo Alvarez, CLU, ChFC, CLFState Farm Insurance Companies2700 S. Sunland DriveTempe 85282 / 480-293-8066Carmelo.alvarez.czer@statefarm.com

JoAnn AlvarezState Farm/Alvarez Ins. Agency, Inc.3885 S. Vista Drive, Ste 101Gilbert, 85297 / 480-497-9947Joann.alvarez.cllg@statefarm.com

Michael A. Anastos, LUTCF, CLU, ChFCFarmers Insurance Group1435 E. Guadalupe Rd.Tempe, 85283 / 480-332-9970anasmic@cox.net

Mark Anderson, LUTCFState Farm Ins. Co.3102 E. Turnbury Dr.Gilbert, 85298 / 602-999-0282Mark.anderson.sugm@statefarm.com

Rick AussprungThrivent Financial for Lutherans2941 N. Power Rd., #105Mesa, 85215 / 480-396-3533Rick.aussprung@thrivent.com

BTraci BaggotRogers Benefit Group3441 S. Vine St.Chandler, 85248 /603-616-4419tbaggot@rogersbenefit.com

Keith BakerKnights of Columbus/Raso Agency9124 E. Auburn St.Mesa, 85207 / 480-213-8333Keith.baker@kofc.org

Mark W. BagnallThe Bagnall Company1345 E. Chandler Blvd., Bldg 1, Ste. 103Phoenix, 85048 / 480-893-6510mbagnall@thebagnallcompany.com

Alicia BalistreriState Farm/Donna Kohhase Ins. Agency6836 E. Brown Rd.Mesa, 85207 / 480-396-2140

Dilworth C. Brinton, Jr., CLU, CHFCNew York LifeP.O. Box 324Mesa, 85211 / 480-890-1590dbrintonjr@yahoo.com

John J. Brooking, CFPJohn J. Brooking & Associates, Inc.8905 S. Heather Dr.Tempe, 85284 / 480-967-3351jjbrooking@msn.com

Katinka Meijerink BrysonState Farm Insurance Companies4909 N. 45th Pl.Phoenix, 85018 / 480-293-7854katinka.m.bryson.gxmc@statefarm.com

Patric S. Buchanan, FICThrivant Financial for Lutherans2941 N. Power Rd., Ste 105Mesa, 85234 / 480-396-5333Pat.buchanan@thrivent.com

Chris BurtState Farm Ins. Co.11344 E. Apache TrlApache Junction, 85120 / 480-986-1611Chris.burt.F25L@statefarm.com

CAndy T. CarrilloState Farm Insurance Companies4707 E. Southern AvenuePhoenix, 85040 / 602-426-8088Andy.carrillo.b7ib@statefarm.com

Thomas L. Casella, LUTCF, ChFCSpence, Cassidy & Associates3707 E. Southern Ave., Ste 1104Mesa 85206 / 602-402-7772tlc@scaaz.com

Dale L. ChittendenThe Chittenden Group3821 E. Indian School RdPhoenix, 85018 / 602-955-4773dale@thechittendens.com

J. Brandon ClarkeCambridge Financial Services2450 S. Gilbert Rd., Ste 100Chandler, 85286 / 480-219-8522bclarke@htk.com

Sharon ClementeThe Clemente AgencyP O Box 53Higley, 85236 / 480-209-2250Sharon@clementeagency.com

Tyson Cook, LUTCFMet Life/Cook Financial Group2915 E. baseline Rd, Ste 119Gilbert, 85234 / 480-834-6630tcook@metlife.com

Kevin CunninghamState Farm Ins. Co.8601 S. Priest Dr., #101Tempe 85284 / 480-785-0700kevin.m.cunningham.my05@statefarm.com

DKeith DarbyState Farm Ins. Co.2700 S. Sunland Dr.Tempe, 85282 / 480-293-8067Keith.darby.mady@statefarm.com

Gary A. DavisFarmers InsuranceP.O. Box 847 Chandler, 85244 / 480-963-4541gdavis@farmersagent.com

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Daniel E. Del Villar, FICF, LUTCFKnights of Columbus1100 N. Priest Dr., Apt 1142Chandler, 85226 / 480-285-1748Dan.delvillar@kofc.org

Mark DerricoCountry Financial/Tri City2470 W. Ray Rd, #3Chandler, 85224 / 480-345-7035Mark.derrico@countryfinancial.com

Andrew G. Dzurinko, CLU, ChFCAmerican United Life2177 E. Warner Rd, Ste 102Tempe, 85284 / 480-921-9341dzurinko@juno.com

ESteven J. Edman, LUTCFHorace Mann - Steven Edman Agency1166 E. Warner Rd, Ste 101Gilbert 85296 / 480-361-3409Steven.edman@horacemann.com

FWendy L. Feldman, CLU, ChFC, CASLNew York Life/The Feldman Agency2380 W. Ray Rd., Ste 2Chandler, 85229 / 480-968-4474wfeldman@ft.newyorklife.com

Sharon Fillman, CLU, ChFCState Farm - Sharon Fillman Insurance3364 E. Williams Field Rd, Ste 102Gilbert, 85295 / 480-988-4260sharon.fillman.b8zw@statefarm.com

Pat FisherCountry Financial2470 W. Ray Rd, Ste 3, Bldg GChandler, 85224 / 40-636-1811Pat.fisher@countryfinancial.com

Vandy FordState Farm6938 E. Parkway Norte, #2Mesa, 85212 / 480-497-3933vandy.ford.prbn@statefarm.com

GGlen Gabrielson, CLU, ChFCState Farm Ins. Co.7144 E. Bowie RdScottsdale, 85258 / 480-415-7933Glen.gabrielson.dswf@statefarm.com

Howard T. GaleHoward T. Gale & Associates Inc.1629 E. Garnet., P.O. Box 2335Mesa, 85214 / 480-464-9295htgale@qwest.com

Chad GammageArizona Retirement Co.1176 E. Warner Rd, #214Gilbert, 85296 / 480-524-0508chad@azretirementco.com

Bert H. Goldberg, CLULifeMark Securities Corporation10031 S. 49th St.Phoenix 85044 / 480-991-3911bgoldberg@lifemark.com

Kathryn GrimcoFirst Guaranty Financial4140 E. Baseline Rd, Ste 101Mesa 85206 / 480-284-6393kgrimco@firstguarantyfinancial.net

Heather Guzman, LUTCFCountry Financial1921 S. Alma School Rd, Ste 208Mesa 85210 / 480-633-5982Heather.guzman@countryfinancial.com

HDonald HagbergState Farm Ins. Co.3645 N. Sonoran HeightsMesa 85207 / 602-616-1206don.hagberg.jq3w@statefarm.com

Brenda L. Hamer, FIC, CCPSThrivent Financial for Lutherans34225 N. 27th Dr., Ste 244Phoenix 85085 / 623-466-7656Brenda.hamer@thrivent.com

Lars D. Hansen, LUTCFAmerican National Insurance4455 E. Broadway Rd., Suite 108Mesa, 85206 / 480-924-4750lhansen@sazagency.com

Thomas D. Hegna, CLU, ChFC, CASLNew York LifeP O Box 0589Fountain Hills, 85269 / 602-549-6653tom@tomhegna.com

Rob Heller, CLTC, LUTCF, ChFCMet Life Financial Services60 E. Rio Salado Parkway, Suite 610Tempe, 85281 / 480-638-2217rheller@metlife.com

Hector HernandezNew York Life14850 N. Scottsdale Rd., Ste 400Scottsdale, 85254 / 602-912-6721hhernandez@ft.newyorklife.com

Jason HofferFarmers1930 S. Alma School Rd, Ste A101Mesa, 85210 / 480-498-6115 jhoffer@farmersagent.com

Thomas Hubbard, CLU, ChFC, CFPNorthwestern Mutual Southwest2201 E. Camelback Rd, Ste 400Phoenix 85016 / 602-957-8280Tom.hubbard@nm.com

ISteven IbarraAllstate NEO1757 E. Baseline Rd., Ste 138Gilbert 85233 / 801-319-1704s.ibarra@allstate.com

Gretchen IudicianiState Farm Insurance2700 S. Sunland Dr.Tempe, 85282 / 480-293-6492gretchen.iudiciani.c3u4@statefarm.com

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JChet Jaehnig, FIC, MDRTThrivent Financial for Lutherans430 W. Warner Rd., Ste 124Tempe, 85284 / 480-889-3198chet.jaehnig@thrivent.com

Julie Jakubek, MBAAllstate Insurance4650 E. Thomas RdPhoenix 85018 / 480-949-5670juliejakubek@allstate.com

Jeremy JohnsonState Farm Ins. Co.2700 S. Sunland Dr.Tempe 85282 / 480-293-8543jeremy.johnson.nb8r@statefarm.com

Pamela Johnson, CPCU, ChFCPam Johnson Ins. Agency, Inc.1489 S. Higley Rd #105Gilbert, 85296 / 480-633-0324pam@pamjohnson.com

Steven M. JohnsonState Farm Ins. Co.29207 N. Red Finch Dr.San Tan Valley 85143 / 480-882-2155Steve.johnson.sedw@statefarm.com

Matthew JonesKnights of Columbus/Raso Agency44251 W. Yucca LaneMaricopa, 85138 / 520-460-8040Matt.jones@kofc.org

Larry Jorgensen, CLULegacy Financial5416 E. Southern Ave.Mesa 85206 / 480-545-1261larry@legacyfinancial.us

KKristi D. Kiernan, CLUState Farm Insurance/ Kristi Kiernan2730 S. Val Vista Dr., Suite 105Gilbert, 85296 / 480-855-4521Kristi@kristikiernan.com

Matthew Klandrud, ChFC, CCPS, CLTC, FICThrivent Financial for Lutherans430 W. Warner Rd., #124Tempe, 85284 / 480-889-3198Matthew.klandrud@thrivent.com

Michael P. Klein, CFP, MBAKlein Financial, LLC4824 E. Baseline Rd., Suite 135Mesa, 85206 / 480-981-1333mike@kleinfinanicalllc.com

Donna V. Kohlhase, CLU, ChFC, CASLState Farm Insurance6836 E. Brown Rd.Mesa, 85207 / 490-396-2140Donna.kohlhase.jo8h@statefarm.com Jeffrey C. Kolzow, LUTCF, FICF, FICThrivent Financial for Lutherans2941 E. Power Rd., #104Mesa, 85215 / 480-396-5333jeff.kolzow@thrivent.com

LHeather LaddState Farm Insurance2700 S. Sunland Dr.Tempe, 85282 / 480-322-7355Heather.ladd.iya7@statefarm.com

Lance LaneState Farm/Lance Lane Agency2000 N. John Wayne Pky, Ste 110Maricopa, 85139 / 520-568-8400Lance.lane.qi9g@statefarm.com

John LangState Farm Insurance 4902 E. Warner Rd, #12Phoenix, 85044 / 480-496-900john@langinsurance.com

Erik LanghoferState Farm/Erik Langhofer Ins. Agency3902 E. Chandler Blvd.Phoenix, 85048 / 480-759-3145Erik.langhofer.b6Qu@statefarm.com

Sharon LaymanState Farm Insurance 4411 S. Rural Rd, Ste 104Tempe, 85281 / 480-345-2886sharon@sharonlayman.com

Nelson LewisCambridge Financial Services2450 S. Gilbert Rd, Ste 100Chandler, 85286 / 480-219-8522nlewis@htk.com

Cami LuceroState Farm Insurance905 E. Ash St.Globe, 85501 / 928-425-4444Cami.lucero.k2wi@statefarm.com

MJoseph A. Mack, CSAStrategic Partners Group3145 E. Chandler Blvd, Ste 110-347Phoenix 85048 / 866-960-9276Joe.mack@cox.net

Aaron McDermidState Farm Ins. Co.10720 E. Southern Ave., #105Mesa 85209 / 480-984-3311aaron@modermidteam.com

Lance McGrawAmerican National/McGraw Agency1550 E. University Dr, Ste QMesa, 85203 / 480-464-4350Landrew.mcgraw@american-national.com

Douglas H. McMurry, FSS, LUTCFIntergrated Insurance Solutions, Inc.1506 E. Gable Ave.Mesa, 85204/ 602-540-4394dmcmurryiic@msn.com

Kelli McNell-NadjafiSecurity 1 Lending4015 W. Chandler Blvd, Ste 2Chandler, 85226 / 480-777-0092Kelli.nadjafi@gmail.com

Kevin J. Michaels, LUTCFMichaels & Associates, Inc.P O Box 1360Chandler, 85244 / 480-963-5509kevin@michaelsandassociates.com

Todd R. Miller, LUTCF First Guaranty Financial4140 E. Baseline Rd., Suite 101Mesa, 85206 / 480-284-6393firstguaranty@cox.net

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Alanna Montijo8601 S. Priest Dr, Unit 101Tempe, 85284 / 480-598-0544Alanna.montijo@gmail.com

Thomas MooreKnights of Columbus4425 Agave Rd, Ste 106Phoenix 85044 / 480-307-1170Thomas.moore@kofc.org

Joseph A. Morris, CLU, ChFC, CLTCNorthwestern Mutual 2121 W. Chandler Blvd., #108Chandler, 85224 / 480-722-7999Joseph.morris@nm.com

Adam H. Mosbach, CFP, ChFC, LUTCFLincoln Financial Network4900 N. Scottsdale Rd, Ste 3700Scottsdale 85251 / 480-824-4114Adam.mosbach@lfg.com

NRichard Nefzer8066 E. Autumn Sage TrailGold Canyon, 85118 / 480-982-4607Rick.nefzer@yahoo.com

Joe P. Nix, Jr., LUTCFThe Carpenters' Financial Group Inc.23815 S. Vacation WaySun Lakes, 85248 / 480-857-7826joenixjr@ingfp.com

OJoey Ordway, LUTCFState Farm Insurance1621 N. 11th Ave.Phoenix, 85007 / 602-828-2528Joey.ordway.nia5@statefarm.com

Scott L. Overstreet, LUTCFSagicor Life Ins. Co.650 S. Alba CircleMesa, 85204 / 480-425-5100 X 5805scottoverstreet@yahoo.com

PAlbert R. PalmaAmerican National Insurance4259 E. Elmwood StreetMesa, 85205 / 480-497-3832e-mail: A.Palma@american-national.com

Salavore V. Petruzzella, CLU, ChFCLafayette Life2111 E. Gondola LaneGilbert, 85234 / 480-632-1095salpetz@aol.com

Sid G. Pfaff, LUTCFTAG Ins. & Fin. Svcs, Inc.8601 S. Priest Rd, #101ATempe, 85284 / 480-553-5252sid@taginsuranceservices.com

Thomas PickardKnights of Columbus4743 E. Elena Ave.Mesa, 86206 / 480-390-1355tepickard@cox.net

Mark M. PinterCountry Financial 2470 W. Ray Rd., Suite 3Chandler, 85224 / 480-636-1811mark.pinter@countryfinancial.com

Eric Pyles, CAP, CASL, CFP, ChFC, CLU, LUTCF, MBA, REBC, RHUCambridge Financial2450 S. Gilbert Rd, Ste 100Chandler 85286 / 480-219-8522epyles@htk.com

RCody Randazzo3078 E. Harvard Ave.Gilbert, 85234 / 480-278-9305Dazzelo76@hotmail.com

Mark RayState Farm Ins. Co.9805 S. 44th St.Phoenix, 85044 / 602-405-7502markaray@cox.net Thomas W. RieckMastergroup Insurance Agency1031 S. Stewart, Suite 2198Mesa, 85202 / 480-969-9037tomrieck@gmail.com

Jeffrey R. RodemeyerThrivent Financial for Lutherans2941 N. Power Rd, Ste 105Mesa 85215 / 480-396-5333Jeff.rodemeyer@thrivent.com

Mark E. RowleyNew York Life1320 E. Broadway, Suite 110Mesa, 85204 / 480-497-0000mrowley@ft.newyorklife.com Jason R. Rucker, CFPCambridge Financial Center2450 S. Gilbert Rd, Ste 100Gilbert, 85286 / 480-988-2065jrucker@htk.com

SDaniel N. SavardCorporate Pensions Company2487 S. Gilbert Rd, #106-621Gilbert, 85295 / 480-632-2293 dan@corpens.com

Nicole SchaalFarm Bureau Financial Services2500 S. Power Rd., Ste 113Mesa 85209 / 480-279-1874Nikki.schaal@fbfs.com

N. Laine Schoneberger, LUTCF, ChFC, CLTC, CSAStrategic Insurance, Inc.2141 E. Broadway Rd., Ste 220Tempe, 85282 / 480-779-4421laine@strategicinsurance.com

Suzanne L. Shambrook, ChFC, CLUState Farm Insurance Co.2700 S. Sunland Dr.Tempe, 85282 / 480-293-7853Suzanne.shambrook.cl5j@statefarm.com

William SimpsonFarm Bureau Financial Services5400 University AveWest Des Moines, 50266 / 425-299-1260Mike.simpson@fbfs.com

Undrea SmithQuality Coverage Benefits, Inc.207 N. Gilbert Rd., #1Gilbert, 85234 / 480-525-1839undress@qualitycoveragebenefits.com

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Dondrell SwansonState Farm/Swanson Ins. & Fin. Svcs2401 E. Baseline Rd, Ste 100Gilbert, 85234 / 480-926-4384Dondrell.swanson.pmk6@statefarm.com

TCie Taylor, CLUState Farm Insurance Companies2801 E. McKellips RoadMesa, 85213 / 480-830-1513cietaylor@aol.com

Darlene J. TillmanBenefit Plus, LLC3722 S. Rosemary DriveChandler, 85248 / 480-786-8136benefitsplus@cox.net

Edward Tobin, LUTCFFarmers Insurance Group3303 E. Baseline Rd.,Bldg #5, Ste 109Gilbert 85234 / 480-659-2363edtobin@edtobin.net

UMartin Lee Uhlhorn, CIC, LUTCFStrong Tower Ins. Group, Inc.3303 E. Baseline Rd, Ste 101Gilbert, 85234 / 480-926-9011marty@strongtowerig.com

WTammy WhiteState Farm Ins. Co.610 N. Alma School Rd., Ste #22Chandler, 85224 / 480-963-7007tammy@tammywhite.net

Steve Willan, LUTCF, FLMIAmerican Family225 N. 45th St., 5th FloorPhoenix 85034 / 888-374-7121 X58132swillam@amfam.com

Cliff F. Wilson, CLU, ChFC, LUTCF, CLFSoutheast Arizona Ins. Services, LTD1490 S. Price Road, #105Chandler, 85286/ 480-969-2725 x207cwilson@sazagency.com

Debbie Wiltse, FLMI, CLUDebbie Wiltse Agency/State Farm4980 S. Alma School Rd., Suite A6Chandler, 85248 / 480-792-9468Debbie@debbiewiltse.com

Sam S. WinterState Farm Insurance Company3636 E. Ray Rd., Suite 8Phoenix, 85044 / 480-704-2004sam.winter.cffx@statefarm.com

Rich Winters, LUTCFFarmers Ins. & Financial Services7254 E. Southern Ave, Ste 105Gilbert 85209 / 480-503-1000rwinters@farmersagent.com

William J. Wise, CLU, LUTCFFarmers Insurance Group3660 E. University Drive, Suite 4Mesa, 85205 / 480-924-4070wisebubba@aol.com

Daniel B. WisniewskiAmerican Family/Daniel B. Wisniewski Agency, Inc.4905 S. Alma School Rd #3Chandler, 85248 / 480-785-1515Dwisnie1@amfam.com

Guy R. WolfIndependent1955 W. Baseline Rd., Suite 113-333Mesa, 85202 / 480-768-9090guyrwolf@gmail.com

Peter WoodAmerican National Ins. Co.1490 S. Price Rd, #116Chandler, 85286 / 480-926-3950Peter.wood@american-national.com

ZThomas ZavagliCountry Financial/Tri City1640 S. Stapley Dr, #251Mesa, 85204 / 480-813-9613Tom.zavagli@countryfinancial.com

Kenny Ziegler, ChFCSan Marcos Insurance Group584 W. Chandler Blvd.Chandler, 85225 / 480-899-6622Kenny@sanmarcosinsurancegroup.com

Brian ZeltinsKnights of Columbus/Raso Agency2550 E. Coconino WayGilbert, 85298 / 480-404-0389Brian.zeltins@kofc.org

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ALPHABETICAL COMPANY LISTING

IndependentsAdams, Ronald P.Baggot, TerriBagnall, Mark W.Blaker, Alan M.Bopp, PaulBrooking, John J.Casella, Thomas L.Chittenden, Dale L.Clemente, SharonGale, Howard T.Gammage, ChadGoldberg, Bert H.Grimco, KathrynJohnson, PamelaJorgensen, LarryKlein, MichaelMcMurry, Douglas H.McNeil-Nadjafi, KelliMichaels, Kevin J.Miller, Todd RMontejo, AlannaNefzer, RichardNix, Joe P., Jr.Pfaff, Sid G.Randazzo, CodyRieck, Thomas W.Savard, DanielSmith, UndreaTillman, Darlene J.Uhlhorn, MartinWolf, Guy R.Ziegler, Kenny

AllstateIbbara, SteveJukubek, Julie

American FamilyWillan, SteveWisniewski, Daniel

American NationalHansen, Lars D.Palma, Albert R.McGraw, LanceWilson, Cliff F.Wood, Peter

American United LifeDzurinko, Andrew G.

Cambridge Financial CenterClarke, J. BrandonLewis, NelsonPyles, EricRucker, Jason R.

Country FinancialDerrico, MarkFisher, PatGuzman, HeatherPinter, Mark M.Zavagli, Thomas

Farm Bureau Financial ServicesSchaal, NicoleSimpson, William

Farmers Insurance GroupAnastos, MichaelDavis, Gary A.Hoffer, JaysonTobin, EdwardWinters, RichWise, William J.Horace MannEdman, Steven J.

Knights of ColumbusBaker, KeithDel Villar, DanielJones, Matthew Moore, ThomasPickard, ThomasZeltins, Brian

Lafayette LifePetruzella, Salvatore V.

Lincoln Financial NetworkMosbach, Adam H.

