Leadership Team – NAIFA DE

Updating

NAIFA President

Bio information coming soon

Nancy Littleton, LUTCF, ChFC, CLU, RICP

NAIFA Delaware Treasurer

Nancy is a Financial Services Representative, Financial Service Advisor with Creative Financial Group in Newark, DE and has been a member of NAIFA Delaware since 2008. Nancy has served on the IFAPAC committee, NAIFA Delaware Board for Charitable Foundation and is now Past-President and acting Treasurer for NAIFA DE.

Eric Heishman, LUTCF

NAIFA Membership Chair

Eric is Managing Director at Evolution Financial Group. He has served in the following NAIFA local roles Sussex President-Elect 2008, and NAIFA Sussex President 2010-2012.

Eric followed these terms serving the NAIFA Delaware State Board in the following capacities: Program Committee 2013-2015, President-Elect 2015, LILI Chair 2016, President 2016-2018, Past President 2018, Membership Chair 2018, LILI Moderator 2018 (He is also a graduate of the LILI program).

Joshua Shaver, CFP, CHFC

NAIFA Delaware Government Relations Chair

Joshua Shaver, CFP, ChFC, Managing Director at Diamond State Financial Group

Joshua Shaver has served many NAIFA leadership roles over the last seven years: on the local front as NAIFA New Castle County Programs Chair and President. He is also a graduate of the LILI program.

On the NAIFA Delaware State Board Josh served as In-Coming President, President, Programs Chair, and PIC Chair.

Lisa Broadbent-DiOssi, LUTCF

NAIFA Delaware PIC (Political Involvement Committee) Chair

Lisa Broadbent-DiOssi, LUTCF owns Lisa Broadbent Insurance, Inc. a third-generation, family-owned insurance agency. Lisa has served NAIFA DE as the local Treasurer, President, LILI Moderator, and IFAPAC Chair. She is currently the PIC Chair. She has won the Bobo Award in 2005 and 2008, the Palmer Award in 2015, and the Bennetti Award in 2015. She is a 7-Time Nationwide Community Service Award Winner, Five Star Insurance Professional - Delaware Today Magazine (Since 2009), and Five Star Wealth Manager - Delaware Today Magazine (Since 2010). We are proud to have her serve as PIC Chair.

C. Anthony McDonald, CLU, ChFC, MSFS

NAIFA Delaware Political Action Committee Chair (PAC)

Charles Anthony McDonald, CLU, ChFC, MSFS, Financial Services Representative, Financial Service Advisor with Creative Financial Group, Newark, DE

NAIFA Member since 1979, Tony has served on multiple committees. He's served served on NAIFA Delaware Board for the Charitable Foundation to work on fundraising events which fund the Carl Hill Charitable Scholarship Foundation. Most recently he's served as Northeast Regional IFAPAC Chairperson and currently as Chairperson of NAIFA Delaware IFAPAC. Tony is honored to have received the Douglas Bennetti Award, the Palmer Award, and the Bobo Award all while serving NAIFA Delaware in various leadership roles.

Neil Stalter, CFP, ChFC

Programs Chair

Neil Stalter, CFP, ChFC, Wealth Manager, Diamond State Financial Group

Neil has served NAIFA Delaware as the Programs Co-Chair and Chair. He is also the recipient of the NAIFA DE Presidential Citation Award. He dedicates many hours to bring professional industry speakers and networking opportunities to NAIFA Delaware members. For potential presentation and sponsorship opportunities, please reach out to connect with Neil.

Darlene Wynne

Health Chair

Darlene Wynne is new to the NAIFA Board. She works for Savoy Associates, a Premier Sponsor for NAIFA Delaware and we're excited to have her serve on the NAIFA Board.

Jonathan Turner

Director, Liaison to the Treasurer

Jonathan Turner, CPA

Join us in welcoming Johnathan Turner to the NAIFA Board. He will coordinate with the Treasurer to maintain all filings for the Association. Jonathan is a Senior Accountant at Belfint, Lyons, Shuman.

YAT Chair

Young Advisors Team (YAT) Chair

More information coming soon.