Thursday, September 29, 2022 from 9:30 AM to 5:00 PM CDT
Add to Calendar 


Madison Building 
1st Floor Conference Room
15851 Dallas Parkway
Addison, TX 75001



Pam Thompson 

9-29-22 Summit for Success

Kevin Freeman, CFA, is considered one of the world's leading experts on the issues of Economic Warfare and Financial Terrorism. He is the host of the "Economic War Room" and founder of the National Security Investment Consultant (NSIC) Institute. He has consulted for and briefed members of both the U.S. House and Senate, present and past CIA, DIA, FBI, SEC, Homeland Security, the Justice Department, as well as local and state law enforcement. 


Andra Grava, CLU, RHU, is the Founder and Chief Innovation Officer for The DI Center.  He is an active member in several industry associations.  He is the 2022 President of NAIFA-Texas, past President of NAIFA-Dallas, and was honored as Dallas' O.C. Jackson Hall of Fame Award winner in 2016.  His widespread involvement and expertise have made him a national speaker on the topics of sales, practice management and disability insurance.


Mary Lyons, The Wealth Woman, is recognized in the nation's top 1% in the industry and has been a recipient of the Chairman's Council Award (top 10 producers with American United Life Insurance Company) for the past 10 years.  She is a second-generation financial advisor. Her fascination with investment planning started at dinner conversations with her parents, understanding wealth as a tool rather than an end goal.


Jesus Canas is a senior business economist at the Federal Reserve Bank of Dallas analyzing regional economic growth.  His research also focuses on issues pertaining to the U.S.-Mexico border economy and cross-border manufacturing.  He has written articles for academic journals.  His publication of "Texas Border Cities Illustrate Benefits and Challenges of Trade" has been mentioned in the Wall Street Journal, as well as in all major Texas newspapers.