Leadership
Jonathan Fagan - President
Jonathan Fagan has been a Financial Representative with Northwestern Mutual Financial Network – The Waltos Group since 1999. In addition, Jonathan was named Chief Development Officer for the Waltos Group in 2009. As Chief Development Officer, Jonathan is committed to the successful development of new Financial Representatives as well as the valuable execution of various agency procedures and practices. Throughout his tenure with Northwestern Mutual, Jonathan has consistently maintained a thriving personal practice as a Financial Representative with two full time staff associates. Jonathan has been a member of NAIFA for five years and currently serves as the Legislative Committee Chair. Jonathan has also been a member of the Million Dollar Round Table since 2003. To date, his career production is $1.5 million paid for premium on 1000 lives.
Phone: 949-863-5826 Email: jonathan.fagan@nmfn.com
Elizabeth Lee Ugalde – Immediate Past President
Elizabeth Lee Ugalde is a partner with Financial Diligence Partners in Irvine. She has been an advisor and NAIFA member for 10 years. Elizabeth specializes in working with entrepreneurs to build a plan for their business and their personal long-term success. Elizabeth resides in Huntington Beach with her husband Bryan and their dog Jack.
Phone: 949.855.4337 Extension: 14 Email: elizabeth@4fdp.com
Deborah Anderson – National Committee Person
Deborah Anderson has been in the life insurance business since 1985. She was President of NAIFA San Diego, 1998-1999. She received her professional designations CLU, ChFC & RIA. Deborah is also the Past President of WIFS, National Association of Women in Insurance & Financial Services, 2003-2004. She is very active and serves on the Board of Directors for Free Wheelchair Mission. She lives in Corona Del Mar with husband Charlie.
Phone: 949-706-3431 Email: andersoninsurance@cox.net
Larry Bassell – Vice President, Government Relations
Larry Bassell, MBA, is a partner in Hill Financial and Insurance Services of Long Beach and Mission Viejo, CA. Larry has served in the financial services industry for 8 years after having been a retail chain vice president for 15 years. Larry is also a Field Representative with Guardian Life, and is a practitioner of the Leap System of personal and business financial management. Larry has served on the NAIFA board for the past 5 years and is currently serving as Membership Involvement Programs Vice President. Larry is married to his beautiful wife Wendy and has two daughters. He especially enjoys his new passion for the game of golf and just about any other sport under the sun.
Phone: 949-545-0229 Email: lawrence_bassell@hfisinc.com
Sigrid Moranz – Secretary, Treasurer, Vice President, Professional Development & Programs, Communications
Sigrid Moranz has been a Financial Representative with Northwestern Mutual Financial Network – The Waltos Group since 2007. She has been a member of NAIFA for two years. In addition to her role with NIAFA, Sigrid serves on the Board of the American Association of University Women.
Phone: 949-863-5822 Email: sigrid.moranz@nmfn.com
Tony Rouff – Vice President, Membership
Tony Rouff has been in the insurance business for over 28 years, and a NAIFA member since 1985. In addition to personal production he has been employed by several large companies including Jackson National, Jefferson Pilot, MetLife, Bankers Life And Casualty, and Pacific Guardian Life. He has held positions as Senior Brokerage Manager, Registered Principal, Western Regional Sales Manager for Annuity and Investment Products (covering 24 states), and Assistant Vice President – Brokerage Sales, a Company Officer position. He is also an approved Continuing Education instructor for the California Department of Insurance.
Tony has earned the Certified Estate Planner, Life Underwriter Training Council Fellow (LUTCF), and Certified Senior Advisor designations. He has twice been awarded the American College’s Ernest E. Cragg National Award for exceptional support of professional development, and was the long-term care annual sales leader for the International Financial Group of MetLife. In a past life, Tony was a successful race car driver in Europe for over five years. He lives in Lake Forest with his wife of 23 years, one daughter, and a son, who recently earned the rank of Eagle Scout.
Phone: 714-915-6020 Email: roufft@aol.com
MistY DeLomba – Director, PIC, YAT
Misty DeLomba is the Director of Development with Northwestern Mutual the Waltos Group in Newport Beach, where she oversees the growth of new financial representatives. She joined NMFN in 2007 after getting a Bachelor of Science in Finance from California State University, Long Beach. She believes in continuing education and has recently earned her Chartered Life Underwriter (CLU) designation. Misty enjoys giving back to her community and is actively involved with Big Brothers Big Sisters Orange County and the Humane Society.
Phone: 949-863-5800 Email: misty.delomba2nmfn.com
Michael Dodge – Director, Sponsorship
Michael Dodge has been a Financial Services Professional with New York Life for three years. Prior to coming to the company, he spent several years in the mortgage industry where the majority of his time was spent as a Secondary Marketing Manager. He currently lives with his wife, Kristyn, and two children in Anaheim Hills. Helping making a positive impact in the lives of others is what drives his passion.
Phone: 949-797-2473 Email: mdodge@ft.newyorklife.com
Annette Fadness – Director, Membership
Annette Fadness has spent the last five years helping seniors make sound financial decisions. She is currently a reverse mortgage consultant with Wells Fargo Home Mortgage. Prior to that, she headed a boutique long-term care insurance agency, helping individuals and financial planners find the right LTCi policy. Annette holds a B.A. in history and an M.B.A. in marketing, both from UCLA. She lives in Irvine with her husband and two sons, where she is an active volunteer for Boy Scouts and PTA.
Phone: 714-469-9618 Email: annette.fadneww@wellsfargo.com
Jerry Packer – Executive Director
Jerry Packer holds a Bachelor of Arts in business administration from California State University, Fullerton. Jerry is currently vice president and co-owner of The Droz Group, an association management company based in Laguna Beach, CA. Previously, Jerry was co-owner of EXHIBITCORP, a Los Angeles based company specializing in the design, manufacturer and logistics of exhibits and trade show displays worldwide.
Phone: 949-715-4193 Email: jerry.packer@naifaoc.org
