The WIFS 80th Year Anniversary Video

The WIFS 80 Year Anniversary Video Debuted At Conference

Members Qualify for 2016 Circle of Excellence

WIFS National Circle of Excellence

Congratulations 2016 Qualifiers

 The combined total income of the 189 qualifiers reached $55.9 million, this is a $9.8 million increase over last year!

This represents a 24% increase in WIFS National members who elected to participate and be recognized.

We are proud of the outstanding achievements of this group and especially our own Phila/Tri-County Chapter members.

Congratulations to:

  • Carol Brian
  • Georgia Chletcos
  • Margaret Crossland
  • Melanie Dahl
  • Cindy Diccianni
  • Barbara Morse
  • Sheila Stith

A special Recognition Luncheon will be held at the 2016 National Conference in Chicago for all the qualifiers.  The winner of the Infinity Award will also be announced during this time.

Members Qualify for 2015 WIFS Circle of Excellence

WIFS National Circle of Excellence

WIFS National has announced the 2015 Circle of Excellence Qualifiers.  This year, the combined total income of the 152 qualifiers reached $46.1 million, a $3 million increase over last year!

Congratulations to seven of our Phila/Tri-County Chapter qualifying members.

  • Carol E. Brian
  • Georgia I. Chletcos, CLTC, LUTCF
  • Margaret L. Crossland, CLTC, LUTCF
  • Melanie K. Dahl
  • Cynthia Diccianni, RN, ChFC, CSA, CLTC, AEP
  • Barbara Morse
  • Sheila D. Stith, CSA

The Circle of Excellence Recognition Luncheon, sponsored by TransAmerica, will honor the qualifiers during the 2015 National Conference in Baltimore. The winner of the WIFS Infinity Award will be announced during this luncheon.

Chapter Members in the News

Eileen McDonnell, President and CEO of Penn Mutual named the 2015 Huebner  Gold Medal recipient. Click here to learn more about our Phila/Tri-County member’s recognition.

Sheila Stith, CSA, President of Stith & Associates Health Insurance Agency (WIFS Chapter Chair of Membership Committee) will be attending the 2014 Million Dollar Round Table Conference in Toronto, Canada on June 8-11, 2014. This is the 5th year in a row that Sheila has qualified for this prestigious award since starting her agency 7 years ago.

Alexandra Kurlowicz, AKonsultant (WIFS Chapter Secretary & Program Chair) had an article published in the Journal of Financial Service Professionals, ( May 2014, Vol. 68 Issue 3), entitled: Women in Financial Planning. Abstract: Over 50 percent of the U.S. workforce is female with more and more women making financial decisions for themselves and their families. Studies have shown that women prefer to work with women advisors. This is a great opportunity for women to enter into the role of financial producers.

Christy H. Neill, CFP, ChFC, CRPC, CFS. Financial Adviser/Certified Financial Planner. After 10 years as an employee of Ameriprise Financial Services, Christy has been promoted to a franchisee position and has acquired her own office located in Center City Philadelphia.

Cindy Diccianni, RN, ChFC, CSA, CLTC, AEP, Investment Advisory Representative, Diccianni Financial Group (WIFS Chapter President) As part of the 50th Anniversary celebration of the Montgomery County Community College, 50 of their top alumni will be recognized for their contribution to the college, achievements in the community and for being inspirational role models and legacy to the school. Cindy has been selected by MCCC as one of their top 50 alumni.

Members Qualify for 2014 WIFS Circle of Excellence

WIFS National has announced the  2014 WIFS Circle of Excellence qualifiers.

Congratulations  to three of our Phila/Tri-County Chapter qualifying members:

  • Ruby – Cindy Diccianni, RN, ChFC, CSA, CLTC, AEP
  • Pearl – Sheila Stith, CSA
  • Topaz – Georgia Cheltos, LUTCF,CLTC

All qualifiers will be presented with a special award during the Circle of Excellence Recognition Luncheon sponsored by Met Life on Friday, October 24th at the 2014 WIFS National Conference in Orlando.

Be a WIFS Reporter

We are looking for items of interest about our Chapter members (promotion, new company/position, was on TV, earned a designation, MDRT, recognition awards, started own company, special accomplishment, had a baby, got engaged or married, retired, etc)

Provide a paragraph below on an item that is of importance to you and would be of interest to the Chapter members. Send to the chapter via email at: or via the contact form.

Welcome 2014 New Members

Kim Dula, CPA , Friedman, LLP

David Fleisher, MetLife

Janice Haman, Trellis Insurance Agency

April Heiser, Independence Planning Group

Ann Hugosson, Independence Planning Group

Lori Leathers, Devon Financial Partners

Vickie Maletteri, Financial Group/Mass Mutual

Melony Oestrich, Mass Mutual

Ramona Santos, Davinci Financial Designs

Jodee Scannapieco, Creative Financial Group

Ellen Stark Thornton, Re/Max Keystone

Susan Triggiani, Agency by the Mall

Meet WIFS in Orlando 2014!

WIFS 2014 Conference

Imagine the Future! Save the Date for 2014!   Join us October 23rd-25th, 2014 in Orlando, Florida for fantastic workshops, amazing speakers, expert panel discussions and much more!  Mark your calendar now for 2014, you won’t want to miss this!

Learn more as details become available here.