Matt joined CUNA Mutual Group in 2018, after more than 13 years of experience in the financial services industry at InSource and Allianz Life. He holds a Bachelor’s degree from North Central University, and is a Chartered Retirement Planning Counselor (CRPC®), a Retirement Income Certified Professional (RICP®) and is registered with FINRA. Matt enjoys spending time with his wife and four kids. His favorite pastimes are traveling, golfing, hunting and volunteering with his family at church. During his career, Matt has developed a comprehensive knowledge of the financial planning process. He enjoys the challenge of finding the right products for a variety of client situations and helping advisors do the same.
Eric has been with CUNA Mutual Group for almost 10 years. He received his Bachelor of Business Administration with a concentration in finance from the George Mason University School of Management in Fairfax, Virginia. He has a Life and Health insurance license, is FINRA registered, and holds the Chartered Life Underwriter (CLU®) designation.
Eric enjoys interacting and conversing with others and learning from people from all walks of life. He is a builder — whether he’s working on relationships, strategies or tangible things.
Just like advisors working with clients, Eric approaches his partnership with advisors by thoroughly analyzing their circumstances to determine a strategy and fit. He focuses on providing education to enhance aspects of each advisor’s planning process, as well as presenting clear and concise direction with a product spotlight.