608.327.9946 | firstname.lastname@example.org
Trent has been with CUNA Mutual Group since 2011 and has had four years of experience in life insurance and annuity wholesaling. He received his Bachelor of Business Administration in marketing and finance from University of Wisconsin, Milwaukee. Trent has a Life and Health insurance license and is also FINRA registered.
Trent is a family man and loves to spend time outdoors fishing, hiking and camping with his wife. He also enjoys tailgating, food and cabins.
Trent believes successful advisors win business by creating lasting relationships with clients built on trust, shared expectations and transparency — and he takes the same approach when he partners with advisors.
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.