513.431.8133 | firstname.lastname@example.org
Jeff joined CUNA Mutual Group in 2017, after eight years as a Regional Director with Protective Life. He has a bachelor’s degree in finance from Ohio State University in Columbus, and received a Certified Retirement Counselor (CRC) designation from Texas Tech University. He has also been included on LIMRA’s list of “25 Rising Stars of Retirement Under 40.”
Jeff likes to spend time with his wife and baby daughter. He prefers to be outdoors, either playing sports or watching them.
When he works with advisors, Jeff helps them bring the value of risk control to their clients.
He strives to understand advisors’ needs and provide solutions to help them grow their business.
608.216.8559 | email@example.com
Eric has been with CUNA Mutual Group for almost 10 years. He received his Bachelor of Business Administration with a concentration in finance from the George Mason University School of Management in Fairfax, Virginia. He has a Life and Health insurance license, is FINRA registered, and holds the Chartered Life Underwriter (CLU®) designation.
Eric enjoys interacting and conversing with others and learning from people from all walks of life. He is a builder — whether he’s working on relationships, strategies or tangible things.
Just like advisors working with clients, Eric approaches his partnership with advisors by thoroughly analyzing their circumstances to determine a strategy and fit. He focuses on providing education to enhance aspects of each advisor’s planning process, as well as presenting clear and concise direction with a product spotlight.