Adam Roth

Bekki Harper, CCFC, FSS

Julie Jakubek, MBA
Past Pres

Andrew G. Dzurinko, CLU, ChFC
Vice President

Stephen R. Goucher

Barry McBride, CLU, AEP
Senior Board Advisor

Patty A. Chesebrough, CAE
Exec. Vice President

President’s address…

Greetings Fellow Members, Sponsors and Friends: 
It is my honor to assume the role as your 2024 President. And, I would like to take this opportunity to offer Past President, Undrea Smith a huge thank you for the last 3 years of incredible leadership.

Undrea, you are amazing!

Now, looking forward, I would like to remind you that ‘we need each other’, and your continued support is more important than ever. As you know, we are facing several issues that are very concerning to our work on behalf of our clients. To name just two, on the Federal forefront, we have the “independent contractor advisor/employee status” issue along with the updated Reg BI1 issue. IFAPAC contributions are needed, along with your involved membership participation; in addition, we have upcoming State legislative issues.

Therefore, we must stand up on behalf of our clients. So, how can you jump in? In this publication, you will see our directors and their assigned association business duties, which include IFAPAC, Government Relations, Community Service along with Programs. Take it from me, membership is so much fun if you participate.

And that leads me to my next invitation…come to our 2024 IN PERSON meetings, you’ll be blown away with content, and blessed with fellowship!

Additionally, I’d like to extend a warm NAIFA AZ welcome to our new members coming from The Society of Financial Service Professionals! NAIFA and the Society merged in 2023.

Finally, and most importantly, thank you for your continued membership support.

Blessings for a wonderful 2024!

Adam Roth
2024 NAIFA-Arizona 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.
Adam Roth
Bekki Harper, CCFC, FSS
Past President
Julie Jakubek, MBS
Vice President
Andrew G. Dzurinko, CLU, ChFC
Stephen R. Goucher
Senior Board Advisor
Barry McBride, CLU, AEP
Patricia A. Chesebrough, CAE P.O. Box 4728 Scottsdale, Arizona 85261 Telephone: 480.661.6393 E-mail:
Jerlynne L. Davis, CLU, ChFC, LUTCF
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

Julie Jakubek

Undrea Smith

Barry McBride

Judy Aguilar-Smith

Premier Sentinel Members

Kenny Ziegler

Elite Member        

Jim Bennett

Tom Hegna 

Sentinel Member

David Kroll

Connie McAdams

Dwight Loeffler

Seth Krasne

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.