CEO of @finseca. Chief advocate and spokesman for reunifying the financial security profession so that we can advance the cause #FinancialSecurityForAll
I’m thrilled about the leadership team at @Finseca and Stephanie Rivas as Board Chair.
I am excited about what we will achieve together in this next chapter and how it will bring us closer to our mission of ensuring #FinancialSecurityForAll
Michael Book from @LenoxAdvisors at Advanced Markets stressed the importance of life insurance in protecting families.
He urged advisors to reignite their passion and grow @Finseca's membership to better advocate for holistic planning!
People are under pressure right now. They don’t need more noise; they need someone they trust.
I spoke with Michael Babikian, CEO of FFR, about why this work matters more than ever.
This week, we bring that unified voice to Washington for Advanced Markets and Capitol Hill Day.
“Financial planners and financial professionals who are members of @Finseca are invaluable.”
A strong conversation on this week's Monday Brief w/ Majority Whip @tomemmer on Trump Accounts, financial guidance & why this profession matters more than ever.
#FinancialSecurityForAll
A reminder of what great looks like.
Christopher Noonan, @Finseca Hall of Fame inductee, shared his perspective at LAMP on leadership, partnership & building something that lasts.
We don’t get far alone.
Watch a clip. Members, check your email for the full speech.
Tom Dempsey of @IntegrityMG joined me this week.
We say “holistic” a lot. Are we actually doing it at scale?
Integrity serves 15M families across life, health, and wealth. In a world of uncertainty, our job is to deliver certainty. #FinancialSecurityForAll
What you’re seeing here is how decisions actually get made.
Last year at Advanced Markets w/ Kevin Hassett. Next month w/ @SpeakerBoehner & Kyrsten Sinema.
Hill Day is core to Advanced Markets; we set meetings, you show up & shape policy.
Register by May 8 https://t.co/WZGXZDt28r
In Boston with Hector Martinez at @johnhancockusa's Longer. Healthier. Better. meeting.
300+ professionals focused on one idea: helping people live longer, healthier, better lives.
Health and financial planning are one conversation. Our profession is built for this moment.
Jason Prather, Finseca Ambassador member, hosted Chairman @RepFrenchHill for lunch in D.C., joined by members of the Finseca team.
Bringing the realities of this profession directly into the conversations shaping policy, that’s how this profession gets represented.
If we want this profession to grow, more people need to get involved.
That was the takeaway from my conversation with Stephanie Rivas, Regional Vice President at @NationalLife Group and @Finseca's incoming Board Chair.
At #LAMP2026, it was clear: growth depends on participation.
Financial literacy only matters if it turns into a plan.
Nearly 2/3 of Americans don’t have one—that’s the gap.
This month, we’re taking that message to Capitol Hill.
Members: check your email for the full video and take action: https://t.co/ZWiVBfdGcz
#FinancialLiteracyMonth
.@Finseca met with @USDOL leadership & @ACLINews to bring the profession’s voice directly to regulators.
We covered fiduciary policy, IC standards & the protection of how advisors serve clients & families across the country.
A new fiduciary rule is coming. We’ll be at the table.
Leadership that shapes a profession is never a solo pursuit.
During #WomensHistoryMonth, we recognize the women whose leadership is strengthening the future of financial security.
This week on The Monday Brief, I’m joined by Bonnie Godsman, named a Global Woman of Influence.
Finseca leaders met with @SECGov Chair @SECPaulSAtkins to raise the profession’s real-world regulatory challenges and the need for a regulatory environment that supports holistic financial planning.
📩 Members: check today’s Finseca Flash for more. @nfp@FaegreDrinker@CadinMarc
Grateful for this recognition from The Excellence Review.
Early in my career, I learned leadership is about clarity and unity. That belief still guides me.
This recognition reflects the @Finseca team, our members, and professionals across our industry serving families every day.
🌟 The Women Raising the Standard 🌟
This #WomensHistoryMonth, we celebrate the women leading across the financial security profession—expanding access to advice and helping more Americans build a plan.
#FinancialSecurityForAll
Leaders strengthen the future by standing together.
This week on The Monday Brief, Todd Buchanan of @AmeriLife shares why unified advocacy matters and why every advisor should be part of the association that represents our industry.
13,000+ advisors stand with @Finseca.
If protecting access to financial advice matters, membership matters.
@NM_Financial just surpassed 2,000 Finseca members — joining @MFinancialGroup at that milestone.
13,000+ professionals. One mission: advance #FinancialSecurityForAll
Scale protects access.
@APNews