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YAT

Young Advisor Team

The Future is Now!

 
Kathleen Owings-1

On behalf of the 2024 Young Advisor Team (YAT), we are excited to be working to grow NAIFA and aid young and new entrants to the industry to jumpstart their financial services careers!

The YAT Leadership Team is the primary driver of two compelling programs -  the YAT Accelerator Academy and the Future Leaders program.  The YAT Accelerator Academy is the ultimate guide to supercharging your practice, teaching essential skills for Prospecting Like a Pro, helping you to Build Your Circle of Influence, tips for Professional Branding and Marketing, and a Group Coaching Session to guide you in putting it all into action.  The Future Leaders program is designed to educate college students about all of the different career paths available in the insurance and financial services industry.  This is a great opportunity for our team to talk about why they love what they do and to get our future NAIFA leaders energized about the possibilities this industry can bring.

We are the next generation of volunteers, chapter leaders, and members of the National Board of Trustees. Our committee's role is to ensure that NAIFA develops the programming and culture to attract and retain young advisors.

We are looking for young advisors to be active at their chapter/affiliate or national level.  We encourage you to consider ways that you can help us amplify our voice in the industry.  Consider writing a blog post for NAIFA's Advisor Today or volunteer to participate in the Future Leaders program.  For more information on how you can get involved today, email Zack Huels at zhuels@naifa.org.

Let's make a difference!

Kathleen Owings, LACP
NAIFA YAT Chair

2024 National YAT Committee

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Cheryl Canzanella, LUTCF, CLU, ChSNC

JACKSONVILLE, FL
Palm Beach Atlantic University

Brokerage Director,
MassMutual
Loyal Member Since 2010

Jeff Chernoff

Jeff Chernoff

Tampa St. Petersburg, FL

Insurance Advisor
Insurance & Trust
Loyal Member Since 2011

Kate Cihon

Kate Cihon

Denver, CO
University of Maryland

Owner & COO,
Kilgore Cihon Advisor Group
Loyal Member Since 2009

blake

Blake Gillies, DIA

METAIRIE, LA
Huntington College

Brokerage Director,
Acacia Financial Group
Loyal Member Since 2012

Brent-Hill

Brent Hill

Fort Worth, TX

Southern Farm Bureau Life Insurance,
Estate Planner
Loyal Member Since 2020

brian

Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE

SILVER SPRING, MD
Indiana University

Vice President,
The Haney Company
Loyal Member Since 2013

john hansborough

John Hansbrough

Los Angeles, CA

Benefits Advisor, Business Development
The LBL Group
Loyal Member Since 2014

Carina Hatfield-336x336

Carina Hatfield, LUTCF, CLCS, LACP

Philadelphia, PA

Owner ,
Weigner Insurance & Financial Services, Inc.
Loyal Member Since 2005

Ryan Jewell

Ryan Jewell

Greater Seattle Area, WA

Brokerage Manager,
Guardian Life
Loyal Member Since 2014

rodney

Rodney Mogen

Austin, TX

Small Business Puzzle Solver & Income and Lifestyle Protection Specialist,
Mass Mutual Financial Group
Loyal Member Since 2011

John D. Richardson

John D. Richardson

Greater Nashville Area, TN

Financial Planner,
Boundbrook Advisors, LLC

Loyal Member Since 2003

derek-1

Derek Scheetz

Columbus, OH
The Ohio State University

Agent,
Lifetime Financial Growth, LLC
Loyal Member Since 2019

Rebecca Schulter

Rebecca Schulter

Memphis, TN

Financial Services Representative and Insurance Producer,
UCL Financial Group, LLC
Loyal Member Since 2015

Danny O'Connell

Danny O'Connell, LACP

Dallas, TX

Owner,
Next Level Insurance Agency, LLC
Loyal Member Since 2008

emily

Emily Cabbage

Waterloo, IA
Loras College

Director of Marketing
NAIFA