205.715.3847 | email@example.com
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.
828.676.5674 | firstname.lastname@example.org
Joey has been with CUNA Mutual Group since 2017. A graduate of Waldorf College with a Bachelor of Business Administration, he is FINRA registered and holds Life, Health and Sickness, and Long-Term Care insurance licenses.
Before joining CUNA Mutual Group, Joey spent six years selling insurance and annuities, both as an advisor and a distributor. He also served six years in the U.S. Navy, including three deployments to the Middle East.
Joey’s first passion is his family, and he enjoys hiking, swimming and outdoor activities. Joey knows that, to an advisor, the most important things are clients and time. He strives to help his advisor partners gain more of both, while delivering respect, honesty and detailed support.