MEMBER SPOTLIGHT:Ashley K. Butleron Passion, Purpose,and Growth
Ashley K. Butler, a proud resident of Gilbert, Arizona, and a dedicated member of Alpha Omega Wealth, is a new NAIFA member as of 2024. Though relatively new to the organization, Ashley’s passion for the financial services industry runs deep, with roots stretching...
Honoring Julie Jakubek:A Legacy of Leadership and Service in Financial Education
We are incredibly grateful for Julie Jakubek’s unwavering dedication and service to the Arizona Council on Economic Education. Since 2010, Julie has been a driving force in promoting financial literacy among Arizona students. As she wraps up her tenure as Board Chair,...
2025 Recipient of theRichard J. Martinez, CLU
Bill Cassidy grew up in Aurora, Illinois, and attended the University of Illinois before moving to Arizona in 1979, where he graduated from Arizona State University. After college, he began his career in Southern California but returned to Arizona in 1988 to enter the...
Advisor of the Year 2025
I'm truly honored to receive the NAIFA-Arizona Advisor of the Year Award this year. I've been in the insurance and financial services business for nearly 25 years, and joining NAIFA early in my career was one of the best decisions I ever made. It not only encouraged...
NAIFA’s Impact and the Future of Advisors With Cliff Wilson
Cliff Wilson is an industry veteran and past National President of NAIFA with a wealth of experience, having served in various leadership roles, including building and leading a general agency. With his roots in rural Idaho, he has spent over 50 years in the financial...
Making Success Accessible with Peter Wood
Peter Wood is an accomplished financial advisor and active member of NAIFA with over a decade of experience in the industry. Starting as a multi-line captive agent, he now co-owns a multi-state firm that spans over 12 states and runs a mastermind coaching program for...
NAIFA-Arizona is pleased to share this story with you, featuring William B. Cassidy, CLU, ChFC, LUTCF, CLTC
Being a small-business owner is rewarding. It gives you the freedom to do what you love and to control your destiny. This appealed to Mike Jaap, who took a wealth of experience and built a metal recycling business. It paid off with exponential growth and profits. His...
Julie Jakubek – Women of Scottsdale – 2024 Woman on the Year
“Businesswomen and women from all walks of life attend Women of Scottsdale for career and personal development. Women who live, work or play in Scottsdale are members. Members develop relationships which enhance their business, social and community endeavors....
Diana Brettrager – 2024 Recipient of theRichard J. Martinez, CLU Community Service Award
Diana Brettrager moved to Arizona from Illinois back in 1995 to join Country Financial as an agent in Tucson. As soon as their regional meetings began she was introduced to NAIFA-AZ and was told that to be a “Professional” she needed to join --- and join she did! Not...
Advisor of the Year2024
Julie Jakubek, MBA is a long time resident of Arizona. She began her Allstate Insurance Agency in 1996. She has been a member of the Tempe Chamber of Commerce for over 25 years and is past recipient of the Business Woman of the Year Award. Additionally, Julie is an...
Advisor of the Year – Kenny Ziegler
It was the summer of 1993; I had finished college the year before and was enjoying my Scottsdale bartending job. My dad, who had been in the insurance business for 14 years at that point, encouraged me to apply for a job as an Insurance Agent. He said they were hiring...
Congratulations, David Sewell, on your Retirement!!
Steve Goucher of Farm Bureau Financial Services and NAIFA-Arizona wish to take this opportunity to recognize Dave for his 30 years of Service. Dave has demonstrated a high level of professional standard for his company, his clients and this association.It is our...
IN THE NEWS
Cong. Martha McSally, Jim Bennett, Tracy Jones, Mike Klein & Patty Chesebrough
Jim Bennett, Congresswoman Kysten Sinema, Patricia Chesebrough
Congresswoman Kyrsten Sinema and Seth Krasne
Left to right Seth Krasne, NAIFA-Arizona President Congresswoman McSally Chaz Elsten, NAIFA-Tucson President
Left to right: Michael Sandoval, CLU, ChFC – NAIFA-Arizona Past President and current Treasurer. Staff Aide. Congressman Grijalva. Seth Krasne, LUTCF, CLTC, NAIFA-Arizona President
Carmelo Alvarez, ‘Hoot’ Gibson, Senator Jeff Flake, Michael Klein

Michael Klein, Congressman Matt Salmon, ‘Hoot’ Gibson

‘Hoot’ Gibson, Michael Klein, Congresswoman Ann Kirkpatrick, Carmelo Alvarez
NAIFA-Arizona Executive Committee Planning Retreat, Tubac, Arizona – February 2016

Capitol Hill Day – January 27, 2016





















