NAIFA-Wisconsin is proud to spotlight member Brendon DeRouin, who recently appeared on the Larry Meiller Show on Wisconsin Public Radio to share practical insights on saving for retirement, investing, and building long-term financial security.

With years of experience helping advisors help their clients plan for their financial future, Brendon brought a wealth of knowledge to the conversation. He discussed strategies for getting started with retirement savings, how to make the most of employer-sponsored retirement plans, and the importance of diversification when investing. He also touched on timely topics such as navigating market volatility and preparing for healthcare expenses in retirement.

Listeners across the state appreciated Brendon's clear, approachable advice—grounded in real-world experience and a commitment to financial literacy.

As a longtime member of NAIFA-Wisconsin, Brendon exemplifies the values of education, advocacy, and ethical service that guide our profession. We’re thrilled to see his expertise shared with a broader audience and encourage members and the public alike to tune in.

Listen to the full interview on Wisconsin Public Radio

Earlier this month, NAIFA members had the opportunity to meet with Congressman Tony Wied, who is currently serving his first term representing Wisconsin’s 8th Congressional District. The meeting included time for personal introductions, as well as an overview of NAIFA—our mission, membership, and the clients we serve.

We also presented Congressman Wied with our issue brief highlighting bipartisan legislation supported by NAIFA and encouraged him to consider co-sponsoring these important bills.

It was a productive and engaging conversation, and we look forward to building a strong working relationship with Congressman Wied and his team.

Pictured from left to right: Justin Manning, Todd Gerbig, Congressman Wied, Patrick Mongin, & Richard Balch.

August 21, 2025

11:00 AM - 1:00 PM

As we celebrate the birth of our nation, NAIFA extends warm wishes to you and your families for a joyful and safe Fourth of July.

This day reminds us of the power of freedom, the strength of community, and the importance of service — values we proudly uphold in our work and in our lives.

Enjoy the fireworks, celebrate with loved ones, and take a moment to reflect on the opportunities we share as Americans.

Are you passionate about shaping the future of our profession? Do you want to make a meaningful impact within your NAIFA community? Here’s your chance.

NAIFA-Wisconsin is currently seeking dedicated, forward-thinking members to serve as board officers and directors in 2026. This is an incredible opportunity to lead, grow, and give back to the organization that supports your career and advocates for your success.

Why Serve?

Summer has arrived in Wisconsin - and as always, it will fly by!  Whether you’re golfing, fishing, camping, or just enjoying time outdoors, I hope you're making the most of it. Like many of you, I take this time in the office to slow down a bit, catch up on projects, and reflect on the year ahead for NAIFA-WI

September 15-16, 2025

The Park Hotel - Madison, Wisconsin

22 S Carroll St, Madison, WI 53703

Join your NAIFA-Wisconsin Colleagues at Bullseye Golf Club on September 29th!

Ten dedicated members from all over Wisconsin traveled to our Nation's Capital on May 20-21 to advocate for their clients and industry. Connections were established, conversations were had, and a difference was made. YOU are invited to join us for NAIFA's 2026 Congressional Conference, where you, too, will make a difference.

May 29, 2025

11:00 AM - 1:00 PM