MetlifeCook, TysonHeller, Rob

Modern Woodmen of America Hernandez, Hector

New York LifeBrinton Jr., DilworthFeldman, Wendy L.Hegna, Thomas D.Rowley, Mark E.

Northwestern MutualHubbard, Thomas Morris, Joseph A.

Sagicor Life Ins. Co.Overstreet, Scott L.

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State Farm Insurance CompanyAguilar-Woertz, Judy P.Alvarez, CarmeloAlvarez, JoAnnAnderson, MarkBalistreri, AliciaBurt, ChrisCarillo, Andy T.Cunningham, KevinDarby, KeithFillman, SharonFord, VandyGarielson, GlenHagberg, DonaldIudiciani, GretchenJohnson, JeremyJohnson, Steven M.Kiernan, Kristi D.Kohlhase, DonnaLadd, HeatherLane, LanceLang, JohnLanghofer, ErikLayman, SharonLucero, CamiMcDermid, AaronOrdway, JoeyRay, MarkShambrook, SuzanneSwanson, DondrellTaylor, CieWhite, TammyWinter, Sam S. Wiltse, Debbie

Strategic Partners GroupMack, Joseph A.Schoneberger, N. Laine

Thrivent Financial for LutheransAussprung, RickBuchanan, PatricHamer, Brenda L.Jaehnig, ChetKlanrud, MatthewKolzow, Jeffrey C.Rodemeyer, Jeffrey R.

ALPHABETICAL COMPANY LISTING

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68

Service to our Members today and Leadership for those who will follow tomorrow is a joyful obligation that we all must actively pursue.

Service and Leadership in action?

1 Reflect excellence in personal and professional performance

2 Be involved and informed within our profession’s governance and our profession’s role in government.

3 Guide, lead and educate our young colleagues I am truly thankful for all of our State and Local Arizona Leaders who live these action points on our behalf. I consider them the finest in the land, and it is an honor to serve among them. Please join us in Service and Leadership today, it truly is a joyful obligation! Barry A. McBride, CLU, AEP

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OFFICERSPresident Barry McBride, CLU, AEPPresident-Elect Stephen M. Kolesar, CLUSecretary/Treasurer Emory SmithImmediate Past President Michael J. StratiNational Committeeperson William Cassidy, CLU, ChFC, LUTCF

DIRECTORSPaul Beckis, CFP Michelle VanderweideBrett Gaboury Katherine CowgerLouis White Nicholas Johnson Andrew Chymych Alan Sapakie

NAIFA-PhoenixBetty Hartnett, CLU, FLMI3030 E. Ocotilla Lane, Phoenix, AZ 85028602-317-4438 Fax 602-305-9830 bettchem@cox.net

COMMITTEE CHAIRPERSONSHealth David ChittendenIFAPAC William Cassidy, CLU, ChFC, LUTCFGovernment Relations Andrew ChymychMembership Stephen M. Kolesar, CLU & Louis WhiteSponsorships Michelle Vanderweide & Andrew ChymychCommunity Service Alan SapakieSocial Media Susan Carlson & Kate CowgerYAT/LILI Brett Gaboury & Nick JohnsonPrograms & Prof Dev. Emory Smith & Nick JohnsonMultiline Paul Beckis, CFPEmeritus Board Jan Doughty, CLU, RHUPublic Relations Nicole ClinchAwards Ali Rizvi

Barry McBride, CLU, AEP602-808-9008, ext. 21

PHO

ENIX

NAIFAwww.naifa-az.org PHOENIX

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AMichael AbbateCaduceus Fin. Svcs, LLC/Principal2355 E. Camelback Rd., Ste 600Phoenix, 85016 / 602-957-3200 X4023michael@mabbate.com

Jack G. AlspaughGary Davis Insurance Agency5922 Yorktown Blvd, Bldg 2Corpus Christi TX 78414 / 361-232-4717jga@garyinsurancegroup.com

BDutch BakerBlack Gould & Associates11221 N. 35th St.Phoenix, 85028 / (602) 277-2144dutch.baker@blackgould.com

Roslyn BankstonState Farm Ins. Co.6900 E. Camelback Rd., #820Scottsdale, 85251 / 480-897-6500Roz.bankston.b2us@statefarm.com

Jeff BarbanellPlanned Brokerage Solutions, Inc.7904 E. Chaparral Rd, Ste A110Scottsdale, 85250 / 480-429-4733jsb@plannedbrokerage.com

Ben BatesNationwide2138 E. Myrtle AvePhoenix, 85020 / 480-330-4983BATESB3@nationwide.com

Paul Beckis, CFPAmerican Family Life Ins. Co.225 N. 45th St.Phoenix 85034 / 480-521-9939pbeckis@amfam.com

Kristi BellWard T. Bell & Associates Inc.14425 N. 7th St., Ste 101Phoenix 85022 / 602-381-8600Kristi@wbassoc.com

Ward T. BellWard T. Bell & Associates14425 N. 7th St., Suite 101Phoenix, 85022 / (602) 381-8600ward@wbassoc.com

W. Craig Berger, CLU, ChFCGuardian Life9829 E. Cochise Dr.Scottsdale, 85258 / (602) 957-7155craig_berger@glic.com

Walter G. Bilger Jr.Independent13700 NE Salmon Creek Ave., #102Vancouver, WA 98686 / 360-574-5299hlthinsbb@aol.com

Roland D. Black1520 E. Helena Dr.Phoenix, 85022 / (602) 920-2614daleblack1@cox.net

Maryglenn K. Boals, CLTCMgBoals & Associates, LLCP O Box 44858Phoenix 85064 / 602-418-5069mgboals@mgboals.com

Jack E. Bobo, CLU, FLMINew York Life1660 W. Glendale Ave, Unit 1218Phoenix, 85021 / (602) 544-5038jbobo7@cox.net

Bradley B. Burr, CFPLovitt & Touche, Inc.1050 W. Washington, Ste 233Tempe, 85281 / (602) 385-7086bburr@lovitt-touche.com

CStephen O. Carlson, ChFCCetera Advisor Network2101 E. Broadway Rd, Ste 27Mesa, 85282 / (480) 831-5645carlsons@financialnetwork.com

Susan CarlsonCrump Life Insurance Services14210 N. 26th AvenuePhoenix 85023 / 480-486-4557S36carlson@yahoo.com

Jeffrey D. Carter, RICP, RFC, CSA, LUTCFSmart Financial Strategies, Inc.P O Box 5465Phoenix, 85261 / 623-933-9500jeffcarter@smartfinancialstrategies.com

William B. Cassidy, CLU, ChFC, LUTCFSpence, Cassidy & Associates, LLC10450 N. 74th St., Suite 110Scottsdale, 85258 / (602) 230-2995billc@scaaz.com

Robert T. Castellani, LUTCFPrincipal Financial Group13428 N. 13th St.Phoenix, 85022 / (602) 734-1150castellani.bob@principal.com

Francisco CastroFarmers Insurance Group3605 Crossings Dr., BPrescott, 86305 / 928-237-3535Frankcastro55@yahoo.com

Marilyn J. CeasorCeasor Ins. Cons./John HancockP O Box 2764Carefree 85377 / 480-488-7870jane@janeceasor.com

Daniel A. CeschinMutual of Omaha3200 E. Camelback Rd., #190Phoenix 85018 / 602-265-8223 X251Dan.ceschin@mutualofomaha.com

David P. Chittenden, CLU, ChFCGFSC Inc. dba The Chittenden Group3821 E. Indiana School Rd.Phoenix 85018 / (602) 955-4773dave@thechittendens.com

Andrew ChymychTransamerica10202 W. Kelso St.Sun City, 85351 / 623-256-1493acymych@gmail.com

James M. ClaryClary Executive Benefits, LLC7047 E. Greenway Rd, Ste 250Scottsdale, 85254 / 312-282-5449Jim.clary@claryexecben.com

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A Nicole ClinchNorthwestern Mutual2201 E. Camelback Rd., Ste 400Phoenix, 85016 / 602-808-3452Nicole.clinch@nm.com

Katherine CowgerTesTeachers LLC8700 E. Via De Ventura, Ste 300Scottsdale, 85258 / 480-685-2650kcowger@testeachers.com

DJeffrey DanielsState Farm Insurance Co.6900 E. Camelback Rd, Ste 820Scottsdale, 85251 / 480-897-6500Jeffrey.daniels.d9dm@statefarm.com

Troy M. Danoff, LUTCFPrudential Financial3200 N. Central Ave., Ste 600Phoenix, 85012 / (602) 667-4717Troy.danoff@prudential.com

Dewey M. DarwinAmeriprise Financial Services, Inc.4835 E. Cactus, #230Scottsdale 85254 / 602-996-7355dewey.m.darwin@ampf.com

Nick DeLucaMassMutual Financial Group11001 N. Black Canyon Fwy, PH 10 Phoenix, 85029 / 602-533-3514ndeluca@massmutual.com

Debra A. DeMarieDeMarie Consulting Inc209 W. MarconiPhoenix, 85023 / (602) 369-6636debdemarie@aol.com

Edward A. Diaz, Jr.New York Life14850 N. Scottsdale RoadScottsdale, 85254 / (480) 840-2165eadiaz@ft.newyorklife.com

Jeffrey C. Dollarhide, CFP, CLU, CLTCMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) 538-2997jdollarhide@finsvcs.com

Jan M. Doughty, CLU, RHU4444 S. 34th St.Phoenix, 85040 / 602-305-8605jmdoughty@msn.com Nicholas DoyleForesters1702 E. Highland Ave., #406Phoenix, 85016 / 602-841-2627Nicholas.doyle@foresters.com

Kathleen DrybreadCentaurus Financial Inc.1747 E. Northern Ave, #144Phoenix, 85020 / 602-957-2448KDPHX@cox.net

EGerald J. Eagleston, LUTCFEagleston Financial Group1333 N. Greenfield Rd, Ste 103Mesa 85205 / 480-998-2292jerryeagleston@gmail.com

Dan ErtzNorthwestern Mutual7543 N. Sacaton RoadScottsdale, 85258 / 480-636-1696Dan.ertz@ertzconsulting.com

Lee E. EvansPhocus FSG/AXA Advisors LLC2150 E. Highland, Ste 212Phoenix 85016 / 602-687-9651lee@phocusfinancial.com

FJonathan P. FaganNorthwestern Mutual2201 E. Camelback Rd., Ste 400Phoenix 85016 / 602-808-1411Jonathan.fagan@nm.com

Dianne T. Fay, CFP, ChFC, LUTCF, MBAFay & Associates10601 N. Hayden Rd, Ste L108Scottsdale, 85260 / (480) 998-1723fay@fayassociates.com

David S. Franks, CLULFG Corp.4900 N. Scottsdale Rd., #3700Scottsdale 85251 / 480-824-4125David.franks@lfg.com

Shasta FrutosFrutos Insurance Agency5350 W. Bell Rd, C122-322Glendale, 85308 / 623-428-9958Shasta@frutosagency.com

GBretton S. GabouryState Farm1820 W. Northern Ave, Ste `00Phoenix 85021 / 602-997-7300Brett.gaboury.k0d5@statefarm.com

Rebecca S. Gaylor, CFPActive Money Management, Inc.2818 E. Paradise Dr.Phoenix 85028 / 602-494-7641planningteam@gammi.com

John F. Glass, CLU, ChFCGlass Financial Group4455 E. Camelback Rd., Suite 260DPhoenix, 85018 / (602) 952-1202jfg@glassfinancial.com

Calvin GoetzStrategy Financial Group3200 E. Camelback Rd, #285Phoenix, 85018 / 602-343-9303cgoetz@strategyfg.com

Victor GoldmanMassMutual - Phoenix1101 N. Black Canyon HwyPhoenix, 85029 / 480-421-8618vgoldman@financialguide.com

William B. GouldBlack Gould & Associates3800 N. Central Ave., 9th FloorPhoenix, 85012 / (602) 776-1318bill.gould@blackgould.net

Brian GreenbergTrue Blue Life Ins.8900 E. Pinnacle Peak Rd, E4Scottsdale, 85255 / 866-816-2100brian@truebluelifeinsurance.com

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Charles R. Grimes, CLU, ChFCLockton Companies, LLC14850 N. Scottsdale Rd, Ste 225Scottsdale 85234 / 601-735-8901Rocky.grimes@lockton.com

HMitchell E. HarmesBenefit Marketplace, LLC15705 E. Richwood Ave.Fountain Hills, 85268 / 480-747-1705Mitch.harmes@BenefitMarketplaceLLC.com

John HarveyHarvey DeForest, LLC3219 E. Camelback Rd, #538Tempe, 85282 / 602-791-5866jharvey@harveydeforest.com

James HebetsThe Hebets Company2575 E. Camelback Rd., Ste 700Phoenix, 85016 / 602-840-7505jamie@hebetsco.com

James HebetsThe Hebets Company2575 E. Camelback Rd., Ste 700Phoenix, 85016 / 602-840-7505jim@hebetsco.com

Bruce Heide, MBAStrategic Insurance, Inc.2141 E. Broadway Rd, #220.Scottsdale, 85259 / 480-779-4421bruce@strategicinsurance.com

Robert C. Heller, CLU, ChFCProtective Life28201 N. 60th PlaceCave Creek, 85331 / 480-502-2910business@bobheller.com

Karen HoltHumana Marketpoint20860 N. Tatum Blvd, Ste 400Phoenix, 85050 / 480-515-6508kholt@humana.com

Stephen B. Horrell, Jr.Mass Mutual17550 N. Perimeter, #450Scottsdale, 85255 / (480) 538-2927

Barb HorstState Farm301 Brillante LanePrescott, 86301 / 303-519-1553Barb.horst.c9us@statefarm.com

James Hundman, CFP, JDHundman Wealth Planning LLCP O Box 795, 36600 N. Pima Rd, Ste 301Carefree, 85377 / 80-625-3134jim@hundmanwealth.com

JJoEllen E. James, CPCUState Farm Ins. Companies4706 N. 44th St.Phoenix, 85018 / (602) 956-1110joellen@myvalleyagent.com

Clayton M. Janson, CFPPhocus FSG/AXA Advisors LLC2150 E. Highland Ave., Ste 212Phoenix, 85016 / (602) 955-7705clayton.janson@axa-advisors.com

Kevin JensenEMSI/Med-Ex Paramedical, Inc.201 W. Guadalupe Rd, Ste 302Gilbert, 85233 / 480-497-4864Phoenix.exam@emsinet.com

Nicholas JohnsonCUE Financial Group, Inc.10450 N. 74th St., Suite 110Scottsdale, 85258 / 602-200-5120njohnson@cuefinancial.com

KAlan C. Kifer, MSFS, CFP, RFC, LUTCF, CLTC, LTCP, CEPL.I.F.E. Services, LLC4848 E. Cactus Rd, #505-307Scottsdale 85254 / 800-891-8797alan@life-services.net

Charles R. Kolesar, CLU, ChFC, CSA, LUTCFSpence, Cassidy & Associates, LLC10450 N. 74th St., Suite 110Scottsdale, 85258 / (602) 586-3882chuck@kolesarinsurance.com

Peter Kolesar, LUTCFSpence, Cassidy & Associates10450 N. 74th St., Suite 110Scottsdale, 85258 / 602-230-2995prk@cox.net

Stephen M. Kolesar, CLU, ChFC, LUTCFSpence, Cassidy & Associates, LLC4835 E. Cactus Rd., #105Scottsdale, 85254 / 480-814-7051stephenk@scaaz.com

Jordan T. KosnikNorthwestern Mutual2201 E. Camelback Rd., Ste 400Phoenix 85016 / 602-522-1191Jordan.kosnick@nm.com

David R. Kroll, CLU, ChFC, LUTCFMassMutual/The Dollarhide Financial Group LLC17550 N. Perimeter Dr, Ste 450 Scottsdale 85255 / 480-538-2964dkroll@financialguide.com

Daniel A. KymanHester Heitel & Associates6122 N. 7th StreetPhoenix, 85014 / (602) 230-7726dkyman@hesterheitel.com

LWilliam E. LewisLewis Investments839 Stirrup Dr., Ste 400Safford, 85546 / (520) 323-0907

Robert A. Lucca, MDRTLucca Ins. Svcs/Principal Fin. Grp4927 W. Yearling Rd.Phoenix, 85083 / (602) 957-3200lucca.bob@principal.com

MDino MarsilloArizona Insurance Network11811 N .Tatum Blvd., Suite 3031Phoenix, 85028 / (602) 953-7778azinsnet@aol.com

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Mark J. MatsockMark J. Matsock & Assoc./Great-West2400 E. Arizona Biltmore Circle, Ste 1100Phoenix, 85016 / (602) 955-0200jim@matsock.com

Britni MattisonMassMutual/Phoenix11001 N. Black Canyon Hwy, Ste 1909Phoenix, 85029 / 602-833-3063bmattison@financialguide.com

Sonja Mazon RubalcavaState Farm Ins. Co.4140 W. Post Dr.Chandler, 85226 / 480-215-4743sonja.mazonrubalcava.m1zn@statefarm.com

Barry A. McBride, CLU, AEPSun Cornerstone Group Inc9929 N. 95th St., Suite Q-110Scottsdale, 85258 / (602) 808-9008, x21barrymcbride@suncornerstone.com

Bruce McBride, CLUPrudential5104 N. 32nd St., Unite 432Phoenix, 85018 / 602-330-6350Bruce.mcbride@prudential.com Jan A. McDanielState Farm Ins. Companies1201 W. Indian School RoadPhoenix 85013 / 602-266-2050Jan.mcdaniel.grfl@statefarm.com

Ben B. Miller, CLU, ChFCNorthwestern Mutual – Southwest2201 E. Camelback Rd., #400Phoenix, 85016 / 602-808-3401Ben.miller@nm.com

Henry H. Molder, LUTCFNew York Life5750 E. Leisure Ln.Cave Creek, 85331 / (602) 488-1039

Adam H. Mosbach, CFP, ChFC, LUTCFLincoln Financial Network4900 N. Scottsdale Rd., Suite 3700Scottsdale, 85251 / (480) 824-4114adam.mosbach@lfg.com

Francisco MosierQualify Financial Group, LLC4045 E. Palm Ln, Ste 5Phoenix, 85038 / 602-225-9595frank@qualityfinancialgroup.com

Greg MuirTesteachers8700 E. Via De VenturaScottsdale 85258 / 480-685-2611gmuir@testeachers.com

NDavid A. NashNew York Life2501 N. 4th St., #14Flagstaff, 86004 / (928) 779-1380dnash@ft.newyorklife.com

O Thomas O’BrienSpence, Cassidy & Associates10450 N. 74th St., Suite 110Scottsdale, 85258 / 602-230-2995tomo@scaaz.com

PLinda R. PatentL.R. Patent Financial Services141 S. McCormick St., Ste 201Prescott, 86303 / (928) 639-0015linda@lrpatent.com

Leslie Patterson, Jr.Northwestern Mutual2201 E. Camelback Rd., #400Phoenix, 85016 / 602-808-3444lee.patterson@nm.com

Norma PaulNew York Life228 N. Heritage Dr.Gilbert, 85234 / (480) 831-6633normapaul@ft.newyorklife.com

Brendan PettyMutual of Omaha3200 E. Camelback Rd, Ste 190Phoenix 85018 / 602-265-8223Brendan.petty@mutualofomaha.com

Marilyn J. Pope, CLU, CLTC, ChFC, LUTCFPrudential Financial7644 E. Northland Dr.Scottsdale, 85251 / (602) 667-4723Mpope87417@aol.com

Murray A. PruetzNew York Life2626 W. Walatowa StreetPhoenix, 85041 / (602) 237-3390mpruetz@ft.newyorklife.com

R

Phillip C. Richards, CLU, CFP, RHUNorth Star Resource Group2701 E. University Ave, SE, Ste 300Minneapolis, MN 55414 / (612) 617-6000phil@northstarfinancial.com

Justin RiedyPrudential Financial16260 N. 71st St., MS 153Scottsdale, 85254 / 480-505-6283justin.riedy@prudential.com

Joseph B. Rinaldo, CLTCMinnesota Life/Minnesota Mutual899 S. Paradise DriveGilbert, 85233 / (480) 926-3343josephrinaldo@q.com

Susan Ritchie, CLTC, CSAThe LTC Store3536 E. Brookwood Ct.Phoenix, 85048 / (480) 759-5955suephx@cox.net

Ali RizviNorthstar Resource Group4645 N. 32nd St., Ste 200Phoenix, 85018 / 602-224-5366Ali.rizvi@northstarfinancial.com

Lynne M. Roark, CESIndependent9393 N. 90th St., Suite 102-175Scottsdale, 85258 / (602) 556-1184lmroark@cox.net

Neil W. Rosenblatt, CLU, LUTCFRosenblatt Insurance Services8080 E. Gelding Dr., Suite 103Scottsdale, 85260 / (602) 279-5677admin@rosenblattins.com

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SPaul M. Sabol, CLUThe Sabol Agency, Inc.10635 E. Arabian Park Dr.Scottsdale, 85260 / (480) 661-7800paul@plusgroupaz.com

F. Edward Sandidge Jr., CLUMass Mutual11839 N. 80th Pl.Scottsdale, 85260 / (480) 538-2955fesandidge@yahoo.com

Alan SapakieVoya Financial Advisors6915 E. Pasadena Ave.Paradise Valley, 85253 / 480-629-4411alansapakie@voyafa.com

Gary SchraufnagelAmerican Family Insurance225 N. 45th St.Phoenix, 85034 / 602-225-3779gschrauf@amfam.com

Joyce SeideSouthwest Medicare Specialists8145 E. Evans Rd, #6Scottsdale, 85260 / 480-443-1952Joyce.seide@gmail.com

Emory J. SmithEJS Financial Management LLC7814 N. 6th St.Phoenix 85020 / 602-370-8743emory@ejsfinancial.net

Donald J. SonierGreater SW Corp/American General10833 N. 38th St.Phoenix 85028 / 602-923-3400donaldsonier@qwestoffice.net

Brandon SparksThrivent Financial17505 N. 79th Ave, Ste 101Glendale, 85308 / 623-939-6455Brandon.sparks@thrivent.com

Dwight A. Spence, CFPSpence, Cassidy & Associates, LLC10450 N. 74th St., Suite 110Scottsdale, 85258 / (480) 230-2995dwights@scaaz.com

