NAIFA-Arizona LEADERSHIP 2024 – OFFICERS
Adam Roth
President
Bekki Harper, CCFC, FSS
President-Elect
Julie Jakubek, MBA
Past President
David Kroll, CLU, ChFC
Vice President
Stephen R. Goucher
Secretary/Treasurer
Barry McBride, CLU, AEP
Senior Board Advisor
Patty A. Chesebrough, CAE
Exec. Vice President
President’s address…
It is my honor and privilege to serve as President. I am truly grateful to continue in this leadership role for an organization that is so vital to the insurance and financial services industry.
NAIFA-Arizona will continue its emphasis on advocacy efforts, on your behalf. However, in order to be most effective, membership growth is essential. I am seeking your help. Please urge your colleagues and associates to join NAIFA-Arizona. Reach out to a non-member, someone new to the industry as well as a seasoned professional, and educate them on the importance of our association and the impact NAIFA and NAIFA-Arizona have on the industry, and your clients. Together we can reach new heights!
NAIFA-Arizona will continue its virtual and in-person continuing education programming, which adds so much value to membership.
In the past, we have faced many industry challenges and, no doubt, will experience others along the way. But, again, together we can overcome these challenges and thrive. So, when questions arise, please feel free to reach out to me or any one of our board members.
I look forward to what 2025 has in store for this wonderful organization, that has given so much to me, rofessionally, and the personal friendships I have made through membership. Thank you for your continued engagement and support.
Adam Roth
2025 NAIFA-Arizona President
Association of Insurance & Financial Advisors
P.O. Box 4728, Scottsdale, Arizona 85261,
Phone 480.661.6393, Fax 480.661.6743
Website: www.naifa-az.org, E-mail: naifa-az@azis.com
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Note: Clicking on officers names will create an email to them.
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President
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Adam Roth |
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President-Elect
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Bekki Harper, CCFC, FSS |
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Past President
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Julie Jakubek, MBS |
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Vice President
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David Kroll, CLU, ChFC |
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Secretary/Treasurer
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Stephen R. Goucher |
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Senior Board Advisor
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Barry McBride, CLU, AEP |
| Jerlynne L. Davis, CLU, ChFC, LUTCF | |
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Programs Chair/LILI
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Jerlynne Davis, CLU, ChFC, LUTCF
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Membership Chair
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| Memberships Advisor/Brokerage/Agency(s): |
Barry McBride, CLU, AEP
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Community Service
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Bekki Harper |
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IFAPAC-Arizona Chair
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Dwight Loeffler |
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IFAPAC-Arizona Treasurer
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Lars Hansen |
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APIC Chair
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Phil Solinsky |
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Sponsorship Committee Chair
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David Kroll |
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Government Relations/Health
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Mike Ford |
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Young Advisors
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Peter Wood |
NAIFA-AZ Says “Thank you!” to its
Sentinel Members
Platinum Member
Julie Jakubek
Undrea Smith
Premier Sentinel Members
Judy Aguilar-Smith
Kenny Ziegler
Elite Member
Jim Bennett
Mike Ford
Verl Naber
Sentinel Member
David Kroll
Barry McBride
Adam Roth
With a contribution, Sentinel Members receive recognition at all NAIFA-AZ events, as well as in the Who’s Who and on the NAIFA website.
To become a Sentinal Member, call 480-661-6393
Disclaimer – Contributions of gifts to NAIFA-AZ are not tax deductible as charitable contributions for Federal income tax purposes. However, they may be tax deductible under other provisions of the internal revenue code.