NAIFA Quality Award

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes:

Professionalism through education and earned designations
Production measured by performance metrics customized for each practice specialty
Adherence to the NAIFA code of ethics, and
Service to your industry association

Applications for the 2027 NAIFA Quality Award will open March 15, 2027 thru June 30, 2027.

Congratulations to our 2026 NAIFA-Wisconsin Recipients!

Richard A. Balch, CFP, CLU, ChFC, RICP, LACP
Frederick Derocher
Jim W. Keung
Curtis W. Langemeier
Heather L. Lindsley, LUTCF, LACP, RICP
David J. Monk
Michael Joseph Moro
Scott S. Paterick, CLU, LUTCF, FIC
Steven D. Schildt, CLU, ChFC, RICP, CLTC
Cassandra L. Schmidt
Tony Woelfel, LUTCF, RICP