Election 2017

NAIFA Presents Nominees for Election of Secretary, Treasurer, and Trustees

Delegates representing state and local associations will elect their new leadership at the 2017 NAIFA Performance + Purpose Conference in Orlando, Florida. Paul Dougherty, FSS, LUTCF, will become NAIFA’s immediate past president, and Keith Gillies, CFP, CLU, ChFC, will become the president of the association. As directed by the NAIFA bylaws amended at the 2016 NAIFA Conference in Las Vegas, the Committee on Governance has announced a single nominee for each available position of Secretary and Trustee.

2017 Meet the Nominees Webinar

Secretary Nominee


Cammie K. Scott is owner and president of CK Harp & Associates in Springdale, AR. In this capacity, she is responsible for a wide range of functions, including evaluation of employee benefit plans, analysis of company policies and procedures, provision of advice on improvements to current plans and procedures, provision of advice to clients on improving employee attraction and retention and helping them improve their bottom line. She is also an instructor at the University of Arkansas
Scott has been a NAIFA trustee since 2015. She is an IFAPAC contributor, Chair of the association’s Diversity Task Force, was a member of the NAIFA Member Benefits Committee, Chair of the LILI Subcommittee and Chair of LILI Moderator Training.
As Membership Chair of her local and state associations, Scott exceeded the membership goal. Her local association also won the platinum award in membership when she was the state membership Chair, qualifying as the top recruiting local association in the nation.
Scott is a LILI graduate and mentor and helped develop the revised NAIFA Quality Award. She was part of the LUTCF Advisory Group and has spoken at numerous state and local meetings. She is a member of several local Chambers of Commerce and volunteers with Springdale Benevolent Foundation. She is an active member of her church and participates in her children’s school activities. She has authored numerous articles for several publications.
Scott and her husband live on a farm. They have 2 boys, 2 dogs, and a cat. The family enjoys gardening, hiking with the dogs, riding horses, and ATVs.

Treasurer Nominee

Matthew S. Tassey, CLU, ChFC, LUTCF

Matthew S. Tassey, CLU, ChFC, LUTCF, graduated from UNH in 1973 and immediately entered the life insurance business as an agent in Dover, N.H. He and his family moved to Maine in 1975. Tassey has served in every elective office of his local and state LUA and was elected a trustee of NALU (now NAIFA) in 1990. He was re-elected in 1992.  He has served as a field trustee of LUTC and as national president of AHIA (1998-1999).  He has also served as Chair of the Life and Health Foundation for Education, now Life Happens. He currently serves as Treasurer of NAIFA.
Specializing in disability income and life insurance, Tassey has helped place millions of dollars of premium throughout New England.  He is highly regarded as an expert in plan design and creative sales strategies. He maintains an office in Portland, Maine, as a brokerage outlet for the Principal Financial Group. He is a principal of Scribner Insurance and Burwell & Burwell, an employee benefits broker.

Trustee Nominees

Connie Golleher, CLTC

Connie Golleher, CLTC, is founder and CEO of The Golleher Group. Her areas of expertise include, multi-life DI income, retirement solutions , executive benefits
and life insurance.

Golleher is Past President of the NAIFA Greater Washington Foundation and Past President of NAIFA-Greater Washington. She has met with Washington D.C. government officials to discuss industry issues annually for more than 10 years and is an IFAPAC Contributor.

She has served as a YAT mentor, was an Advisor 20/20 participant, and is a recipient of the NAIFA Quality Award. She is also a member of the Women in Insurance and Financial Services.

She has been a member of the M Financial ‐ National Study Group for 10 years, a Mentor to young producers for M Financial firms nationally, and a facilitator at the Women in Insurance and Financial Services Breakfast Meeting.
Golleher is also a Past Board Chair of For Love of Children, a Board Member of the DC Police Foundation, Committee Member of the Washington Area Women’s Foundation, Committee Member of the American Red Cross’ “In The Bag” Event, and served as Finance Chair of the ERUCC (Church).
Golleher has been published in numerous publications, including Managing Partner, Legal Management & ALA News, Kiplinger’s Retirement, Employee Benefit Review and the Business Review.
Golleher enjoys supporting the nation’s veterans and military families.  As part of that support, she joins her mother and other Gold Star Wives every month to help with the advocacy of widows’ benefits.  She enjoys being in or on the water,  horseback riding, playing with her poodles, and reading.

