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Jeff has been with CUNA Mutual Group since 2017 and has worked in finance for the last 10 years including banking, advising and wholesaling. He has a bachelor’s degree in Sports Management and Business Administration from Washington State University.
Outside of work, Jeff is very active playing on several sports teams, including golf, softball, tennis and basketball. He has been a season ticket holder for the Seattle Seahawks for 12 years and enjoys working with youth and coaching any chance he gets.
When partnering with advisors, Jeff never wants to sell anyone something that they don’t need. His approach is to ask a lot of questions, uncover potential problems and provide realistic and specific solutions.
Alan joined CUNA Mutual Group in 2018. His 25-year career in financial services has included roles in financial advising and wholesaling for companies such as MFS, American Skandia, ING and Transamerica. Alan attended Keene State College in Keene, NH.
A sports enthusiast, Alan cheers on the teams of his hometown, Boston, and likes to spend his free time golfing and sailing. He and his wife enjoy being with their two daughters and two dogs.
When Alan partners with advisors, he realizes clients are their most important commodity. He is dedicated to becoming a first-class extension of his advisors’ practices.
Jesse joined CUNA MUTUAL GROUP in 2016 and has over 10 years of sales experience. Jesse attended the University of Minnesota where he studied Music and Communications.
Jesse lives in Waterloo, IA with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music in his free time.
With a strong background in sales, Jesse is motivated and determined to build strong lasting relationships with advisors by maintaining reliability and a positive attitude.
· Behavioral Financial Advice
· Holds Series 6 and 63 Registrations
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.
FOR REPRESENTATIVE USE ONLY; NOT TO BE SHOWN TO THE GENERAL PUBLIC