734.377.6952 | firstname.lastname@example.org
Mark has been with CUNA Mutual Group since 2017. He holds a bachelor’s degree in finance from Michigan State University and has spent more than 21 years in the financial services industry, with companies including AIG and John Hancock.
Mark lives in Canton, Michigan, with his wife and three children. When he’s not working with advisors throughout the Midwest, Mark enjoys attending his children’s sporting events, golfing and reading.
Mark understands the challenges today’s advisors face and offers a professional, consultative approach to wholesaling. He values his reputation among financial advisors as a go-to partner for sound solutions, actionable ideas and time-tested strategies.
312.203.3905 | email@example.com
Mark joined CUNA Mutual Group in 2018. With more than 20 years of financial industry experience, Mark has been both an advisor and a consultant. He has worked for companies including Merrill Lynch, Citibank and AssetMark. He has a bachelor’s degree from Indiana University and life and health insurance licenses, and is registered with FINRA.
Mark spends his free time with his wife and two sons, and they enjoy traveling and the outdoors. Mark is also an avid golfer.
Using industry best practices, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.