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Leadership

Certified Leadership Board-Blue-1

2024 Board of Directors

Bruce Pope, CLU, CHFC, CASL

President

X

President

Bruce Pope, CLU, CHFC, CASL

Northwestern Mutual
Phone: 803-254-0133
Email Bruce

Tim Williamson

President-Elect

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President-Elect

Tim Williamson

Delta Financial, LLC
Phone: 864-225-2972
Email Tim

Casey Chambers, FICF, CLF

Immediate Past President

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Immediate Past President

Casey Chambers, FICF, CLF

Modern Woodmen Fraternal Financial
Phone: 864-244-5220
Email Casey

Michael Ward

Secretary & Treasurer

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Secretary & Treasurer

Michael Ward

HealthMarkets Insurance Agency
Phone: 803-201-1930
Email Michael

David Grookett

Advocacy Chair

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Advocacy Chair

David Grookett

Milestone Wealth Advisors
Phone: 803-736-3406
Email David

Doug Jolley

Director/Membership Chair

X

Director/Membership Chair

Doug Jolley

Retiring Sharp
Phone: 803-317-2015
Email Doug 

Stacie Wallice

Director/Programs Chair

X

Director/Programs Chair

Stacie Wallice

Sage Wealth
Phone: 864-208-9140
Email Stacie

Greg Ayers

Director At Large

X

Director At Large

Greg Ayers

New York Life
Phone: 803-524-1797
Email Greg

Steve Leslie, CLU, ChFC, CLTC

Chairman, Charter Builder Trust

X

Chairman, Charter Builder Trust

Steve Leslie, CLU, ChFC, CLTC

Leslie & Associates
Phone: 864-654-8498
Email Steve

David Lloyd

LILI Chair

X

LILI Chair

David Lloyd

Modern Woodmen of America
Phone: 864-612-1090
Email David

Richard Miller Jr.

YAT Chair

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YAT Chair

Richard Miller Jr.

BACE Financial LLC
Phone: 864-650-3789
Email Richard

Aubrey Fitzloff

DAT Chair

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DAT Chair

Aubrey Fitzloff

LifeTime Insurance Agency
Phone: 803-781-9173
Email Aubrey

Management Team

Aby Henneberry

Executive Director

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Executive Director

Aby Henneberry

NAIFA
600 State Street, Suite A
Cedar Falls, Iowa 50613
​Phone: 703-770-8406
Email Aby

Wendy Speckerman

Director of Chapter Finance

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Director of Chapter Finance

Wendy Speckerman

NAIFA
600 State Street, Suite A
Cedar Falls, Iowa 50613
​Phone: 703-770-8403
Email Wendy

Jessica Nikkel

Director of Member Experience

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Director of Member Experience

Jessica Nikkel

NAIFA
600 State Street, Suite A
Cedar Falls, Iowa 50613
​Phone: 703-770-8405
Email Jessica