Skip to main content

You are here

Advertisement


Leadership Council

The NTSA is governed by a Leadership Council. It is responsible for setting the strategic direction and making policy decisions for NTSA. It also establishes NTSA committees. The voting members of the Leadership Council are the President, the President-Elect, the Immediate Past President, and at-large Leadership Council members. Members of the Leadership Council are listed below.

2024 President

Toni Whaley, CRES®, Paladin Advisor Group, Elkridge, MD

 

President-Elect

Brent Neese, CRES®PlanMember, Denver, CO

 

Immediate Past President

Lisa Stubbs, CRES®, Security Benefit, Topeka, KS

 

NTSA Executive Director

Nathan Glassey, CRES®, TGPC, QKA®

 

At-Large Members

José Diaz, QKA®, TGPC, CPFA®, CRES®, New York Like Insurance Company, New York, NY

Mark Heisler, ADMIN Partner, LLC, Cherry Hill, NJ

Brad Hope, U.S. OMNI & TSACG Compliance Services, Fort Walton Beach, FL

Fred Makonnen, Equitable, Cleveland Heights, OH

Jennifer Prosise, CFP®, CRES®, Voyager Group, Ltd., Joliet, IL

Teresa Ward, Invesco, New York, NY

Landon Warmund, Reliant Financial Services, Kansas City, MO