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Dawne Lesieur
Dawne Lesieur
Regional Vice President

Dawne began her career at CUNA Mutual Group in 2021. She holds a bachelor’s degree in English from the University of Rhode Island and has spent more than 21 years in the financial services industry, wholesaling with companies such as Jackson National, AIG, and Transamerica.

Dawne lives in Pomfret Center, Connecticut with her husband, Stephen, and children, Christina and Timothy along with Amelia, a Great Dane, and Harley, a chocolate Lab. In Dawne’s spare time, she enjoys reading, running, family time at the beach, watching Timothy at the hockey rink and on the baseball field and going to New England sporting events.

Dawne’s biggest goal is to build a lasting relationship with each financial advisor. Dawne listens to the needs of the advisor and the client to help find the solution. She wants to be that go-to person to help the advisor find the best solution to help the client sleep well at night knowing that they are on the right path through retirement. Dawne builds trust with each advisor so they will have a long-lasting relationship in and outside of work.

  • Chartered Retirement Planning Counselor℠ (CRPC®)
  • Certified Fund Specialist™ (CFS™)
  • Securities Registered with FINRA®
  • Holds Series 7 and 63 Registrations
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Jack Comey
Jack Comey
Regional Vice President

Jack joined CUNA Mutual Group in 2019, after more than 15 years of experience in the financial services industry. He studied at Saint Joseph’s University where he earned a bachelor’s degree in marketing.

Jack lives in Perry Hall, MD, with his wife Yvonne and three children, Shayla, Jack and Cole. In his spare time, he enjoys spending time with his family, traveling and being involved in sports, especially coaching youth basketball and soccer.

Jack prides himself in taking a consultative needs-based approach to serving clients. He educates and trains advisors on solutions that help prepare their clients for a secure and rewarding retirement. Jack has experience with educational workshops, social security optimization, team building, branding and building sales presentations.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 63 Registrations
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Arjun Khadka
Arjun Khadka
Annuity Sales Consultant

Arjun joined CUNA Mutual Group in 2014 and has more than 13 years of experience in the industry as a retirement and investment representative as well as a licensed insurance rep. He received his bachelor’s degree in Business Studies—Accounting and Finance as well as his master’s degree in Business Studies—Finance and Investment.

Arjun has been married for 10 years and lives with his wife, daughter and mother. He prides himself on being civic-minded and enjoys volunteering at local non-profit organizations. His goal is to do his small part in making the world a better place for our community and children. In his spare time, he is a true sports fan and participates in cricket, volleyball, soccer and badminton as well as spending time with family and friends.

Arjun takes pride and has a passion for helping others. His ability to stay focused and positive in all situations is an asset when working with advisors.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 Registrations
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Jim Burke
Jim Burke
Regional Vice President

Jim came to CUNA Mutual Group in 2017 after more than 25 years in the financial services industry. He has a bachelor’s degree in finance from Providence College in Rhode Island, and he has been a wholesaler for companies including Transamerica Capital, Lincoln Financial, John Hancock and Evergreen Funds.

Jim has been married for 24 years, has one son and is passionate about his family.

Jim’s philosophy for helping advisors grow their business is to really understand how they run their practices.

  • Behavioral Finance Advice™ (BFA™)
  • National Social Security AdvisorSM (NSSA®)
  • Securities Registered with FINRA®
  • Holds Series 7, 63 and 65 Registrations
CMGA-2873352.3-0521-0623
Ross Kuchenbecker
Ross Kuchenbecker
Annuity Sales Consultant

Ross began his career in the financial industry as an insurance agent at Modern Woodmen of America and then transitioned to a financial representative with Guardian Life. He joined the CUNA Mutual Group annuities team in 2020. Ross earned his bachelor’s degree in finance from the University of Wisconsin – Whitewater.

Ross and his girlfriend have a cat (that thinks she’s a dog) along with a puppy who keep things very interesting in their household. In his free time, he enjoys golfing when the weather permits, working out and partaking in everything that Madison has to offer.

With his previous experience as an advisor, Ross understands the advisor role and can speak to some of the planning that they do with their clients. This understanding allows him to help advisors build a solution that can make positive change to the client’s future.

  • Behavioral Finance Advice™ (BFA™)
  • National Social Security Advisor℠ (NSSA®)
  • Securities Registered with FINRA®
  • Holds Series 6, 63 and 65 Registrations
CMGA-3457035.2-0921-1023
Christos Bouroutis
Christos Bouroutis
Regional Vice President

Christos has been in the financial services industry for more than 21 years with companies including MetLife, Transamerica and Allstate where he was a leading performer. He holds a bachelor’s degree in finance/accounting from the College of Staten Island.

Christos lives in Lawrenceville, NJ with his wife Gina and their 2 children, Nicoletta and Demetri. He prides himself on being civic minded and giving back to the community. He is on the local board as a fund raiser to help with the community sports programs and he also coaches his son’s travel baseball team and daughter’s softball team.

Christos’ philosophy on working with advisors is to take a consultative approach to investing and really be the go-to person for all his clients. He truly understands the wants of clients and focuses all his efforts on helping provide them with the right solution for their investment strategy. Christos brings a passion to this business that is unmatched.

  • Securities Registered with FINRA®
  • Holds Series 7 and 63 Registrations and Life and Health Licenses
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Scott Wert
Scott Wert
Regional Vice President

Scott joined CUNA Mutual Group in 2019, after more than 16 years of experience in the financial services industry. He earned a bachelor’s degree in finance from Shippensburg University.

He lives in West Chester, PA, with his wife Allison and their three kids: Zach, Dylan and Molly. In his free time, Scott enjoys taking the family to the beach, running, golf and Philadelphia sports.

