The NAIFA Governance Committee consists of 12 NAIFA members and is chaired by NAIFA Past President Lawrence Holzberg, LUTCF, LACP, Brokerage Director at Coastal Wealth in Boynton Beach, FL, a loyal member since 1990.

“The NAIFA Governance Committee has nominated a very strong group of candidates for NAIFA’s Secretary, Treasurer, and Trustee positions,” Holzberg said. “The large number and extraordinary quality of the applicants this year made the nominating decisions particularly difficult. It is a testament to the strength of NAIFA that so many highly talented members want to volunteer their time and talents to ensure the continued success of our association. I sincerely hope they all continue their dedicated support of NAIFA and will continue to offer their leadership and services when occasions arise. On behalf of the Governance Committee, I would like to whole-heartedly congratulate Secretary candidate John Wheeler, Treasurer candidate Paul Dougherty, and Trustee candidates R. Jan Pinney and John D. Richardson. You have the complete confidence and full support of the committee, and we look forward to your strong leadership.”

Douglas B. Massey, LUTCF, FSS, CLU, ChFC, Owner of Doug Massey Financial Services in San Angelo, TX, a loyal member since 1987, will serve as NAIFA’s 2025 President. 

Douglas Massey is a registered representative with OFG Financial Services, Inc., where he has been since 1992. His practice specialties include retirement planning and life insurance. His company’s focus is on near-retirees and retirees. It also does a significant amount of business in the non-profit and 403(b) market.

A NAIFA member since 1987, Massey has served as Chair of the IFAPAC Committee, was on the NAIFA-TX board of directors from 2008-2014 and was President of NAIFA-TX from 2012-2013.

He has attended every NAIFA Congressional Conference since the meeting’s inception and has attended every NAIFA-TX Legislative Day since 1991. He is one of the key contacts for Sens. John Cornyn and Ted Cruz and Rep. Michael Conaway.

Massey is an IFAPAC Defender (monthly contributor), as well as a contributor at several events each year. Over the years, he has recruited and sponsored many NAIFA members and has encouraged past members. He has moderated LUTCF and FSS classes and is a Leadership in Life Institute (LILI) graduate.

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

The Committee has also nominated R. Jan Pinney, CLU, ChFC, CPCU, Chairman & CEO of the Pinney Insurance Center in Roseville, CA, and John D. Richardson, RICP, LACP, a Financial Planner with Capital Planning Group in Brentwood, TN, to each serve a two-year term on the NAIFA Board of Trustees. Pinney, a loyal NAIFA member since 1971, is a Past President of NAIFA-California and a Past Board Member of Life Happens. Richardson, a loyal member since 2003, was NAIFA’s Young Advisor Team Leader of the Year for 2018 and is Past President of NAIFA-Tennessee.

Paul Dougherty, LUTCF, FSS, LACP, HIA, an Agent with State Farm in Hyattsville, MD, is nominated to serve as NAIFA’s National Treasurer. He has been a loyal member since 1999 and is a NAIFA-National Past President and past member of Life Happens Board of Trustees.

Returning to serve the second year of their two-year terms as Trustee are Dennis Cuccinelli, LACP, a Financial Representative of Certified Financial Services in Edison, NJ, a loyal member since 1986, and Stephen Kagawa, FSS, LUTCF, Founder and CEO of the Pacific Bridge Companies in Monrovia, CA, a loyal member since 1986.

Also returning as Trustees in 2025 are Jesse Dogillo, CFP, CLU, ChFC, AEP, Founder of Bay Area Financial Advisers in Sunnyvale, CA, a loyal member since 2022; Ernest Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA, Head of Business Sponsored Retirement Plans at Guardian Life Insurance Company in New York, NY, a loyal member since 2022; Barb Pietrangelo, CFP, CLU, ChFC, a Financial Planner with Prudential Financial in Ada, MI, a loyal member since 1992; and Andrew Rinn, JD, CFP, CLU, ChFC, Assistant Vice President-Advanced Strategies with Sammons Financial in Lincoln. NE, a loyal member since 2018.

