Jack joined CUNA Mutual Group in 2019, after more than 14 years of experience in the financial services industry. He studied at Saint Joseph’s University where he earned a bachelor’s degree in Marketing, and he is registered with FINRA.
Jack lives in Perry Hall, MD, with his wife Yvonne and three children, Shayla, Jack and Cole. In his spare time, he enjoys spending time with his family, traveling and being involved in sports, especially coaching youth basketball and soccer.
Jack prides himself in taking a consultative needs-based approach to serving clients. He educates and trains advisors on solutions that help prepare their clients for a secure and rewarding retirement. Jack is an expert at educational workshops, social security optimization, team building, branding and building sales presentations.
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, and is registered with FINRA.
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.