Wesley W. StahlerState Farm Insurance Company1820 W. Northern Ave., Suite 100Phoenix, 85021 / (602) 997-7300wes.stahler.b7jk@statefarm.com

Michele StephensResolve Ins., LLC6308 E. Joshua Tree LaneParadise Valley, 85253 / 480-227-5737michele@resolveins.com

Michael J. StratiNorthwestern Mutual/Miller Fin. Grp2201 E. Camelback Rd., Suite 400Phoenix, 85016 / (602) 808-3400michael.strati@nm.com

TTheodore J. ThompsonThompson Agency9712 E. Corrine Dr.Scottsdale, 85060 / (480) 860-1604ted@tedthompsoninsurance.com

William E. Tiani, CFP, CASLAZ Financial Associates/MetLife6244 E. Sandra Terrace Scottsdale, 85254 / 480-638-2204btiani@metlife.com

VMichelle VanderweideVander Financial Services, LLC4002 W. Danbury Dr. Glendale, 85308 / 623-205-6675Michelle@vanderfinancialservices.com

Timothy Van HoutenVan Houten & Associates1702 E. Highland Ave., Ste 130Phoenix 85016 / 602-279-0929tvh@vanhouteninc.com

WWilliam David WeinerWeiner Insurance Inc/Prudential8300 E. Dixileta, #268Scottsdale, 85266 / (480) 998-7900david@weinerinsurance.com

Michael B. Welborn, CLU,ChFC, CFPNorthwestern Mutual Financial Network2201 E. Camelback Rd., Suite 400Phoenix, 85016 / (602) 808-3458michael.welborn@nm.com

Louis WhiteKnights of Columbus/Raso Agency719 W. Seldon LnPhoenix, 85021 / 602-295-2697Louis.white@kofc.org

Carin R. WhitehurstMutual of Omaha3200 E. Camelback Rd, Ste 190Phoenix, 85018 / 602-265-8223Carin.whitehurst@mutualofomaha.com

Bill D. Williams, CLU, ChFC, LUTCFBill D. Williams FreedomPoint Fin. Svcs534 W. MarconiPhoenix, 85023 / (602) 264-4833bill@freedompointinc.com

Bryan WisdaP O Box 5543Carefree, 85377 / 480-942-5592bwisda@summit-email.com

Nathan WrightTesteachers8700 E. Via de Ventura, Ste 200Scottsdale, 85258 / 480-685-2604nwright@testeachers.com

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ALPHABETICAL COMPANY LISTING

IndependentsAlspaugh, JackBarbanell, JeffBell, KristiBell, WardBilger, Jr, WalterBlack, RolandBoals, MaryglennCarlson, StephenCarter, JeffreyCeasor, MarilynChittenden, DavidChymych, AndyClary, JamesCowger, KatherineDeMarie, DebraDoughty, JanEagleston, GeraldFaye, DianneFrutos, ShastaGaylor, RebeccaGoetz, CalvinGreenberg, BrianHarmes, MitchellHarvey, JohnHebets, James, Jr.Hebets, JamesHeide, BruceHoffman, StevenHundman, JimIsaacs, CraigJensen, KevinJohnson, NicholasKifer, AlenKyman, DanielLewis, WilliamMarsillo, DinoMatsock, MarkMazella, Michael, Jr.McGowan, Michael, Jr.Mosier, FranciscoMuir, GregPatent, LindaRitchie, SusanRoark, LynneRosenblatt, NeilSabol, PaulSeide, JoyceSmith, EmorySonier, DonaldStephens, MichelleThompson, TheodoreVanderweide, Michelle

Van Houten, TimothyWeiner, William DavidWilliams, BillWisda, BryanWright, Nathan

American FamilyBeckus, PaulGary Schraufnagel

Ameriprise Financial ServicesDarwin, Dewey

Amerus LifeAnstett, Daniel

Black Gould & AssociatesBaker, DutchGould, WilliamCFG Benefits, Inc.Durkin, Chris

Crump Life Ins. SvcsCarlson, Susan

Farmers Ins. GroupCastro, Francisco

ForestersDoyle, Nicholas

Guardian/John Driscoll & Co.Berger, W Craig

HumanaHolt, Karen

Knights of ColumbusWhite, Louis

Lincoln Financial NetworkFranks, DavidMosbach, Adam

Lovitt & ToucheBurr, Brad

Mass MutualDeLuca, NickDollarhide, Jeffrey C.Goldman, VictorHorrell, Jr, StephenKroll, David R.Mattison, BritniMcBride, BruceSandidge, Jr, F Edward

MetLifeHickson, DavidTiani, William

Minnesota Life/Minnesota MutualRinaldo, Joseph B.

Mutual of OmahaCeschin, DanPetty, BrendanWhitehurst, Carin

National WideBen Bates

New York LifeBobo, JackDiaz, Jr., EdwardGlass, JohnMolder, HenryNash, DavidPaul, NormaPruetz, Murray

Northwestern MutualClinch, A. NicoleErst, DanFagan, JonathanHunt, JohnKosnick, JordanMiller, BenPatterson, LeeRobbins, NeilStrati, MichaelWelborn, Michael

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North Star Resource GroupRichards, PhillipRivzi, Ali

Phocus FSGEvans, LeeJanson, Clayton

Principal Financial GroupAbbate, MichaelCastellani, RobertLucca, Robert

Protective LifeHeller, Robert C.

Prudential FinancialDanoff, TroyPope, Marilyn J.Riedy, JustinWeiner, W. David

Spence, Cassidy & Associates, LLCCassidy, WilliamKolesar, CharlesKolesar, PeterKolesar, StephenO’Brien, ThomasSpence, Dwight

State FarmBankston, RosalynDaniels, JeffreyGaboury, BrettHorst, BarbJames, JoEllenMcDaniel, JanStahler, WesleyTorres, Severiano

Sun Cornerstone GroupMcBride, Barry

Thrivent Financial for LutheransJanckila, EvaSparks, Brandon

ALPHABETICAL COMPANY LISTING

PHOENIX

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NEW  YORK  LIFE  INSURANCE  COMPANY  ARIZONA  GENERAL  OFFICE  14850  N  Scottsdale  Road  

Suite  400  Scottsdale,  AZ  85254  

(480)  840-­‐2000          

 The  following  members  of  the  ARIZONA  General  Office  of  New  York  Life  Insurance  Company  

are  proud  to  support  NAIFA.      

MANAGEMENT  TEAM    

Marc  S.  Braden  –  Managing  Partner  Mike  Nemger  MSFS,  CLU,  ChFC,  CLTC  –  Senior  Director  of  Development  

Ray  Karlson  CLU,  ChFC,  CLF,  CLTC,  CASL  –  Senior  Agency  Standards  Consultant      

AGENTS    

Joseph  Brekan  Dilworth  Brinton  Jr.  Bryan  T.  Buzzard  Robert  Cacioppo  Michael  Cipolletti  Barry  A.  Cook  Edward  Diaz  Jr.  Jaime  Duval  

Wendy  L.  Feldman  Richard  Fort  Bruce  J.  Frank  John  Glass  

Dean  R.  Goodman  Carrie  Hall  Larry  Harper  

         

 Robert  A.  Hartman  Hector  Hernandez  

Vicente  Arturo  Iñiguez  James  Kabanos  John  C.  Keane  John  F.  Kluge  

Daniel  Lindblad  Dwight  E.  Loeffler  

Gary  J.  Miller  Steven  T.  Mindak  Henry  Molder  Chris  D.  Nash  David  Nash  

David  J.  Norgord  Charles  Pascu  II  Norma  Paul  

       

 Jesus  Pineda  Dave  Pelz  

Drew  Lucien  Porro  Murray  Pruetz  James  Reeves  Ben  Richey  Gary  Roberts  

Mark  P.  Rothman  Mark  E.  Rowley  Gerald  D.  Simcox  Reed  P.  Trautman  Charles  A.  Tucker  Bruce  H.  Usher  Robert  L.  Vest  III  

James  Darren  Wallace      

 

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OFFICERSPresident Michael L. Nitchen, LUTCF, CLTC, FSSImmediate Past President Victor Yates, CLTCPresident Elect Thomas ShultzSecretary/Treasurer Jeffrey D. BarraNational Committeeperson Jodi Ford

DIRECTORSSue Kuraja Jesus PinedaMichael E. Markham, LUTCF Sharmen RoosDavid Norgord Michael Thomas,LUTCF,ChFC,CLU,CLF

NAIFA-ScottsdaleMary Jane FarrP.O. Box 4160, Scottsdale, 85261(602) 908-8094, mjfarr@naifascottsdale.org

COMMITTEE CHAIRPERSONSAdvisor/Ethics Robert Wernecke, CLUAPIC/Health Michael Thomas,LUTCF,ChFC,CLU,CLFGovernment Relations Michael Thomas,LUTCF,ChFC,CLU,CLFAwards Jenessa ChristensenContinuing Education Jenessa ChristensenCommunity Service/P.R. Victor Yates, CLTCGolf Chair Michael Markham, LUTCFIFAPAC David NorgordLUTCF Jenessa Christensen Marketing/Communications Regeanna Mwansa Membership Chair Jesus PinedaNon-Dues Revenue Thomas Shultz Programs/Prof. Dev. Sue Kuraja Y.A.T. Chair Sharmen Roos

Michael L. Nitchen, LUTCF, CLTC, FSS480-231-8788

SCO

TTSDA

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SCOTTSDALENAIFA

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AByron F. AllenAmerican Savings Life Ins. Co.935 E. Main St., Suite 100Mesa, 85203 / (480) 835-5000byronallen@aslic.com

Gregory M. Anderson, CLU, ChFCCapitas Distributors Inc. 6263 N. Scottsdale Rd., Suite 160Scottsdale, 85250 / (602) 955-1111x101greg.anderson@capitasfinancial.com

Dana ArtzerPhysicians Mutual38285 N. Tumbleweed LnSan Tan Valley, 85140 / (480) 882-2067danaa421@gmail.com

Lyle R. Aspegren, LUTCFD&L Financial14415 N. 73rd Street, Suite 108Scottsdale, 85260 / (480) 443-8444DLAspegren@aol.com

Donald W. Ayers, CMBAmerican Savings Life Ins. Co.935 E. Main St., Suite 100Mesa, 85203 / (480) 420-2546don.ayers@americansavingslife.com

BJames BallPhysicians Mutual21413 E. Via Del PaloQueen Creek, 85142 / (602) 614-6341jim@aboutturning65.com

Jeffrey S. Barbanell, CLU, CLTC, LUTCFPlanned Brokerage Solutions, Inc.7904 E. Chaparral Rd., Suite A110Scottsdale, 85250 / (480) 429-4733jsb@plannedbrokerage.com

Jeffrey D. BarraMorgan Stanley14850 N. Scottsdale Rd., 6th FloorScottsdale, 85254 / (480) 363-9769jeffbarra@icloud.com

Ann M. BeanAim Marketing & Ins. Srvs. of AZ, Inc. 13840 N. Northsight Blvd., Suite 101Scottsdale, 85260 / (480) 353-2601ann@aimmarketing-az.com

Verity BendelBendel Insurance AdvisorsP.O. Box 4424Scottsdale, 85261 / (646) 246-0145Verity@Bendelinsuranceadvisors.com

Scott Bennett, CLF, LUTCFCountry Financial20860 N. Tatum Blvd., Suite 190Phoenix, 85050 / (480) 213-6595scott.bennett@countryfinancial.com

Ginny Bertoncino, R.H.U.Your Insurance Solution, LLC10005 E. Mission LaneScottsdale, 85258 / (480) 338-0888ginny@yourinsurancesolution.net

Richard W. BeyerNorthwestern Mutual -Fin'l Health & Security Advs9841 East Bell Road, Suite 110Scottsdale, 85260 / (480) 739-3400richard.beyer@nm.com

J. Richard Bicket, CLU, RFCFinancial Planning Circle, Inc.9902 W. Signal Butte CircleSun City, 85373 / (602) 677-4400jrbicket@aol.com

Heidi Bird Thrivent Financial17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) 563-1367Heidi.Bird@Thrivent.com

Jeffrey J. Biro, CEP, RFCFamily Wealth Advisors6900 E. Camelback Rd., Suite A-39Scottsdale, 85251 / (480) 969-5667Jeff@FWealthAdvisors.com

Ronald J. Blau, MDRTCourt of TableBlau Financial Services2340 E. Beadsley Rd., Suite 100Phoenix, 85024 / (480) 391-2005rblau@blaufinancial.com

Marc S. BradenNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2003mbraden@ft.newyorklife.com

Jeffrey BradfordNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2046jsbradford@ft.newyorklife.com

Joseph R. BrekanNew York Life Insurance7537 E. McDonald Dr.Scottsdale, 85250 / (480) 922-2830jbrekan@ft.newyorklife.com

Allen D. BressAim Marketing & Ins. Srvs. of AZ, Inc. 15025 E. Mira VistaFountain Hills, 85268 / (602) 224-8000allen@aimmarketing-az.com

Brian W. Brooks, CFP, ChFC, FIC, FICFThrivent Financial17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) 563-1367brian.brooks@thrivent.com

Thomas BugbeeFuturity First8501 E. Princess Dr., Suite 210Scottsdale, 85255 / (480) 748-9119thomasbugbee@gmail.com

Bryan T. BuzzardCypress Strategies7537 E. McDonald Dr.Scottsdale, 85250 / (480) 922-0066 bbuzzard@ft.newyorklife.com

CRobert CacioppoNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2089rcacioppo@ft.newyorklife.com

Susan Carlson Crump Life Insurance Services14210 N. 26th AvenuePhoenix, 85023 / (480) 487-6843 s36carlson@yahoo.com

Wes CasausRaso Agency 3323 W. Thoreau LaneAnthem, 85086 / (623) 640-0436wcasaus@gmail.com

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Jenessa ChristensenMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (928) 208-3491jenessachristensen@financialguide.com

Michael CipollettiNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2178mcipolletti@ft.newyorklife.com

Von Hilton Clarke, FICFRaso Agency 536 East Kelly LaneTempe, 85284 / (520) 269-8885von.clarke@kofc.org

Daniel Clements, CLUMassMutual Southwest Pacific60 East Rio Salado Parkway, Suite 610Tempe, 85281 / (480) 638-2123danielclements@financialguide.com

Kyle ConroyDisability Insurance Services8942 E. Topeka Dr.Scottsdale, 85255 / (480) 889-8980kconroy@diservices.com

Barry A. Cook, CLU, ChFCNew York Life Insurance509 W. Fellars Dr.Phoenix, 85023 / (602) 547-3200bacook@ft.newyorklife.com

Deborah Corso, CFPBenefit Design Associates, LTD7975 N. Hayden Rd., Suite D261Scottsdale, 85258 / (480) 998-0096dcorso@benefit-design.com

DAlvin L. Dattner, CLUIndependent10109 E. Morning Star Dr.Scottsdale, 85255 / (480) 357-0070ald10109@yahoo.com

Monica Del ReFinancial Solutions for Senior America, LLC 8711 E. Pinnacle Peak Rd., Suite 197 Scottsdale, 85255 / (480) 991-0000monica@monicadelre.com

Dominique DietrichDietrich's Educators21116 E. Tierra Grande DriveQueen Creek, 85142 / (480) 206-4960dominique.23@gmail.com

Jeffrey C. Dollarhide, CFP, CLU, CLTCMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) 538-2997jdollarhide@finsvcs.com

Richard Downhour, CLU, LUTCF2130 N. 68th Place Scottsdale, 85257 / (480) 945-3769rodownhour@yahoo.com

John M. Driscoll, CLUJohn Driscoll & Company, Inc. 5080 N. 40th Street, Suite 400Phoenix, 85018 / (602) 957-7155john_driscoll@jdriscollco.com

Michael J. Dubes, CLU, ChFC, LLIFDubes Financial Services, LLC9327 E. Andora Hills Dr. Scottsdale, 85262 / (480) 488-2983dubesmj@aol.com

Jody DunnFuturity First/SMS8501 E. Princess Dr., Suite 210Scottsdale, 85255 / (602) 314-7580jody@ara123.com

Jamie DuvalNew York Life Insurance14850 N. Scottsdale Rd., Suite 400 Scottsdale, 85254 / (480) 840-2160jduval@ft.newyorklife.com

ESteven J. EasleySharpe Point Insurance Group5090 N. 40th Street, Suite 200Phoenix, 85018 / (480) 900-7924steven.easley@sharpepointinsurance.com

David EdgeAmerican Retirement Advisors8501 E. Princess Dr., Suite 210Scottsdale, 85255 / (602) 281-3898edge@americanretire.com

Michael E. Eibeck, CLU, ChFC, LUTCF, FSSSpence, Cassidy & Assoc.4835 E. Cactus Rd., Suite 105Scottsdale, 85254 / (602) 230-5181 mikee@scaaz.com

Norma K. Eibeck Spence, Cassidy & Assoc.4835 E. Cactus Rd., Suite 105Scottsdale, 85254 / (602) 230-5181 kwithane@cox.net

Joy T. EstesJoy Estes, State Farm Insurance8111 E. Thomas Rd., Suite 110Scottsdale, 85251 / (480) 946-5489joy@joyestes.net

FHoward Farkash, CLTCAmerican Retirement Advisors4301 N. 21st St., #36 Phoenix, 85016 / (602) 909-8433hafbenefits@yahoo.com

Louis Filip, Jr.IFC National Marketing3700 S. Ironwood Dr., #85Apache Junction, 85120 / (480) 625-1999lfilip@ifcnationalmarketing.com

Jodi FordPFG Marketing Group2440 W. Mission Lane, Suite 11Phoenix, 85021 / (602) 339-9939jodiford@pfg-inc.com

Richard Fort, LUTCFNew York Life Insurance14850 N. Scottsdale Rd., Suite 400 Scottsdale, 85254 / (480) 840-2059rwfort@ft.newyorklife.com

Bruce J. Frank, CLU, ChFCBruce Frank Financial Group14850 N. Scottsdale Rd., Suite 400 Scottsdale, 85254 / (480) 840-2057 bjfrank@ft.newyorklife.com

GMichael Lynn GallagherThrivent Financial2480 W. Palmaritas Dr.Phoenix, 85021 / (717) 254-6433michael.gallagher@thrivent.com

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Dean R. Goodman, LUTCFNew York Life Insurance14850 N. Scottsdale Rd., Suite 400 Scottsdale, 85254 / (480) 840-2155 drgoodman@ft.newyorklife.com

Paula GorbuttPhysicians Mutual Insurance2053 S. 161st Ave.Goodyear, 85338 / (623) 210-5940mededu.sas@gmail.com

Margaret Anne GriffenThe Griffen Insurance Group550 E. Cottonwood Lane, Suite ACasa Grande, 85222 / (520) 836-5957

Terrie Griffin, ChFC, LUTCFSouthwest Insurance & Investments, Inc.23233 N. Pima Rd. #113-230Scottsdale, 85255 / (480) 830-8442tgriffin@southwestinsure.com

Annie Groth, CFBSMassMutual Arizona3825 E. Lupine CovePhoenix, 85028 / (480) 538-2987agroth@financialguide.com

HCarrie Hall, CFP, CLUNew York Life Insurance6710 N. Scottsdale Rd., Suite 400Scottsdale, 85253 / (480) 840-2039clhall@thenautilusgroup.com

Dennis M. HamCapital Income Protectors, Inc.9100 E. Raintree Dr., Suite 125Scottsdale, 85260 / (480) 657-2232haminsur@mac.com

Paul W. HardingLiquidity Partner, LLC3104 E. Camelback Rd., Suite 371Phoenix, 85016 / (602) 549-1613 phardingpfg@gmail.com Larry D. Harper, MSNNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2159ldharper@ft.newyorklife.com

Robert A. Hartman, CLU, ChFC, CASLNew York Life InsuranceP.O. Box 1360Carefree, 85377 / (480) 488-9085rahartman@ft.newyorklife.com

Chuck A. Heath, LUTCFAmerican National Insurance Co.17470 N Pacesetter WayScottsdale, 85255 / (480) 305-2160chck_heath@yahoo.com

Martin F. Henderson, CLUNew York Life Insurance8780 East McKellips, Suite 292Scottsdale, 85257 / (480) 946-5108fickenterprises@cox.net

Eric Holland, LUTCFPhysicians Mutual Ins. Co.6263 N. Scottsdale Rd., Suite 335Scottsdale, 85250 / (480) 947-4896eric.holland@physiciansmutual.com

Regina R. Holmes, ChFC, CLUState Farm Insurance 12210 N. 76th Place Scottsdale, 85260 / (480) 313-0254regina.r.holmes.sug8@statefarm.com

Timothy Holt, J.D., CFPThe Holt Law Group, P.C.7075 W. Bell Rd., Suite 1Glendale, 85308 / (623) 334-6800tim@holttrust.com

Richelle HopkinsRetirement Funding SolutionsP.O. Box 12333Scottsdale, 85267 / (602) 312-7801rhopkins@rfslends.com

IVincent IniguezNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2041viniguez@ft.newyorklife.com

Christine R. ItamiSenior Life Ins. SolutionsP.O. Box 17563Fountain Hills, 85268 / (480) 694-7753chris.itami@gmail.com

JElayne Jackson, CLU, ChFC, LUTCF Revere Financial Services17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (602) 274-5493elaynejackson@financialguide.com

Samantha Jackson-Kittle, CLTC, LUTCFNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2046sjacksonkit@ft.newyorklife.com Mark W. JohnsonThrivent Financial17015 N. Scottsdale Rd., Suite 335Scottsdale, 85255 / (480) 563-1367mark.wm.johnson@thrivent.com

Tracy L. JonesErnest J. Jones Associates, Inc.9825 E. Bell Rd., Suite 120Scottsdale 85260 / (480) 361-1334tracy@ejonesassoc.com

Jeffrey B. JuniorTrajan Insurance & Wealth Services9375 E. Shea Blvd., #100Scottsdale 85260 / (480) 214-9835jeff@trajanwealth.com

KRaymond J. Karlson, CLU, ChFC, CLFNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2061rkarlson@ft.newyorklife.com

John C. Keane, J.D.New York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (602) 696-0878jckeane@ft.newyorklife.com

