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conferenceWI

Leadership

Certified Leadership Board-Blue-1
2026 Board of Directors

Benjamin Borchardt

President

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President

Benjamin Borchardt

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

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

Immediate Past President

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Immediate Past President

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

Woodmen Financial Resources
1234 S Ridge Rd
Green Bay , WI 54304
Phone: 920-499-8833
Email Richard

Shayne Fickling, CLU, ChFC, LUTCF

Secretary/Treasurer

X

Secretary/Treasurer

Shayne Fickling, CLU, ChFC, LUTCF

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

Sherri Mitchell, CLU, CFP

IFAPAC Chair

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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

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Membership Chair

Patrick Mongin, CLU, LUTCF

John Patrick Planning Group

PO Box 2325

Green Bay, WI 54306

Phone: 920-430-7970

Email Patrick

M. Jay Bouska

Director

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Director

M. Jay Bouska

M3 Insurance

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

Scott Bachman

Director

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Director

Scott Bachman

E4 Insurance Services
751 Kimball Lance, Suite 206
Verona, WI 53593
Phone: 608-848-0427
Email Scott

Melanie Kunze

Director

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Director

Melanie Kunze

Financial Clarity by Design
702 E Willow Dr
Spencer , WI 54479
Phone: 715-383-8064
Email Melanie

Justin Manning

Director

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Director

Justin Manning

John Patrick Planning
PO Box 2325
Green Bay , WI 54306
Phone: 920-309-4427
Email Justin

George Ermert

Lobbyist

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Lobbyist

George Ermert

Schreiber GR Group

2700 S Shore Dr, Unit B
Milwaukee, Wisconsin  53207-2366

 Phone: 608-259-1212

Email George

Management Team

Julie Phillips

Executive Director

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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

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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

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Director of Member Experience

Jessica Nikkel

NAIFA
600 State Street, ​Suite A

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