828.808.2031 | firstname.lastname@example.org
Aaron stated 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.
602.541.3800 | email@example.com
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.