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 he has been a wholesaler for companies including Transamerica Capital, Lincoln Financial, John Hancock and Evergreen Funds.
Jim has been married for 24 years, 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.
Alan joined CUNA Mutual Group in 2018. His 25-year career in financial services has included roles in financial advising and wholesaling for companies such as MFS, American Skandia, ING and Transamerica. Alan attended Keene State College in Keene, NH.
A sports enthusiast, Alan cheers on the teams of his hometown, Boston, and likes to spend his free time golfing and sailing. He and his wife enjoy being with their two daughters and two dogs.
When Alan partners with advisors, he realizes clients are their most important commodity. He is dedicated to becoming a first-class extension of his advisors’ practices.
