Undrea Smith, RICP

Adam Roth

Julie Jakubek, MBA
Immediate Past Pres

Andrew G. Dzurinko, CLU, ChFC
Vice President

Bretton S. Gaboury

Stephen R. Goucher

Barry McBride, CLU, AEP
National Committee Chair

Patty A. Chesebrough, CAE
Exec. Vice President

President’s address…

Dear Members, Sponsors and Colleagues, As I enter my third year as president of NAIFA-AZ, I notice that our association has never been more relevant and important as a resource for its members, legislation and for the communities we serve. NAIFA-AZ supplies abundant opportunities to learn, teach, and mentor for its members who will continue this long-standing tradition for future generations of advisors.

I am proud of the association’s successes over the last year in providing abundant opportunities for meaningful engagement for our members and particularly for professional development and outreach opportunities. Our plan for the year ahead includes more of these initiatives as well as adding more programming designed for various stages of your career.

I want to acknowledge the contributions of the executive board, the board members, and chairs. What an excellent group of individuals who are committed to their professional organization as well as the communities that depend on them. We look forward to welcoming more members to get involved in our association in 2023. From filling roles that need your support, to trailblazing new paths not yet known to us, the opportunities to get involved are endless.

A special acknowledgment has never been more deserving of our Executive Vice President Patty Chesebrough for her continued and steadfast loyalty to the success of NAIFA-AZ which has been an inspiration to us all.

Thank you members for your continued enthusiasm and participation in our professional community and to the sponsors for your incredible support and resources.

Wishing everyone a safe and successful 2023!

Undrea Smith, RICP®
Naifa-AZ President

Association of Insurance & Financial Advisors
P.O. Box 4728, Scottsdale, Arizona 85261,
Phone 480.661.6393, Fax 480.661.6743
Website:, E-mail:


Note: Clicking on officers names will create an email to them.
Undrea Smith, RICP
Adam Roth
Immediate Past President
Julie Jakubek, MBS
Bretton S. Gaboury
Stephen R. Goucher
National Committee Chair
Barry McBride, CLU, AEP
Patricia A. Chesebrough, CAE P.O. Box 4728 Scottsdale, Arizona 85261 Telephone: 480.661.6393 E-mail:
D. Michael Ford
Programs Chair/LILI
Jerlynne Davis, CLU, ChFC, LUTCF
Membership Chair
Memberships Advisor/Brokerage/Agency(s):
Barry McBride, CLU, AEP
Community Service
Bekki Harper
IFAPAC-Arizona Chair
Dwight Loeffler
IFAPAC-Arizona Treasurer
Lars Hansen
APIC Chair
Phil Solinsky
Sponsorship Committee Chair
David Kroll
Government Relations/Health
Mike Ford
Young Advisors
Peter Wood


NAIFA-AZ Says “Thank you!” to its

Sentinel Members

Platinum Member

Jakubek, Julie

Smith, Undrea

Premier Sentinel Members

Ziegler, Kenny

Aguilar-Woertz, Judy

Elite Member        

Harper, Bekki 

Ford, Mike 

Hegna, Tom 

Krasne, Seth 

Kroll, David 

Naber, Verl     

Sentinel Member

Bennett, Jim 

McAdams, Connie

McBride, Barry 

Loeffler, Dwight 

Sentinel Members are individuals who are willing to go beyond the ordinary. The Sentinal Member program is a non-dues revenue project of NAIFA-AZ.

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.