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Mark joined CUNA Mutual Group in 2018. With more than 20 years of financial industry experience, Mark has been both an advisor and a consultant. He has worked for companies including Merrill Lynch, Citibank and AssetMark. He has a bachelor’s degree from Indiana University and life and health insurance licenses.
Mark spends his free time with his wife and two sons, and they enjoy traveling and the outdoors. Mark is also an avid golfer.
Using industry best practices, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.
Michael joined CUNA Mutual Group in 2018, after more than 5 years of experience in the financial services industry, including annuity wholesaling for Brighthouse Financial. He studied business at the University of Iowa in Iowa City, IA.
In his free time, Michael enjoys spending time with his family and friends, as well as watching and playing sports.
Michael is known for rolling up his sleeves, getting into the trenches and working hard to become a go-to resource for the advisors he serves. He brings great ideas, unique perspectives and enthusiastic, high energy to advisor relationships.
Adam has more than 10 years of experience in the financial services industry and joined CUNA Mutual Group in 2014. He earned a bachelor’s degree from the University of Wisconsin-Platteville.
Adam is a Madison native and helps coach his former high school’s wrestling team. In his spare time, he enjoys spending time with friends and family and watching Badgers and Packers games.
Adam is motivated and driven to help people. If an answer is not readily available, Adam will work diligently to find one and ensure advisors get to the right solutions for their clients.
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