Michael Klarfeld, CLU, ChFC Kirshner and Klarfeld Financial Group, LLC 7373 E. Doubletree Ranch Rd, SuiteB-155Scottsdale, 85258 / (480) 588-6356Michael_Klarfeld@kkfg.net

John F. Kluge, LUTCF, FICNew York Life Insurance4517 E. Apricot LaneGilbert, 85298 / (480) 219-0083jkluge@ft.newyorklife.com

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Gregg A. Knudten, ChFC, CLUThrivent Financial17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) 563-1502Gregg.Knudten@Thrivent.com

Laura Kunewa, ChFC, CLUState Farm Insurance Agency2700 S. Sunland Dr.Tempe, 85282 / (480) 293-7853laura.kunewa.lh5h@statefarm.com

Thomas KupitzRaso Agency255 N. WilliamsMesa, 85203 / (480) 261-5299tjkupitz@gmail.com

Sue KurajaMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) 538-2957skuraja@massmutualbrokerage.com

LMark D. LarsonThrivent Financial2020 Silver Creek Rd Suite C108 Bullhead City, 86442 / (928) 704-7275mark.d.larson@thrivent.com

Ryan LarsonFirstLine Financial5635 N. Scottsdale Rd., Ste. 170Scottsdale, 85257 / (480) 729-6246ryan@firstlinefin.com

Steven LarsonThrivent Financial17015 N. Scottsdale Rd., Suite 200 Scottsdale, 85255 / (702) 407-5550steven.g.larson@thrivent.com

Tod D. Lashway, CLU, ChFC, LUTCFThe Penn Mutual Life Insurance Co.6176 E. Greenway LaneScottsdale, 85254 / (602) 803-5674tlash0151@cox.net

Dwight E. LoefflerNew York Life Insurance12453 N. 79th Street, Suite 101Scottsdale, 85260 / (480) 556-6262dloeffler@ft.newyorklife.com

MJohn Peter MadineWindsor Assurance LLC5302 N. Questa Tierra DrivePhoenix, 85012 / (602) 350-6156jpmadine@windsorassurance.com

David S. Mann, CAS, CFSMann Financial Services14256 N Northsight Blvd., Suite 110Scottsdale, 85260 / (480) 699-8247davidmann@cox.net

Harry E. Markham, LUTCFBankers Life & Casualty10002 N. 77th PlaceScottsdale, 85258 / (480) 951-1014hmarkham.insurance@gmail.com Michael E. Markham, LUTCFMarkham Insurance Group3509 E. Morrow DrivePhoenix, 85050 / (480) 229-3715markham.ins.group@gmail.com

John Marshall, LUTCFTransamerica2610 South 46thLincoln, NE 68506 / (602) 524-4405johnbmarshall@netzero.net

Lisa Martin, RHUECA Financial Services, Inc. 7373 E Doubletree Ranch Rd, Ste B110Scottsdale, 85258/ (602) 852-5215lisa@ecafinancial.com

Michael R. Mazzella Jr., CLU, ChFC, LUTCFBrokerage Professionals, Inc. 7910 E. Thompson Peak, Suite 101Scottsdale, 85255 / (480) 620-1100mike@bpim.com

Debra L. McBrideBenefit Members Associated, Inc.P.O. Box 12670Scottsdale, 85267 / (602) 808-9008debmcbride@msn.com

Jason McCloudJason McCloud Agency 34597 N. 60th Street, Suite 102Scottsdale 85266 / (480) 488-2101mccloudie@yahoo.com

Chance MeeksFidelity Investments10215 E Saltillo Dr.Scottsdale, 85255 / (480) 225-4581chance.e.meeks@gmail.com

Paul W. MeierThrivent Financial1762 Meadow StreetLakeside, 85929 / (928) 368-6682paul.meier@thrivent.com

Theodore R. Meyer, III, RFCMeyer Financial Services7373 E. Doubletree Ranch Rd., Suite 200 Scottsdale, 85258/ (480) 659-2146 tmeyer@meyerfinancialusa.com

Gary J. MillerNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2037gmiller@ft.newyorklife.com

Steven T. MindakSteve Mindak & Associates 14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2019smindak@ft.newyorklife.com

Michael P. Moloney, Sr.Premier Documents, LLC14985 W. Bell Road, Suite 125Surprise, 85374 / (602) 371-8898mmoloney@premieraz.net

Nancy MonacoFuturity First8501 E. Princess Dr., Suite 210Scottsdale, 85255 / (602) 314-7580Nancymonaco@ffig.com

Regeanna Mwansa3317 S. Higley Rd., Suite 114-181Gilbert, 85297 / (480) 525-7343rege@regemwansa.com

NAmber Nabity-StittPhysician Advisors, LLC4447 E. Thorn Tree Dr.Cave Creek, 85331 / (480) 582-1498anabity@physicianadvisorsllc.com

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John Nanni, CFPPhysicians Mutual15225 N. 100th St. #2192Scottsdale, 85260 / (480) 314-7526john.nanni@jwcemail.com

Chris D. NashNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254/ (480) 840-2144cdnash@ft.newyorklife.com

Michael A. Nemger, CLU, ChFC, CLTC, MSFS, CASLNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2108mnemger@ft.newyorklife.com

Michael L. Nitchen, LUTCF, CLTC, FSSYour Medicare Health Plan Specialist & Long-Term Care Specialist11445 E. Via Linda, Ste 2-137Scottsdale, 85259 / (480) 231-8788m.nitchen@cox.net

David J. NorgordNew York Life Insurance4677 W. Earhart Way Chandler, 85226 / (480) 229-4606djnorgord@ft.newyorklife.com

PGunther Perdomo, LUTCFState Farm Insurance2040 E. Bell Rd., Suite 110Phoenix, 85022 / (602) 971-8488gunther.perdomo-llana.p6k0@statefarm.com Douglas B. Phares, LUTCFFarm Bureau Financial Services7650 E. Redfield Rd., Suite D-4Scottsdale, 85260 / (480) 483-8787dphares@fbfs.com

Phillis S. Pilvinis, C.E.P.S.P.S.P. & Associates14985 W. Bell Rd.Surprise, 85374 / (623) 544-3424phillis@pspassoc.com

Jesus PinedaNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2136jpineda@ft.newyorklife.com

James Plemons, LUTCFJim Plemons Agency8989 E Via Linda Ste 213Scottsdale, 85258/480-251-5212jplemons@farmersagent.com

Donald W. Poppe, CLUPoppe Insurance & Financial Services10229 N. Scottsdale Rd., Suite GScottsdale, 85253 / (480) 991-4969donpoppe@american-national.com

Steven Poppe, CLUCrump Life Insurance Services6291 E. Wilshire DriveScottsdale, 85257 / (602) 330-3947steve.poppe@crump.com

Drew L. Porro, LUTCFNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2080dlporro@ft.newyorklife.com

RNate Raso, FICFRaso Agency 10201 S. 51st Street, #260Phoenix, 85044 / (480) 422-8452nate.raso@kofc.org

Richard V. Redaelli, LUTCF, CSASecured Financial Solutions14301 N. 87th Street, Suite 216Scottsdale, 85260 / (480) 248-8980redman1215@aol.com

James ReevesNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2322jmreeves@ft.newyorklife.com

James Regan, AIFSharpe Point Insurance Group5090 N. 40th Street, Suite 200Phoenix, 85018 / (480) 999-3033jamesregan@sharpepointinsurance.com

Mindy S. Reyes, LUTCF, ChFC, CLUCountry Financial 20860 N. Tatum Blvd., Ste 190Phoenix, 85050 / (480) 998-8195mindy.reyes@countryfinancial.com

Susan B. Riedel, CFFM, FICModern Woodmen of America22647 N. 24th PlacePhoenix, 85024 / (602) 978-1005susan.b.riedel@mwarep.org

Deborah RiversRealty Executives International6263 N. Scottsdale Rd., Suite 140Scottsdale, 85250 / (480) 276-4600rivers3303@hotmail.com

Sonya Robinson, MSM, CLUState Farm Insurance Companies 500 E Rio Salado Parkway, Bldg 4 Tempe, 85281 / (480) 293-7860sonya.robinson.c9a6@statefarm.com

Teresa L. RobinsonTL Robinson Financial Services, LLC20860 N. Tatum Blvd., Ste 190Phoenix, 85050 / (480) 998-0179teresa.robinson@countryfinancial.com

Daniel RondbergNation's First Financial 6402 E Superstition Springs Blvd, Ste.110Mesa, 85206 / (480) 981-7557danielr@nationsfirstfin.com

Sharmen RoosSharmen Roos State Farm Agency 9393 N 90th Street, 108C Scottsdale, 85258 / (480) 478-6968Shar.roos.d3zm@statefarm.com

Sherrin L. RoseNew York Life Insurance4890 Antelope DrivePrescott, 86301 / (480) 840-2162

Seth Rosenberg, GFS, LUTCFCapital Services, Inc.2415 E. Camelback Rd., Ste. 700Phoenix, 85016 / (443) 608-5520srosenberg@capital-services.com

Mark P. RothmanNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2049mrothman@ft.newyorklife.com

Gregory M. Ryan, CPA, CLTC GMR Financial 1822 W. Moody TrailPhoenix, 85041 / (602) 402-1251greg@gmr.financial

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SJavier V. SanchezKnights of Columbus 3322 W. Orchid LanePhoenix, 85051 / (602) 463-4981javier.sanchez@kofc.org

Nate SandersInfinity Advisory Group3935 S. Rough Rider Rd., Suite 1157Phoenix, 85050 / (480) 407-6789nate@iagcfp.com

David SchaefferAmerican Retirement Advisors8501 E. Princess Dr., Suite 210Scottsdale, 85255 / (602) 281-3898david@ara123.com

Joseph Scheid, CLTCStrategic Financial Concepts17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) 538-2956jscheidjr@financialguide.com

Daniel SchmaltzThrivent Financial17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) 563-1502daniel.schmaltz@thrivent.com

Kevin L. Schneider, MLGASonoran Group/American National4745 N. 7th Street, Suite 428Phoenix, 85014 / (480) 336-2909kschneider@american-national.com

Jim SenatoreThe Principal Financial Group2355 E Camelback Rd., Ste. 600Phoenix, 85016 / (602) 734-1164Senatore.Jim@principal.com

Andrew M. Shaw, FICThrivent Financial17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) 265-9115andrew.shaw@thrivent.com

Jon C. Shawl, CLU, ChFCGuardian Life Ins. Co. of America5080 N. 40th Street, Suite 400Phoenix, 85018 / (602) 957-7155jon.c.shawl@gmail.com

Paul ShermanAmerican National Ins. Company 3200 N. Hayden Rd., Suite 150Scottsdale, 85251 / (480) 235-2500paul.sherman@american-national.com

Bryan Shisler, LUTCF, CLUAmerican Family Insurance21642 N. 9th Ave., Suite 103Phoenix, 85027 / (623) 878-6155bshisler@amfam.com

Dan Shkapich, ChFC, CLUState Farm Insurance2700 South Sunland Dr.Tempe, 85282 / (972) 657-3454dan.shkapich.qgf2@statefarm.com

Thomas ShultzFuturity First/SMS8501 East Princess Dr., Suite 210Scottsdale, 85255 / (602) 314-7580thomasshultz@ffig.com

Gerald D. SimcoxNew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2047gdsimcox@ft.newyorklife.com

Raymond F. Smith, LUTCFArizona Premier Insurance Agency, LLC1744 S. Val Vista Dr., Ste 206Mesa, 85204 / (480) 633-8884ray@azpremierinsurance.com

Vicki S. SmithPhysicians Mutual Insurance Co.6010 E. Winchcomb Dr.Scottsdale, 85254 / (602) 571-0309vicki.sue@cox.net

Scott SquiresThe Squires Group9832 N. Hayden Rd., Suite 217 Scottsdale, 85258 / (480) 483-3204thesquiresgroup@american-national.com

Jerrod StearnesThrivent Financial17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) 563-1367jerrod.stearnes@thrivent.com

Rachel StewartRS Assurance1119 E. Blackhawk DrivePhoenix, 85024 / (623) 580-0327rstewart@rsassurance.com

Curtis Stohr, Jr.Family Investor20235 N. Cave Creek Rd., Ste. 104-269Phoenix, 85024 / (480) 269-2770curtis.stohr@gmail.com

Hyland StokesThe Pam Group11811 N. Tatum Blvd., Suite 3031Phoenix, 85028 / (480) 226-5824hy.stokes@gmail.com

Michael Story, CLTC, CSAPhysicians Mutual6263 N. Scottsdale Rd., Suite 335Scottsdale, 85250 / (480) 947-4896mike.story@physiciansmutual.com

Shauna SummState Farm Insurance21620 N 19th Ave, Suite A-10Phoenix, 85027 / (623) 243-7450shaunasumm@aol.com

Vern SwegleCapital Management Strategies23127 N. 89th PlaceScottsdale, 85255 / (480) 473-3302cmsplanning@cox.net

TKenneth W. Taylor, CLTCTaylor Insurance & Investments Inc.10450 N. 74th St., Suite 110Scottsdale, 85258 / (480) 513-2991ktaylor@scaaz.com

Mattie TaylorState Farm Insurance4225 W. Bell Rd.Phoenix, 85053 / (602) 938-4491mattie@mattietaylor.com

Tim TerrillMedical Labs of Arizona LLC15455 N. Greenway Hayden Loop, Ste. C-16Scottsdale, 85260 / (480) 939-4656Tterrill@arcpointlabs.com

Diane ThomasMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) 570-6201dianethomas@financialguide.com

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Michael Thomas, LUTCF, ChFC, CLU, CLFMassMutual Southwest Pacific60 E Rio Salado Parkway, Suite 610Tempe, 85281 / (480) 638-2189michaeljthomas@financialguide.com

Brad A. ThompsonThrivent Financial17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) 563-1367brad.thompson@thrivent.com

Christopher M. Tousley, LUTCFFarm Bureau Financial Services7650 E. Redfield Road, Suite D3-4Scottsdale, 85260 / (480) 483-8787ctousley@fbfs.com Reed P. TrautmanNew York Life Insurance3719 E. Huett LanePhoenix, 85050 / (480) 654-8221rptrautman@ft.newyorklife.com

George TrucksessGeorge Trucksess Insurance & FinancialP.O. Box 12664Scottsdale, 85267 / (602) 679-9953gtrucksess@aol.com

Charles A. TuckerNew York Life Insurance6710 N. Scottsdale Rd., Suite 160 Scottsdale, 85253 / (480) 840-2039catucker@ft.newyorklife.com

UBruce H. Usher, CLU, ChFCUsher & Associates8134 E. Cactus Rd., Suite 600Scottsdale, 85260 / (480) 922-7044busher@eaglestrategies.com

VDaniel S. ValentineLifeBrokers2633 E. Indian School Rd., Suite 410Phoenix, 85016 / (602) 494-9500dvalentine@lbiusa.com

Victor R. ValenzuelaFarm Bureau Financial Services4600 E. Washington St.Phoenix, 85034 / (602) 772-4916victor.valenzuela@fbfs.com

Anil B. Vazirani, IAR, LUTCFSecured Financial Solutions14301 N. 87th St., Suite 216Scottsdale, 85260 / (602) 361-0093vazirani1968@aol.com

Neville M. Verster, CLTCLTC-IS, LLC13771 N. Fountain Hills Blvd., #114-342Fountain Hills, 85268 / (480) 837-4408LTC@LTCIS.com

Robert E. Vest, IIINew York Life Insurance14850 N. Scottsdale Rd., Suite 400Scottsdale, 85254 / (480) 840-2014rvest@ft.newyorklife.com D. Winston Vineyard, LUTCFAmerican Family Insurance Co.9280 E. Raintree Drive, Suite 103Scottsdale, 85260 / (480) 951-8890wvineyar@amfam.com

Trey Vineyard, CFPSharpe Point Insurance Group 5090 N 40th Street, Suite 200Phoenix, 85018 / (480) 999-3033trey.vineyard@sharpepoint.com

Dharmesh Vora, LUTCFVora Financial Group, LLC14 E. Birch AvenueFlagstaff, 86001 / (928) 526-8672dharmesh@vorafinancial.com

WDani WaldripSheila Switzer & Assoc./ExamOne7227 N. 16th Street #150Phoenix, 85020 / (602) 867-0227dani@examonearizona.com

James D. WallaceWild Olive Ins. & Financial Services15290 N. 78th Way, Ste D204Scottsdale, 85260 / (480) 641-6190dwallace@WildOliveIFS.com

Robert J. Wernecke, CLUECA Financial Services, Inc.7373 E. Doubletree Ranch Rd., Suite B110Scottsdale, 85258 / (602) 852-5208Bob@ECAFinancial.com

Gerald WiebersWiebers Financial Group LLCPO Box 13086Scottsdale, 85267 / (602) 494-7779gerry@wiebersfinancial.com

Carter Wilcoxson, CLTC, FSSCSI Financial Group, LLC 3420 E. Shea Blvd., Suite 200Phoenix, 85028 / (888) 316-6040carter@csifg.com

Christopher Wing, LTHState Farm Insurance 615 E. Weber Dr., #2038Tempe, 85281 / (602) 687-3449cwing4484@gmail.com

Mark H. WoodsM.H. Woods & Associates, Inc. 7845 E. Evans Rd., Suite DScottsdale, 85260 / (480) 607-7775woodsmkm@aol.com

Larry WormanOhio National Financial Services16538 E. Desert Vista TrailScottsdale, 85262 / (916) 599-4787larry_worman@ohionational.com

Darren J. WrightWright Wealth Management, LLC 2415 E. Camelback Rd., Suite 700 Phoenix, 85016 / (602) 952-6095darrenwright@financialguide.com

John Wrobel Ameritas Life Insurance Group8655 E. Via de Ventura, #F160Scottsdale, 85258 / (480) 315-0208johnw@di.phxcoxmail.com

YVictor Yates, CLTCMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) 538-2903vyates@financialguide.com

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87

ALPHABETICAL COMPANY LISTING

IndependentsAnderson, Gregory M.Aspegren, Lyle R.Barbanell, Jeffrey S.Bean, Ann M.Bendel, Verity Bertoncino, GinnyBicket, RichBiro, Jeffrey J.Blau, RonaldBress, AllenConroy, KyleCorso, DeborahDattner, Alvin L.Del Re, MonicaDietrich, DominiqueDownhour, RichardDubes, Michael J.Easley, StevenEdge, DavidFarkash, HowardFilip, Jr., LouisFord, JodiGriffen, Margaret AnneGriffin, Terrie Harding, Paul W. Holt, Timothy W.Jackson, ElayneJones, Tracy L.Junior, Jeffrey B.Larson, RyanMann, David S.Markham, Michael E.Mazzella, Jr., Michael R. McBride, DebraMeeks, ChanceMeyer, Theodore R., IIIMoloney, Sr. , Michael P.Mwansa, RegeannaNitchen, Michael L.Pilvinis, Phillis S.Poppe, Steven C. Regan, JamesRyan, Greg

Sanders, NateSchaeffer, DavidSenatore, JimSmith, RaymondStewart, Rachel J.Stohr, CurtisStokes, HylandSwegle, VernTaylor, Kenneth W.Trucksess, George Vazirani, AnilVerster, Neville M.Vineyard, TreyWiebers, Gerald

American Family InsuranceShisler, BryanVineyard, D. Winston

American National Ins.Heath, ChuckPoppe, Donald W.Schneider, KevinSherman, PaulSquires, ScottWoods, Mark

American Savings Life Ins. Co. Allen, ByronAyers, Donald

American United LifeEibeck, Michael E.Eibeck, Norma K.

Ameritas Life Insurance GroupWrobel, John

Bankers Life & Casualty Co.Markham, Harry E.

Capital Services, Inc.Rosenberg, Seth

Country Financial Bennett, ScottReyes, Mindy S.Robinson, Teresa L.

Crump Life Insurance ServicesCarlson, SusanPoppe, Steven C.

ECA Financial ServicesMartin, Lisa Wernecke, Robert J.

Farm Bureau Financial ServicesPhares, Douglas B.Tousley, Christopher M.Valenzuela, Victor R.

Farmers Insurance GroupPlemons, James

Futurity FirstBugbee, ThomasDunn, JodyMonaco, NancyShultz, Thomas

Guardian Life Driscoll, John M.Klarfeld, Michael B. Shawl, Jon C.

INGVora, Dharmesh

Knights of ColumbusCasaus, WesClarke, Von HiltonKupitz, ThomasRaso, NateSanchez, Javier V.

LifeBrokersValentine, Daniel S.

MassMutual ArizonaBoone, NeilChristensen, JenessaDollarhide, Jeffrey C.Groth, AnnieKuraja, SueScheid, JosephThomas, DianeWright, Darren J.Yates, Victor

SCOTTSDALE

88

MassMutual Southwest PacificClements, DanielThomas, Michael

Midland NationalRedaelli, Richard

Modern Woodmen of AmericaRiedel, Susan

Morgan StanleyBarra, Jeffrey D.

Nation's First FinancialRondberg, Daniel New York Life InsuranceBraden, Marc S. Bradford, JeffreyBrekan, Joseph R.Buzzard, Bryan T.Cacioppo, RobertCipolletti, MichaelCook, Barry A.Duval, JamieFort, RichardFrank, Bruce J.Goodman, Dean R.Hall, CarrieHarper, LarryHartman, Robert A.Henderson, Martin F.Iniguez, VicentJackson-Kittle, SamanthaKarlson, Raymond J.Keane, John C. Kluge, John F.Loeffler, Dwight E.Miller, Gary J.Mindak, Steven T. Nash, Chris D.Nemger, Michael A.Norgord, David J. Pineda, JesusPorro, Drew LucienReeves, JamesRose, Sherrin L.Rothman, Mark P.Simcox, Gerald D.Trautman, Reed P.Tucker, Charles A.Usher, Bruce H.Vest III, Robert L.Wallace, James

Northwestern MutualBeyer, Richard W.

Ohio NationalWorman, Larry

Penn Mutual Life Ins. Co.Lashway, Tod D.

