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FINANCIAL SECURITY ALLIANCE

Steering Committee

We are grateful for the industry leaders that are volunteering their time to the Financial Security Alliance. The steering committee will tackle challenges such as recruiting the next generation of financial advisors that reflect a changed MainStreetUSA, as well as identifying new not-for-profit organizations with which to partner to expand the Alliance.

John Wheeler

Chair, Financial Security Alliance

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Chair, Financial Security Alliance

John Wheeler

Tom Currey, CLU, ChFC, LUTCF

Former Chairman, Life Happens

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Former Chairman, Life Happens

Tom Currey, CLU, ChFC, LUTCF

Thomas D. "Tom" Currey, CLU, ChFC, LUTCF, is a veteran of over 40 years in the financial services industry. Currey is a native Texan, born in Rockdale, Texas, and a graduate of Baylor University. He did graduate work at Texas A&M Commerce. Before he began his financial services career, Currey was already a success in the music business. He has been a player and conductor in bands, music productions, recording studios, movie sets, church choirs and as a teacher to young musicians. His financial services experience includes everything from selling and training to recruiting and development. His leadership experience began even before his career as a financial services professional. Currey served in varied leadership positions in his professional association, the National Association of Insurance and Financial Advisors (NAIFA), on his way to becoming president of his local and state associations, and lastly as its national president in 2009-10. Most recently, Tom served as Chairman of the Life Happens Board. Currey is in demand as a speaker on leadership and excellent board governance. The challenges of volunteer leadership are greater than ever and Currey provides insights helpful to both volunteer leaders and professional staff. He also speaks on the business of life and balance. And Currey is taking his own medicine these days. He balances his music, speaking and selling into a balanced career that keeps him happy, productive and solvent. Currey and his wife, Charlotte, have been married 48 years and have four sons, four daughters-in-law, and four grandchildren.

Paul Dougherty, LUTCF, FSS, HIA

Past-President of NAIFA

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Past-President of NAIFA

Paul Dougherty, LUTCF, FSS, HIA

Paul Dougherty is a Past-President of NAIFA (National Association of Insurance and Financial Advisors) and has been in the insurance and financial services field for twenty-nine years representing State Farm Insurance, the last twenty-two as an Agent in Hyattsville, Maryland. He is a passionate advocate for the insurance industry in general, and the role of the agent specifically.

Throughout his career, Paul has actively engaged in training producers, educating clients, as well as advising regulators and legislators about the value of the products and services designed to help consumers recover from the unexpected. Paul speaks to audiences and organizations around the country about the key role producers play in the industry and the need to assist clients in preparing for their financial future. His insights in the delivery of professional advice to a diverse marketplace has resulted in multiple requests to brief members of Congress and their staffs on key issues and has led to frequent testimony before Maryland House and Senate committees. He is also the current Chairman of the Retirement Planning Coalition of Maryland.

Paul balances the demands of his agency with his commitment to his community. He has served on four different school boards in Prince Georges County, including as President of two, as well as serving on other charitable boards. He is also a very experienced coach and has spent over fifteen years coaching 3 dozen different teams.

Paul is a native of Potomac, Maryland and a graduate of The Catholic University of America in Washington, DC. Paul and his wife Elizabeth live in Croom, Maryland with their two children, Madeline, 22 and Jacob, 20 in the historic West End Farm.

To schedule an interview with Paul, please contact a member of Life Happens’ media team.

Larry Holzberg, LUTCF, LACP

NAIFA Board of Trustee & Secretary

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NAIFA Board of Trustee & Secretary

Larry Holzberg, LUTCF, LACP

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.

Cliff Wilson

Former Chairman, Life Happens

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Former Chairman, Life Happens

Cliff Wilson

Cliff Wilson is a past Chairman of Life Happens.

He entered the Insurance Business in 1970, went on to qualify for MDRT and become one of his company’s top producers.  Some of Cliff’s involvements in the Insurance Industry and Community are:

-Served as NAIFA’s 118th President in 2008-2009

-Testified to Congress on Insurance Regulatory Legislation

-Met with top White House and Treasury Officials

-2016 Board Chair – LIFE HAPPENS

-LUTC Board of Trustees - Past Board Member

-The American College - Past Board Member

-Has served his community by coaching Little League and soccer teams, serving as a Board member for several youth organizations and helping with various other community sponsorships

-A Vietnam Veteran of the United States Navy

Cliff is a Past President of NAIFA Arizona and NAIFA East Valley.  He was named Arizona’s Life Underwriter of the Year in 2000, Inducted into the Phoenix SFSP Chapter Hall of Fame in 2012 and is a frequent Industry speaker.

Cliff and his wife Joyce have 3 children, 4 grandchildren and live in Gilbert, Arizona   

Carroll Golden

Executive Director, Limited & Extended Care Planning Center

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Executive Director, Limited & Extended Care Planning Center

Carroll Golden

Barry Fisher

President, ILTCI

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President, ILTCI

Barry Fisher

Kevin Christensen

President, DI Society

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President, DI Society

Kevin Christensen

Rick Cordaro

Director At Large, DI Society

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Director At Large, DI Society

Rick Cordaro

Ted Mekonnen

Founder & CEO, EveryIncome

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Founder & CEO, EveryIncome

Ted Mekonnen

William Rack

VP - Business Development, EveryIncome

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VP - Business Development, EveryIncome

William Rack

Kevin Mayeux

Chief Executive Officer, NAIFA

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Chief Executive Officer, NAIFA

Kevin Mayeux

Suzanne Carawan

VP - Marketing & Communications, NAIFA

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VP - Marketing & Communications, NAIFA

Suzanne Carawan

Kristin Abbott

Director, Compliance & Regulatory Affairs, ACLI

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Director, Compliance & Regulatory Affairs, ACLI

Kristin Abbott

Bryanna Evans

Grassroots & Strategic Initiatives Director, ACLI

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Grassroots & Strategic Initiatives Director, ACLI

Bryanna Evans