Brent joined CUNA Mutual Group in 2018, after more than a decade of experience with firms including S&P Investment Advisory Services, Sammons Retirement Solutions and Guardian Investor Services. Brent has a bachelor’s degree from Elon University in Elon, North Carolina, and an MBA from University of Massachusetts in Boston. He has a Life & Annuity insurance license and is registered with FINRA.
Brent lives in the East Bay area with his wife, two children and a dog. He enjoys taking his family on camping trips and bike rides, and is also an avid snowboarder, hiker and golfer.
With a strong background in annuities, Brent is driven to help financial advisors with creative and unique investment and sales strategies.
Lan joined CUNA Mutual Group in 2018 with five years of prior experience working for Lincoln Financial. She has a bachelor’s degrees from Temple University in Philadelphia, and she is also registered with FINRA.
Lan loves family time at the beach with her husband and two dogs. She can’t survive without chocolate, cheese, or comedy. She loves to learn new things and has recently taken up knitting.
With an emphasis on professional growth, Lan partners with advisors to help them share the story of risk control and ideas to achieve their production goals.