John Wheeler, Jr., CFP, CLU, ChFC, CRPC, LUTCF

John W. Wheeler, Jr., CFP, CLU, ChFC, CRPC, LUTCF, started his career in 1969. He is a Registered Securities Principal and Executive Vice President of Water Tower Financial Partners, LLC, Mass Mutual Chicago. His practice specialties are advanced business planning and estate planning, and personal comprehensive financial planning. 
Wheeler is a Past NAIFA-Illinois President and served on the Board for 6 years.
He is currently National Committeeman, and was NAIFA Central Region APIC Co‐Chair for 2 years. He is currently serving as NAIFA National Committee APIC Co‐Chair and is the Chair of NAIFA-National Member Benefits Committee. He is a Congressional Council Member and has hosted or co-hosted numerous fundraisers for local and national candidates.
He has  moderated LUTC classes more than 20 times, connected NAIFA with The College for Financial Planning, helped develop the new NAIFA LUTCF program, co‐authored the new NAIFA DOL Skill Builders Workshop and has presented it 3 times.
Wheeler has been a MetLife conference qualifier for numerous years and was Agency Sales Manager, Country Financial Hall of Fame 2002, Master Agent 1995‐1996, All American 25 years, All Star 24 years, and company record holder in numerous categories. He served on the Agency Advisory Council for 10 years and has received numerous industry awards. He has also qualified for the MDRT numerous times.
Wheeler is a founder of the Carol Stream Chamber of Commerce, where he served as President 8 times and served on the Board for 32 years. He received the “Illinois Reaches Out Award” in 1997 for community participation and was a recipient of the “Country Spirit Award” in 1998.
Wheeler has been a speaker at countless industry meetings and has been quoted in numerous financial magazines.

Ryan J. Pinney

Ryan Pinney is Vice President of Sales & Marketing at Pinney Insurance. In this capacity, he oversees the recruitment, training, advanced planning, marketing, and sales support for affiliate general agencies, institutional accounts, broker/dealer partners, and agent network. His personal focus is estate & retirement planning, with an emphasis on Impaired Risk Insurance products.
He is the NAIFA Northern California – PIC/PAC Chair, NAIFA Northern California – Immediate Past President, 2012‐14 NAIFA Northern California – President, 2011.He served as NAIFA Sacramento YAT Chair in 2006. He was a member of the NAIFA 20/20 Task Force in 2015.
Pinney has participated in both State and National Day on the Hill events, worked closely with the State of California Department of Insurance at NAIFA’s behest to rewrite the state’s life insurance exam, and testified before the State Insurance Commission, been a subject matter expert on insurance for State Legislators.
Pinney has received numerous prestigious awards, including Advisor Today’s Four Under Forty Award, NAIFA California – AAA Award and is a 2012 graduate of NAIFA’s Online Leadership Academy.
He is actively involved in several industry organizations, including MDRT, NAILBA and LIDMA, and plays an active role in a wide range of community groups, such as the Boy Scouts of America and the LDS Youth Seminary. He is a sought-after speaker by many prestigious institutions and a frequent contributor to various publications.
Pinney enjoys reading, traveling, learning new things, technology, hunting, teaching, public speaking, and spending time with family and friends.

Todd G. Grantham, CFP, CLU, ChFC, MSFS, CASL

Todd Grantham, CFP, CLU, ChFC, MSFS, CASL, is a Wealth Management Advisor with Northwestern Mutual, where he has been since 1996. After more than two decades of experience in the financial-services industry, he has developed a practice that helps business owners ad professionals activate heir long-term goals while protecting those they love.
A graduate of NAIFA-NC’s first LILI class, Grantham supports the industry and his clients. He has served as President of his local association there times, as National Committeeman for years, and was honored as NAIFA-Triangle’s Advisor of the Year in 2002
At the state level, Grantham served as President in 2008-2009, PAC Chair and board member, and was the 2014 Advisor of the Year. He has served at the national level of the YAT, Member Benefits, and IFAPAC Committees.
His NAIFA membership activities include working to build membership within Northwestern Mutual. He has held many agency meetings, and in 2008, did major agency presentations for other companies while State President.  
He is a LILI graduate or moderator, an LUTCF moderator, a YAT mentor, a NAIFA Quality Award recipient, and a NAIFA Online Leadership Academy graduate.
He was a local President and Board member for the SFSP and a member of the Financial Planning Association and the Estate Planning Council.
Grantham coached high school and club wrestling for nearly 20 years. He is a   Board member for the Durham Jaycees, president of the North Durham Rotary Club, and volunteers for events of the NC NAACP. He and his wife, Robyn, have four daughters. 

Bryon Holz, CLU, ChFC, LUTCF, CASL

Bryon Holz, CLU, ChFC, LUTCF, CASL, began as an independent agent with Franklin Life while a senior business major and Presidential Scholar at the University of Tampa. Thirty-four years later, he is a registered principal, investment advisor representative and president of Bryon Holz & Associates, an independent financial-services practice with a team of nine associates and assistants, focusing on life insurance and retirement planning.
Holz’s passion for his profession compelled him to serve NAIFA in various ways over three decades, including as president of the Tampa and Florida associations, LILI graduate and two-time moderator, National Membership and Member Benefits Committees, and inaugural member of NAIFA’s Congressional Council.  Holz was honored with NAIFA-Tampa’s Distinguished Service Award. Under his leadership, NAIFA-Tampa earned the Jack E. Bobo Award of Excellence twice.
His commitment to excellence is reflected in his being a life and qualifying Court of the Table member, regularly supporting MDRT and its Foundation (Gold Knight) on a variety of committees.
Holz’s passion for serving others extends beyond his practice into active participation in his faith community and in various other organizations and charities. A graduate of Purdue University’s Professional Management Institute in Insurance Marketing Management, Holz and his wife, Leesa, have two children—Sarah and Andrew.