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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 and golfing.
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 resource for actionable ideas and time-tested strategies.
Brian McKelvey brings more than a decade of experience in financial services to CUNA Mutual Group. Previously, Brian led the sales, marketing, and business development of third-party model portfolios for Weatherstone Capital Management, as a Business Development Consultant. Prior to Weatherstone, he served as the Director of Marketing & Business Development for Crescat Capital, overseeing the marketing and capital-raising efforts of hedge funds and long-only investment strategies to institutional investors across the globe. Additionally, Brian has held various positions with Transamerica, including Virtual RVP, Internal Wholesaler, and Supervisor, assisting with sales efforts and initiatives across variable annuity and mutual fund product lines throughout many independent broker/dealers, wire-houses, and banks.
Brian and his wife, Becky, are both Colorado natives and reside in Parker, CO, with their three young boys, Aidan, Noah, and Ethan, and their dog, Maisie. As an Eagle Scout, Brian works with youth as a leader with the BSA (formerly Boy Scouts of America), throughout Douglas County, and serves as a Board Member for the Horseshoe Ridge HOA. Having grown up in Colorado, Brian enjoys skiing, hiking, camping, and anything outdoors related.
•Associate, Life Management Institute™ (ALMI®)
•Holds Series 6 and 63 Registrations
Steve joined CUNA Mutual Group in 2009 and has more than 10 years of experience in life insurance and retirement and investments. He graduated from Madison Area Technical College.
Steve and his wife, Adrienne, live in Sun Prairie, WI and enjoy spending time with their 14 nieces and nephews. Steve is also on the quest to attend a football game at each NFL stadium as well as visit other historic venues throughout the country.
Steve finds that his previous experience as a financial advisor allows him to relate to and have credibility with advisors even if it is the first time speaking with them about our products.
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