Our membership includes professionals at every stage of their career, all united by a shared purpose. We’re proud to welcome new members who see opportunity in connection, leadership, and involvement with NAIFA-Texas.
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Sometimes the most meaningful career transitions are the ones that allow us to bring what we have learned from one chapter into an entirely new one. For Kimberly Ellis, M. Ed.,that meant taking more than a decade of experience in education and bringing her passion for teaching, relationship building, and serving others into financial services.
NAIFA’s influence comes from a unified and informed membership. This month, we recognize new members who are helping amplify our collective voice on behalf of consumers and advisors alike.
The Nacogdoches County Chamber of Commerce will honor John Ruckel with the 2026 C. Wayne Mitchell Business Advocacy Award at the organization’s 104th Annual Meeting & Membership Banquet Sept. 22 at the Fredonia Hotel.
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The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce four new inductees into the NAIFA Hall of Fame, including two NAIFA-Texas legends: Rosalie Kuntz and Bruce Murray.
With each new member, NAIFA-Texas expands its impact across the state. We’re excited to welcome professionals who are joining us to advocate for the industry and advance the value of insurance and financial services.
TheFoundation for Financial Service Professionalsannounced the recipients of 14Paul S. Mills Scholarships. This annual program provides need-based scholarships to students pursuing a degree in a financial service-related field.
Four Eileen J. Prus and Edmund O. Ciske Jr.-designated Paul S. Mills Scholarships for $3,000 were awarded to Luckson Chigarire of The College of St. Scholastica, Kemoni Dunn of Florida A&M University, Tyler Kleinsasser of South Dakota School of Mines & Technology, and Brooklynn Robinson of Husson University. This special scholarship designation was established in 2025 through a generous gift from the estate of Eileen Prus, a dedicated, long-time member of the Society of Financial Service Professionals. Her enduring legacy will support the highest-scoring applicants each year.
Our strength as an association comes from the individuals who choose to engage, contribute, and connect. This month’s new members help reinforce the collaborative spirit that defines NAIFA-Texas.
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NAIFA President-Elect John Wheeler,CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP, CPFA, is a contributor in a recent issue of theCSA Journal,the publication of the Society of Certified Senior Advisors. In the article, “Funding Solutions for the Longevity Economy—Financial Security for Longer Lives,” John shares why true financial planning goes far beyond investments or retirement income alone.
Using the analogy of assembling a jigsaw puzzle, John explains that every financial decision—investments, insurance, retirement planning, estate planning, and long-term care planning—must fit together around a client's broader life goals and values. As Americans live longer, he notes, advisors have an even greater responsibility to help clients prepare for the financial realities of longevity, including the potential need for extended care. Rather than assuming "it won't happen," John encourages a comprehensive planning approach that considers both public and private funding options while helping clients preserve dignity, independence, and choice throughout retirement.
John's contribution reflects what NAIFA members do every day: provide holistic, client-centered guidance that prepares families not only for retirement, but for the many possibilities that come with longer lives.
If you have access to theCSA Journal,log into read John's full article, along with insights from other leading experts on funding solutions for today's longevity economy.
Membership in NAIFA reflects a commitment to high professional standards and lifelong learning. We’re pleased to recognize new members who share our dedication to serving clients with integrity and professionalism.
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