NAIFA-Jacksonville added four new members to our ranks in January!!  What a great way to start the year for our association and these new members. It's exciting to see the diverse experience and backgrounds of these four individuals.  We welcome them and their involvement! Take a moment to learn more about them by reading their accomplishments.

  

Do you know someone who should be involved with NAIFA?  Invite them to our February luncheon so they learn more about the association created to protect their careers and clients.
  
Here's a snapshot of Louis Givens' unique background.  He graduated from Florida State University and majored in Biological Science. In addition to being a student at Florida State University, he played two years on the football team under legendary coach Bobby Bowden. Currently, Louis mentors youths in the greater Jacksonville area and enjoy giving back to my community.  Louis works with Liberty Mutual at their Mandarin office.
 
 After receiving her Bachelor degree from the University of North Florida, Jessica Kenney used her education to promote healthy financial lifestyles among people like herself. She became a member of the Financial & Investment Society, a Certified Mentor and joined the business fraternity, Delta Sigma Pi. In 2008, Jessica joined Ullmann Financial as an apprentice to Deanna Brown, CFP®. A year later, Jessica was promoted to a full time financial planner.  She is a member of the Financial Planning Association®, Estate Planning Council of Northeast Florida®, and holds her FINRA Series 7, 65, and 63 securities registrations. She is a graduate of the University of North Florida with a Bachelor of Business Administration in Finance and Investments. In her free time, Jessica enjoys traveling, exercising, playing beach volleyball, and pausing to enjoy the serenity of the Florida seaside. Her community involvement is helping at risk adolescent girls at PACE®. Jessica is honored to be a proud member of the Ullmann Financial Team.
  
Eric Stratton is the President of Stratton & Company, and has worked in insurance and financial services since 1998. A native of Jacksonville, Florida, Eric has focused his training and expertise on the design of retirement strategies for the unique needs of today's seniors.
 
Rick Wilkins joined Principal Financial Group in September 2010.  An entrepreneur, he previously owned Wilkins Academy of Baseball, LLC.  Rick attended Furman University and studied civil engineering.

  

  

More and more young advisors are registering for the "NAIFA Solutions Sessions" YAT-focused coaching program that features a different practice management topic each month. We invite the first 50 registrants to participate in this FREE one-hour, interactive group coaching session led by Advisor Solutions Coach, Daniel C. Finley. 

 
This month's topic, "What's Your Elevator Speech? Building Credibility, Curiosity and Connection" will be held on Tuesday, February 25, 2014 from 4:00 - 5:00 pm.