NAIFA-Arizona LEADERSHIP 2021 – OFFICERS
Undrea Smith, RICP
President
Adam Roth
President-Elect
Julie Jakubek, MBA
Immediate Past President
Andrew G. Dzurinko, CLU, ChFC
Vice President
Bretton S. Gaboury
Secretary
Stephen R. Goucher
Treasurer
Barry McBride, CLU, AEP
National Committee Chair
Patty A. Chesebrough, CAE
Exec. Vice President
President’s address…
Dear Members, Sponsors and Colleagues, As I enter my third year as president of NAIFA-AZ, I notice that our association has never been more relevant and important as a resource for its members, legislation and for the communities we serve. NAIFA-AZ supplies abundant opportunities to learn, teach, and mentor for its members who will continue this long-standing tradition for future generations of advisors.
I am proud of the association’s successes over the last year in providing abundant opportunities for meaningful engagement for our members and particularly for professional development and outreach opportunities. Our plan for the year ahead includes more of these initiatives as well as adding more programming designed for various stages of your career.
I want to acknowledge the contributions of the executive board, the board members, and chairs. What an excellent group of individuals who are committed to their professional organization as well as the communities that depend on them. We look forward to welcoming more members to get involved in our association in 2023. From filling roles that need your support, to trailblazing new paths not yet known to us, the opportunities to get involved are endless.
A special acknowledgment has never been more deserving of our Executive Vice President Patty Chesebrough for her continued and steadfast loyalty to the success of NAIFA-AZ which has been an inspiration to us all.
Thank you members for your continued enthusiasm and participation in our professional community and to the sponsors for your incredible support and resources.
Wishing everyone a safe and successful 2023!
Undrea Smith, RICP®
Naifa-AZ President
Association of Insurance & Financial Advisors
P.O. Box 4728, Scottsdale, Arizona 85261,
Phone 480.661.6393, Fax 480.661.6743
Website: www.naifa-az.org, E-mail: naifa-az@azis.com
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Note: Clicking on officers names will create an email to them.
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President
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Undrea Smith, RICP |
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President-Elect
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Adam Roth |
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Immediate Past President
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Julie Jakubek, MBS |
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Secretary
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Bretton S. Gaboury |
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Treasurer
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Stephen R. Goucher |
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National Committee Chair
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Barry McBride, CLU, AEP |
| D. Michael Ford | |
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Programs Chair/LILI
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Jerlynne Davis, CLU, ChFC, LUTCF
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Membership Chair
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| Memberships Advisor/Brokerage/Agency(s): |
Barry McBride, CLU, AEP
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Community Service
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Bekki Harper |
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IFAPAC-Arizona Chair
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Dwight Loeffler |
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IFAPAC-Arizona Treasurer
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Lars Hansen |
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APIC Chair
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Phil Solinsky |
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Sponsorship Committee Chair
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David Kroll |
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Government Relations/Health
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Mike Ford |
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Young Advisors
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Peter Wood |
NAIFA-AZ Says “Thank you!” to its
Sentinel Members
Platinum Member
Jakubek, Julie
Smith, Undrea
Premier Sentinel Members
Ziegler, Kenny
Aguilar-Woertz, Judy
Elite Member
Harper, Bekki
Ford, Mike
Hegna, Tom
Krasne, Seth
Kroll, David
Naber, Verl
Sentinel Member
Bennett, Jim
McAdams, Connie
McBride, Barry
Loeffler, Dwight
With a contribution, Sentinel Members receive recognition at all NAIFA-AZ events, as well as in the Who’s Who and on the NAIFA website.
To become a Sentinal Member, call 480-661-6393
Disclaimer – Contributions of gifts to NAIFA-AZ are not tax deductible as charitable contributions for Federal income tax purposes. However, they may be tax deductible under other provisions of the internal revenue code.