Physician Advisors, LLCNabity, AmberStory, Michael

Physicians Mutual InsuranceArtzer, DanaBall, JamesGorbutt, PaulaHolland, EricItami, Christine R. Nabity Stitt, AmberNanni, JohnSmith, Vicki S. Story, Mike

Realty Executives InternationalRivers, Deborah

Retirement Funding SolutionsHopkins, Richelle

Revere Financial ServicesJackson, Elayne

Sheila Switzer & Assoc./ExamOneWaldrip, Dani

State Farm InsuranceEstes, Joy T.Holmes, Regina R.Kunewa, LauraMcCloud, JasonPerdomo, GuntherRobinson, SonyaRoos, SharmenShkapich, DanSumm, ShaunaTaylor, Mattie D. Wing, Christopher

Thrivent FinancialBird, HeidiBrooks, BrianGallagher, Michael Lynn Johnson, Mark W.Knudten, Gregg A.Larson, Mark D.Larson, StevenMeier, Paul W.Schmaltz, DanielShaw, Andrew M.Stearnes, JerrodThompson, Brad A.

Trajan Insurance & Wealth ServicesJunior, Jeffrey B.

TransamericaMarshall, John

Union CentralHam, Dennis M.

Windsor Assurance LLCMadine, John Peter

ALPHABETICAL COMPANY LISTING

SCOTTSDALE

89

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.

89

More than

125 years

90

     

     

New  York  Life  Insurance  Company  TUCSON  GENERAL  OFFICE  1  SOUTH  CHURCH  AVE    

STE  2200  Tucson,  AZ  85701  520-­‐620-­‐5300  

         

The  following  members  of  the  Tucson  General  Office  of  New  York  Life  Insurance  Company  are  proud  to  support  NAIFA.    

 MANAGEMENT  TEAM  

 Gabriel  Chavez,  CLF,  LUTCF  –  Managing  Partner    

Robert  Campbell  –  Senior  Partner    Marcus  Carreon  –  Partner    

Guy  Welsh  –  Development  Manager      

 AGENTS  

   

                                                         Matthew  Minehart,  CLU,  CLTC                                                                  Omar  Antelo    Supriya  Bakshi                                                                    Craig  “Hoot”  Gibson,  CLU    David  Beardon                                        Ryan  Golseth    Haley  Solis                                                                    Seth  Krasne,  LUTCF,  CLTC    Mathew  Benson                                      Susan  Lai-­‐Chan    Aida  Castro                                        Kevin  Leifeld    Peter  Chan                                        Mitch  Early    Peter  De  La  RamBelje,  LUTCF                                    Kuddusi  Ramazanoglu,  LUTCF    Omid  Aldaghi                                        Douglas  Roper    

    Bonnie  Schmidt                                                                Gordon  “Mike”  Smith    Sarah  Eschenbrenner                                      Maria  “Toni”  Velez    Jeffrey  Farmer                                        Scarlett  Vogel-­‐Ham    Diana  Charbonneau                                      Pamela  Wise    Stephanie  Kidder                                                                                                                  Kasandra  Prieto    Shannon  Roberts                                                                                          

91

TUCSON

OFFICERSPresident Chaz ElstenPresident-Elect Adam RothSecretary/Treasurer Chelsea CohenImmediate Past President Tom Tatro, FSS, ChFC National Committee Chair Tom Tatro, FSS, ChFC

DIRECTORSConnie McAdams, LUTCF Jason Robinson, CLU, CLTC, CFPRyan Golseth Becky Kanoza, RHUDon Cox Ginger SharpAida Castro

NAIFA-TucsonLuann Schwartz10645 N Oracle Rd, Suite 121; #239, Oro Valley, AZ 85737(520) 310- 1605 Fax: (520) 844-1674admin@naifa-tucson.com www.naifa-tucson.com

COMMITTEE CHAIRPERSONSAPIC Chair Aida CastroGolf Tournament Chair Chaz ElstenHealth Insurance Becky Kanoza, RHUIFAPAC Chair Connie McAdams, LUTCFMembership Chair Adam RothPrograms/Professional Development Chaz ElstenPublic Relations Ginger SharpYAT Chair Chelsea Cohen

Chaz Elsten520-881-1181

TU

CSO

N

NAIFAwww.naifa-tucson.com

92

ALuke AdamsFarm Bureau Financial Services10355 N La Canada Dr, Ste 107Tucson, 85737 / (520) 885-3083 x19Luke.adams@fbfs.com

Omid AldaghiNew York Life1 S. Church Ave, Ste 2200Tucson, 85701-1621 Oaldaghi@ft.newyorklife.com

Gary AndersonIndependent3084 W. Corte OliviaTucson, 85741 / (520) 906-2301Andersongary@comcast.net

Kristen AndersonKristen Anderson Insurance12060 N Thornydale Road, Ste 102Marana, 85658 / (520) 682-2886Kristen@KristenAndersonInsurance.com

Omar H. AnteloNew York Life1 S Church Ave, Ste 2200Tucson, 85701-1621 / (520) 620-5300ohantelo@ft.newyorklife.com

BDwight W. Babcock Babcock Financial Group 6464 E. Grant Road Tucson, 85715 / (520) 298-1991 apexdatasy@aol.com

Supriya Bakshi New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5319sbakshi@ft.newyorklife.com

Michael P. Barker, LUTCFAmerican Family Life Insurance512 E. Whitehouse Canyon Road, #130Green Valley, 85614 / (520) 625-2166pbarker@amfam.com

David BeardenNew York Life1 S Church Ave, Ste 2200Tucson, 85701dvbearden@ft.newyorklife.com

Scott BeardshearScott Beardshear LLC1101 S. Naco Highway; 117Bisbee, 85603 / (520) 432-5411Scott.beardshear.k2vl@statefarm.com

Myles K. Beck, LUTCFP.O. Box 13069 Tucson, 85732 / (520) 577-2711 poeck01@aol.com

Ronen Ben-Dov, LUTCFNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5360rbendov@ft.newyorklife.com

Mathew J. BensonNew York Life1 S Church Ave, Ste 2200Tucson, 85701 mjbenson@ft.newyorklife.com

Diana Brettrager, CIC, FSS, LUTCFDiana Brettrager Insurance Agency10200 E. Placita Cresta VerdeTucson, 85749 / (520) 360-2349Diana@DianaBrettrager.com

Timothy BrownTimothy Brown Insurance Agency70 W. Franklin StreetTucson, 85701 / (520) 322-3924Tbrown5@farmersagent.com

CRobert Campbell New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5300rscampbell@ft.newyorklife.com

Marcus CarreonNew York Life1 S Church Ave, Ste 2200Tucson, 85701-1621 / (520) 620-5393mdcarreon@ft.newyorklife.com

Aida CastroNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520)620-5408ascastro@ft.newyorklife.com

Peter P. Chan, CLU, MBA New York Life 1 S Church Ave, Ste 2200 Tucson, 85701 / (520) 620-5309 ppchan@ft.newyorklife.com

Diana CharbonneauNew York Life1 S Church Ave, Ste 2200Tucson, 85701 dysanchez@ft.newyorklife.com

Gabriel ChavezNew York Life1 S Church Ave, Ste 2200Tucson, AZ 85701 / (915) 204-5476gchavez@newyorklife.com

Chelsea CohenChelsea Cohen Insurance Agency8476 E Speedway Blvd, Ste 208Tucson, 85710 / (520) 250-5253ccohen@farmersagent.com

Steve CooperAllstate Life Insurance Company8383 E 22nd StreetTucson, 85710-6528 / (520) 882-9001A003609@allstate.com

Christopher Cox, CSASmith & Cox, LLC10371 N. Oracle Road, Ste 1-203Oro Valley, 85737 / (520) 318-5505ccoxfinancial@yahoo.com

Donald CoxFarmers Insurance6340 N. Campbell Avenue, Ste 100Tucson, 85718 / (520) 789-7234Dcox1@farmersagent.com

DClinton Davis, ChFC, CLU, RHUClinton Davis Financial Services6890 E. Sunrise Drive, Ste 120-497Tucson, 85750 / (520) 299-1555cedavis@dakotacom.net

Jerlynne L. Davis, CLU, ChFC, LUTCFIndependent Insurance Agent4401 N. Lason Lane Tucson, 85749 / (520) 760-0077 jerlynnedavis@yahoo.com

TUCSON

93

Peter D. De La RamBelje, LUTCFNew York Life1 S Church Ave, Ste 2200Tucson, 85701-1621 / (520) 620-5333delarambelje@ft.newyorklife.com

Tom DeBerry, Lifetime MDRTState Farm7419 E. Tanque Verde RdTucson, 85715-3477 / (520) 298-7111tomdeberry@gmail.com

Lyle A. Deo, CLU, ChFC, CTLCNOVA Financial 1630 E. River Rd., Ste 120Tucson, 85718 / (520) 202-0291ldeo@investwithnova.com

EMitchell EarlyNew York Life1 S Church Ave, Ste 2200Tucson, 85701 mearly@ft.newyorklife.com

Allen G. Ekman, LUTCF, CLU21st Century Financial4810 E Camp Lowell DriveTucson, 85712 / (520) 722-0670aekman@htk.com

Chaz ElstenThe Elsten Agency2702 N Country Club RoadTucson, 85716 / (520) 881-1181celsten@farmersagent.com

Sarah EschenbrennerNew York Life1 S Church Ave, Ste 2200Tucson, 85701 seschenbrenner@ft.newyorklife.com

Rob EyerPacific Southwest Agency3037 W Ina Rd, #101Tucson, 85741 / 520) 731-6424Robert.eyer@thrivent.com

FMaria Frisby, CLU, ChFC, CICFrisby Insurance 807Circulo Zagala DriveTucson, 85745 / (520) 622-1595 maria@frisbyinsurance.com

GJulio GalindoAllstate – Galindo Family Agency1955 W Grant Rd, Ste 185Tucson, 85745 / (520) 624-2400julio@allstate.com

W. Craig Gibson, CLUNew York Life1 S Church Ave, Ste 2200Tucson, 85701/ (520) 620-5312cwgibson@ft.newyorklife.com

Jeffrey R. GietlGietl & Strutz Insurance4562 N 1st Ave, #130Tucson, 85718 / (520)322-5229jgietl@gsitucson.com

Ryan GolsethNew York Life1 S Church Ave, #2200Tucson, 85701 / (520) 620-5409rgolseth@ft.newyorklife.com

Ricardo L. Gomez, LUTCFMass Mutual7355 S Brackenbury Dr.Tucson, 85746 / (520) 870-0409rlgomez2300@gmail.com

Christopher P. Gurton, LUTCF, ChFCCountry Financial7510 N La Cholla BlvdTucson, 85741 / (520) 297-1290 chris.gurton@countryfinancial.com

HMichael HallidayCountry Financial7445 N Oracle Rd, Ste 201Tucson, 85704 / (520) 599-8455michael.halliday@countryfinancial.com

Robert HammAmerican Family Life Insurance10132 N Oracle Rd, Ste 160Tucson, 85704 / (520) 820-6037rhamm@amfam.com

Rebecca Harper, CCFC, FSS3732 N Cherry AveTucson, 85719 / (520) 312-9797bekki@bekkiharper.com

Shawn HellebuyckOakley Insurance Group7040 N. Oracle RoadTucson, 85704 / (520) 887-5555results@oakleyinsurancegroup.com

Joshua HydeFarm Bureau Financial Services10355 N. La Canada Dr., Ste 197Oro Valley, 85737 / (520) 885-3083joshua.hyde@fbfs.com

IMojca Sonja Integlia, B.A., M.L.S.Integlia Financial Services 37558 S Hill Side Dr Tucson, 85739 / (520) 825-5322mojci@live.com

JColby Scott JohnsenFarm Bureau Financial Services3501 S Marissa DrTucson, 85730 / (520) 549-8244Colby.johnsen@fbfs.com

Timothy Johnson, CLUPhysicians Mutual Insurance 8501 N. Snowdrop DriveTucson, 85742 / (520) 247-7558Timj.clu@gmail.com

TUCSON

94

Doug Jones, CLU, ChFCNorthwestern Mutual Financial Network1760 E River Rd, Ste 247Tucson, 85718 / (520) 615-5367douglas.jones@nm.com

Ryan Jones New York Life500 Liberty St SE, Ste 500Salem, OR 97301 / (520) 891-2636rmjones@ft.newyorklife.com

KBecky Kanoza, RHUBlack, Gould & Associates4516 E Camp Lowell DriveTucson, 85712 / (520) 290-3051Becky.kanoza@blackgould.com

Donald KetchumPhysicians Mutual Insurance

Stephanie KidderNew York Life 1 S Church Ave, Ste. 2200Tucson, 85701 / (520) 620-5325skidder@ft.newyorklife.com

Seth J. Krasne, LUTCF, CLTCNew York Life 1 S Church Ave, Ste. 2200Tucson, 85701 / (520) 620-5314 skrasne@ft.newyorklife.com

LYuk-Yi Susan Lai-Chan New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5300yslai@ft.newyorklife.com

Michael Leed, REBC, RHULeed & Leed Inc.1889 N. Kolb Rd.Tucson, 85715 / (520) 382-0319mpleed@leedins.com

Kevin LeifeldNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5383kjleifeld@ft.newyorklife.com

Justin B. Limmer North Star Resource Group 6985 N. Oracle Rd.Tucson, 85704 / (520) 320-0960 justin.limmer@northstarfinancial.com

Diana LonbeckThrivent1760 E River Rd, Ste 161Tucson, 85718 diana.lonbeck@thrivent.com

MJon MagochRetirement Navigators Financial & Insurance Inc.258 E River Rd, #110Tucson, 85704 / (520) 399-6341jmagoch@retirenav.com

William Mayfield, CSAMayfield Financial5151 E Broadway Blvd, #1505Tucson, 85711 / (520) 322-9773 jed@mayfieldsafemoneyadvisor.com

Connie Jo McAdams, LUTCFMutual of Omaha Companies 2710 W Appaloosa Rd Tucson, 85742 / (520) 575-9414 Connie.mcadams@mutualofomaha.com

Dennis P. McEvoy, CLU, ChFC CLTCNorthwestern Mutual11750 E Exmoor PlTucson, 85748 / (520) 751-8433dennis.mcevoy@nm.com

Stephen R. McNeely, CLU, ChFCMcNeely Financial Services 3540 Calle Tres Green Valley, 85622 / (520) 625-6679 Steve45mc@gmail.com

Dennis R. Merideth, CLU, ChFCMetLife Financial Services6210 N. Camino Pimeria AltaTucson, 85718 / (520) 293-9300dmerideth@metlife.com

Matthew J. Minehart, LUTCFNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5603mjminehart@ft.newyorklife.com

Daniel MontoyaAFLAC5425 E. Broadway Blvd, #403Tucson, 85711 / (928) 246-2222Dan.a.montoya@outlook.com

NScott A. Nasca, LUTCFCountry Financial 3295 W Ina Rd, Ste 100Tucson, 85741 / (520) 797-0100 scott.nasca@countryfinancial.com

Lawrence H. Neidich, LUTCFCountry Financial 7510 N. LaCholla Blvd.Tucson, 85741 / (520) 407-0508 larry.neidich@countryfinancial.com

PJ. Nicholas Pierson Northwestern Mutual SouthWest1760 E River Rd, Ste 247Tucson, 85718 / (520) 615-5383Nick.pierson@nm.com

Kasandra PrietoNew York Life 1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5603kprieto@ft.newyorklife.com

RKuddusi Ramazanoglu New York Life 1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5317kramazanogl@ft.newyorklife.com Allen R. Rasnake, II APPS Paramedical Services3964 E Pima StTucson, 85712 / (520) 324-0055 randy@appstucson.com

TUCSON

95

Fred Riesgo, Jr. AXA Advisors, LLC 5151 E Broadway Blvd, Ste 1200 Tucson, 85711 / (520) 572-5934 fred.riesgo@axa-advisors.com

Shannon RobertsNew York Life 1 S Church Ave, Ste 2200Tucson, 85701 soroberts@ft.newyorklife.com

Jason T. Robinson, CLTC, CLU, CFP Northwestern Mutual 1760 E River Rd, #247Tucson, 85718 / (520) 615-5393jason.robinson@nm.com

Douglas RoperNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5384droper@ft.newyorklife.com

Adam RothFarmers6340 N. Campbell Ave, Ste 100Tucson, 85718 / (520) 789-7235adamhroth1@gmail.com

R. Ryan, LUTCFNew York Life50 W Liberty St, #500Reno, NV 89501-1941 / (775) 325-2200rkryan@ft.newyorklife,com

SMichael A. Sandoval, CLU, ChFCMutual of Omaha Companies 8208 N Freshwater LnTucson, 85741 / (520) 572-1156 sandowow@comcast.net

Dennis R. Scalpone DRS Insurance Services, Inc.9154 E Magdalena RdTucson, 85710 / (520) 290-6100denden348@q.com

Kenneth Schaper, CLU, REBC, RHU14036 E. Huppenthal Blvd.Vail, 85641 / (520) 539-3998ksschaper@gmail.com

David SchimkeSchimke Insurance and Financial Services1687 W Silver Berry PlTucson, 85737 / (520) 240-8060gdschimke@msn.com

Bonnie SchmidtNew York Life 1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5340bschmidt01@ft.newyorklife.com

Scott SchultzThrivent Financial for Lutherans11826 W Anthony Dr.Tucson, 85743 / (520) 749-8265Scott.j.schultz@thrivent.com

Ginger SharpWilliams & Associates7301 E. 22nd Street, Ste 10WTucson, 85710 / (520) 777-4675gsharpvet@gmail.com

Gordon M. Smith New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 275-0704gmsmith@ft.newyorklife.com

Philip L. Solinsky, LUTCFSolinsky Financial Group, Inc. 5215 N Sabino Canyon RdTucson, 85750 / (520) 885-6623 phil@solinsky-inc.com

Haley SolisNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5324hsolis@ft.newyorklife.com

Brett Stein, CLTCNorthwestern Mutual 1760 E River Rd, Ste 247Tucson, AZ 85718 / (520) 615-5377brett.stein@nm.com

Timothy J. Stilb National Life Insurance Company 1889 N. Kolb RoadTucson, AZ 85715 / (520) 296-8481 Stilb_timothy@nlvmail.com

Doyle W StokesState Farm Insurance1649 W Sunkist RdTucson, AZ 85755 / (520) 877-5530doyle.stokes.unpx@statefarm.com

TTom A. Tatro, FSS, ChFCTom Tatro State Farm Insurance4759 E Camp Lowell DriveTucson, 85712 / (520) 323-2253 tom.tatro.J68L@statefarm.com

Daniel P. Toal, CLU, LUTCFLovitt & Touche7202 E Rosewood Dr, #200Tucson, AZ 85710 / (520) 722-7183dtoal@lovitt-touche.com

Steven D. Touche Lovitt & ToucheP.O. Box 32702 Tucson, 85751 / (520) 722-3000 dbesser@lovitt-touche.com

VMaria A. Velez New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5344mvelez@ft.newyorklife.com

Andre VeresMendenhall Insurance & Investments505 N. Alvernon WayTucson, 85711 / (520) 325-3456andreveres@gmail.com

Thomas R. Vetrano, CMFC, LUTCFPrincipal Financial Group / Vetrano Financial Services 7498 N La Cholla Blvd.Tucson, 85741 / (520) 544-7919 vetrano.tom@principal.com

Scarlett R. Vogel-Ham New York Life 1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5347srvogelham@ft.newyorklife.com

TUCSON

96

WGuy WelshNew York Life1 S Church Ave, Ste 2200Tucson, AZ 85701 / (520) 620-5300gawelsh@ft.newyorklife.com

Ottmar WischkiThrivent4640 E Sunrise Drive, #227Tucson, 85718ottmar.wischki@thrivent.com

Pamela Wise New York Life1 S Church Ave, Suite 2200Tucson, 85701 / (520) 620-5300pkwise@ft.newyorklife.com

Wendy Wise, ChFC, CLTC, CLU, FLMIState Farm1880 E. Tangerine Road, Suite 130Oro Valley. 85755 / (520) 544-2838wendy.wise.r75n@statefarm.com

YFrank Youdelman, CLU, ChFC, CFP, CRPSSouthwest Pacific6854 N. Placita Chula VistaTucson, 85704 / (520) 293-9300fyoudelman@financialguide.com

ZMargaret M. Zaring, LUTCFMetLife Financial ServicesPO Box 89434Tucson, 85752 / (520) 322-0144mmzaring@hotmail.com

TUCSON

97

ALPHABETICAL COMPANY LISTING

IndependentsAnderson, GaryBabcock, DwightBeck, MylesBrettrager, DianaCox, ChristopherDavis, ClintonDavis, JerlynneEkman, AllenFrisby, MariaGietl, JeffreyGomez, RicardoHarper, Rebecca 'Bekki'Hellebuyck, ShawnInteglia, MojcaLeed, MichaelLimmer, JustinMagoch, JonMayfield, WilliamMcNeely, StephenScalpone, DennisSchaper, KennethSchimke, DavidSolinsky, PhilipStilb, TimothyYoudelman, Frank

AFLACMontoya, Daniel

Allstate Life InsuranceCooper, SteveGalindo, Julio

American Family Life Ins. Co.Barker, MichaelHamm, Robert

Apps Paramedical ServicesRasnake, Allen

AXA Advisors, LLCRiesgo, Fred

Black, Gould & AssociatesKanoza, Becky

Country FinancialGurton, ChristopherHalliday, MichaelNasca, ScottNeidich, Lawrence

Farm Bureau Financial ServicesAdams, LukeHyde, JoshuaJohnsen, Colby

Farmers InsuranceBrown, TimothyCohen, ChelseaCox, DonElsten, ChazRoth, Adam

Lovitt & Touche, IncToal, DanielTouche, Steven

Mendenhall Insurance & InvestmentsVeres, Andre

MetLife Financial ServicesMerideth, DennisZaring, Margaret 'Peggy'

Mutual of Omaha CompaniesMcAdams, ConnieSandoval, Michael

NAIFA TucsonSchwartz, Luann

New York LifeAldaghi, OmidAntelo, OmarBakshi, SupriyaBearden, DavidBen-Dov, RonenBenson, MathewCampbell, RobertCarreon, MarcusCastro, AidaChan, PeterCharbonneau, DianaChavez, GabrielDe La RamBelje, PeterEarly, MitchellEschenbrenner, SarahGibson, W.Golseth, RyanJones, RyanKidder, StephanieKrasne, SethLai-Chan, Yuk-Yi SusanLeifeld, Kevin

Minehart, MatthewPrieto, KasandraRamazanoglu, KuddusiRoberts, ShannonRoper, DouglasRyan, R.Schmidt, BonnieSmith, GordonSolis, HaleyVelez, MariaVogel-Ham, ScarlettWelsh, GuyWise, Pamela

Northwestern Mutual Financial NetworkJones, DougMcEvoy, DennisPierson, J.Robinson, JasonStein, Brett

NOVA FinancialDeo, Lyle

Physicians MutualJohnson, TimothyKetchum, Donald

Principal Finanacial GroupVetrano, Thomas

State Farm Insurance CompaniesAnderson, KristenBeardshear, ScottDeBerry, TomStokes, DoyleTatro, TomWise, Wendy

Thrivent FinancialEyer, RobLonbeck, DianaSchultz, ScottWischki, Ottmar

Williams & AssociatesSharp, Ginger

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The Tucson General Office is proud to congratulate and support

Seth Krasne,LUTCF,CLTC NAIFA-ARIZONA President 2016-2017 New York Life Insurance Company Tucson General Office One South Church Avenue Suite 2200 Tucson, Arizona 85701 520-620-5300  

99101

Randy Rasnake, II3964 East PimaTucson, 85712520.324.0055

randy@appstucson.com

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PFG Marketing Group, Inc.

