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LEADERSHIP

National Board of Trustees


The members that sit on the National Board of Trustees are either nominated and approved by the Governance Committee or appointed by the Committee. Members typically rise through the chairs at the local and then state level before being selected to the National Board of Trustees.

Additionally, the Secretary position is one that the Governance Committee selects and will be the future President after moving from Secretary to President-Elect to President.

The Board of Trustees purpose is to provide oversight of the membership of NAIFA, provide visionary direction to the CEO and interface with volunteer leadership.

Cammie Scott

President

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President

Cammie Scott

Cammie K. Scott, MSIE, ChHC, CLTC, LUTCF, REBC, RHU, SHRM-SCP, SPHR, is owner and president of CK Harp & Associates in Springdale, Ark. In this capacity, she is responsible for a wide range of functions, including evaluation of employee benefit plans, analysis of company policies and procedures, provision of advice on improvements to current plans and procedures, provision of advice to clients on improving employee attraction and retention and helping them improve their bottom line. She is also an instructor at the University of Arkansas.

Scott has been a NAIFA trustee since 2015. She is an IFAPAC contributor, Chair of the association’s Diversity Task Force, was a member of the NAIFA Member Benefits Committee, Chair of the LILI Subcommittee and Chair of LILI Moderator Training.
 
As Membership Chair of her local and state associations, Scott exceeded the membership goal. Her local association also won the platinum award in membership when she was the state membership Chair, qualifying as the top recruiting local association in the nation. Scott is a LILI graduate and mentor and helped develop the revised NAIFA Quality Award. She was part of the LUTCF Advisory Group and has spoken at numerous state and local meetings. 

Tom Michel

President Elect

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President Elect

Tom Michel

Tom Michel, LACP, is a 32-year veteran of the life and financial-services industry He currently partners with his wife, Kim, at Michel Financial Group in Los Angeles,  a career Builder Agency affiliated with Ohio National.
 
Michel has been successful as an agent and a pension wholesaler. He led his company nationally 4 of the 5 years in that role. As agency manager, his agency led the company nationally in production for three of the four years that he served in that role.  He is a recipient of many production awards, including GAMA’s Diamond Management Award multiple times, and received the 2013 Will J. Farrell Award for meritorious service to industry and the community.
 
Michel has served as a two-term President for NAIFA-Los Angeles, and it won under his leadership the Top State Association Awards. He was also a recipient of two Jack Bobo awards. He was NAIFA-California’s 80th President and National Committeeperson.
 
Michel was elected to the NAIFA Executive Committee in September of 2018. Before that, he was a national trustee, the APIC Western Region co-chair and had served President John Nichols on the NAIFA “Think Tank.”  His advocacy efforts are extensive, with meetings with over 70 elected officials. He was instrumental in key legislative relationships with the passing of NARAB II.
 
Michel and his family live in Pacific Palisades.

Lawrence Holzberg

Secretary

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Secretary

Lawrence Holzberg

Lawrence J. Holzberg, LUTCF, LACP, is Managing Director, Advanced Sales Director with Wealth Advisors Group in Woodbury, N.Y. He has more than 25 years of experience in the life insurance sales, team management, and brokerage marketplace. His role at Wealth Advisory Group allows him to work in all three areas. He contributes to career growth and development as well as leading the brokerage operations.
 
Holzberg spent 14 years as a Principal of Rampart America. Directly following, Holzberg headed up the expansion of brokerage operations of American Business. He has served as a NAIFA Trustee since 2017 and is a Past President of NAIFA-New York State. He was elected to the position of NAIFA Secretary in September 2019.
 
Throughout his career Holzberg has qualified for numerous awards, including Guardian’s Presidential Citation Award every year since he joined WAG. He is an avid golfer and sits on the Board of Directors of the Long Island Caddie Scholarship Fund. He resides with his wife, Joan, and their two daughters in Smithtown, N.Y.
 

Brock Jolly

Treasurer

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Treasurer

Brock Jolly

Brock Jolly, CFP, CLU, CLTC, CASL, CFBS, is a financial advisor with Capitol Financial Partners and the founder of The College Funding Coach. He started in the financial-planning industry with John Hancock and moved to his current firm, affiliated with MassMutual. 

