303.358.2015 | email@example.com
Marc joined CUNA Mutual Group in 2017 after 12 years with some of the industry’s top insurance and investment companies, including AXA and Transamerica. He has a bachelor’s degree from University of the Pacific in Stockton, California.
Marc loves outdoor sports like skiing and biking, but as the father of two young kids, lately he prefers to spend his free time wrangling babies with his wife. They live in Colorado, where Marc was born and raised.
Simplicity and growth are the foundation of Marc’s partnership with advisors. He knows advisors lead busy lives, so his goal is to make things easy. He helps create investment strategies for clients that allow people to achieve their investment goals without the worry. Marc knows that his business grows when his advisors’ business grows, so he always comes prepared to share what other top advisors are doing to attract and retain clients.
720.670.9844 | firstname.lastname@example.org
Greg came from Jackson National to CUNA Mutual Group in 2016. He has a bachelor’s degree in economics with a minor in international business. His licenses include Colorado life insurance and he is also FINRA registered.
Greg has been an annuities wholesaler for more than a decade, specializing in fixed, fixed index and variable annuities. He and his wife love their labradoodle, Woodford. They also enjoy traveling, camping and snowmobiling.
Greg knows the world of annuities is vast and increasingly complex. His approach to partnering with advisors involves helping them navigate through it so they can utilize the best solutions for their clients’ needs.