Jeff joined CUNA Mutual Group in 2017 after working in banking, advising and wholesaling for seven years. He has a bachelor’s degree in business and sports management from Washington State University and is working on his Certified Financial Planner (CFP®) designation. He was previously employed with Symetra Financial.
Jeff is both a sports fan, an athlete and a coach. He supports the Seattle Seahawks and spends his free time coaching basketball or playing golf. When he partners with advisors, Jeff never wants to sell people things they don’t need. His approach is about solving problems. He asks questions, listens and provides 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, 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.