2017 Convention Breakout Speakers
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Gabe Bowers, CLU, LUTCF, ChFC; Bowers Digman Financial, Boone

Joe Buhrmann, MBA, CFP, CLU, ChFC, FLMI, ACS; Country Financial; Bloomington, Ill.

Robert Clements, Benchmark Business Group, LLC; Des Moines

Jim DeKruif, Franklin Templeton; Johnston, Iowa
Jim is a vice president and senior advisor consultant representing Franklin Templeton in eastern Iowa. As a trusted business partner, he brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction. Jim supports financial advisors and their clients in their pursuit to reach their long-term investment goals. He began his career in the financial services industry in 1996 and joined Franklin Templeton Investments in 2007. As an advisor to the advisor, Jim is a resource for all of Franklin Templeton’s investment solutions, including mutual funds, separately managed accounts, 529 plans and insurance products.

Barry A. Delp, LUTCF, FSS; Ozark National

Mike Grandgeorge, American National; Ames

Patrick M. Grennan, LUTCF, United Life; Maynard, Iowa
Pat obtained a degree in Education at Upper Iowa University. He taught and coached for six years before working in agri-business. Pat was an insurance agent prior to joining United Life in 1990. Pat is a member of NAIFA and the Iowa Ethics Board.

Terry Headley, LUTCF, FSS, Headley Financial; La Vista, Neb.
Terry Headley entered the life insurance business in January 1973 at age 19. He is a Qualifying and Life member of MDRT and a consistent Court of the Table Qualifier. Terry has held every office in NAIFA-Omaha and NAIFA-Nebraska and served on the NAIFA-National Board for several years, including serving as President in 2010-2011. He was inducted into the NAIFA-Omaha Hall of Fame, and received the NAIFA-Nebraska Distinguished Service Award. He was the first Capitol Club IFAPAC Contributor and is currently the largest IFAPAC Contributor in the history of the NAIFA Federation. He has been interviewed by major print media and has appeared on Fox News and testified before various Congressional Committees and State Legislatures to provide expert testimony.

Brock T. Jolly, CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®; McLean, Va.
Brock Jolly is a current NAIFA National Trustee, an advisor with Veritas Financial and the founder of The College Funding Coach®. He is in the trenches of our industry every day and, since 2000, has built an organization that consistently qualifies for The Million Dollar Round Table’s Top of the Table. Brock is a dynamic speaker who will educate, entertain and inspire you and give you at least a half dozen sales ideas and marketing strategies that you can implement immediately.

Matt McAvoy, CLU, ChFC, MSFS, Target Insurance; Kansas City
Matt is the President of Target Insurance Services, Inc. He is a Kansas City native and graduated from Benedictine College in 1981 with a bachelor’s degree in economics. While in college, he became licensed to sell insurance and joined his father’s company, Louis J. McAvoy and Associates, Inc. in November 1981 and its successor company, Target Insurance Services, Inc.He is a hands-on owner/manager and takes pride in his Target Team. Matt is licensed in all fifty states and his experience in the industry is vast. It is Matt’s goal to partner with producers and help them build their business.

Timothy J. Meyer, CLU, ChFC; Amana

Jim Ruta, BA, RHU, Expert Institute; Ontario
Jim Ruta is president of Expert Institute and an insurance industry consultant, advisor coach, speaker and media commentator. He appears regularly in national media and highlights some of the world’s top advisor programs including the Main Platform of the Million Dollar Round Table. Jim started as a life agent at age 22 and led one of Canada’s largest insurance agencies by age 40. He is the author of several best-selling advisor business development books, featured in AdvisorCRAFT.com practice development podcasts, writes for leading advisor publications and hosts “Ruta’s Rules” every week on IE:TV. Jim is an industry thought leader and an advisor expert with a difference—he’s been there. He’ll help you be your best too.

Lynn Schreder, KHI Solutions; West Des Moines

Spencer Smith, Spencer X. Smith Consulting; Madison, Wisc.
Spencer Smith is the founder of Spencer X. Smith Consulting and an instructor at the University of Wisconsin, where he teaches classes on Social Media Strategy. He’s had the privilege of working with seven Fortune 500 companies – IBM, Kohl’s Corp, Kimberly-Clark, Oshkosh Truck, The Hartford, Nationwide and American Family Insurance. He speaks at an average of 60 conferences and other events per year, and only teaches what he first has proven to work himself with his own business.

David W. Solberg, SollarsED© Consulting, LLC; Hiawatha

Michael Stimmel, Farm Bureau Financial Services; Iowa City

Matt Wiggins, OnCall Advisors; Omaha
Matt Wiggins is a partner and physician specific financial advisor at OnCall Advisors, a physician only financial planning firm. He has been featured as a presenter at educational sessions and webinars all across the country. Matt is also an author of a suite of educational materials directed towards physicians entering practice for the first time.

 

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