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Jim Burke, BFA™
Regional Vice President

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508.208.7482 | jim.burke@cunamutual.com

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.

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Scott Wargo
Regional Associate

203.733.0196 | scott.wargo@cunamutual.com

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.

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CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Base Policy forms 2012-SPDMGIA; 2015-VA-B and 2015-VA-C; 2008-SPIA-I, 2008-SPIA-LO and 2008-SPIA-DB; ICC13-DIA, ICC13-DIA(B) and 2013-DIA. MGA-1727597.2-0618-0720.

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