In 2005, Jolly began serving on the board of NAIFA-Greater Washington, D.C., in various roles, including as YAT and Membership Chair. During his presidency, the association received a local and a state Bubo Award. 
 
When Jolly was president, NAIFA President John Nichols recommended a Taste of MDRT, an event that had successfully been held in Chicago. Jolly mirrored the event in Washington, D.C., and he and his team has successfully hosted it since.  
 
In 2011, Jolly was named YAT Leader of the Year, and in 2012, he served on NAIFA President Robert Miller’s Blue Ribbon Task Force. Also in 2012, he became the Chair of NAIFA’s Investment Committee. Jolly served 4 years as a Trustee on the NAIFA Board and was elected Treasurer in 2018.
 
A graduate of The University of Virginia, Jolly is active on the board of the Greater Washington Association of Insurance and Financial Advisors. He lives in Arlington, Virginia, with his wife, Lauren, and their son Bryson.

Jill Judd

Past President

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Past President

Jill Judd

Jill Judd, LUTCF, FSS, is a State Farm agent. She recognized the importance of surrounding herself with successful professionals and joined NAIFA in 2001. She was immediately recruited to the board as the IFAPAC Committee Chair of NAIFA-Santa Cruz (now NAIFA-Monterey Bay.)  As local President in 2005-2006, NAIFA-Santa Cruz, under Judd’s leadership, earned the Jack E. Bobo Award and the highest score to date in California for the Association Achievement Award.

Judd served two terms as Membership Chair of NAIFA-California, while moderating LILI, her first of four California LILI classes (graduated 2006). She has chaired the NAIFA-California Long Range Planning Task Force, the Annual Career Conference, Personnel, Government Relations and Finance Committees.  As president of NAIFA-California, 2012-2013, she spoke on legislation, membership, diversity and leadership development. 

Judd was NAIFA Trustee, 2013-2015, and a member of the NAIFA Strategic Planning Task Force (NAIFA 20/20), the CEO Search Committee, 2015, and is currently on the NAIFA Finance Committee.  She is Legislative Partner with State Farm Insurance Companies and a NAIFA Congressional Council Member.  She strongly believes in continuing education.

She and her husband Hal, a 44-year State Farm agent, enjoy living on the coast, and traveling anywhere they can savor a good meal, and hear great music.

Kevin Mayeux

Chief Executive Officer

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Chief Executive Officer

Kevin Mayeux

As NAIFA’s Chief Executive Officer, Kevin Mayeux, CAE, oversees the headquarters and national staff and manages relationships with life, health and financial service companies, other industry organizations, legislators, and regulators. Mayeux supports NAIFA’s Board of Trustees and committees and coordinates efforts with NAIFA’s 90 state and local chapters. As CEO, he led an effort to modernize NAIFA’s operations through the development and implementation of a bold new strategic plan, NAIFA 20/20.

Prior to becoming NAIFA’s CEO, Mayeux served as the Executive Vice President, Chief Officer for North American Operations, and General Counsel for the Institute of Internal Auditors Global Headquarters in Orlando, Fla. In this role, Kevin supervised the core membership services offered to all 75,000 IIA members in North America in 158 chapters throughout the United States, Canada, and the Caribbean islands. Kevin further served as General Counsel, guiding the IIA’s intellectual property protection, affiliation agreements and legal interests around the world. He is a Certified Association Executive and holds a Certificate in Risk Management Assurance.

Mayeux has served as an association management professional for more than 25 years, including serving as the executive director of a statewide trade association in Tallahassee and CEO of an international individual membership society in Indianapolis. He also practiced law in Central Florida. He has held leadership positions on both the state and national level within the association management community, including being named Indiana’s association executive of the year, serving as president of the Indiana Society of Association Executives, and serving on the board of directors for the Florida Society of Association Executives. Mayeux received a Bachelor of Arts in Political Science and took Masters in Political Science and Public Administration courses concurrent with his Juris Doctorate at the University of Florida in Gainesville, where he served as Student Body President. Kevin continues to serve his alma mater as a member of its national alumni board.

