Membership

NAIFA members are advisors who put client care before anything else. We take satisfaction from guiding families who seek financial wellness and security. Our NAIFA advisors continuously strive to improve their service and make significant efforts to give back to the local community, an initiative known as MainStreetUSA.

NAIFA advisors deal directly with consumers. Our membership is comprised of all sorts of advisors who practice at the kitchen table, at local coffee shops, in board rooms, and in offices that bear their names on the shingle. We gather these advisors and introduce them to one another to improve their craft and teach next-level professionalism in their practice, advocacy efforts, and community involvement.

Our NAIFA community spans all 50 states and U.S. territories. There may be differences in the work that our members practice, but they all have the same characteristics:

• Value personal leadership and have typically held leadership roles throughout their life in school, sports, and the community.
• Wholly support the American values of life, liberty, and the pursuit of happiness.
• Value the democratic process and actively understand the power of their voice and vote.
• Dedicated and determined to create unique solutions optimal for each client.
• Passionately pursue personal and professional excellence.

NAIFA – MICHIGAN PAST PRESIDENTS

1931  – 1991

PAST PRESIDENT PICTURES 1931 TO 1991

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NEW MEMBERS – 2024

Cristyn Castelli-Morrell

NAIFA – MICHIGAN members are committed to our state’s and community’s future and will do their best to be informed about the legislative environment and its impact on the financial future of Michigan residents. We are part of a grassroots effort to educate legislators and safeguard our financial future. Our members adhere to the highest standard of business ethics to continually enhance their business and professional skills. We do all these to stay updated on industry trends to deliver products in the best interest of our Michigan consumers.

Despite having tools that serve as a guide, working with professional advisors is still the preferred way for consumers to navigate the intricacies of financial wellness plans and other investments. Rely on NAIFA – MICHIGAN members to follow a code of ethics that guides their advice. Accredited designations such as CLU, ChFC, LUTCF, and CFP ensure that our advisors are committed to professional education that will benefit clients. The best advisor will listen carefully to their clients’ needs and goals before making recommendations.