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.
Jeff joined CUNA Mutual Group in 2017 after working in banking, advising and wholesaling for seven years. He has a bachelor’s degree in business and sports management from Washington State University and is working on his Certified Financial Planner (CFP®) designation. He was previously employed with Symetra Financial.
Jeff is both a sports fan, an athlete and a coach. He supports the Seattle Seahawks and spends his free time coaching basketball or playing golf. When he partners with advisors, Jeff never wants to sell people things they don’t need. His approach is about solving problems. He asks questions, listens and provides solutions.