Mark Acre

Trustee

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Trustee

Mark Acre

Mark Acre, President of OneSource, started his company in 2007.  Mark is licensed in Property and Casualty, Life and Health insurance.  Mark grew up in Poplar Bluff, MO and moved to Springfield where he attended Missouri State University and received his Bachelor of Arts.  Mark serves on the Board of Directors for NAIFA, helps with the MDA, Special Olympics, and the Care to Learn program.  Mark is passionate about making OneSource the elite agency to work for and to obtain insurance through in our industry.

Wes Booker

Trustee

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Trustee

Wes Booker

Although NAIFA Trustee Wes Booker, LUTCF, lost his father at an early age and did not achieve his goal of becoming a running back for the National Football League, he did not allow these setbacks to prevent him from making it to the top. Instead, he forged ahead, and today, he is a NAIFA trustee, the founder of a professional minor league team, and the owner of a thriving financial practice.

Booker was only three years old when his father died. After graduating from White Hall High School, he played football for the University of Central Arkansas Bears, where he graduated with a Bachelors’ degree in Business Administration.

Upon graduation, Booker joined Farm Bureau Insurance Company, and in 2002, within months of joining the company, he had broken myriad life insurance sales records and won numerous awards. Today, he is the CEO of the Wes Booker Agency, The Horace Mann Companies, in Maumelle, Arkansas. He has won the NAIFA National Sales Achievement Award two years in a row and the NAIFA National Multiline Sales Award.

In addition to winning many awards and accolades, Booker is an active NAIFA volunteer and a member of the association’s Diversity and Inclusion Task Force, which was created several years ago as part of the association’s 20/20 Strategic Plan. Booker and his team created the highly sought-after NAIFA Diversity Champion Award, which recognizes the exceptional efforts of NAIFA members who seek to promote the full and equal participation of diverse people in the insurance and financial-advising industries.

“The work of the Diversity and Inclusion Program over the years has produced programs that can aid companies and agencies in recruiting and retaining a new workforce that mirrors the changing face of Main Street USA,” Booker said. “We see the principles of diversity and inclusion as fundamental to evolving the workforce in the financial-services industry.”

Booker also founded a professional minor league team for late bloomers, known as the Central Arkansas Rhinos. As head coach and general manager, he used this team to provide good players with an opportunity to play football longer and to be seen by the arena league and the National Football League.

In addition, Booker is a football official. After officiating at the high school level, he was invited to officiate in the Southwestern Athletic Conference(now known as the Southeastern Conference). In 2013, he was inducted into the White Hall Sports Hall of Fame and in 2017, he was inducted into Arkansas Sports Hall of Fame (1991 UCA Bears National Champion Football).

Booker is also a mentor, a motivational speaker, and author of several books, including Field Presence: It’s Not Enough Just to Play the Game. In this inspirational book, he details his struggles to overcome failure, his journey to influence others, and his rise to success. He also serves on many boards and volunteers in whatever capacity he is needed.

Dennis Cuccinelli

Trustee

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Trustee

Dennis Cuccinelli

Dennis Cuccinelli, LACP, began his career with New England Financial, where he was a conference qualifier for numerous years as a producer, business specialist, brokerage manager and DI specialist.

Currently, he is a self-employed employee benefits consultant. He has managed the employee benefits division of general agencies associated with New England Financial and PennMutual.

Cuccinelli uses his knowledge and experience to help insurance producers and employers better understand the health insurance products they use for themselves, sell to their clients and offer to their employees.

Cuccinelli is the past-president of NAIFA-NJ and currently serves as its national committeeperson. He is on NAIFA’s Government Relations, APIC and IFAPAC Committees. He is one of NAIFA’s leading new member recruiters and is active in state and local IFAPAC fundraising endeavors.

He has promoted increased responsibility among insurance producers in New Jersey via changes to the New Jersey Insurance Regulations and is the catalyst of a bill that became law in 2011. He has testified before the New Jersey Assembly Banking and Insurance Committee in support of stronger producer compliance regulations.

Cuccinelli received LIFE’s realLIFEstories Award and is the recipient of the Central Jersey Association of Insurance and Financial Advisors’ Life Underwriter of the Year Award and the New Jersey Association of Insurance and Financial Advisors Underwriter of the Year Award. He is also a recipient of NEF’s Edward E. Phillips Outstanding Citizenship Award.

