763.310.5548 | email@example.com
Anthony has been with CUNA Mutual Group since 2017. He is a graduate of the University of North Dakota, is FINRA registered, and he holds Life and Health insurance licenses. He is also a Certified Personal Coach (CPC) from the Legacy Learning and Franklin Covey Group.
Anthony’s long financial services career includes jobs at Allstate, Mass Mutual, Pacific Life and Prudential. He is also a professional landscape and wildlife photographer, as well as an avid pheasant hunter and fly fisherman.
As a professional coach, Anthony knows the importance of truly listening to his advisor partners. He’s passionate about educating them to become retirement income experts, and he enjoys hosting events and presentations that inspire clients to look forward to retirement.
608.216.8559 | firstname.lastname@example.org
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.