AND FINANCIAL ADVISORS

NAIFA is comprised of over 100 state and local associations representing the interests of more than 15,000 members plus their associates and clients across the nation. Their mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote ethical conduct in their membership. NAIFA creates connections that count.

The former NAIFA–Space Coast board elected me to serve as Secretary and Treasurer each fiscal year from July, 2008 to June, 2017, and as President from July, 2017 to December, 2018. I continue to join the representation of NAIFA–Florida for a day each year in Tallahassee and, together with fellow members from across the USA,for a day each year in Washington, DC. We also meet with the legislators when they are home in their districts, advocating for the financial interests both of our clients and of the professionals who serve them.

Member since 2009, past president, past vice-president, past treasurer, current secretary-treasurer and service leadership adviser of the Kiwanis Club of Melbourne.


financial professional, retired