Tricia joined CUNA Mutual Group in 2018. A 12-year veteran of the financial services industry, she has worked for firms including Allianz, AssetMark, Genworth LTC and RiverSource. She has a bachelor’s degree from South Dakota State University and an MBA from Augsburg College in Minneapolis.
Tricia is committed to growth, learning and personal improvement. She loves fitness, traveling and spending time with family and friends.
Tricia takes a holistic view of helping advisors – offering ideas on small business owner strategies, complex wealth transfer strategies, estate planning, charitable giving and the use of annuities in client portfolios. She is frequently called upon to speak at training and educational seminars for financial advisors, clients and CPAs.
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.