Announcements, Membership

2015-2016 WIFS Northeast Florida Board

In its fifth year in Jacksonville, Florida, Women in Insurance & Financial Services of Northeast Florida is pleased to present the 2015-2016 Board.  These Board Members bring years of experience in insurance, banking, accounting, and estate planning and legal practice; and they strongly support the WIFS mission—to attract, retain and develop best in class in insurance and financial services professionals.

2015-2016 NEFL WIFS Board
2015-2016 NEFL WIFS Board

From left:  Christina Kelcourse [Governance];  Jana R. McCreary [Communications Director];  Sue Miller [Membership Director];  Jeanne Peterson [Special Events and Membership Committee];  Grace Staten [President];  Tara Showalter [Immediate Past President];  Angela Brown [President Elect];  Tracey Gess [Membership Committee];  Cindy Bohn [Treasurer];  Lynda Graves [Special Events Committee].

Not pictured: Cheryl Canzanella [Founding Member and Communications Committee];  Michelle Sheridan [Secretary].

Continue reading “2015-2016 WIFS Northeast Florida Board”

Announcements, National News, Press Releases

Women in Insurance and Financial Services Honors Accomplished Women to the Circle of Excellence

Jacksonville, FL (January 5, 2016)— Selected members of Women in Insurance & Financial Services (WIFS) were recognized for their high achievements on October 30 during the 2015 National Conference in Baltimore, Maryland.

The Circle of Excellence recognizes WIFS members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year, and is awarded at the annual WIFS Circle of Excellence Awards Luncheon. A record breaking 158 members qualified for this distinction with reported combined income of $47.5 million.

The Northeast Florida Chapter has three members that made the list: Cindy Bohn, Angela Brown and Jeanne Peterson. Cindy Bohn achieved the Diamond Level Circle of Excellence level with Angela Brown and Jeanne Peterson achieving the Topaz Level Circle of Excellence level.

Circle of Excellence (from left): Jeanne Peterson, Cindy Bohn, Angela Brown
2015 Northeast Florida WIFS Circle of Excellence (from left): Jeanne Peterson, Cindy Bohn, Angela Brown

Continue reading “Women in Insurance and Financial Services Honors Accomplished Women to the Circle of Excellence”

Announcements, Press Releases, Socials

2015 Board Appointments

2015 Board2

Jacksonville, FL – December 1, 2014….. As it enters its fourth year in Jacksonville, Florida, Women in Insurance & Financial Services of Northeast Florida is pleased to announce the following appointments to its Board:

Re-appointments:
1. Cheryl Canzanella, LUTCF – Chairperson of the Board
2. Tara Showalter, CFP®, CRPC, JD – President
3. Christina Loddo Epstein – President Elect
4. Amelia Hough Henderson, Esq. – Secretary
5. Lorraine Dorsa FCA, MAAA, MSPA, EA, CEBS,
6. Lynda Graves
7. Jeanne Peterson, CFP®, LUTCF, CLTC.
8. Lisa Pilgrim, CPA, MBA
9. Grace Staten – Treasurer

New Appointments:
10. Rebecca Brothers
11. Angela Brown
12. Julie Chancellor
13. Christina Kelcourse, Esq, CFP®, CRPC
14. K.C. Padget

“WIFS of NEFL will continue its mission to develop and advance women in the industry, and I am proud that we have accomplished a lot in this regard since the establishment of our local chapter,” said Chairperson of the Board, Cheryl Canzanella. “We offer a robust agenda for learning, development and networking on a local and national level and this includes a mentorship program available to women at all stages of their careers,” said Canzanella.

The Board announced that Lisa Pilgrim, who will stay on the Northeast Florida Board, is stepping down as its Treasurer, and instead, is stepping into the role of Deputy Treasurer of the National Board. Michele Haskell who held a previous Board position concluded her term effective October 31, 2014. Continue reading “2015 Board Appointments”

Announcements, In the Community

Congratulations to Jeanne Peterson on winning WIFS Circle of Excellence – Topaz Award

Women in Insurance and Financial Services of North East Florida (WIFS of NEFL) is proud to recognize Jeanne Peterson, CFP®, CLTC, LUTCF as a winner of its Topaz Circle of Excellence award.

Peterson - Topaz Award_0289 (3)

The Circle of Excellence award elevates and promotes the prestigious income accomplishments of WIFS’ members.  Jeanne Peterson, who has been in the financial services industry for over a decade, is a Financial Advisor at MetLife and provides long term care, retirement, investment management, and risk  planning services to MetLife customers.  Peterson won this award last year too.

While toasting Peterson, Cheryl Canzanella, WIFS of NEFL Board Chair said, “Did you know that the metaphysical properties of this Topaz is said to enhance creativity, individuality, personal success as well as success that is directed towards the good of all?”

“I know” replied Peterson. “When I was honored to win this award last year, I actually did a bit of research on the gem.  What I uncovered was that the ‘energy” of the Topaz is said to attract helpful people into your life and bring new friendships. That has certainly been my experience as a member of WIFS. So I encourage any woman who is (or interested in pursuing) a career in the financial services sector to check us out at www.wifsnefl.org.”