Friday, February 16, 2024 | 12 pm eastern
Christopher L. Gandy, LACP, is the Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL. Chris is currently NAIFA's Secretary and has been on the Board of Trustees since 2020. He previously served as President of NAIFA-Chicagoland chapter and has been a NAIFA member since 2003. He entered the insurance and financial services industry in 1999 after playing professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France.
Carina Hatfield, LUTCF, CLCS, LACP, Owner of Weigner Insurance & Financial Services Inc. in Pottstown, PA, has been a loyal NAIFA member since 2005. She has more than 15 years in the insurance and financial services industry and is a Past President of the NAIFA-Pennsylvania chapter, where she also served on the state Board of Directors. She served on the NAIFA-Pennsylvania Strategic Planning Committee, chaired the state Young Advisors Team and Membership Committee, and was the President of the NAIFA-Tri-County local chapter from 2009 to 2011.
Kathleen graduated from the United States Military Academy at West Point in 2000 with a Bachelor of Science in International Relations. Upon graduating, she served as an active-duty officer in the Army Corps of Engineers and was awarded the Bronze Star Medal for meritorious service in a combat zone during Operation Iraqi Freedom in 2003. Kathleen began her career in the financial services industry with New England Financial in 2007. She was named by NAIFA's Advisor Today as one of their “Four Under Forty” in 2018. Kathleen continues to give back her time and energy though her work with NAIFA and Home Front Military Network. Kathleen is a #1 bestselling author with her book titled “Put Your Money to Work: A Woman’s Guide to Financial Confidence.” She wants to inspire as many women as she can to find their financial confidence and achieve success. Kathleen completed her first 50k ultramarathon in 2021 and supported her husband on his first successful 100-mile race in 2022 with more to come in the future.
Before co-founding Moment Private Wealth, Jacob was the 9th overall pick in the 2009 MLB draft. He played 11 years professionally both at the MLB level as well as internationally in the KBO. Upon retiring, Jacob worked as a wealth advisor at a billion-dollar RIA heading up their work with athletes.
