Financial Representative at Peachtree Planning of Tennessee, LLC
Financial Advisor at Henderson Financial Group
Brenton Harrison has served as a financial advisor with Henderson Financial Group for over 10 years. Since 1989 Henderson Financial Group has provided financial strategies to help address their clients ever-growing concerns. They are assembled as a team to help you realize your dreams and help protect you at the most vulnerable of times.
Founder and Vice President, The Haney Company
Brian Haney has been in the Financial Services Business since 2003, working with a diverse group of clients across the Washington DC marketplace. He founded his current firm the Haney Company with his father over 8 years ago.
Brian is passionate about helping his clients make the financial decisions that they want to make, but may not understand how to make. There’s a lot of information out there, much of it conflicting, so it can be hard to know how to make sense of it. Brian helps his clients interpret that information so it can be properly applied y to their situation.
CEO Next Level Insurance Agency LLC
Danny O'Connell started in the financial services profession in 2001. Having worked in an investment firm & later as a loan originator he brings a unique perspective to personal finance and insurance. Since 2006 his focus has been in the employee benefits space working with employers to evaluate their needs and design creative solutions focused on value. Danny believes one of the most important pieces of his job are educating those he interacts with and keeping clients abreast of changes.
Principal and Financial Advisor at Westbilt Financial Group
Kathleen Owings began her career in the financial services industry with New England Financial in 2007. She is licensed in life and health insurance and maintains Series 6, 7, 63 and 65 securities registrations. Kathleen was selected by the Colorado Springs Business Journal as a Rising Star (known today as a 40 under 40 Rising Star) in 2009. Kathleen was appointed to serve on the Pikes Peak Library District Board for 10 years from 2008-2018. She was honored to be selected as a NAIFA “4 Under 40” in 2018. Kathleen is one of the owners of Westbilt Financial Group, a comprehensive financial services firm in Colorado Springs, Colorado and currently serves as the NAIFA Colorado State President.
President, ColdCallingResults.com, TopLinked.com
Wendy Weiss, is known as The Queen of Cold Calling™. She is an author, speaker, sales trainer, and sales coach and she is recognized as one of the leading authorities on lead generation, cold calling and new business development. Her clients include Avon Products, ADP, Sprint and thousands of entrepreneurs throughout the country.
Public Affairs Specialist, Social Security Administration
With over 28 years of experience with the Social Security Administration, Public Affairs Specialist Vonda Van Til is very familiar with the common questions that financial professionals receive. And, even better, she is also familiar with those unique clients that have the odd, rare, unusual circumstances.
State Farm Insurance Agent
Scott Foster has been in the top 10 State Farm life agents every year of his 40 plus year career with 24 years as the #1 life agent and 21 years as the #1 multiline agent. He has qualified for State Farm President’s Club more than 80 times and State Farm Trophy 18 times, most recently in 2016. Scott has been very involved with State Farm’s Agency Development Program and helped develop ADP II in 2009. He has given hundreds of lectures all over the country for State Farm as well as industry organizations, including 4 times at MDRT and multiple CLU events.
President, Set for Life Insurance
Jamie Kantor Fleischner started in the insurance industry in 1993 while a college student at Washington University in St. Louis. Upon graduation, she moved back to her native Denver, Colorado and worked for Principal Financial Group before going out on her own in 1999 when she started her own brokerage, Set for Life Insurance. She served on the board for 9 years and as President of NAIFA-Denver from 2001-2002 – the youngest president in the association's history. Jamie has specialized in the disability insurance marketplace working with high income professionals in all 50 states.