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Leadership

2023 Board of Directors

Marc Bregman, LUTCF

President

X

President

Marc Bregman, LUTCF

Bregman Financial & Ins Svc
215 W Oak Street
Lodi, Calif. 95240
209-367-0930 
209-367-0463 Fax

Jason Foster, LACP

President-Elect

X

President-Elect

Jason Foster, LACP

Team Financial Partners
4160 Temescal Canyon Road
Suite 102
Corona, Calif. 92883
951-278-5555

Sarah Martin, FSS, LUTCF

Immediate Past President

X

Immediate Past President

Sarah Martin, FSS, LUTCF

Hinds Financial Group, Inc &
1818 Spring Street, Suite A
Paso Robles, Calif. 93446
805-239-7443 
805-239-7816 Fax

Michael Mares

Secretary

X

Secretary

Michael Mares

Pacific Advisors
PO Box 80451
San Marino, Calif. 91118
626-664-3340 
626-568-1613 Fax

Chal I. Daniels III

Treasurer

X

Treasurer

Chal I. Daniels III

Harvest Financial, LLC
1728 Jefferson St
Napa, Calif. 94559-1703
707-257-7281
707-255-6045 Fax

John Nilmeier, CFP, CLU

National Committeeperson

X

National Committeeperson

John Nilmeier, CFP, CLU

Nilmeier Financial & Insurance Services
7491 N. Remington Ave, #102
Fresno, Calif. 93711
559-227-6100 
559-227-6111 Fax

Peter Buechler, CFP, CLU, ChFC, FLMI, AAPA

Vice President

X

Vice President

Peter Buechler, CFP, CLU, ChFC, FLMI, AAPA

Cohesive Insurance Services
2808 E. Katella Avenue
Suite 202
Orange, Calif 92867
714-406-3022 
714-406-1898 Fax 

Rich Coffin

Vice President

X

Vice President

Rich Coffin

CapitalSmith
5973 Natalie Road
Chino Hills, Calif. 91709
310-259-2235
909-597-0486 Fax

Janise Graham, LACP, CLTC

Vice President

X

Vice President

Janise Graham, LACP, CLTC

Entrepreneurs Insurance Services
387 Magnolia Avenue #103-130
Corona, CA 92789
951-817-7526

Management Team

Corey Mathews, CAE

Executive Director

X

Executive Director

Corey Mathews, CAE

NAIFA-California
600 State Street, Suite A
Cedar Falls, IA 50613
703-770-8406
Email Corey

Wendy Speckerman

Director of Chapter Finance

X

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

X

Director of Member Experience

Jessica Nikkel

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

Thank You Sponsor!

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600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 844-536-9339
Fax: 703-770-8224
info@naifacalifornia.org