Connie Golleher

Trustee

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Trustee

Connie Golleher

Connie Golleher is a member of the NAIFA Board of Trustees and founder and CEO of The Golleher Group. Her areas of expertise include multi-life insurance, disability income insurance, retirement solutions, executive benefits and life insurance.

Golleher is Past President of the NAIFA Greater Washington Foundation and Past President of NAIFA-Greater Washington. She has met with Washington D.C. government officials to discuss industry issues annually for more than 10 years and is an IFAPAC Contributor

Golleher has served as a YAT mentor, was an Advisor 20/20 participant, and is a recipient of the NAIFA Quality Award. She is also a member of the Women in Insurance and Financial Services.

She has been a member of the M Financial, a National Study Group for 10 years, a Mentor to young producers for M Financial firms nationally, and a facilitator at the Women in Insurance and Financial Services Breakfast Meeting.

Golleher is also a Past Board Chair of For Love of Children, a Board Member of the DC Police Foundation, a Committee Member of the Washington Area Women’s Foundation, Committee Member of the American Red Cross’ “In The Bag” Event, and served as Finance Chair of the ERUCC (Church).

Golleher has been published in numerous publications, including Managing Partner, Legal Management & ALA News, Kiplinger’s Retirement, Employee Benefit Review and the Business Review.

Golleher enjoys supporting the nation’s veterans and military families.  As part of that support, she joins her mother and other Gold Star Wives every month to help with the advocacy of widows’ benefits.  She enjoys being in or on the water, horseback riding, playing with her poodles, and reading.

Stephen Good

Trustee

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Trustee

Stephen Good

Stephen Good has a deep commitment to helping people reach achievements they didn’t think possible — and after almost 20 years of work in financial services, he has his own list of impressive accomplishments: He is a multiple time personal production and management conference qualifier with Prudential, MassMutual and Guardian. He was one of the youngest local presidents in the 130-year history of the National Association of Insurance and Financial Advisors (NAIFA), he is a past President for the State of Washington, and currently serves as a National Trustee for the association. In 2012, he was named MVP of the Western Region as well as the top regional director for MassMutual Financial Group in Life Sales. He led the country in total life sales for 3 of 4 years in the role. Stephen is a graduate of NAIFA’s Leadership and Life Institute, as well as the Leadership Miami program.

Currently a financial planner for MassMutual South Florida, Stephen recently moved back to Florida and resides in Parkland with his wife, Merrilee, and daughters Courtney, 7, and Madison, 5. The University of Miami graduate served on numerous non-profit boards, and looks forward to continuing his involvement in his new community.

Win Havir

Trustee

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Trustee

Win Havir

Win Havir is the executive vice president of business development for Educators Insurance Resources Services, Inc. She represents The Horace Mann Companies. Her area of focus is coordinating school district and state insurance benefits for teachers and staff, while helping them prepare for a successful and rewarding retirement.  Her practice specialties include auto, fire, life insurance, retirement and student loan solutions. She is a member of the Phi Kappa Phi Honor Society.

Havir is also a member of NAIFA’s Diversity and Inclusion Task Force. She has also served as director, trustee and IFAPAC chair for NAIFA-Saint Paul.  As an agency field executive for State Farm, she encouraged participation in NAIFA at the local, state and national levels and invited NAIFA to present at District Meetings.

Havir has assisted in recruiting multiple new members and has helped the Membership Committee on numerous occasions by making phone calls or visiting prospective members.

Havir is a LILI graduate and moderator, a YAT mentor, and a NAIFA Quality Award recipient. She is also the current president, a past president and charter member of the Greater Twin Cities Chapter of WIFS. She has been involved with the Girl Scouts and was a member of Job’s Daughter Bethel 120. She was recognized with the Ambassador of the Year Award by the Whittier Area Chamber of Commerce.

Havir lives in Stillwater, Minnesota, with her husband, Gary, also an active NAIFA member. Havir’s hobbies include running and traveling the world.

Beth Snyder-Jones

Trustee

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Trustee

Beth Snyder-Jones

Beth Snyder-Jones, CIC, is an insurance advisor with Dyste Williams Agency in Minneapolis, a fourth-generation, independent multiline agency.

