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LEADERSHIP

2023 Board of Directors

Tyler Wood

President

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President

Tyler Wood

Client Centered Financial
100 Dorset Street, Suite 14
South Burlington, VT 05403
(802)-651-6928
Email Tyler

Timothy Monty

Immediate Past President

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Immediate Past President

Timothy Monty

Professional Financial Associates, LLC
302 Mountain View Drive, Suite 201
Colchester, VT 05446
(802) 865-4067
Email Timothy

Cody Greene

Director

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Director

Cody Greene

New York Life
105 West View Road
Colchester, VT 05446
(802) 654-1107
Email Cody

Nate Muehl, LUTCF

Director

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Director

Nate Muehl, LUTCF

Northern Mountain Associates
36 North Main Street
Saint Albans, VT 05478
(802)-582-5322
Email Nathan

Dan Reagan, CHFC, CLU

Director

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Director

Dan Reagan, CHFC, CLU

Castle Advisors
239 S Union Street, Suite 1
Burlington, VT 05401
(802)-777-7541
Email Dan

Management Team

Nate Lehman, CAE

Executive Director

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Executive Director

Nate Lehman, CAE

NAIFA
600 State Street, Suite A
Cedar Falls, Iowa 50613
​Phone: 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, Iowa 50613
​Phone: 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, Iowa 50613
​Phone: 703-770-8405
Email Jessica

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