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conferenceWI

Leadership

2022 Board of Directors

Brendon DeRouin, CLU, ChFC, LACP, RICP

President

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President

Brendon DeRouin, CLU, ChFC, LACP, RICP

Insurance Services Group, Inc
951 Kimball Lane, Suite 120
Verona, WI 53593
Phone: 608-848-0403
Email Brendon

Daniel Ward

Immediate Past President

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Immediate Past President

Daniel Ward

Northwestern Mutual
720 East Wisconsin Ave, Tower 18th Floor
Milwaukee, WI 53202
Phone: 414-665-6658
Email Daniel

Chris Henderson, CLU

Secretary/Treasurer

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Secretary/Treasurer

Chris Henderson, CLU

M3 Financial
3113 W Beltline Hwy
Madison, WI 53713
Phone: 608-288-2731
Email Chris

Richard Balch, CFP, CLU, RICP

Vice President & Business Development Chair

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Vice President & Business Development Chair

Richard Balch, CFP, CLU, RICP

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

Heather Lindsley​​, LUTCF, LACP, RICP

Vice President

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Vice President

Heather Lindsley​​, LUTCF, LACP, RICP

Guided Path Financial Services & Retirement Planning
425 Packerland Dr, Suite C
​Green Bay, WI 54303
Phone: 920-405-8549
Email Heather

Mark Miller, LUTCF

Vice President & Advocacy Chair

X

Vice President & Advocacy Chair

Mark Miller, LUTCF

Complete Insurance Services
914 Porter Ave
Eau Claire, WI 54701
Phone: 715-456-8293
Email Mark

Pat Mongin, CLU, ​LUTCF

Vice President & Membership Chair

X

Vice President & Membership Chair

Pat Mongin, CLU, ​LUTCF

John Patrick Planning Group
PO Box 2325
Green Bay, WI 54306
Phone: 920-430-7970
Email Pat

Mike Smith, LUTCF, LACP

Vice President & Programs Chair

X

Vice President & Programs Chair

Mike Smith, LUTCF, LACP

CPS Horizon Financial
5300 S 108th Street, Suite 18
Hales Corners, WI 53130
(414) 427-8660
Email Mike

Bill McClenahan, J.D.

Lobbyist

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Lobbyist

Bill McClenahan, J.D.

Schrieber GR Group
111 S. Hamilton Street
​Suite 200

Madison, WI 53703
Phone: 608-259-1212
Email Bill

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