CEBS

NAIFA Elects and Installs Its 2024 Leaders at the Belong Event in Washington, D.C.

Retrieved on: 
Wednesday, December 13, 2023

ARLINGTON, Va., Dec. 13, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

Key Points: 
  • The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens.
  • Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, will be the 2024 NAIFA Secretary.
  • "The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens," said NAIFA's 2024 President Tom Cothron.
  • Having been duly sworn in, the 2024 NAIFA Trustees will officially assume their offices on January 1, 2024.

FSP Names Troy Branch 2023-2024 National Secretary

Retrieved on: 
Thursday, October 26, 2023

ARDMORE, Pa., Oct. 26, 2023 /PRNewswire/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.

Key Points: 
  • ARDMORE, Pa., Oct. 26, 2023 /PRNewswire/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.
  • Branch is the second vice president, advanced planning with Ameritas, where he consults with client advisors and insurance professionals.
  • Branch is a frequent speaker at industry events and his appearances include guest lecturing at the University of Nebraska–Lincoln, Texas Tech University, NAIFA/FSP Advanced Practice Symposia, and most recently, the FPA national conference.
  • An FSP member since 2017, Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.

Courier Capital, LLC Promotes James E. Iglewski to President, Thomas J. Hanlon to Executive Vice President of Wealth Management and Co-Chief Investment Officer

Retrieved on: 
Tuesday, October 24, 2023

As President, Mr. Iglewski, who most recently served as a Senior Managing Director with Courier Capital, will assume oversight of the firm’s core operations.

Key Points: 
  • As President, Mr. Iglewski, who most recently served as a Senior Managing Director with Courier Capital, will assume oversight of the firm’s core operations.
  • As Executive Vice President of Wealth Management and Co-Chief Investment Officer, Mr. Hanlon, who served as President since 2016, will continue to provide strategic direction as well as focus on researching and monitoring Courier Capital’s mutual fund and exchange traded fund investment platform.
  • Both Mr. Iglewski and Mr. Hanlon will continue to serve on the firm’s investment committee and manage investment portfolios for institutional and high-net-worth clients.
  • “Courier Capital’s well-earned reputation for fiduciary excellence and personalized, high-touch service spans more than five decades,” said Martin K. Birmingham, President and Chief Executive Officer of the Company.

The Society of Financial Service Professionals Elects 2023-2024 Executive Committee

Retrieved on: 
Thursday, October 12, 2023

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors. Serving on the executive committee of FSP's board are:

Key Points: 
  • The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors.
  • ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP) has elected its executive committee for 2023-2024 as well as three new members of its board of directors.
  • The new executive committee's term began on September 1.
  • They are:
    Jacqueline A. Baldwin, CLTC, a financial advisor with B & L Financial Architect in South Windsor, CT
    Nick Elbert, CLU, LTCP, vice president of sales for OCI Insurance and Financial Services in Elkhorn, NE
    John Rousos, CLU, a partner with Financial Strategies Group, LLP, Raleigh, NC

The Society of Financial Service Professionals Elects John Rousos to National Board of Directors

Retrieved on: 
Thursday, October 12, 2023

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected John Rousos to its national Board of Directors. Mr. Rousos joined the board on September 1.

Key Points: 
  • Mr. Rousos first became a member of FSP in 2011, and has been a member of the board of directors of FSP's Southeastern North Carolina Chapter since that time.
  • ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected John Rousos to its national Board of Directors.
  • Mr. Rousos first became a member of FSP in 2011, and has been a member of the board of directors of FSP's Southeastern North Carolina Chapter since that time.
  • Always active in the community, Mr. Rousos is past president of the Liverpool Lions Club and he served on the board of All Saints Methodist Church.

The Society of Financial Service Professionals Elects Nick Elbert to National Board of Directors

Retrieved on: 
Thursday, October 12, 2023

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Nick Elbert, CLU, LTCP, to its national Board of Directors. Mr. Elbert joined the board on September 1.

Key Points: 
  • A member of FSP since 2017, Mr. Elbert has been active in FSP's Kansas City Chapter and served as chapter president from 2019-2021.
  • ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Nick Elbert, CLU, LTCP, to its national Board of Directors.
  • Mr. Elbert joined the board on September 1.
  • A member of FSP since 2017, Mr. Elbert has been active in FSP's Kansas City Chapter and served as chapter president from 2019-2021.

The Society of Financial Service Professionals Elects Jacqueline Baldwin to National Board of Directors

Retrieved on: 
Thursday, October 12, 2023

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Jacqueline A. Baldwin, CLTC, to its Board of Directors. Jacqueline joined the board on September 1.

Key Points: 
  • ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Jacqueline A. Baldwin, CLTC, to its Board of Directors.
  • Ms. Baldwin is a financial advisor with B & L Financial Architect in South Windsor, Connecticut, where she uses a comprehensive strategy to preserve a quality of life for her clients.
  • She also works with entrepreneurs and small-business owners to design and implement retirement plans, succession plans, and key employee financial plans.
  • Ms. Baldwin has more than 36 years of experience in the financial services arena.

The Society of Financial Service Professionals Names Troy Branch 2023-2024 National Secretary

Retrieved on: 
Wednesday, October 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024. He assumed office on September 1.

Key Points: 
  • Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.
  • Troy Branch is the 2nd Vice President, Advanced Planning with Ameritas Life Insurance Company, where he consults with client advisors and insurance professionals.
  • Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.

FSP Names Andrew Rinn 2023-2024 National President-Elect

Retrieved on: 
Wednesday, October 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024. He assumed office on September 1.

Key Points: 
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024.
  • Mr. Rinn is a frequent speaker at industry meetings, including Forum 400, Clinic for Advanced Professionals, NAIA Performance and Purpose Forum, AALU National Meeting, and LIMRA Advanced Sales Forum.
  • Mr. Rinn is an active member of the National Association of Insurance and Financial Advisors (NAIFA).
  • Mr. Rinn has been an active member of FSP since 2000; prior to being elected to FSP's national board in 2022 he served as a past president of FSP's Des Moines chapter.

The Society of Financial Service Professionals Names Jesse Dogillo 2023-2024 President

Retrieved on: 
Wednesday, October 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Jesse G. Dogillo, CFP, CLU, ChFC, AEP, to the office of president for 2023-2024. Mr. Dogillo assumed office on September 1, 2023.

Key Points: 
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Jesse G. Dogillo, CFP, CLU, ChFC, AEP, to the office of president for 2023-2024.
  • Mr. Dogillo is principal and founder of Bay Area Financial Advisers, where he provides financial advisory services to individuals and small business owners in Silicon Valley.
  • He has over 30 years of experience in the financial services industry, having been vice president of Curtis Financial, Inc. from 1988 to 1995, before founding his own firm.
  • Mr. Dogillo was also the president of the Santa Clara County Estate Planning Council 2019-2020 and the Nor-Cal Chapter Asian-American Financial and Insurance Professionals Association 2016-2017.