Congratulates

Paul E. Ford President

NAIFA West Valley

PFG is proud to recognize Paul Ford as President of West Valley NAIFA Arizona 2015-16.

Paul is an asset to the insurance industry. We are proud of his dedication to his clients and peers.  

           

       

 

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OFFICERSPresident Paul FordImmediate Past President Paul FordSecretary Don HastingsTreasurer Steve R. GoucherNational Committee Chair Robert A. Bryant, Sr., LUTCF

DIRECTORSChristopher S KellyFrank ThomasAaron Borders

NAIFA-West ValleyPaul Ford

Phone: 602-944-2220, ext. 108

Email: pford@pfg-inc.com

COMMITTEE CHAIRPERSONSIFAPAC Robert A. Bryant, Sr., LUTCFMembership Timothy "Aaron" Borders Programs Christopher S. KellyAPIC / Government Relations Frank ThomasCommunity Service Open

Paul Ford602-944-2220

WEST VA

LLEYNAIFA

www.naifa-az.org

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AScott Adamson22001 N. 80th Dr.Peoria, 85383 / 602-859-0496Scott@sadamson.com

BDeborah BatesBates Retirement Services13602 W. Earll DriveAvondale, 85392 / 623-523-9804debbates@cox.net

Jim L. Bennett, LUTCF Bennett Insurance Group, Inc.24654 N. Lake Pleasant PkwySuite 103-575Peoria, 85383 / 623-979-4140jim@jimbennettinsurance.com

James BivonaThe Bivona Insurance Group20325 N. 51st Avenue #110Glendale, 85308 / 623-256-1000jim@bivonainsurance.com

Timothy “Aaron” BordersMutual of Omaha / Financial Specialist3200 E. Camelback Suite 190Phoenix, AZ 85018602-265-8223 Aaronborders01@gmail.com

Robert A. Bryant, Sr., LUTCF Longevity Planners LLC12315 W Wildwood DriveSun City West, AZ 85375 / 623-583-1800bearbryant48@yahoo.com

CConstance M. Crerand Financial Initiatives6419 W. El Cortez PlacePhoenix, 85083 / 623-398-6906connieandjoe@cox.net

Joseph E. Crerand, Jr., CLU, ChFCFinancial Initiatives6419 W. El Cortez PlacePhoenix, 85083 / 623-398-6906joeandconnie@cox.net

DDonita DealSD Insurance Services15188 N 75Th Ave Ste 200Peoria, AZ 85381 / 623-776-7033dmdeal@qwestoffice.net

FMichele FanelliState Farm Insurance18789 N. Reems Road #200Surprise, 85374 / 623-584-2885Michele.fanelli.gh0m@statefarm.com

Mike Ford PFG Marketing Group, Inc.2440 W. Mission Lane, Suite 11Phoenix, 85021 / 602-944-2220, ext. 104mford@pfg-inc.com

Paul Ford PFG Marketing Group, Inc.2440 W. Mission Lane, Suite 11Phoenix, 85021 / 602-944-2220, ext. 108pford@pfg-inc.com

GStephen R. Goucher Farm Bureau Financial Services18301 N. 79th Ave., Ste. D-146Glendale, 85308 / 623-979-3842stephen.goucher@fbfs.com

HCharles “Don” HastingsFarm Bureau18301 N. 79th Avenue #D146Glendale, 85308 / 623-878-2491chastings@fbfs.com

Brian A. Homsey Farmers Insurance18301 N. 79th Ave., Ste. C-134Glendale, 85308 / 602-938-2411bhomsey@farmersagent.com

Brett HuddlestonState Farm Insurance Companies6213 S Miller Rd Ste 106 Buckeye, AZ 85326 / 623- 386-4432brent@brenthuddleston.com

JGary D. JeffersThrivent Financial®430 W Warner Rd Ste 124 Tempe AZ 85284 / 480-889-3198gary.jeffers@thrivent.com

KChristopher S. KellyFarmers Insurance Group9460 W. Peoria Ave., Ste. EPeoria, 85345 / 623-444-7892chris@azkelly.com

Yvonne KnaackState Farm Insurance11438 N. 66th DriveGlendale, 85304 / 623-937-3311Yvonne.knaack.gf8y@statefarm.com

Clark A. Krueger, CFP Thrivent Financial®17505 N. 79th Ave., Ste. 101Glendale, 85308 / 623-939-6455clark.krueger@thrivent.com

LRobert LambSurprise OYSC15170 W. Bell Road #100Surprise, 85374 / 602-293-9526Lambr8@nationwide.com

Daniel L. Lindblad, CLULindblad Financial Group10225 W. Thunderbird Blvd. #BSun City, 85351 / 623-583-5940

Dorothy Lockard Farm Bureau Financial Services311 N. Miller Rd.Buckeye, 85326 / 623-935-6209drlinsurance@aol.com

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Ross LoganThrivent2100 S. Avenue A – Apt. B4Yuma, 85364 / Ross.logan@thrivent.com

MTimothy MaiefskiKing Enterprises14557 W. Indian School RoadGoodyear, 85395 / 623-935-5101tim@theking-building.com

Paul MoehringFarmers Insurance Group6677 W. Thunderbird Road #K180Glendale, 85306 / 623-412-8050paul@district09.com

NVerl F. Naber, CLU, LUTCF, FIC Farm Bureau Financial Services13506 W. Medlock DriveLitchfield Park, 85340 / 623-512-7452nabersplace@cox.net

OSusan G. O'NeleAmerican Family Insurance42104 N. Venture Drive #C114Phoenix, 85086 / 602-375-9106sonele@amfam.com

REverett J. Raines, CLU, ChFCRaines Insurance Services Inc.P.O. Box 219Tonopah, 85354 / 623-393-8222everett@rainesinsurance.com

Ron RiccioPFG Marketing Group2440 W. Mission Lane #11Phoenix, 85021 / 602-944-2220riccio@pfg-inc.com

George J. Rowe Farm Bureau Financial Services7132 W. Sierre StreetPeoria, 85345 / 623-925-0190azgoodyear@fbfs.com

SVincent L. Salvione, CLF, LUTCFAmerican Family Mutual Ins. Co.21642 N. 9th Ave., Suite 102Phoenix, 85027 / 623-587-0100vsalvion@amfam.com

Preston G. SchmidtThrivent Financial®9139 W Thunderbird Rd Ste 210 Peoria AZ 85381 / 623-939-6455preston.schmidt@thrivent.com

David A. SewellFarm Bureau Financial Services18301 N. 79th Avenue #D146Glendale, 85301 / 602-997-6633david.sewell@fbfs.com

Nelson N. Simon Independent General Agent9602 W. Granada Dr.Sun City, 85373/ 856-231-4729nelsonsimon38@gmail.com

Hugh Lynn Stafford, CLU, ChFC, FLMIPFG Marketing Group2440 W. Mission Lane #11Phoenix, 85021 / 602-944-2220lstafford@pfg-inc.com

Michael StahlPFG Marketing Group2440 W. Mission Lane #11Phoenix, 85021 / 602-385-2401mpstahl@pfg-inc.com

Mary StahlPFG Marketing Group2440 W. Mission Lane #11Phoenix, 85021 / 602-944-2220mstahl@pfg-inc.com

TFrank ThomasThomas Auto Glass10211 N. 32nd Street #A5Phoenix, 85028 / 602-795-3007Frankthomas2014@gmail

UW. Andrew Unkefer Unkefer & Associates11225 N 28th Dr C100Phoenix 85029 / 623-847-9101andy@unkefermail.com

VTimothy VanDongeFarm Bureau Financial1024 Oak Tree DriveLawrence, KS 66049 / 785-764-1526Timothy.vandonge@fbfs.com

WAshur WardaAshur Warda Insurance15850 N. 35th Avenue #7Phoenix, 85053 / 602-789-9520awarda@farmersagent.com

Jack H. WatkinsPFG Marketing2440 W. Mission Lane, Suite 11Phoenix, 85021 / 602-944-2220, ext. 109jwatkins@pfg-inc.com

Matthew C. Word ChFC®, CLF®, CLU ®, LUTCF, FSSCountry Financial20430 N. 19th Avenue #100Phoenix, 85027 / (623) 587-7290matt.word@countryfinancial.com

ZJeanie M. ZaporowskiFarmers Insurance Group6685 W Beardsley Rd #275Glendale, AZ 85308 / 623- 979-7701jzaporowski@farmersagent.com

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WEST VALLEY

IndependentsAdamson, ScottBates, DeborahBennett, Jim L.Bivona, JamesBryant, Robert A.Coking, William G.Deal, DonitaHenderson, GeorgeLindblad, Daniel L.Maiefski, TimothyRaines, Everett J.Simon, Nelson N.Unkefer, W.Andrew

American FamilyO'Nele, Susan G.Salvione, Vincent L.

Country Insurance & FinancialWord, Matthew C.

Farm Bureau Financial ServicesGoucher, Stephen R.Hastings, Charles D.Lockard, Dorothy R.Naber, Verl F.Rowe, George J.Sewell, David A.VanDonge, Timothy

Farmers Insurance GroupHomsey, BrianKelly, Christopher S.Moehring, PaulWarda, AshurZaporowaki, Jeanie

Financial InitiativesCrerand, Constance M.Crerand, Joseph E.

NationwideLamb, Robert

PFG Marketing GroupFord, D. MichaelFord, Paul Riccio, RonStafford, HughStahl, MaryStahl, MichaelWatkins, Jack H.

State FarmFanelli, MicheleKnaack, Yvonne

Thrivent FinancialFunk, MarkGinter, BrianJeffers, GaryKreuger, Clark A.Logan, RossSchmidt, Preston

Thomas Auto GlassThomas, Frank

ALPHABETICAL COMPANY LISTING

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No parent wants to believe their child could have a life-threatening illness or disease and could never prepare adequately for such an event. In addition to the emotional devastation families face, they also struggle with the physical hardships of painful treatments, unrelenting trips to medical facilities and stressful regimens instead of blissful play. This can exhaust a family’s finances, resources and lifelines.

Through Wings of Love, angel mamas works with caring social workers to find local families in need of products and services they can’t afford or don’t have access to. Our program structure allows families to tell us what they need so we can fulfill their most urgent requests. Families can request assistance with urgent medical and living expenses, crucial child and parent development needs and even extra-curricular activities to restore a sense of normalcy back into their lives.

Thank you for being a part of our program and for changing the lives of children by showing them that people in their community care about their stories and are supporting their recovery. You are our symbol of compassion and our uplifting “wings of love.” ~ angel mamas

Your world can change in a heartbeat.

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YU

MA

OFFICERSPresident Reed Lohrenz

Secretary Katie Figueroa

Treasurer David M. Schuman, CLU, LUTCF

Past President Gary L. Smith, CLU, ChFC, LUTCF

COMMITTEE CHAIRPERSONSNational Committee Yara T. Nash

Reed Lohrenz928-317-2920

NAIFAwww.naifa-az.org YUMA

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FKatie FigueroaState Farm360 W. 20th St., Suite CYuma, 85364 / 928-726-8050katie@insuringyuma.com

GCarmen T. GreenMontoya Group LLC650 S. 4th AvenueYuma, 85364 / 928-782-1648carmen@montoyagroup.com

HZeke M. HerreraState Farm2811 S. 4th Ave., Ste. C Yuma, 85364 / 928-344-1727zeke.herrera.095t@statefarm.com

JLillian JaureguiState Farm2750 S. Pacific Avenue #BYuma, 85365 / 928-344-8050Lillian.jauregui.dvdf@statefarm.com

KBrett KellyFarm Bureau661 E. 32nd Street #AYuma, 85365/ 928-782-0012Brett.kelly@fbfs.com

LReed Lohrenz, CEA, CSAIndependent3437 E. Seca LaneYuma, 85364 / 928-317-2920rlohrenz@ifgrr.com

Liz LasterFarm Bureau Financial Services7175 E. 31st Pl.Yuma, AZ 85365 / Office (928) 248-5038liz.laster@fbfs.comWeb: http://liz.laster@fbfs.com

MDavid J. Montoya, LUTCFMontoya Group LLC650 S. 4th AvenueYuma, 85364 / 928-782-1648david@montoyagroup.com

NYara T. NashNew York Life2044 S. 6th AveYuma, 85364 / 928-782-6959ynash@ft.newyorklife.comWeb: www.yaranash.com

RMarci RiosNew York Life2929 S. Avenue AYuma, 85364 / 928-317-1797Mrrios@ft.newyorklife.com

SDavid M. Schuman, CLU, LUTCFFarmers Insurance Group670 E. 32nd Street, Ste. 11Yuma, 85365 / 928-726-0300dschuman@farmersagent.com

Gary L. Smith, CLU, ChFC, LUTCFFinancial Design Group1405 W. 16th St, Suite A Yuma, 85364 / 928-344-0403gary.smith@fdgonline.com

YUMA

109

ALPHABETICAL COMPANY LISTING

IndependentsLohrenz, Reed

Farm Bureau Financial ServicesKelly, BrettLaster, Liz

Farmers Insurance GroupSchuman, David M.

FDG Financial Design GroupSmith. Gary L.

Montoya GroupGreen, Carmen T.Montoya, David J.

New York LifeNash, Yara T.Rios, Marci

State FarmFigueroa, KatieHerrera, Zeke M.Jauregui, Lillian

YUMA

110

acronyms AALU Association for Advanced Life Underwriting ACLI American Council of Life Insurance ALHA Association of Life & Health Administrators CAP Chartered Advisor in Philanthropy CASL Chartered Advisor for Senior Living CIC Certified Insurance Counselor CEBS Certified Employee Benefits Specialist CFP Certified Financial Planner ChFC Chartered Financial Consultant CLF Chartered Leadership Fellow CLU Chartered Life Underwriter CLTC Certified Long Term Care CPCU Chartered Property & Casualty Underwriter CSA Certified Senior Advisor FINRA Financial Regulatory Authority FLMI Fellow Life Management Institute FSS Financial Services Specialist GAMA General Agents and Managers Association/International HIAA Health Insurance Association of America IAFP International Association for Financial Planning LIMRA Life Insurance Marketing and Research Association LOMA Life Office Management Association LTCP Long Term Care Professional LUTC Life Underwriters Training Council LUTCF Life Underwriters Training Council Fellow MDRT Million Dollar Round Table MSFS Masters of Science in Financial Services NAHU National Association of Health Underwriters NAIC National Association of Insurance Commissioners NAIFA National Association of Insurance and Financial Advisors NAIFAPAC NAIFA Political Action Committee NQA National Quality Award NSAA National Sales Achievement Award REBC Registered Employee Benefits Consultant RFC Registered Financial Consultant RHU Registered Health Underwriter RIA Registered Investment Advisor RICP Retirement Income Certified Professional SEC Securities and Exchange Commission TOT Top of the Table (MDRT)

111

Who’sWho

inphotos

112

Were You There?Capitol Hill Day

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114

Area Leadership Conference

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Were You There?Continuing Education

121

122

Were You There?Poker Tournament

123

New York Life (Tucson)Randy Rasnake/APPSBob WerneckeMike FordMike KleinJeff Dollarhide/MassMutual

SPONSORS

124

Were You There?Softball Tournament

125

SOFTBALL SPONSOR

126

Were You There?Serious Work, Fun Times & Special Moments

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MemberAlphabetized Section

136

Abbate, Michael .......................................PhoenixAdams, Ronald .................................... East ValleyAdams, Luke ............................................. TucsonAdamson, Scott .................................. West ValleyAguilar-Woertz, Judy .......................... East ValleyAldaghi, Omid .......................................... TucsonAllen, Byron ..........................................ScottsdaleAlspaugh, Jack ..........................................PhoenixAlvarez, JoAnn .................................... East ValleyAlvarez, Carmelo ................................. East ValleyAnastos, Michael ................................. East ValleyAnderson, Mark .................................. East ValleyAnderson, Gregory ................................ScottsdaleAnderson, Kristen ..................................... TucsonAnderson, Gary ......................................... TucsonAntelo, Omar ............................................ TucsonArtzer, Dana ..........................................ScottsdaleAspegren, Lyle .......................................ScottsdaleAussprung, Rick .................................. East ValleyAyers, Donald ........................................ScottsdaleBabb, William ........................................At-LargeBabcock, Dwight ....................................... TucsonBaggot, Traci ....................................... East ValleyBagnall, Mark ...................................... East ValleyBaker, Dutch ............................................PhoenixBaker, Keith ......................................... East ValleyBakshi, Supriya .......................................... TucsonBalistreri, Alicia ................................... East ValleyBall, James .............................................ScottsdaleBankston, Roslyn ......................................PhoenixBarbanell, Jeffrey ...................................ScottsdaleBarker, Michael ......................................... TucsonBarra, Jeff ...............................................ScottsdaleBarteau, Stephen ....................................At-LargeBates, Deborah ................................... West ValleyBean, Ann..............................................ScottsdaleBearden, David .......................................... TucsonBeardshear, Scott ....................................... TucsonBeck, Myles ............................................... TucsonBeckis, Paul ..............................................PhoenixBeebe, Brad ........................................ West ValleyBell, Ward .................................................PhoenixBell, Kristi ................................................PhoenixBen-Dov, Ronen ........................................ TucsonBendel, Verity ........................................ScottsdaleBennett, Scott ........................................ScottsdaleBennett, Jim ....................................... West ValleyBenson, Mathew........................................ TucsonBerger, W. Craig .......................................PhoenixBertoncino, Ginny .................................Scottsdale

Beyer, Richard .......................................ScottsdaleBicket, John ...........................................ScottsdaleBilger, Walter ............................................PhoenixBird, Heidi ............................................ScottsdaleBiro, Jeffrey ............................................ScottsdaleBivona, Jim ......................................... West ValleyBlack, Roland ...........................................PhoenixBlau, Ronald ..........................................ScottsdaleBoals, Maryglenn .....................................PhoenixBobo, Jack .................................................PhoenixBoone, Neil ............................................ScottsdaleBorders, Timothy ............................... West ValleyBorst, Raymond ......................................... TucsonBraden, Marc .........................................ScottsdaleBradford, Jeffrey ....................................ScottsdaleBrekan, Joseph .......................................ScottsdaleBress, Allen ............................................ScottsdaleBrettrager, Diana ....................................... TucsonBrinton, Dilworth................................ East ValleyBrooking, John .................................... East ValleyBrooks, Brian .........................................ScottsdaleBrown, Timothy ........................................ TucsonBryant, Robert .................................... West ValleyBryson, Katinka ................................... East ValleyBuchanan, Patric.................................. East ValleyBugbee, Thomas ....................................ScottsdaleBurr, Bradley ............................................PhoenixBurt, Chris........................................... East ValleyBuzzard, Bryan ......................................ScottsdaleCacioppo, Robert ..................................ScottsdaleCampbell, Robert ...................................... TucsonCarlson, Susan ..........................................PhoenixCarlson, Stephen ......................................PhoenixCarreon, Marcus ........................................ TucsonCarrillo, Andy ...................................... East ValleyCarter, Jeffrey ...........................................PhoenixCasaus, Wes ...........................................ScottsdaleCasella, Thomas .................................. East ValleyCassidy, William .......................................PhoenixCastellani, Robert .....................................PhoenixCastro, Francisco ......................................PhoenixCastro, Aida............................................... TucsonCeasor, Marilyn ........................................PhoenixCeschin, Daniel ........................................PhoenixChan, Peter ................................................ TucsonCharbonneau, Diana ................................. TucsonChavez, Gabriel ......................................... TucsonChesebrough, Patricia .............................At-LargeChittenden, Dale ................................. East ValleyChittenden, David ....................................Phoenix

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137

Christensen, Jenessa ..............................ScottsdaleChymych, Andrew....................................PhoenixCipolletti, Michael ................................ScottsdaleClarke, J. Brandon ............................... East ValleyClarke, Von ............................................ScottsdaleClary, James ..............................................PhoenixClemente, Sharon ................................ East ValleyClements, Daniel ...................................ScottsdaleClifford, Stephen ....................................At-LargeClinch, A. Nicole ......................................PhoenixCohen, Chelsea ......................................... TucsonCoking, William ................................. West ValleyConroy, Kyle ..........................................ScottsdaleCook, Tyson ........................................ East ValleyCook, Barry ...........................................ScottsdaleCooper, Steve ............................................ TucsonCorso, Deborah .....................................ScottsdaleCouch, JR ............................................ East ValleyCowger, Katherine ....................................PhoenixCox, Christopher ....................................... TucsonCox, Donald .............................................. TucsonCrerand, Joseph .................................. West ValleyCrerand, Constance ............................ West ValleyCunningham, Kevin ............................ East ValleyDaniels, Jeffrey .........................................PhoenixDanoff, Troy .............................................PhoenixDarby, Keith ........................................ East ValleyDarwin, Dewey ........................................PhoenixDattner, Alvin ........................................ScottsdaleDavis, Gary.......................................... East ValleyDavis, Jerlynne........................................... TucsonDavis, Clinton ........................................... TucsonDe La RamBelje, Peter .............................. TucsonDeal, Donita ....................................... West ValleyDeBerry, Tom ............................................ TucsonDel Re, Monica .....................................ScottsdaleDel Villar, Daniel ................................ East ValleyDeLuca, Nick ...........................................PhoenixDeMarie, Debra .......................................PhoenixDeo, Lyle ................................................... TucsonDerrico, Mark ...................................... East ValleyDiaz, Edward............................................PhoenixDierken, Thomas ....................................... TucsonDietrich, Dominique .............................ScottsdaleDollarhide, Jeffrey .................................ScottsdaleDoughty, Jan .............................................PhoenixDownhour, Richard ...............................ScottsdaleDoyle, Nicholas ........................................PhoenixDriscoll, John.........................................ScottsdaleDrybread, Kathleen ..................................Phoenix

