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Scott joined CUNA Mutual Group in 2019, after more than 16 years of experience in the financial services industry. He earned a bachelor’s degree in finance from Shippensburg University.
He lives in West Chester, PA, with his wife Allison and their three kids: Zach, Dylan and Molly. In his free time, Scott enjoys taking the family to the beach, running, golf and Philadelphia sports.
Scott specializes in personal sales strategies and custom marketing support on a variety of timely topics. His annuity review process provides advisors with a valuable resource that can help make an immediate impact on the advisor’s practice. Over the years, he has built a reputation of being a hardworking, hard-charging, service minded, caring professional who knows how to get results and help others be their best.
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.
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.
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