The talented insurance and financial professionals who are Advisor Today’s 2021 Four Under Forty award winners represent the new generation of agents and advisors ensuring the success of our industry and financial prosperity of American families and small businesses for decades to come.
FALLS CHURCH, Va. (PRWEB) November 22, 2021
Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2021 Four Under Forty awards: J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles. Loyal member since 2012; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.
The Four Under Forty Awards recognize highly motivated, well-rounded NAIFA members under the age of 40 who balance their work and home lives and are successful at helping their clients secure sound financial futures. They exhibit extraordinary professional success relatively early in their insurance and financial services careers.
This year’s recipients will be honored at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.
“The talented insurance and financial professionals who are Advisor Today’s 2021 Four Under Forty award winners represent the new generation of agents and advisors ensuring the success of our industry and financial prosperity of American families and small businesses for decades to come,” said NAIFA CEO Kevin Mayeux. “Their stories provide inspiration to anyone who may be considering an insurance or financial services career or who may be facing early-career challenges. They provide excellent examples of how hard work, dedication, and the support of a strong professional association can bring success.”
Cal Anderson, CFP, CLU
Anderson, 36, began his career in insurance and financial services with MassMutual in 2008. His desire to develop into a comprehensive financial planner motivated him to join an independent agency in 2014, where he used his insurance specialty while developing his investment philosophy and comprehensive planning skills. He purchased the agency in 2016 and now is Vice President and Financial Advisor with Financial Network Associates, a financial advisory practice of Ameriprise Financial Services, LLC, in Alpharetta, GA. In recent years, his solo practice has thrived with steadily increasing clients, assets, and revenue.
Anderson has been a loyal NAIFA member since 2008 and credits networking opportunities available through the association with providing him strategies and practice management. He is a multi-year qualifier for the NAIFA Quality Award in the Insurance and Financial Advising categories.
Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU
Dellosa, 35, began her career in insurance and financial services in 2008 after being recruited during a job fair while she was in college at Cal Poly Pomona. After early struggles to find the right clients during the Great Recession, she shifted gears and accepted an internship with Wiltshire Group Financial Services. During this time she gained a strong appreciation for identifying the proper products for the right clients. With experience, she developed a passion for estate and advanced planning.
Today, Dellosa is thriving as a General Agent at Wiltshire Group (American National). “Joanna has flourished and is loved by her clients because of her ability to provide sound planning with her product designs, professionalism, patience, and attitude,” said Alabel Lavares, CLU, LUTCF, FSS, RICP, LTCP, LACP, Principal at Wiltshire Group Financial Services, who nominated her as a Four Under 40 recipient. Dellosa has also emerged as an industry leader, serving as a Board member and Past President for NAIFA-Los Angeles.
Rebecca Schulter, LUTCF
During her seven years at UCL Financial Group, Schulter, 39, has brought innovative ideas that have helped to modernize the venerable 100-year-old firm. These contributions, as well as her stellar production, have led to her being named a Partner at the firm. She has also been recognized by her primary carrier company, Ameritas, with her selection to the President’s Club, Growth Leaders Group, and Field Advisory Cabinet. She serves on Ameritas field task forces on marketing, communications, and technology.
Schulter has been a very active NAIFA member and served in numerous leadership roles, including NAIFA Young Advisor Team (YAT) Chair, Board member, and President-Elect for NAIFA-Memphis/West Tennessee. She is also the YAT Chair for NAIFA-TN and will become the state chapter Secretary in 2022. At the national level, Schulter has served on the YAT Committee for five years and is Regional Vice-Chair for the national Grassroots Committee.
Steven Walker, LUTCF
Walker, 37, is Vice President, Senior Insurance Consultant with Gate City Insurance in Fargo, ND. After playing quarterback for the North Dakota State Bison from 2003-2007, he found success in the insurance business. He helped build the Gate City Insurance Agency, a part of Gate City Bank, by driving a culture that cares about customers, employees, and the local community.
A loyal NAIFA member since 2009, Walker served on several local NAIFA committees. He was selected to the NAIFA-ND Board in 2017 and rose to become chapter President for 2020. During his term as president, as the COVID-19 pandemic shut down face-to-face meetings, Walker emphasized online programming and brought NAIFA-ND members together through virtual networking and educational events. He is now the NAIFA-ND IFAPAC Chair.
ABOUT NAIFA: The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education and networking along with awards, publications and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA has 53 state and territorial chapters and 35 large metropolitan local chapters. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels.