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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 the 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 relationship 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.
Lan joined CUNA Mutual Group in 2018 with five years of prior experience working for Lincoln Financial. She has a bachelor’s degree from Temple University in Philadelphia.
Lan loves family time at the beach with her husband and two dogs. She can’t survive without chocolate, cheese, or comedy. She loves to learn new things and has recently taken up knitting.
With an emphasis on professional growth, Lan partners with advisors to help them share the story of risk control and ideas to achieve their production goals.
Austin joined CUNA Mutual Group in 2018 with more than 6 years of experience in the financial industry as a registered rep. He received his degree in Investment Finance from the University of Northern Iowa.
In his free time, Austin enjoys spending time with his wife, Rashell, and their three dogs as well as playing golf and cheering on his favorite sports teams.
Austin is known for being very thorough, hard-working and believes in differentiating himself through superior service. His experience as an advisor allows him to offer interesting perspectives with the advisors he currently works with. High energy, enthusiasm and dedication are three traits he brings to the job every day.
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.
FOR REPRESENTATIVE USE ONLY; NOT TO BE SHOWN TO THE GENERAL PUBLIC