214.471.6911 | firstname.lastname@example.org
Kelly has been with CUNA Mutual Group since 2017. He received his Bachelor of Business Administration from the University of North Texas, is FINRA registered and holds a Texas Group 1 insurance license.
Kelly has more than 17 years of experience working in the long-term care and annuities business, with companies including AIG and Prudential. He’s dedicated to his wife of nearly 20 years and his two school-age daughters. They love spending time outdoors.
Kelly is passionate about helping people solve their retirement problems. He focuses on partnering with advisors as a consultant in every aspect of their practices, and he understands the importance of finding the best product solution for each client’s individual needs. He follows an ideology he calls “Mommy Rules,” which simply means that you should believe in any product you sell enough to sell it to your own mother.
602.541.3800 | email@example.com
Jeff joined CUNA Mutual Group in 2017 after working in banking, advising and wholesaling for seven years. He has a bachelor’s degree in business and sports management from Washington State University and is working on his Certified Financial Planner (CFP®) designation. He was previously employed with Symetra Financial.
Jeff is both a sports fan, an athlete and a coach. He supports the Seattle Seahawks and spends his free time coaching basketball or playing golf. When he partners with advisors, Jeff never wants to sell people things they don’t need. His approach is about solving problems. He asks questions, listens and provides solutions.