Josh has been with CUNA Mutual Group since 2016. He received his Bachelor of Business Administration from the University of Mississippi, is FINRA registered, and is working toward obtaining the Certified Financial Planner (CFP®) designation.
With more than a decade of experience in financial services, Josh has worked with companies including Prudential, MetLife and Merrill Lynch. He lives with his wife and son in Birmingham, Alabama.
Josh considers his relationships with advisors partnerships, not sponsorships. He focuses on planning first, implementation second — always beginning with the end in mind. He is passionate about delivering a high level of service to advisors and their teams, built on trust and communication.
Alan joined CUNA Mutual Group in 2018. His 25-year career in financial services has included roles in financial advising and wholesaling for companies such as MFS, American Skandia, ING and Transamerica. Alan attended Keene State College in Keene, NH, and is registered with FINRA.
A sports enthusiast, Alan cheers on the teams of his hometown, Boston, and likes to spend his free time golfing and sailing. He and his wife enjoy being with their two daughters and two dogs.
When Alan partners with advisors, he realizes clients are their most important commodity. He is dedicated to becoming a first-class extension of his advisors’ practices.