National Association For Fixed Annuities
BROOKFIELD, WI
Total revenue
$2.0M
Total expenses
$1.8M
Net assets
$1.3M
Grants received
—
EIN
541877987
Tax year
2024
Mission
NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry.
Programs
1 program
CONFERENCES - NAFA held the Annuity Leadership Forum in June in Washington DC and the Annuity Distribution Summit in Dallas in 2024. Both conferences were designed to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities. The events provided innovative and forward-thinking presentations by thought leaders in the industry and the business community. Both conferences resulted in net revenue gains to the association.
Financials
FY 2024
Revenue
Expenses
People
27 listed
Charles DiVencenzo Jr
Executive Director
$229K
40 hrs/wk
Kevin Mechtley
Past Chair
—
2 hrs/wk
David Wolfe
Chair
—
2 hrs/wk
Andrew Payne
Vice Chair
—
2 hrs/wk
Jay Brown
Director
—
1 hrs/wk
Brian Peterson
Director
—
1 hrs/wk
Branislav Nikolic
Director
—
1 hrs/wk
Luke Loewen
Director
—
1 hrs/wk
Ryan Lex
Director
—
1 hrs/wk
Paul Kruth
Director
—
1 hrs/wk
Jamie Kosharek
Director
—
1 hrs/wk
Matt Johnson
Director
—
1 hrs/wk
Sarah Garrity
Director
—
1 hrs/wk
Jeff Barnes
Director
—
1 hrs/wk
Paul Garofoli
Director
—
1 hrs/wk
Tad Fifer
Director
—
1 hrs/wk
Jill Esser
Director
—
1 hrs/wk
Emily Cramer
Director
—
1 hrs/wk
Eric Taylor
Secretary
—
2 hrs/wk
Tom Bumbolow
Director
—
1 hrs/wk
Bryce Biklen
Director
—
1 hrs/wk
Dan Acker
Treasurer
—
2 hrs/wk
Jason Gould
Director
—
1 hrs/wk
Anne Raible
Director
—
1 hrs/wk
Rocky Robbins
Director
—
1 hrs/wk
Mike Tripses
Director
—
1 hrs/wk
Pamela Heinrich
Director of Legal Govt Affairs
$149K
40 hrs/wk
Independent contractors
Circle Sideways LLC
Consulting Services