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conferenceWI

Leadership

Certified Leadership Board-Blue-1
2025 Board of Directors

Richard Balch, CFP, CLU, ChFC, RICP, LACP

President

X

President

Richard Balch, CFP, CLU, ChFC, RICP, LACP

M3 Financial
828 John Nolen Drive
Madison, WI 53713
Phone: 608-288-2731
Email Chris

Benjamin Borchardt

President-Elect

X

President-Elect

Benjamin Borchardt

Woodmen Financial Resources
1234 S Ridge Road
Green Bay, WI 54304
(920) 499-8833
Email Richard

Chris Henderson, CLU

Immediate Past President

X

Immediate Past President

Chris Henderson, CLU

M3 Insurance
9828 John Nolen Drive
Madison, WI 53713-1424
Phone: 608-288-2731
Email Chris

M. Jay Bouska

Director

X

Director

M. Jay Bouska

M3 Insurance

28 John Nolen Dr
Madison, WI 53713
Phone: 608-288-2854
Email Jay

Shayne Fickling, CLU, ChFC, LUTCF

Director

X

Director

Shayne Fickling, CLU, ChFC, LUTCF

E4 Insurance Services
951 Kimball Lane, Suite 120
Verona, WI 53593
Phone: 262-364-9934
Email Shayne

Rebecca J. Gonzalez, CLU, CFP

Director/LILI Chair

X

Director/LILI Chair

Rebecca J. Gonzalez, CLU, CFP

Financial Clarity by Design
702 E Willow Drive
Spencer, WI 54454
Phone: (715) 659-4255
Email Rebecca

Nicholas Natzke

Director

X

Director

Nicholas Natzke

M3 Insurance

1872 Mid Valley Dr
De Pere, WI 54115
Phone: 715-697-9282
Email Nicholas

Sherri Mitchell, CLU, CFP

IFAPAC Chair

X

IFAPAC Chair

Sherri Mitchell, CLU, CFP

Northwestern Mutual Greater Milwaukee Group

S76 W26125 Prairieside Dr.

Waukesha, WI 53189

Phone: 414-615-1832

Email Sherri

 

Patrick Mongin, CLU, LUTCF

Membership Chair

X

Membership Chair

Patrick Mongin, CLU, LUTCF

John Patrick Planning Group

PO Box 2325

Green Bay, WI 54306

Phone: 920-430-7970

Email Patrick

Management Team

Julie Phillips

Executive Director

X

Executive Director

Julie Phillips

NAIFA
600 State Street, ​Suite A

Cedar Falls, IA 50613
Phone: 703-770-8420
Email Julie

Wendy Speckerman

Director of Chapter Finance

X

Director of Chapter Finance

Wendy Speckerman

NAIFA
600 State Street, ​Suite A

Cedar Falls, IA 50613
Phone: 703-770-8403
Email Wendy

Jessica Nikkel

Director of Member Experience

X

Director of Member Experience

Jessica Nikkel

NAIFA
600 State Street, ​Suite A

Cedar Falls, IA 50613
Phone: 703-770-8405
Email Jessica