Patrick Cannon attended the University of Wisconsin-Madison on a full scholarship to play football. He played on two Rose Bowl Championship teams before an injury ended his football career.
He then received a scholarship to play baseball for the University of Wisconsin-Milwaukee. He was the team captain for the 2003 season and played in one College World Series. Patrick graduated with a BS in Communications
As the Development Officer at Northwestern Mutual, my focus is to work with the senior leadership team on the overall horizontal and vertical growth of our organization. My responsibilities encompass interviewing and selecting representative candidates; coaching representatives on practice management and collaborating on leadership development activities.
Jerod Cook has spent the last 14+ years caring for clients that are committed to reaching their goals. Early in his career he was in a brokerage environment learning about asset management. He then transitioned his practice, and his clients, to a more comprehensive approach to finance. Now Jerod continues to manage the assets for his clients, but more importantly he manages the expectations and risk associated with reaching his clients’ goals.
The expansion from asset management to comprehensive planning has led to Jerod’s advocacy for insurance based products. The importance of protection and risk transfer is heavily used in Jerod’s concepts and strategies. This expansion of services has led Jerod to recently transition to an independent financial advisory practice. J. Cook – Financial Services is now the brand that allows Jerod to deliver on his value proposition “Retire with Confidence.”
Jerod’s efforts stem from his devotion to his family; wife Beckie and son Jameson. Jerod is committed to his clients, treating each as though they were part of the family. Jerod is active in the community as a member of the Dublin Chamber of Commerce where he serves as a Dublin Chamber Ambassador. Jerod is committed to advocating insurance with his efforts on the board with the NAIFA – Columbus chapter.
Jay graduated from Miami University in Oxford, Ohio with a Bachelor in Finance and Decision Sciences. Prior to joining Principal Financial Group in 2009, he managed Property & Casualty Litigation for 62 counties in the State of Ohio for 8 years. He holds a FINRA Series 6 registration. Jay has focused his practice on helping employers manage their employer and employee benefits. Jay has also been endorsed by the Ohio Psychological Association to provide income protection to their membership statewide. Jay has also been a member of NAIFA since 2012.
Daniel is an agent specializing in life, annuities, long term care, and disability insurance. He has a Bachelor’s Degree in Business Administration from Franklin University. Daniel is a new addition to Stolly Insurance having spent the majority of his insurance career with New York Life.
In addition to serving on the NAIFA-Columbus Board of Trustees, he is also currently the Chair of his local Chamber of Commerce’s Young Professionals Board. He is an active member in his church and enjoys volunteering his time to charitable causes in the community. Daniel and his wife Rachel are recently married without any children. In his free time he enjoys golfing, reading, and spending quality time with friends and family.
Aaron Forbes began working in the financial services industry in 2006 as an independent life insurance agent, while finishing his degree from The Ohio State University and graduating with a BS in Financial Planning. After graduation, Aaron moved to Nationwide Insurance where he spent time developing, On Your Side Centers, around the country and worked in two locations in the Columbus area.
Then, moving on to Grange Life Insurance as a Life Sales Specialist, helping agents with Life Insurance planning and advance sales techniques. Growing his territory to a record year in 2013.
Currently, works as Life and Health Manager at The Buren Insurance Group, a P&C, Life, Health and Financial Services firm writing business in 48 states.
DUANE BORCHERDING, CLU, ChFC, CLTC
A Financial Advisor with New York Life and 30+ years of developing relationships with individuals and business that have become clients. My clients trust and choose to work with me and know that I care about them and the people they are close to. They know I will help them fulfill their goals and care enough to hold them accountable to achieving the things that are most important. I will continue to do this with the highest degree of integrity that I have been entrusted with from my clients and having mutual respect for each other. I will continue to grow and operate my practice at the highest level of excellence. I will always have the courage to have those difficult conversations even when it may be uncomfortable for me to do so.
Renae Davies has served as Executive Director of NAIFA-Columbus since June 2012. She has worked in the association management industry since June 1999 where she has experience working with a variety of trade associations. She provides complete oversight of association activities including financial planning, graphics design, event planning, writing and website maintenance. Renae handles all aspects of management for NAIFA-Columbus from the day-to-day operations to the smallest of details for meetings and events. She is the primary point of contact for board members and members of the association and serves as liaison with other professional associations. Ms. Davies earned a BA in Communications at The Ohio State University and is currently a member of the Ohio Society of Association Executives and the Columbus Chapter of Public Relations Society of America.