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The Legacy Award

This is the highest award presented by NAIFA-GWDC and Helping Hands Society. In 2009, we combined the traditions and prestige of the 63-year award called Bernard L. Wilner, and the 41-year award called Harry L. Myers/Victor E. Brandrup. This Legacy award recognizes an individual, in a single annual presentation, for outstanding service and dedication to the National Association of Insurance and Financial Advisors-Greater Washington over an extended period of time, and in conformance with the highest standards of professional conduct and unselfish community service. The individual is further commended for adherence to the principles of trusteeship and stewardship on behalf of the insurance and financial services industry. The Legacy Award will continue to honor the memories and achievements of the leaders whose names appear on the predecessor awards.

Ryan Buck

Ryan D. Buck, CLTC, is the Co-Founder of, and Financial Adviser Representative with, Financial Freedom Advisers which he helped to establish after years of working in the financial services industry. Ryan has developed his career with such positions as Financial Adviser and Associate Brokerage Director for nearly a decade with MassMutual’s number one brokerage team, Mid-Atlantic Broker Services, as well as Partner and Vice President of his brokerage firm Freedom Broker Services, LLC. Ryan and his partner Kevin P. Conley formed Financial Freedom Advisers to offer their 60 years combined experience working with families, business owners and executives to deliver a comprehensive range of product, company and financial planning solutions to their valued clients.

As a graduate from Virginia Tech’s Pamplin School of Business with a B.S. in Finance, preceded by a background in engineering, Ryan spent his early career focused on financial planning within the deaf community. This came as a natural progression as a result of his personal experiences in growing up as the son of a deaf mother. This enabled him to use his fluency in ASL and strengthened his passion for helping others. Ryan combined his personal aptitudes with his dedication to the insurance and financial services industry and channeled his skill sets towards participating in various charitable functions over the years to include National Association of Insurance and Financial Advisors (NAIFA) as well as The Greater Washington Foundation of Insurance and Financial Advisors (GWFIFA). Ryan has been a 15 year contributing member to NAIFA, serving on the board as the Immediate Past President of NAIFA’s Greater Washington DC Chapter. Ryan is also a three-time member of the distinguished Million Dollar Round Table.

Matthew Grace

Matt joined First Financial Group in 2007 and started his career helping families and small business owners plan and save for the future. He focuses on solving complicated planning issues with successful business owners, helping to integrate their personal goals with their business means to reduce and minimize income and estate taxes. Matt helps business owners look up, and past, the day-to-day grind to acknowledge they no longer need to work for paying bills and start working to create a legacy. Those legacies may be for their children and grandchildren, their employees, their community, charities, or a combination thereof. He loves seeing an operator realizing they have already out run their needs and start to see new possibilities for the future open up. Matt has served in various capacities on the GWDC Board, including Treasurer, President Elect, President, Young Advisor Team Chair, IFAPAC Treasurer, and National Committee Person. He received the 2023 Legacy Award in recognition of dedication and service to the National Association of Insurance & Financial Advisors (NAIFA)-Greater Washington.

C. Kevin Jones

Kevin has more than 35 years of financial service experience. He is a Chartered Financial Consultant, Retirement Income Certified Professional, Chartered Life Underwriter, and Accredited Investment Fiduciary. He holds a BA in Economics from the College of William and Mary and an MS degree in financial services from The American College. He is a past president of the Greater Washington Chapter of Financial Service Professionals, founder and past chairman of the National Capital Business Ethics Awards, and past president of Arlington Senior Babe Ruth Baseball. Kevin was the recipient of the 2020 Legacy Award in recognition of dedication and service to the National Association of Insurance & Financial Advisors (NAIFA)-Greater Washington and in conformance with the highest standards of professional conduct and community service. He currently serves on the boards of the Arlington Community Foundation and the Helping Hands Society of Greater Washington. He is head coach of the Yorktown High School Boys’ varsity tennis team.

Peter E. Glassman

For over 30 years, Peter has provided financial advice to some of Washington, DC’s top attorneys. Through this experience, Peter has continually refined his understanding of the unique challenges and opportunities these busy professionals face. As a CFP, Peter not only assists clients with developing plans, he also works to ensure the successful implementation of the investment insurance and other strategies require to see the plans come to fruition. Active on the MassMutual Advisors Association for many years, Peter served as Chairman of the Wealth Management Committee from 2016 – 2018. Peter served as President of the Helping Hands Society of Greater Washington from 2015-2018. Past board service has included Big Brothers/Big Sisters, Hope for Henry and Health in Harmony. Peter was honored as the 2019 recipient of The Legacy Award given by NAIFA-GWDC in recognition of high standards of professional conduct and service to their community.

Previous Legacy Award recipients:

Dilip Jhaveri

LACP

2018

Paul Dougherty

LUTCF, FSS, HIA

2017

Connie Golleher

CLTC, LACP

2016

Brock T. Jolly

CFP, CLU, ChFC, CLTC, CASL, CFBS

2015

Matthew C. Weider

CLU, ChFC

2014

Scholastica Guziak

2013

Ronald E. Jerro

CLU*

2012

Randy L. Scritchfield

CFP

2011

M. Paul Friedman

CLU, LUTCF

2010

*2020 and 2022 were not awarded due to the COVID-19 pandemic.

The Bernard L. Wilner Award

Instituted in December, 1946, by Morton Wilner in honor of Bernard, who was an active member in the life insurance and financial advising industry prior to World War II. While beyond draft age, Bernard volunteered to serve his country in the Army, and died during World War II. Individuals chosen to receive this award were selected because of their high standards of professional conduct and service to their community.

Recipients of the Bernard L. Wilner Award

Keith M. Eig

CLU, CLTC

2008

William N. Haraway

CLU, ChFC, LUTCF*

2007

Jay A. Bell

LUTCF, CLTC*

2006

Joseph L. Davis

CLU, ChFC, CFP

2005

Kevin P. Conley

CLU, CASL, CLTC, LUTCF

2004

Jeffrey D. Hamblen

CLU, ChFC, CFP

2003

Norman R. Hines

CLU, ChFC

2002

Frank R. Dye

CLU, ChFC*

2001

Anthony Morris

CLU, LUTCF

2000

*Deceased

The Harry L. Meyer/Victor E. Brandrup Award

This award was established following Harry’s untimely death on June 17, 1968. Harry served as President of both the Suburban Maryland Life Underwriters Association and the Maryland State Association of Life Underwriters. The Meyer Award was renamed the Meyer/Brandrup Award in recognition, and in memory of, another outstanding leader in the local NAIFA community, Victor E. Brandrup, CLU, ChFC, LUTCF, following his death in 2007. Vic served as president of the Suburban Maryland LUA in 1973, and was also the executive director, president and national committeeman of NAIFA-Maryland during the 1970s and 1980s.

Recipients of the Meyer/Brandrup Award

Kevin Conley

CLU, CASL, CLTC, LUTCF

2008

Michael P. Burns

CLU, ChFC, CFP, AEP, LUTCF

2007

Ronald P. Rubin

LUTCF

2006

Richard L. Stone

CLU, LUTCF, CBC

2005

Richard Jacob

LUTCF

2004

Kathy Scritchfield

2003

Paul Reavis

RFC, LUTCF, CLTC

2002

Nancy L. Thompson

2001

Patrick S. Durbin

LUTCF

2000

*Deceased

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