Jim came to CUNA Mutual Group in 2017 after more than 25 years in the financial services industry. He has a bachelor’s degree in finance from Providence College in Rhode Island, and has been a wholesaler for companies including Transamerica Capital, Lincoln Financial, John Hancock and Evergreen Funds.
Jim has been married for 22 years and has one son and is passionate about his family. Jim’s philosophy for helping advisors grow their business is to really understand how they run their practices.
Scott has been with CUNA Mutual Group since 2015. He is FINRA registered and holds Life and Health Insurance and Variable Annuities licenses.
Scott studied science in college, but he has had 15 years of experience in the industry, including more than a decade of wholesaling. He previously worked for Prudential Annuities. A dedicated family man, Scott is also passionate about his community.
Scott is committed to helping advisors by first understanding each advisor’s unique investment approach and relationship style. He strives to offer value and assistance in all aspects of practice.