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Tom joined CUNA Mutual Group in 2019 after more than two decades of experience as a financial advisor and annuity wholesaler with firms including Prudential Annuities and AIG Financial Distributors. He has a bachelor’s degree in Business Administration with a minor in Marketing from the University of New Orleans.
Having grown up in New Orleans, Tom’s true passion is Mardi Gras. He has been an active member of one of the largest Carnival parades in New Orleans for the past 37 years.
With a strong background in annuities, Tom is driven to help financial advisors with creative and unique investment and sales strategies.
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.
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.
Jesse joined CUNA MUTUAL GROUP in 2016 and has over 10 years of sales experience. Jesse attended the University of Minnesota where he studied Music and Communications.
Jesse lives in Waterloo, IA with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music in his free time.
With a strong background in sales, Jesse is motivated and determined to build strong lasting relationships with advisors by maintaining reliability and a positive attitude.
· Behavioral Financial Advice
· Holds Series 6 and 63 Registrations
Annuities are long-term insurance products designed for retirement purposes. Clients should consider a variable annuity's investment objectives, risking, charges and expenses carefully before investing. The prospectus contains this and other information. Encourage clients to read it carefully.
All guarantees are backed by the claims-paying ability of the issuer and do not extend to the performance of the underlying accounts which can fluctuate with changes in market conditions.
FOR REPRESENTATIVE USE ONLY; NOT TO BE SHOWN TO THE GENERAL PUBLIC