Dubes, Michael .....................................ScottsdaleDunn, Jody ............................................ScottsdaleDunnuck, Deanna ..................................At-LargeDuval, Jamie ..........................................ScottsdaleDzurinko, Andrew ............................... East ValleyEagleston, Gerald .....................................PhoenixEarly, Mitchell ........................................... TucsonEasley, Steven J. .....................................ScottsdaleEdge, David ...........................................ScottsdaleEdman, Steven .................................... East ValleyEibeck, Michael .....................................ScottsdaleEibeck, Norma ......................................ScottsdaleEkman, Allen ............................................ TucsonElms, Tom ..............................................At-LargeElsten, Chaz .............................................. TucsonErtz, Dan ..................................................PhoenixEscarcega, David ....................................At-LargeEschenbrenner, Sarah ................................ TucsonEstes, Joy ...............................................ScottsdaleEvans, Lee ................................................PhoenixEyer, Rob ................................................... TucsonFagan, Jonathan ........................................PhoenixFanelli, Michele .................................. West ValleyFarkash, Howard ...................................ScottsdaleFay, Dianne ...............................................PhoenixFeldman, Wendy.................................. East ValleyFendley, Gregg .......................................At-LargeFigueroa, Katie .............................................YumaFilip, Louis ............................................ScottsdaleFillman, Sharon ................................... East ValleyFisher, Pat ............................................ East ValleyFord, Evangeline .................................. East ValleyFord, Jodi ...............................................ScottsdaleFord, Mike .......................................... West ValleyFord, Paul ........................................... West ValleyFort, Richard .........................................ScottsdaleFrank, Bruce ..........................................ScottsdaleFranks, David ...........................................PhoenixFrisby, Maria .............................................. TucsonFrutos, Shasta ...........................................PhoenixFuhrman, Lisa ........................................At-LargeFunk, Mark ......................................... West ValleyFusella, M. Nigel ....................................... TucsonGaboury, Bretton ......................................PhoenixGabrielson, Glen ................................. East ValleyGale, Howard ...................................... East ValleyGalindo, Julio ............................................ TucsonGallagher, Michael ................................ScottsdaleGammage, Chad ................................. East ValleyGarcia, Kim ............................................... Tucson

Membership Roster

138

Gaylor, Rebecca ........................................PhoenixGephart, Jonathan ..................................At-LargeGibson, W. Craig ...................................... TucsonGietl, Jeffrey .............................................. TucsonGinter, Brian ...................................... West ValleyGlass, John ...............................................PhoenixGoetz, Calvin ...........................................PhoenixGoldberg, Bert ..................................... East ValleyGoldman, Victor ......................................PhoenixGolseth, Ryan ............................................ TucsonGomez, Ricardo ........................................ TucsonGoodman, Dean ....................................ScottsdaleGorbutt, Paula .......................................ScottsdaleGordon, William ....................................At-LargeGoucher, Stephen ............................... West ValleyGould, William ........................................PhoenixGrant, Jared ............................................... TucsonGreen, Carmen .............................................YumaGreenberg, Brian ......................................PhoenixGriffen, Margaret ..................................ScottsdaleGriffin, Jennifer ......................................At-LargeGriffin, Terrie ........................................ScottsdaleGrimco, Kathryn ................................. East ValleyGrimes, Charles........................................PhoenixGroth, Anne ..........................................ScottsdaleGurton, Christopher ................................. TucsonGuzman, Heather ................................ East ValleyHagberg, Donald ................................. East ValleyHall, Carrie............................................ScottsdaleHalliday, Michael ...................................... TucsonHam, Dennis .........................................ScottsdaleHamer, Brenda .................................... East ValleyHamilton, Kevin .....................................At-LargeHamm, Robert .......................................... TucsonHansen, Lars ....................................... East ValleyHarding, Paul ........................................ScottsdaleHarmes, Mitchell .....................................PhoenixHarold, Jazmyn .......................................At-LargeHarper, Larry .........................................ScottsdaleHarper, Rebecca ........................................ TucsonHartman, Robert ...................................ScottsdaleHarvey, John .............................................PhoenixHastings, Charles ............................... West ValleyHayward, Michael ..................................At-LargeHeath, Chuck ........................................ScottsdaleHebets, James ...........................................PhoenixHebets, James ...........................................PhoenixHegna, Thomas ................................... East ValleyHeide, Bruce .............................................PhoenixHellebuyck, Shawn .................................... Tucson

Heller, Rob .......................................... East ValleyHeller, Robert ...........................................PhoenixHenderson, Martin ................................ScottsdaleHernandez, Hector .............................. East ValleyHerrera, Zeke ...............................................YumaHoag, Doug ............................................... TucsonHoffer, Jayson ...................................... East ValleyHolland, Eric .........................................ScottsdaleHolmes, Regina .....................................ScottsdaleHolt, Karen ..............................................PhoenixHolt, Timothy .......................................ScottsdaleHomsey, Brian .................................... West ValleyHopkins, Richelle ..................................ScottsdaleHorrell, Stephen .......................................PhoenixHorst, Barb ...............................................PhoenixHubbard, Thomas ............................... East ValleyHundman, James ......................................PhoenixHyde, Joshua ............................................. TucsonIbarra, Steven ...................................... East ValleyIniguez, Vicente.....................................ScottsdaleInteglia, Mojca .......................................... TucsonItami, Christine .....................................ScottsdaleIudiciani, Gretchen .............................. East ValleyJackson, Elayne ......................................ScottsdaleJackson-Kittle, Samantha ......................ScottsdaleJaehnig, Chester .................................. East ValleyJakubek, Julie ....................................... East ValleyJames, JoEllen ...........................................PhoenixJanson, Clayton ........................................PhoenixJauregui, Lillian ............................................YumaJeffers, Gary ........................................ West ValleyJensen, Kevin ............................................PhoenixJohnsen, Colby .......................................... TucsonJohnson, Noreen .....................................At-LargeJohnson, Steve ..................................... East ValleyJohnson, Pamela .................................. East ValleyJohnson, Jeremy ................................... East ValleyJohnson, Nicholas .....................................PhoenixJohnson, Mark .......................................ScottsdaleJohnson, Timothy ...................................... TucsonJones, Matthew .................................... East ValleyJones, Tracy ............................................ScottsdaleJones, Doug ............................................... TucsonJones, Ryan ................................................ TucsonJorgensen, Larry .................................. East ValleyJudd, Chris .............................................At-LargeJunior, Jeff ..............................................ScottsdaleKanoza, Becky ........................................... TucsonKarlson, Raymond .................................ScottsdaleKeane, John ...........................................Scottsdale

Membership Roster

139

Kelly, Christopher .............................. West ValleyKelly, Brett ....................................................YumaKetchum, Donald ...................................... TucsonKidder, Stephanie ...................................... TucsonKiernan, Kristi ..................................... East ValleyKifer, Alan ................................................PhoenixKim, Hyun .............................................At-LargeKlandrud, Matthew ............................. East ValleyKlarfeld, Michael ...................................ScottsdaleKlein, Michael ..................................... East ValleyKluge, John ............................................ScottsdaleKnaack, Yvonne .................................. West ValleyKnudten, Gregg .....................................ScottsdaleKohlhase, Donna ................................. East ValleyKolesar, Stephen .......................................PhoenixKolesar, Peter ............................................PhoenixKolesar, Charles ........................................PhoenixKolzow, Jeffrey ..................................... East ValleyKosnick, Jordan ........................................PhoenixKrasne, Seth .............................................. TucsonKroll, David ..............................................PhoenixKrueger, Clark .................................... West ValleyKunewa, Laura ......................................ScottsdaleKuraja, Sue ............................................ScottsdaleKyman, Daniel .........................................PhoenixLadd, Heather ..................................... East ValleyLai-Chan, Yuk-Yi Susan ........................... TucsonLamb, Robert ..................................... West ValleyLambert, Larry .......................................At-LargeLane, Lance ......................................... East ValleyLang, John ........................................... East ValleyLanghofer, Erik ................................... East ValleyLarson, Mark .........................................ScottsdaleLarson, Steven .......................................ScottsdaleLarson, Ryan .........................................ScottsdaleLashway, Tod .........................................ScottsdaleLaster, Liz.....................................................YumaLayman, Sharon .................................. East ValleyLeed, Michael............................................ TucsonLeifeld, Kevin ............................................ TucsonLewis, Nelson ...................................... East ValleyLewis, William .........................................PhoenixLimmer, Justin ........................................... TucsonLindblad, Daniel ................................ West ValleyLitsky, Sean ............................................... TucsonLockard, Dorothy ............................... West ValleyLoeffler, Dwight ....................................ScottsdaleLogan, Ross ........................................ West ValleyLohrenz, Reed ..............................................YumaLonbeck, Diana ......................................... Tucson

Lucca, Robert ...........................................PhoenixLucero, Cami ....................................... East ValleyMabry, Corey ..........................................At-LargeMack, Joseph ....................................... East ValleyMadine, John .........................................ScottsdaleMagoch, Jon .............................................. TucsonMaiefski, Timothy .............................. West ValleyMann, David .........................................ScottsdaleMarkham, Harry ...................................ScottsdaleMarkham, Michael ................................ScottsdaleMarquez, Clarissa ...................................... TucsonMarshall, John .......................................ScottsdaleMarsillo, Dino ..........................................PhoenixMartin, Lisa ...........................................ScottsdaleMatsock, Mark .........................................PhoenixMattison, Britni ........................................PhoenixMayfield, William ..................................... TucsonMazon Rubalcava, Sonja ..........................PhoenixMazzella, Michael .................................ScottsdaleMcAdams, Connie .................................... TucsonMcAndrew, Michael ...............................At-LargeMcBride, Barry .........................................PhoenixMcBride, Bruce ........................................PhoenixMcBride, Debra .....................................ScottsdaleMcCloud, Jason .....................................ScottsdaleMcDaniel, Jan ..........................................PhoenixMcDermid, Aaron ............................... East ValleyMcEvoy, Dennis ........................................ TucsonMcGraw, Lance ................................... East ValleyMcKenna, Jim .................................... West ValleyMcMurry, Douglas .............................. East ValleyMcNeely, Stephen ..................................... TucsonMcNell-Nadjafi, Kelli .......................... East ValleyMeeks, Chance ......................................ScottsdaleMeier, Paul ............................................ScottsdaleMendoza, Diane ................................. West ValleyMerideth, Dennis ...................................... TucsonMeyer, Theodore ...................................ScottsdaleMichaels, Kevin ................................... East ValleyMiller, Deborah ......................................At-LargeMiller, Todd ......................................... East ValleyMiller, Ben ................................................PhoenixMiller, Gary ...........................................ScottsdaleMindak, Steven .....................................ScottsdaleMinehart, Matthew ................................... TucsonMoehring, Paul ................................... West ValleyMohindra, Vinod................................ West ValleyMolder, Henry ..........................................PhoenixMoloney, Michael ..................................ScottsdaleMonaco, Nancy .....................................Scottsdale

Membership Roster

140

Montijo, Alanna .................................. East ValleyMontoya, David............................................YumaMoore, Thomas ................................... East ValleyMorris, Joseph ..................................... East ValleyMosbach, Adam .......................................PhoenixMosier, Francisco ......................................PhoenixMuir, Greg................................................PhoenixMwansa, Regeanna ................................ScottsdaleNaber, Verl .......................................... West ValleyNabity Stitt, Amber ...............................ScottsdaleNanni, John ...........................................ScottsdaleNasca, Scott ............................................... TucsonNash, David ..............................................PhoenixNash, Christopher .................................ScottsdaleNash, Yara ....................................................YumaNavarro, Amy ...................................... East ValleyNefzer, Richard.................................... East ValleyNeidich, Lawrence..................................... TucsonNelson, Deana ........................................At-LargeNemger, Michael ...................................ScottsdaleNitchen, Michael ...................................ScottsdaleNix, Joe ................................................ East ValleyNorgord, David .....................................ScottsdaleNygren, John ..........................................At-LargeO’Brien, Thomas ......................................PhoenixO’Nele, Susan ..................................... West ValleyOlson, Tony ............................................At-LargeOrdway, Joey ........................................ East ValleyOverstreet, Scott .................................. East ValleyPalma, Albert ....................................... East ValleyPatel, Rishin ...........................................At-LargePatent, Linda ............................................PhoenixPatterson, Leslie .......................................PhoenixPaul, Norma .............................................PhoenixPerdomo, Gunther .................................ScottsdalePetruzzella, Salvatore ........................... East ValleyPetty, Brendan ..........................................PhoenixPfaff, Sid .............................................. East ValleyPhares, Douglas .....................................ScottsdalePickard, Thomas .................................. East ValleyPierson, J. Nicholas .................................... TucsonPilvinis, Phillis .......................................ScottsdalePineda, Jesus ..........................................ScottsdalePinter, Mark ........................................ East ValleyPlemons, James ......................................ScottsdalePope, Marilyn ...........................................PhoenixPoppe, Donald .......................................ScottsdalePoppe, Steven ........................................ScottsdalePorro, Drew ...........................................ScottsdalePrieto, Kasandra ........................................ Tucson

Pruetz, Murray .........................................PhoenixPyles, Eric ............................................ East ValleyRafal, Andrew.........................................At-LargeRaines, Everett ................................... West ValleyRamazanoglu, Kuddusi .............................. TucsonRandazzo, Cody .................................. East ValleyRasnake, Allen ........................................... TucsonRaso, Nathan .........................................ScottsdaleRay, Mark ............................................ East ValleyRedaelli, Richard ...................................ScottsdaleReeves, James ........................................ScottsdaleRegan, James .........................................ScottsdaleReyes, Mindy .........................................ScottsdaleRiccio, Ronald .................................... West ValleyRichards, Phillip .......................................PhoenixRieck, Thomas ..................................... East ValleyRiedel, Susan .........................................ScottsdaleRiedy, Justin ..............................................PhoenixRiesgo, Fred ............................................... TucsonRinaldo, Joseph .........................................PhoenixRios, Marci ...................................................YumaRitchie, Susan ...........................................PhoenixRivers, Deborah .....................................ScottsdaleRizvi, Ali ..................................................PhoenixRoark, Lynne ............................................PhoenixRoberts, Shannon ...................................... TucsonRobinson, Teresa ...................................ScottsdaleRobinson, Jason ......................................... TucsonRodemeyer, Jeffrey ............................... East ValleyRondberg, Randy ....................................At-LargeRondberg, Daniel ..................................ScottsdaleRoos, Sharmen ......................................ScottsdaleRoper, Douglas .......................................... TucsonRosalez, Donald .....................................At-LargeRose, Sherrin .........................................ScottsdaleRosenberg, Seth .....................................ScottsdaleRosenblatt, Neil ........................................PhoenixRoth, Adam ............................................... TucsonRothman, Mark .....................................ScottsdaleRowan, Robby .................................... West ValleyRowe, George ..................................... West ValleyRowley, Mark ...................................... East ValleyRucker, Jason ....................................... East ValleyRyan, Gregory .......................................ScottsdaleRyan, R. Keith ........................................... TucsonSabol, Paul ................................................PhoenixSaldivar, Richard .....................................At-LargeSalido, Eduardo ......................................... TucsonSalvione, Vincent ................................ West ValleySanchez, Javier .......................................Scottsdale

Membership Roster

141

Sanders, Nate ........................................ScottsdaleSandidge, F. Edward .................................PhoenixSandoval, Michael ..................................... TucsonSapakie, Alan ............................................PhoenixSavard, Daniel ..................................... East ValleyScalpon, Dennis ......................................... TucsonSchaal, Nicole ...................................... East ValleySchaeffer, David ....................................ScottsdaleSchaper, Kenneth....................................... TucsonScheid, Joseph .......................................ScottsdaleSchimke, David ......................................... TucsonSchmaltz, Daniel ...................................ScottsdaleSchmidt, Bonnie ........................................ TucsonSchmidt, Preston ................................ West ValleySchneider, Kevin ....................................ScottsdaleSchoneberger, N. Laine ....................... East ValleySchraufnagel, Gary ...................................PhoenixSchultz, Scott............................................. TucsonSchuman, David ...........................................YumaSeide, Joyce ...............................................PhoenixSenatore, Jim .........................................ScottsdaleSewell, David ...................................... West ValleyShambrook, Suzanne ........................... East ValleySharp, Ginger ............................................ TucsonShaw, Andrew .......................................ScottsdaleShawl, Jon ..............................................ScottsdaleSherman, Paul .......................................ScottsdaleShisler, Bryan.........................................ScottsdaleShkapich, Dan .......................................ScottsdaleShultz, Thomas .....................................ScottsdaleSimcox, Gerald ......................................ScottsdaleSimon, Nelson .................................... West ValleySimpson, William ................................ East ValleySivaramakrishnan, Radhika ....................At-LargeSmart, Glen ............................................... TucsonSmith, Undrea ..................................... East ValleySmith, Emory ...........................................PhoenixSmith, Raymond ...................................ScottsdaleSmith, Vicki ..........................................ScottsdaleSmith, Gordon .......................................... TucsonSmith, Gary ..................................................YumaSolinsky, Philip .......................................... TucsonSolis, Haley ................................................ TucsonSollomi, Mark .......................................ScottsdaleSonier, Donald ..........................................PhoenixSparks, Brandon .......................................PhoenixSpence, Dwight ........................................PhoenixSquires, Scott .........................................ScottsdaleStafford, Hugh ................................... West ValleyStahl, Michael .................................... West Valley

Stahl, Mary ......................................... West ValleyStahler, Wesley .........................................PhoenixStearnes, Jerrod ......................................ScottsdaleStein, Brett ................................................ TucsonStephens, Michele ....................................PhoenixStern, Daryl ............................................At-LargeStewart, Rachel......................................ScottsdaleStilb, Timothy ........................................... TucsonStohr, Curtis ..........................................ScottsdaleStokes, Hyland ......................................ScottsdaleStokes, Doyle ............................................. TucsonStory, Mike ............................................ScottsdaleStrati, Michael ..........................................PhoenixStutzman, Tracy ......................................At-LargeSumm, Shauna ......................................ScottsdaleSwanson, Dondrell .............................. East ValleySwegle, Vern ..........................................ScottsdaleTatro, Tom ................................................. TucsonTaylor, Cie ........................................... East ValleyTaylor, Mattie ........................................ScottsdaleTaylor, Kenneth .....................................ScottsdaleTerrill, Timothy .....................................ScottsdaleThomas, Michael ...................................ScottsdaleThomas, Diane ......................................ScottsdaleThomas, Frank ................................... West ValleyThompson, Theodore ...............................PhoenixThompson, Brad....................................ScottsdaleTiani, William ..........................................PhoenixTillman, Darlene ................................. East ValleyToal, Daniel ............................................... TucsonTobin, Edward ..................................... East ValleyTomlinson, Andrew ................................At-LargeTouche, Steven .......................................... TucsonTousley, Christopher ..............................ScottsdaleTrautman, Reed .....................................ScottsdaleTrent, Cathy ...........................................At-LargeTrucksess, George ..................................ScottsdaleTucker, Charles ......................................ScottsdaleUhlhorn, Martin .................................. East ValleyUnkefer, W. Andrew .......................... West ValleyUsher, Bruce ..........................................ScottsdaleValentine, Daniel ...................................ScottsdaleValenzuela, Victor ..................................ScottsdaleValenzuela, Eliazar .................................... TucsonVan Houten, Timothy ..............................PhoenixVanderweide, Michelle .............................PhoenixVanDonge, Timothy ........................... West ValleyVazirani, Anil.........................................ScottsdaleVelez, Maria .............................................. TucsonVeres, Andre .............................................. Tucson

Membership Roster

142

Verster, Neville ......................................ScottsdaleVest, Robert ...........................................ScottsdaleVetrano, Thomas ....................................... TucsonVineyard, D. Winston ...........................ScottsdaleVineyard, Trey .......................................ScottsdaleVogel-Ham, Scarlett .................................. TucsonVora, Dharmesh .....................................ScottsdaleVosburg, Luann ......................................... TucsonWall, Errol ..............................................At-LargeWallace, James .......................................ScottsdaleWarda, Ashur ..................................... West ValleyWatkins, Jack ...................................... West ValleyWebber, Tracey .......................................... TucsonWeerts, Gregory ....................................ScottsdaleWeerts, Tyler .........................................ScottsdaleWeiner, William .......................................PhoenixWelborn, Michael .....................................PhoenixWelsh, Guy ................................................ TucsonWernecke, Robert ..................................ScottsdaleWhite, Tammy .................................... East ValleyWhite, Louis ............................................PhoenixWhitehurst, Carin ....................................PhoenixWiebers, Gerald ....................................ScottsdaleWilcoxson, Carter .................................ScottsdaleWillan, Steve ....................................... East ValleyWilliams, Bill ...........................................PhoenixWilson, Cliff........................................ East ValleyWiltse, Debbie..................................... East ValleyWing, Christopher ................................Scottsdale

Winter, Sam ........................................ East ValleyWinters, Rich ...................................... East ValleyWischki, Ottmar ....................................... TucsonWisda, Bryan ............................................PhoenixWise, William ..................................... East ValleyWise, Pamela ............................................. TucsonWise, Wendy ............................................. TucsonWisman, Stacey ......................................At-LargeWisniewski, Daniel ............................. East ValleyWolf, Guy ............................................ East ValleyWood, Peter ......................................... East ValleyWoods, Mark .........................................ScottsdaleWord, Matthew .................................. West ValleyWorman, Larry ......................................ScottsdaleWright, Nathan ........................................PhoenixWright, Darren ......................................ScottsdaleWrobel, John .........................................ScottsdaleYates, Victor ..........................................ScottsdaleYoudelman, Frank...................................... TucsonZaring, Margaret ....................................... TucsonZavagli, Thomas .................................. East ValleyZeltins, Brian ....................................... East ValleyZiegler, Kenny ..................................... East Valley

Membership Roster

143

CompanyAlphabetized Section

144

IndependentsAdams, Ronald P.Adamson, ScottAlspaugh, JackAnderson, GaryAnderson, Gregory M.Aspegren, Lyle R.Babcock, DwightBaggot, TerriBagnall, Mark W.Barbanell, JeffBarbanell, Jeffrey S.Bates, DeborahBean, Ann M.Beck, MylesBell, KristiBell, WardBendel, VerityBennett, Jim L.Bertoncino, GinnyBicket, RichBilger, Jr, WalterBiro, Jeffrey J.Bivona, JamesBlack, RolandBlaker, Alan M.Blau, RonaldBoals, MaryglennBopp, PaulBress, AllenBrettrager, DianaBrooking, John J.Bryant, Robert A.Carlson, StephenCarter, JeffreyCasella, Thomas L.Ceasor, MarilynChesebrough, Patricia A.Chittenden, Dale L.Chittenden, DavidChymych, AndyClary, JamesClemente, SharonCoking, William G.Conroy, KyleCorso, DeborahCowger, KatherineCox, ChristopherDattner, Alvin L.Davis, ClintonDavis, JerlynneDeal, DonitaDel Re, MonicaDeMarie, DebraDietrich, DominiqueDoughty, JanDownhour, RichardDubes, Michael J.