In 1981, Jones joined the insurance industry writing horse-related insurance products. She moved on to work at an insurance company, a large broker and then found her niche on the agency side. It is this diversity in working with different types of insurance and different sides of the business that has helped develop Jones’ career.

Jones has been the recipient of numerous industry awards, including the Minnesota Young Agent of the Year in 1993, the 2008 Wise Woman Award for National Association of Women Business Owners—MN Chapter, and the 2012 Twin Cities "Five Star Business Insurance & Benefits Professional."

In 1998, she started a "scratch" independent insurance agency, which she grew from zero clients to over 1,300, before merging it in 2016. Merging has allowed her to get back to sales, helping clients with their insurance needs. Her passion is to help people understand their insurance needs, the policies they are purchasing and make each experience positive.

Volunteering is also a large part of Jones’ life—from helping at a battered women and children’s shelter—to serving on several boards of directors, including a non-profit clinic and several business and industry associations. She has also served on local, state and national positions for NAIFA.

Jones has written several property/casualty courses and teaches courses for NAIFA, the MIIA, childcare associations and SCORE.

Delvin Joyce

Trustee

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Trustee

Delvin Joyce

Delvin Joyce is a Financial Planner with Prosperity Wealth Group, a full-service financial planning firm located in Charlotte, NC.

Originally from Martinsville, Virginia, Delvin attended James Madison University, earning a B.A. in Business Marketing. While at JMU he was a member of the football team and received multiple All-Conference and All-America honors while breaking several school and NCAA records. Shortly after leaving JMU, Delvin joined the New York Football Giants as an un-drafted Free Agent in 2002 and made an immediate impact as the starting punt and kick returner. He retired from the NFL in 2005 and relocated to Charlotte, NC.                                                         
Delvin joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006. He was quickly promoted to Manager, Financial Services in December 2007 where he recruited, trained and developed a team of Financial Services Associates. In 2009 he qualified for Prudential's President's Club Conference as one of the top 30 Managers of Financial Services in the country. In 2010 he was promoted to Associate Managing Director and then relocated to West Palm Beach to assume the role of Managing Director of the South Florida Financial Group in January 2012.

As a Managing Director, Delvin was recognized for his performance and received an invitation to Prudential's President's Club Conference in 2013. He was chosen by the Florida Chapter of the National Association of Insurance and Financial Advisors (NAIFA) as one of the state’s 40 Under 40 in 2014 and 2015. He also received the International Management Gold Award in 2012 and the International Management Platinum Award in 2013 and 2014 from the General Agents and Managers Association. He has served as a financial expert for various media publications including the Washington Post, USA Today, Money Magazine, Nerd Wallet and The Root Live's finance related TV show Bring It to the Table. Additionally, he has been a featured speaker and panelist for multiple industry conferences and events.

In July of 2017, Delvin returned to Charlotte to found Prosperity Wealth Group to help individuals and companies achieve their financial goals with a focus on community empowerment through financial literacy. He serves on the board for Youth Development Initiatives Inc, a Charlotte-based non-profit that provides support for disadvantaged youth. Delvin also currently serves as a Trustee for NAIFA and frequently advocates on behalf of the financial services industry. He and his wife Ebony have 3 children and reside in the Highland Creek community of north Charlotte. During his spare time, he enjoys playing golf and guitar.

Meghann McKenna

Trustee

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Trustee

Meghann McKenna

Meghann represents the new generation of a business that has evolved from family roots. With experience in insurance, estate planning and financial services, Meghann works in partnership with her father John, sister Micaela, associate Leisl and other associate agents at McKenna Financial.

Meghann is active in many civic activities, including past president of the Board of Directors for Special Olympics Montana and current Member of the Board for the Gallatin Valley Land Trust. Meghann attended Montana State University, Bozeman and University of South Carolina, Columbia where she graduated with a degree in Business-Marketing.

She is also a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing member agents. The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members’ clients, they provide strategies for consideration by the client’s own legal and tax advisors.*

Meghann has earned numerous industry and company achievements, including a Qualifying Member of the Million Dollar Round Table and 2017 President’s Council Member of New York Life Insurance Company.