Douglas B. Massey, LUTCF, FSS, CLU, ChFC, Owner of Doug Massey Financial Services in San Angelo, TX, a loyal member since 1987, will serve as NAIFA’s 2025 President. Christopher Gandy, LACP, Founder of Midwest Legacy Group in Lisle, IL, will be the 2025 President-Elect. Both Massey and Gandy have served the association in multiple roles including national Trustee, State President, and specialty committee roles throughout their leadership tenure.

Thomas M. Cothron, LUTCF, FSCP, Agency Manager at Southern Farm Bureau Insurance in Ocala, FL, a loyal member since 1981, will serve as Immediate Past President beginning January 1, 2025.

The NAIFA Governance Committee consists of 12 NAIFA members and is chaired by NAIFA Past President Lawrence Holzberg, LUTCF, LACP, Brokerage Director at Coastal Wealth in Boynton Beach, FL, a loyal member since 1990.

“The NAIFA Governance Committee has nominated a very strong group of candidates for NAIFA’s Secretary, Treasurer, and Trustee positions,” Holzberg said. “The large number and extraordinary quality of the applicants this year made the nominating decisions particularly difficult. It is a testament to the strength of NAIFA that so many highly talented members want to volunteer their time and talents to ensure the continued success of our association. I sincerely hope they all continue their dedicated support of NAIFA and will continue to offer their leadership and services when occasions arise. On behalf of the Governance Committee, I would like to whole-heartedly congratulate Secretary candidate John Wheeler, Treasurer candidate Paul Dougherty, and Trustee candidates R. Jan Pinney and John D. Richardson. You have the complete confidence and full support of the committee, and we look forward to your strong leadership.”

NAIFA-Texas members, mark your calendars for April 11th at 11:00 AM Central (12 pm Eastern) for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

This 30-minute webinar will feature insights from Tom Cothron, NAIFA President, Kevin Mayeux, NAIFA CEO, and Diane Boyle, NAIFA SVP of Government Relations. They'll provide a comprehensive update on NAIFA's current position, our advocacy work, and  NAIFA programs aimed at supporting your professional development.

Attending is key to staying informed about the latest NAIFA initiatives and understanding how these efforts contribute to the financial services profession. If you're unable to join live, simply register for the event, and national will send you the recording to ensure you don’t miss out on this valuable webinar.

This webinar represents an important opportunity for all members to engage directly with NAIFA's leadership, to gain insights into our collective progress, and to see how together, we're shaping the future of our industry. 

The quarterly State of NAIFA reports demonstrate NAIFA's commitment to transparency. They are also a great way for leaders and members to stay abreast of everything going on with their association. The online event is open to anyone interested in NAIFA's success, so please invite members and nonmembers, alike.

Awards applications are starting to roll in for 2024. Don't miss your opportunity to shine! We are pleased to announce a new category for the NAIFA Quality Award. We have launched an Emeritus category for members who are at least 60 years old and who have previously qualified for NQA for a minimum of 15 years.

NAIFA's awards provide an opportunity for our members to differentiate themselves from the crowd and receive national recognition for their contributions. All awards are found in NAIFA's Talent Development Center.

All of the awards will close their application/nomination process on May 31, 2024. Please note the slightly shortened time frame of the awards' window due to the Belong Awards Celebration being held in conjunction with Apex 24. 

Recipients will be recognized during the 2024 Belong Awards Celebration on September 21, 2024, during Apex at the Arizona Biltmore in Phoenix.

Explore these awards and learn more about our 2023 recipients.

John Newton Russell Memorial Award

Terry Headley Lifetime Defender Award

NAIFA Quality Award

Advisor Today's 4 Under 40 Nomination

YAT Leader of the Year

Diversity Champion