President
Guided Path Financial Services & Retirement Planning
916 Willard Drive, Suite 120
Green Bay, WI 54304
Phone: 920-405-8549
Email Heather
President Elect
M3 Financial
828 John Nolen Drive
Madison, WI 53713
Phone: 608-288-2731
Email Chris
Secretary/Treasurer
Woodmen Financial Resources
1234 S Ridge Road
Green Bay, WI 54304
(920) 499-8833
Email Richard
Immediate Past President
Insurance Services Group, Inc
951 Kimball Lane, Suite 120
Verona, WI 53593
Phone: 608-848-0403
Email Brendon
Vice President
E4 Insurance Services
951 Kimball Lane, Suite 120
Verona, WI 53593
Phone: 262-364-9934
Email Shayne
Vice President
Financial Clarity by Design
702 E Willow Drive
Spencer, WI 54454
Phone: (715) 659-4255
Email Rebecca
Vice President & Advocacy Chair
Complete Insurance Services
914 Porter Ave
Eau Claire, WI 54701
Phone: 715-456-8293
Email Mark
Vice President & Membership Chair
John Patrick Planning Group
PO Box 2325
Green Bay, WI 54306
Phone: 920-430-7970
Email Pat
Lobbyist
Schrieber GR Group
111 S. Hamilton Street
Suite 200
Madison, WI 53703
Phone: 608-259-1212
Email Bill
Executive Director
NAIFA
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 703-770-8420
Email Julie
Director of Chapter Finance
NAIFA
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 703-770-8403
Email Wendy
Director of Member Experience
NAIFA
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 703-770-8405
Email Jessica
THANK YOU Sponsors!
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600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 608-455-6674
Fax: 703-770-8224
info@naifawisconsin.org