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conferenceWI

Leadership

Certified Leadership Board-Blue-1
2024 Board of Directors

Chris Henderson, CLU

President

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President

Chris Henderson, CLU

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

Richard Balch, CFP, CLU, RICP

President-Elect

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President-Elect

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

Immediate Past President

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Immediate Past President

Heather Lindsley​​, LUTCF, LACP, RICP

Guided Path Financial Services & Retirement Planning
916 Willard Drive, Suite 120
​Green Bay, WI 54304
Phone: 920-405-8549
Email Heather

Brendon DeRouin, CLU, ChFC, LACP, RICP

Director

X

Director

Brendon DeRouin, CLU, ChFC, LACP, RICP

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

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

X

Director

Rebecca J. Gonzalez, CLU, CFP

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

Mark Miller, LUTCF

Director

X

Director

Mark Miller, LUTCF

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

David Kavanaugh

Director

X

Director

David Kavanaugh

Erie Insurance Group
24 Meadow Drive Apt 1203
Fond Du Lac, WI 54937
Phone: 865-244-5483
Email David

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