Eagleston, GeraldEasley, StevenEdge, DavidEkman, AllenFarkash, HowardFaye, DianneFendley, GreggFilip, Jr., LouisFord, JodiFrisby, MariaFrutos, ShastaFuhrman, Lisa R.Fusella, NigelGale, Howard T.Gammage, ChadGaylor, RebeccaGietl, JeffreyGoetz, CalvinGoldberg, Bert H.Gomez, RicardoGreenberg, BrianGriffen, Margaret AnneGriffin, TerrieGrimco, KathrynHamilton, KevinHarding, Paul W. Harmes, MitchellHarper, Rebecca ‘Bekki’Harvey, JohnHawkins, RobertHebets, JamesHebets, James, Jr.Heide, BruceHellebuyck, ShawnHenderson, GeorgeHoffman, StevenHolt, Timothy W.Hundman, JimInteglia, MojcaIsaacs, CraigJackson, ElayneJensen, KevinJohnson, NicholasJohnson, NoreenJohnson, PamelaJones, Tracy L.Jorgensen, LarryJunior, Jeffrey B.Kifer, AlenKim,HyunKlein, MichaelKyman, DanielLambert, LarryLarson, RyanLeed, MichaelLewis, WilliamLimmer, JustinLindblad, Daniel L.Lohrenz, Reed

Company Member RosterMagoch, JonMaiefski, TimothyMann, David S.Markham, Michael E.Marsillo, DinoMatsock, MarkMayfield, WilliamMazella, Michael, Jr.Mazzella, Jr., Michael R.McBride, DebraMcGowan, Michael, Jr.McMurry, Douglas H.McNeely, StephenMcNeil-Nadjafi, KelliMeeks, ChanceMeyer, Theodore R., IIIMichaels, Kevin J.Miller, Todd RMoloney, Sr. , Michael P.Montejo, AlannaMorrison, WilliamMosier, FranciscoMuir, GregMwansa, RegeannaNefzer, RichardNitchen, Michael L.Nix, Joe P., Jr.Patent, LindaPfaff, Sid G.Pilvinis, Phillis S.Poppe, Steven C. Raines, Everett J.Randazzo, CodyRathbun, BarbaraRegan, JamesRieck, Thomas W.Ritchie, SusanRoark, LynneRosenblatt, NeilRyan, GregSabol, PaulSanders, NateSavard, DanielScalpone, DennisSchaeffer, DavidSchaper, KennethSchimke, DavidSeide, JoyceSenatore, JimSimon, Nelson N.Smith, EmorySmith, RaymondSmith, UndreaSolinsky, PhilipSonier, Donald

145

Stephens, MichelleStewart, Rachel J.Stilb, TimothyStohr, CurtisStokes, HylandSwegle, VernTaylor, Kenneth W.Thompson, TheodoreTillman, Darlene J.Tomlinson, Andrew D.Trucksess, GeorgeUhlhorn, MartinUnkefer, W.AndrewVan Houten, TimothyVanderweide, MichelleVazirani, AnilVerster, Neville M.Vineyard, TreyWeiner, William DavidWiebers, GeraldWilliams, BillWisda, BryanWolf, Guy R.Wright, NathanYoudelman, FrankZiegler, Kenny

AAA ArizonaWall, Eric

AllstateCooper, SteveGalindo, Julio Ibbara, SteveJukubek, Julie

American Family InsuranceBarker, MichaelBeckus, PaulHamm, RobertO’Nele, Susan G.Salvione, Vincent L.Schraufnagel, GaryShisler, BryanVineyard, D. WinstonWillan, SteveWisniewski, Daniel

American NationalBarteau, Stephen B.Hansen, Lars D.Heath, ChuckMcGraw, LancePalma, Albert R.Poppe, Donald W.Schneider, KevinSherman, PaulSquires, ScottWilson, Cliff F.Wood, PeterWoods, Mark

American Savings Life Ins. Co. Allen, ByronAyers, Donald

American United LifeDzurinko, Andrew G.Eibeck, Michael E.Eibeck, Norma K.

Ameriprise Financial ServicesDarwin, Dewey

Ameritas Life Insurance GroupWrobel, John

Amerus LifeAnstett, Daniel

Apps Paramedical ServicesRasnake, Allen

AXA Advisors, LLCRiesgo, Fred

Babb Financial GroupBabb, William F.

Bankers Life & Casualty Co.Markham, Harry E.

Black Gould & AssociatesBaker, DutchGould, WilliamCFG Benefits, Inc.Durkin, ChrisKanoza, Becky

Cambridge Financial CenterClarke, J. BrandonLewis, NelsonPyles, EricRucker, Jason R.

Capital Services, Inc.Rosenberg, Seth

Country FinancialBennett, Scott Derrico, MarkFisher, PatGurton, ChristopherGuzman, HeatherHalliday, MichaelKrize, JoshuaNasca, ScottNeidich, Lawrence

Pinter, Mark M.Reyes, Mindy S.Robinson, Teresa L. Word, Matthew C.Zavagli, Thomas

Crump Life Ins. SvcsCarlson, SusanPoppe, Steven C.

ECA Financial ServicesMartin, Lisa Wernecke, Robert J.

Farm BureauAdams, Luke Baker, WendyGoucher, Stephen R.Hastings, Charles D.Hoag, DougHyde, JoshuaJohnsen, ColbyKasian, EvanKelly, BrettLaster, LizLockard, Dorothy R.Naber, Verl F.Phares, Douglas B.Rowe, George J.Schaal, NicoleSewell, David A.Simpson, WilliamTousley, Christopher M.Valenzuela, Victor R.VanDonge, Timothy

Farmers Ins. GroupAnastos, MichaelBrown, TimothyCastro, FranciscoCohen, ChelseaCox, DonDavis, Gary A.Edman, Steven J.Elsten, ChazGrant, JaredHoffer, JaysonHomsey, BrianKelly, Christopher S.Mann, HoraceMoehring, PaulPlemons, JamesRoth, AdamSalido, EduardoSchuman, David M.Tobin, EdwardWarda, AshurWinters, RichWise, William J.Zaporowaki, Jeanie

Company Member Roster

146

FDG Financial Design GroupSmith. Gary L.

Financial InitiativesCrerand, Constance M.Crerand, Joseph E.

ForestersDoyle, Nicholas

Futurity FirstBugbee, ThomasDunn, JodyMonaco, NancyShultz, Thomas

GuardianDriscoll, John M.Klarfeld, Michael B. Shawl, Jon C. Stern, Daryl S.

Guardian/John Driscoll & Co.Berger, W Craig

HumanaHolt, Karen

Independent Health InsuranceLessard, Nicole

INGVora, Dharmesh

Knights of ColumbusBaker, KeithCasaus, WesClarke, Von HiltonDel Villar, DanielJones, Matthew Kupitz, ThomasMoore, ThomasPickard, ThomasRaso, NateSanchez, Javier V. White, LouisZeltins, Brian

Lafayette LifePetruzella, Salvatore V.

Liberty MutualKosse, Michael

LifeBrokersValentine, Daniel S.

Lincoln Financial NetworkFranks, DavidMosbach, Adam H.

Lovitt & ToucheBurr, BradToal, DanielTouche, Steven

M.A.S. GroupRosalez, Donald

Mass MutualBoone, NeilChristensen, JenessaDeLuca, NickDollarhide, Jeffrey C.Goldman, VictorGroth, AnnieHorrell, Jr, StephenKroll, David R.Kuraja, SueMattison, BritniMcBride, BruceSandidge, Jr, F EdwardScheid, JosephThomas, DianeWisman, StaceyWright, Darren J.Yates, Victor

MassMutual Southwest PacificClements, DanielThomas, Michael

Mendenhall Insurance & InvestmentsVeres, Andrea

MetLifeCook, TysonHeller, Rob Hickson, DavidMerideth, DennisTiani, WilliamZaring, Margaret ‘Peggy’

Midland NationalRedaelli, Richard

Minnesota Life/Minnesota MutualRinaldo, Joseph B.

Modern Woodmen of AmericaHernandez, HectorRiedel, Susan

Montoya GroupGreen, Carmen T.Montoya, David J.

Morgan StanleyBarra, Jeffrey D.

Mutual of OmahaCeschin, DanMcAdams, ConniePetty, BrendanSandoval, MichaelWhitehurst, Carin

NationwideLamb, Robert

Nation’s First FinancialRondberg, DanielRondberg, Randy

National WideBen Bates

New York LifeAldaghi, OmidAntelo, OmarBakshi, SupriyaBearden, DavidBen-Dov, RonenBenson, MathewBobo, JackBraden, Marc S. Bradford, JeffreyBrekan, Joseph R.Brinton Jr., DilworthBuzzard, Bryan T.Cacioppo, RobertCampbell, RobertCarreon, MarcusCastro, AidaChan, PeterCharbonneau, DianaChavez, GabrielCipolletti, MichaelCook, Barry A.De La RamBelje, PeterDiaz, Jr., EdwardDierken, ThomasDuval, JamieEarly, MitchellEschenbrenner, SarahFeldman, Wendy L.Fort, RichardFrank, Bruce J.Garcia, KimGibson, W.Glass, JohnGolseth, RyanGoodman, Dean R.

Company Member Roster

147

Hall, CarrieHarper, LarryHartman, Robert A.Hegna, Thomas D.Henderson, Martin F.Iniguez, VicentJackson-Kittle, SamanthaJones, RyanKarlson, Raymond J.Keane, John C. Kidder, StephanieKluge, John F.Krasne, SethLai-Chan, Yuk-Yi SusanLeifeld, KevinLitsky, SeanLoeffler, Dwight E.Miller, Gary J.Mindak, Steven T. Minehart, MatthewMolder, HenryNash, Chris D.Nash, DavidNash, Yara T.Nemger, Michael A.Norgord, David J. Paul, NormaPineda, JesusPorro, Drew LucienPrieto, KasandraPruetz, MurrayRamazanoglu, KuddusiReeves, JamesRios, MarciRoberts, ShannonRoper, DouglasRose, Sherrin L.Rothman, Mark P.Rowley, Mark E.Ryan, R.Schmidt, BonnieSimcox, Gerald D.Smith, GordonSolis, HaleyTrautman, Reed P.Tucker, Charles A.Usher, Bruce H.Velez, MariaVest III, Robert L.Vogel-Ham, ScarlettWallace, JamesWelsh, GuyWise, Pamela

Northwestern MutualBeyer, Richard W. Clinch, A. NicoleErst, DanFagan, JonathanHubbard, ThomasHunt, JohnJones, DougKosnick, JordanMcEvoy, DennisMiller, BenMorris, Joseph A.Patterson, LeePierson, J.Robbins, NeilRobinson, JasonStein, BrettStrati, MichaelWelborn, Michael

North American LifeFisher, Archie

North Star Resource GroupRichards, PhillipRivzi, Ali

NOVA FinancialDeo, Lyle

NOVA Home LoansMarquez, ClarissaSmart, Glen

NUEVA Benefits GroupSaldivar, Richard

Penn Mutual Life Ins. Co.Lashway, Tod D.

Phocus FSGEvans, LeeJanson, Clayton

Physician Advisors, LLCNabity, AmberStory, Michael

Physicians Mutual InsuranceArtzer, DanaBall, JamesGorbutt, PaulaHolland, EricItami, Christine R. Johnson, TimothyKetchum, DonaldNabity Stitt, AmberNanni, JohnSmith, Vicki S. Story, Mike

PFG Marketing GroupFord, D. MichaelFord, Paul Riccio, RonStafford, HughStahl, MaryStahl, MichaelWatkins, Jack H.

Principal Financial GroupAbbate, MichaelCastellani, RobertLucca, RobertVetrano, Thomas

Protective LifeHeller, Robert C.

Prudential FinancialDanoff, TroyPope, Marilyn J.Riedy, JustinWeiner, W. David

Realty Executives InternationalRivers, Deborah

Retirement Funding SolutionsHopkins, Richelle

Revere Financial ServicesJackson, Elayne

Spence, Cassidy & Associates, LLCCassidy, WilliamKolesar, CharlesKolesar, PeterKolesar, StephenO’Brien, ThomasSpence, Dwight

Springberg McAndrew FinancialMcAndrew, Michael J.Nygren, John R.Springberg, Brian

Company Member Roster

148

State FarmAguilar-Woertz, Judy P.Alvarez, CarmeloAlvarez, JoAnnAnderson, KristenAnderson, MarkBalistreri, AliciaBankston, RosalynBeardshear, ScottBurt, ChrisCarillo, Andy T.Cunningham, KevinDaniels, JeffreyDarby, KeithEstes, Joy T.Fanelli, MicheleFigueroa, KatieFillman, SharonFord, VandyGaboury, BrettGarielson, GlenHagberg, DonaldHerrera, Zeke M.Holmes, Regina R.Horst, BarbIudiciani, GretchenJames, JoEllenJauregui, LillianJohnson, JeremyJohnson, Steven M.Kiernan, Kristi D.Knaack, YvonneKohlhase, DonnaKunewa, LauraLadd, HeatherLane, LanceLang, JohnLanghofer, ErikLayman, SharonLucero, CamiMcCloud, JasonMcDaniel, JanMcDermid, AaronMiller, Deborah J.Nelson, Deana M.Ordway, JoeyPerdomo, GuntherPico, RobertRay, MarkRobinson, SonyaRoos, SharmenShambrook, SuzanneShkapich, DanStahler, WesleyStokes, DoyleSumm, ShaunaSwanson, Dondrell

Tatro, TomTaylor, CieTaylor, Mattie D. Torres, SeverianoTrent, Cathy, CLU, ChFCWhite, TammyWiltse, DebbieWing, ChristopherWinter, Sam S. Wise, Wendy

Strategic Financial PartnersEscarcega, David

Strategic Partners GroupMack, Joseph A.Schoneberger, N. Laine

Strategy Financial GroupOlson, AnthonyRafal, Andrew

Sun Cornerstone GroupMcBride, Barry

The Thomas GroupElms, Tom

Thrivent Financial for LutheransAussprung, RickBird, HeidiBrooks, BrianBuchanan, PatricEyer, RobFunk, MarkGallagher, Michael Lynn Ginter, BrianHamer, Brenda L.Jaehnig, ChetJanckila, EvaJeffers, GaryJohnson, Mark W.Klanrud, MatthewKnudten, Gregg A.Kolzow, Jeffrey C.Kreuger, Clark A.Larson, Mark D.Larson, StevenLogan, RossLonbeck, DianaMeier, Paul W.Rodemeyer, Jeffrey R.Schmaltz, DanielSchmidt, PrestonSchultz, ScottShaw, Andrew M.Sparks, BrandonStearnes, JerrodThompson, Brad A. Wischki, Ottmar

Thomas Auto GlassThomas, Frank

Trajan Insurance & Wealth ServicesJunior, Jeffrey B.

TransamericaMarshall, John

Union CentralHam, Dennis M.

Windsor Assurance LLCMadine, John Peter

Williams & AssociatesSharp, Ginger

Company Member Roster

149

150

AMERICAN COUNCIL OF LIFE INSURERS (ACLI) 101 Constitution Ave., N.W. Washington, D.C. 20001 (202) 624-2000www.acli.org

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS 17 Campus Blvd., #201 Newtown Square, PA 19073 (610) 526-2500www.financialpro.org

ASSOCIATION FOR ADVANCED LIFE UNDERWRITING (AALU) 2901 Telestar Court Falls Church, VA 22042 (703) 641-9400www.aalu.org

GAMA INTERNATIONAL 2901 Telestar Court Falls Church, VA 22042 (703) 770-8184www.gamaweb.com

LIMRA INTERNATIONAL P.O. Box 208 Hartford, CT 06141 (860) 285-7789www.limra.com

MILLION DOLLAR ROUND TABLE (MDRT) 325 W. Touhy Park Ridge, IL 60068 (847) 692-6378www.mdrt.org

NAIFA POLITICAL ACTION COMMITTEE (NAIFAPAC) 2901 Telestar Court Falls Church, VA 22042 (703) 770-8152www.naifa.org/advocacy/ifapac

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) 2901 Telestar Court Falls Church, VA 22042 (703) 770-8100www.naifa.org

THE AMERICAN COLLEGE / LUTC 270 Bryn Mawr Avenue Bryn Mawr, PA 19010 (610) 526-1000www.amercoll.edu

INDUSTRY ASSOCIATION ADDRESSES AND

TELEPHONE NUMBERS

151

Index of AdvertisersAlexandra Miller, CPA ................................................................................................... 49

American Savings Life .......................................................................................... 30-31

APPS of Tucson ............................................................................................................... 99

Arizona Benefits Plans ................................................................................................. 37

Arizona Fire & Water Restoration, Inc. ..................................................................... 41

Berwick Himes Insurance ............................................................................................ 43

Black, Gould & Associates ............................................................Outside Back Cover

Brokerage Professionals ................................................................. Inside Front Cover

Cambridge Financial Services ................................................................................... 33

Country Insurance & Financial Services ........................................................... 39, 58

C & R Auto ........................................................................................................................ 38

DeConcini McDonald Yetwin & Lacy, PC Attorneys ............................................ 49

EHS Restoration ............................................................................................................. 42

Ernest J. Jones Associates ........................................................................................... 50

Finance of America Mortgage ................................................................................... 48

Fred Astaire Dance ........................................................................................................ 46

LILI / Judy Aguilar-Woertz .......................................................................................... 16

Life Brokers ...................................................................................................................... 32

Mass Mutual - Arizona ..................................................................... Inside Back Cover

Mutual of Omaha .......................................................................................................... 44

New York Life ..................................................................................................4, 78, 90, 98

PFG Marketing Group ..........................................................................................47, 100

Premier Documents ..................................................................................................... 45

Reiff Imagery .................................................................................................................. 51

Reliable Glass .................................................................................................................. 50

Sheila Switzer & Associates / ExamOne ............................................................... 152

SightCare ......................................................................................................................... 35

State Farm ....................................................................................................................... 40

Sun Cornerstone Group ............................................................................................. 68

The Law Office of Nathan A. Skinner, PLC .............................................................. 36

Unkefer & Associates .................................................................................................... 34

152

These numbers tell a story. One we both can be proud of.A story of hard work, determination and commitment.Working together we are helping 95 million Americanswithout life insurance protect their families. We arecommitted to this challenge by providing you withinnovative tools and simplified processes — resulting ina more satisfied applicant.

Committed every day, with:• The strength of Quest Diagnostics laboratory, testingmore than 15,000 specimens daily

• High-quality, cutting-edge laboratory results forall applicants.

• The nation’s largest network of paramedical servicecenters and dedicated mobile examiners.

• Access to more than 800,000 medical facilities anddoctors in our doctor database

We are committed to you, our industry and helping every

family be protected with life insurance. Stronger together.

ExamOne.com*Based on applicants from July 2014-June 2015. To learn more about hidden healthy contact ExamOne.

Quest, Quest Diagnostics, ExamOne, any associated logos, and all associated Quest Diagnostics registered or unregistered trademarks are the property of Quest Diagnostics. Allthird party marks - ® and ™ - are the property of their respective owners. ©2014 Quest Diagnostics Incorporated. All rights reserved.

Sheila Switzer and Associates/ExamOne is #Committed2 YouFamily owned and Operated Two local offices in Arizona

Phoenix office: 7227 N. 16th St, Ste 150Phoenix, AZ 85020 ph 602-867-0227 fax 602-482-1516

Tucson office: 1760 E. River Rd Ste 181 Tucson AZ 85718 ph 520-529-3926 fax 520-615-3926

Sheila@examonearizona.com

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• Annuities

– Offering two Fixed Deferred Annuities– Single Premium Immediate Annnuity (SPIA)– Flexible Premium Deferred Income Annuity

INDUSTRY EXPERTISE• Estate Analysis & Business Planning • Charitable Gifting Plans• Business Succession Planning • 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.

IT’S PERSONAL.BROKERAGE IS MORE THAN BUSINESS.

To learn more, contact:Sue KurajaAgency Brokerage Director17550 N. Perimeter Drive, Suite 450Scottsdale, AZ 85255Cell: 480-707-8725Office: 480-538-2957skuraja@massmutualbrokerage.com

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 9/6/16. CRN201809-205057

LIFE INSURANCE + RETIREMENT/401(K) PLAN SERVICES + DISABILITY INCOME INSURANCE LONG TERM CARE INSURANCE + ANNUITIES