Aaron started working at CUNA Mutual Group in 2017, bringing with him 33 years of sales and marketing experience. He has 18 years of experience in annuity sales, working for Planco, Lincoln Financial and AIG. He attended University of Florida in Gainesville, and is licensed in Life, Health and Long-Term Care insurance. He is also registered with FINRA.
A self-proclaimed gym rat, Aaron is passionate about fitness and running. He’s an outdoorsman who enjoys watersports with his wife and daughter, and loves his German shepherds.
Aaron is all about relationships with his advisors, and prides himself on his experience nurturing partnerships and building teams. He delivers knowledge, enthusiasm, solid ideas and excellent service.
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, and is registered with FINRA.
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.