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Our national headquarters:


P.O. Box 19440
Atlanta, GA 31126

The American College

College of Financial Planning

Atlanta Association of Insurance and Financial Advisors


NAIFA-Atlanta is governed by a Board of Directors, consisting of President, President Elect, Immediate Past President, Vice President, the Association Executive Director, and elected Directors.

Executive Committee

Daniel Loventhal
Daniel Loventhal, CLU, CFP®, CLTC

Northwestern Mutual, Goodwin Wright

Steve McClelland
President Elect
Steve McClelland, CLU, ChFC

AXA Advisors

Joe Schreck
First Vice President
Joe Schreck

The Piedmont Group, LLC

Stuart Jones, LUTCF
Immediate Past President
Stuart Jones, CFP®, LUTCF

Premier Advisor Network

Trey Kelly, ChFC
Executive Director
Trey Kelly, ChFC


Voting Directors

Jason Huggins
Jason Huggins, CLF
Ashford Advisors

Justin Neal
Justin Neal, CLU, ChFC, CFP, REBC, RICP, CASL®
Northwestern Mutual, Goodwin Wright

Martina Jimenez
Martina Jimenez

Nelson Kikly
Nelson Kikly
Principal Financial Group

Wendy Thompson
Wendy Thompson, CFP, CLU, ChFC, CASL, CLTC
Northwestern Mutual, Callaway Black Agency


Advisory Directors

Debra Smith
Debra Smith

Kristin Andree
Kristin Andree
Andree Consulting Group


Our Sponsors
National Insurance Brokerage
The Milner Group
Habersham Funding LLC
volumtary benefits
Certainty Home Loans
Russell Investments
State Bank & Trust Company

Click here to learn more about the NAIFA Disability Income Protection Program.