Lee Sausen, CPA
Lee Sausen, Senior Accountant, Belfint, Lyons & Shuman, P.A.
Lee has previously served on the NAIFA Board as Treasurer and we are grateful for his previous guidance in reporting and records for the organization.
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
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
Neil Stalter, CFP, ChFC, Wealth Manager, Diamond State Financial Group
Dina Hughes has served the NAIFA Board in previous roles and we are happy to have her back to share information and updates in Health Care.
Young Advisors Team (YAT) Chair
Jake Condron, Commercial and Personal Lines Insurance Advisor, BHI
Jake has served as the Chair of the Young Advisors Team for NAIFA Delaware for several years and is excited to bring together young professionals from diverse professions, make professional connections that can help grow their practice. He welcomes other Young allied professional groups to reach out and connect with networking opportunities.
Gary Ulrich, Jr, CFP
Leadership in Life Chair (LILI)
Gary Ulrich is a Director at the Financial House. He has a Bachelor of Science in both Financial Planning and Economics from the University of Delaware. Gary is a graduate of the LILI Program and we look forward to having Gary serve on the NAIFA Delaware Board.
Bob Maxwell, Maxwell & Associates
NAIFA Delaware's best interests are watched by the Government Relations Team. This branch of NAIFA Delaware is really best titled Career Insurance. Bob Maxwell is NAIFAs eyes and ears to what's happening with legislative matters and bills that can potentially affect the industry. We are grateful for his service to our industry.