Meghann is based out of Bozeman and when not working can be founding making numerous loaves of banana bread out of seriously over-ripe bananas, or hosting a dinner with friends to try out the latest homemade pasta recipe and a fun new wine. Meghann can also be found on a nice day with her dog Roger hiking around the Gallatin Valley.

Steven Saladino

Trustee

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Trustee

Steven Saladino

Steve Saladino is a managing director with Principal Financial Group. His team provides holistic financial planning to families and to small to medium‐sized businesses.

Saladino is a member of the NAIFA Membership Coach/Committee and a NAIFA‐Florida National Committeeperson. He is also a NAIFA‐Florida Past President, President, President Elect and VP, and was a Board Member (2012‐2018). He is a Congressional Council member and has participated in numerous Congressional Day on the Hill events.

Saladino is NAIFA‐Florida Perennial Pinnacle Club qualifier (sponsored 5+ members minimum annually) and has made many presentations, including General Agency/Career Company presentations. He has served on various local, state and national membership committees since becoming a NAIFA member in 1991.

He is involved in many community organizations, including the Epilepsy Services Foundation and the NAIFA‐Tampa Golf for Kids.

He likes spending time outdoors with his family fishing, kayaking, camping, bicycling and running.

John Wheeler

Trustee

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Trustee

John Wheeler

John Wheeler started his career in 1969. He is a Registered Securities Principal and Executive Vice President of Water Tower Financial Partners, LLC, Mass Mutual Chicago. His practice specialties are advanced business planning and estate planning, and personal comprehensive financial planning. 

Wheeler is a current member of the NAIFA Board of Trustees and Past NAIFA-Illinois President. He is currently National Committeeman and was NAIFA Central Region APIC Co‐Chair for 2 years. He is currently serving as the NAIFA National Committee APIC Co‐Chair and is the Chair of the NAIFA-National Member Benefits Committee. He is a Congressional Council Member and has hosted or co-hosted numerous fundraisers for local and national candidates.

He has moderated LUTC classes more than 20 times, connected NAIFA with The College for Financial Planning, helped develop the new NAIFA LUTCF program, co‐authored the new NAIFA DOL Skill Builders Workshop and has presented it 3 times.

Wheeler has been a MetLife conference qualifier for numerous years and was Agency Sales Manager, Country Financial Hall of Fame 2002, Master Agent 1995‐1996, All American 25 years, All Star 24 years, and company record holder in numerous categories. He served on the Agency Advisory Council for 10 years and has received numerous industry awards. He has also qualified for the MDRT numerous times.

Wheeler is a founder of the Carol Stream Chamber of Commerce, where he served as President 8 times and served on the Board for 32 years. He received the “Illinois Reaches Out Award” in 1997 for community participation and was a recipient of the “Country Spirit Award” in 1998.

Wheeler has been a speaker at countless industry meetings and has been quoted in numerous financial magazines.

Brian Wilson

Trustee

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Trustee

Brian Wilson

Brian L. Wilson is a sales manager/partner with the MassMutual Midwest/WestPoint Financial Group. In this capacity, he recruits, trains and retains new advisors, performs an advisory role for personal clients, builds personal business through referral-based networks and teaches a duplicatable process to other advisors.

Prior to this, Wilson owned or held senior-level positions at several agencies, including Kentucky Farm Bureau, Neace Lukens and Allstate Insurance Company.

Wilson’s practice specialties include insurance and financial advisory services and Investment directed services. He also has expertise in training advisors on building a successful business model and developing leadership within an organization.

Wilson was NAIFA-Kentucky’s President from June 2008 to June 2009 and is a member of NAIFA’s National Member Benefits Committee, and the Incoming NAIFA-Kentucky President. He has been a NAIFA-Kentucky LILI Chair since 2013.

He is an IFAPAC contributor and has made multiple presentations about legislative concerns to local and state organizations. He is actively involved in membership activities for NAIFA. He has made many agency presentations and has had numerous conversations about the benefits of NAIFA.

He is a LILI graduate, moderator and mentor. He is also a speaker at NAIFA’s local and state association meetings, as well as a YAT mentor.

He is involved in many community organizations. He serves as a chamber ambassador, a middle school girls softball coach and an Upward basketball coach. He also serves as a deacon in his church. He and his wife, Kelly, have four daughters.