NAIFA Massachusetts

4 Under 40 Event

  • Thursday, August 15, 2019
  • 8:30 AM - 11:00 AM
  • Charles River Country Club, 483 Dedham St, Newton, MA 02459


Registration is closed

NAIFA Massachusetts annual 4 Under 40 event is coming August 15 at the Charles River Country Club! Learn from the honorees who are among the best and brightest young advisors in Massachusetts. Learn how they:

  • get in front of new clients
  • use social media
  • get more referrals
  • gain trust of older prospects, clients and more...

Congratulations to the Awardees


Ian Frederick graduated from the University of New Hampshire’s Whittemore School of Business in 2006 with a B.S. in Business Administration.  After college he began his career with HSBC bank as a mortgage banker. He started his career at MassMutual 2008 in the Bedford NH office. Ian also works with business owners (he is a Certified Family Business Specialist) and has an alliance with a local credit union.  Roughly 35% of his clients are in the Greater Boston area with the remainder being in NH, ME, VT, CT, RI, NY, FL, NC, and CA. Ian lives in Hampton NH with his wife and two boys.


Evan Olson graduated from the University of Connecticut School of Business.  After college he began his career at Liberty Mutual as a Sales Associate. He started his career at NMWM in 2015 at the Boston Office. He is a Licensed Insurance Producer and has both Series 6/ Series 63 certifications. He achieved both Pacesetter 40 and 60 in his first year at NMWM. (Over 100 policies sold). Evan has been a Big Brother for over 3 years and wants nothing more than to see his “little brother” Armando succeed in life.


Corey Phillips graduated from Trinity College in 2008 with a dual Bachelor’s of Science Degree in Economics and in American National Government, Corey Phillips is now a Financial Advisor with The Bulfinch Group and is steadily building a thriving practice serving clients between 30-48 years old and business owners as well as the clients of two retired Guardian Life advisors. In January 2019, Corey earned the prestigious Retirement Income Certified Professional (RICP®) designation from The American College. Corey currently resides in Dalton, MA with his wife Erica, daughter Olivia, and his daughter Harper, who was born in July.


John Wagner  graduated from the University of Hartford with a B.A in Fine Arts.  john started his career at New York Life Insurance Company and then worked at Liberty Mutual. He has been promoted to Vice President at Robert Fine and Associates and brings business owners and families through the process of protecting themselves and building wealth they can attain and use. He qualified for our Leaders Club conference both years he has been eligible. Each time in only 6 months.

FREE for NAIFA Members
$35 for Non Members

Event Registration opens at 8:30 am and the Program begins promptly at 9:00 am. 

Charles River Country Club located at 483 Dedham Street in Newton is the setting for this year's Four Under 40 event!

Thanks to our 2019 Sponsor!


National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: (617) 402-5001 | Email:

© 2021 NAIFA Massachusetts, All Rights Reserved.


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