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Leadership

Certified Leadership Board-Blue-1

2024 Board of Directors

Dioni Trevino

President

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President

Dioni Trevino

Trevino Insurance Group
PO Box 54817
Cincinnati, OH 45254
(513) 283-2932
Email Dioni

 

Dioni tarted out in the industry in 2002 as a life agent in Indiana.  In 2006, he went to work for Trevino Insurance Group as a commercial and benefits agent.  In 2017,  he formed Trevino Financial Group to add fee based advising to our services.  He have an MBA in Finance from Ball State University, an LUTCF designation, and is a Certified Financial Fiduciary (CFF).

Michael Rudolph, CLU, LTCP

President Elect

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President Elect

Michael Rudolph, CLU, LTCP

New York Life
5995 Fairfield Road, Suite 1
Oxford, OH 45056
513-523-2335
Email Michael

Secretary/Treasurer

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Secretary/Treasurer

Immediate Past President

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Immediate Past President

James Conway

Director

X

Director

James Conway

Robertson Conway & Company
4790 Red Bank Expressway Suite 101
Cincinnati, OH 45227
513-984-6600
Email James

Dave Cranfield, LACP

Director

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Director

Dave Cranfield, LACP

Pinney Insurance Center
130 Azure View Ct
Maineville, OH 45039
256-458-4716
Email Dave

Gary Albert

Director

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Director

Gary Albert

Integrated Planning Strategies, LLC
2400 Larkfield Drive
Cincinnati, OH 45237
513-731-1865
Email Gary

Thomas Brinkman, Jr.

Director

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Director

Thomas Brinkman, Jr.

New York Life
3215 Hardisty Avenue
Cincinnati, OH 45208
(513) 321-6591
Email Thomas

Management Team

Nate Lehman, CAE

Executive Director

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Executive Director

Nate Lehman, CAE

NAIFA
600 State Street, Suite A
Cedar Falls, IA 50613
703-770-8415
Email Nate

Wendy Speckerman

Director of Chapter Finance

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Director of Chapter Finance

Wendy Speckerman

NAIFA
600 State Street, Suite A
Cedar Falls, IA 50613
703-770-8403
Email Wendy

Jessica Nikkel

Director of Member Experience

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Director of Member Experience

Jessica Nikkel

NAIFA
600 State Street, Suite A
Cedar Falls, IA 50613
703-770-8405
Email Jessica

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