Scott specializes in personal sales strategies and custom marketing support on a variety of timely topics. His annuity review process provides advisors with a valuable resource that can help make an immediate impact on the advisor’s practice. Over the years, he has built a reputation of being a hardworking, hard-charging, service minded, caring professional who knows how to get results and help others be their best.

  • Behavioral Finance Advice™ (BFA™)
  • Securities Registered with FINRA®
CMGA-2873340.3-0521-0623
Ross Kuchenbecker
Ross Kuchenbecker
Annuity Sales Consultant

Ross began his career in the financial industry as an insurance agent at Modern Woodmen of America and then transitioned to a financial representative with Guardian Life. He joined the CUNA Mutual Group annuities team in 2020. Ross earned his bachelor’s degree in finance from the University of Wisconsin – Whitewater.

Ross and his girlfriend have a cat (that thinks she’s a dog) along with a puppy who keep things very interesting in their household. In his free time, he enjoys golfing when the weather permits, working out and partaking in everything that Madison has to offer.

With his previous experience as an advisor, Ross understands the advisor role and can speak to some of the planning that they do with their clients. This understanding allows him to help advisors build a solution that can make positive change to the client’s future.

  • Behavioral Finance Advice™ (BFA™)
  • National Social Security Advisor℠ (NSSA®)
  • Securities Registered with FINRA®
  • Holds Series 6, 63 and 65 Registrations
CMGA-3457003.2-0521-0623
Mark Ruhe
Mark Ruhe
Regional Vice President

Mark joined CUNA Mutual Group in 2018. With more than 20 years of financial industry experience, Mark has been both an advisor and a consultant. He has worked for companies including Merrill Lynch, Citibank and AssetMark. He has a bachelor’s degree from Indiana University and life and health insurance licenses.

Mark spends his free time with his wife and two sons, and they enjoy traveling and the outdoors. Mark is also an avid golfer.

Using industry best practices, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.

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Jeff Lindeman
Jeff Lindeman
Regional Vice President

Jeff joined CUNA Mutual Group in 2017, after eight years as a Regional Director with Protective Life. He has a bachelor’s degree in finance from Ohio State University in Columbus, and he received a Certified Retirement Counselor (CRC®) designation from Texas Tech University. He has also been included on LIMRA’s list of “25 Rising Stars of Retirement Under 40.”

Jeff likes to spend time with his wife and daughter. He prefers to be outdoors, either playing sports or watching them.

When he works with advisors, Jeff helps them bring the value of risk control to their clients. He strives to understand advisors’ needs and provide strategies to help them grow their business.

  • Behavioral Finance Advice™ (BFA™)
  • National Social Security Advisor℠ (NSSA®)
  • Certified Retirement Counselor (CRC®)
  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
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Tyson Hein
Tyson Hein
Annuity Sales Consultant

Tyson Hein joined CUNA Mutual Group in 2021 with experience working in customer service with Prudential Insurance, in banking as a branch manager with Associated Bank, and in telecommunications as a business director with AT&T. More recently, he spent two years working as a financial advisor with Edward Jones before joining the CUNA Mutual Group team.

Tyson is a fan of all local Wisconsin sports teams including the Badgers, Packers, Bucks, as well as the Lakers. He is a proud father of two kids and the happy husband to his middle school sweetheart. When he isn’t working, he spends his time finding things to keep his kids entertained and laughing. He enjoys camping and hiking, when Wisconsin weather allows it.

Tyson brings his knowledge and expertise from banking and working as a financial advisor to help advisors grow their business and serve their clients. Working with advisors to navigate the intersect between products and services and their needs. His strengths include virtual presentation and communication and thinking outside the box to find solutions.

  • Securities Registered with FINRA®
  • Holds Series 7 and 66 Registrations
CMGA-2873330.2-0121-0223
Sean Mason
Sean Mason
Regional Vice President

Sean has spent 21 years in the financial services industry, with companies including John Hancock, Prudential, AIG and Jackson. He attended Ball State University and graduated with a bachelor’s degree in political science and criminal justice.

Sean and his wife, Kara, have a daughter, Katie, and son, Nicholas as well as Katie's retired service dog, Paisley. He enjoys sports, especially golf, and traveling with family. Sean is also involved with United Cerebral Palsy of Greater Indiana, which, because of his daughter, is near and dear to his heart.

Sean is an industry professional with knowledge and sales leadership working with advisors and clients to create income solutions.

  • Securities Registered with FINRA®
  • Holds Series 6, 7 and 63 Registrations and Life and Health Licenses
CMGA-3456997.2-0521-0623
Trent Gibbon
Trent Gibbon
Regional Vice President

Trent joined CUNA Mutual Group in 2017, after nine years of experience selling annuities with Transamerica and Prudential. He has a Bachelor of Science in Business Administration with a minor in marketing from Albright College in Reading, Pennsylvania.

Trent spends his free time with his wife and children, Charlie and Genevieve. He enjoys golf, and he is also a guitar player and songwriter. He is the fourth generation of his family to work in financial services.

His philosophy about collaborating with advisors is simple: Trent cares. He cares about his advisors’ business, their clients and their financial well being. He’s witnessed the challenges facing clients from all walks of life, and his goal is to find the best possible solution to help them achieve their goals.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 6 and 63 Registrations
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Arjun Khadka
Arjun Khadka
Annuity Sales Consultant

Arjun joined CUNA Mutual Group in 2014 and has more than 13 years of experience in the industry as a retirement and investment representative as well as a licensed insurance rep. He received his bachelor’s degree in Business Studies—Accounting and Finance as well as his master’s degree in Business Studies—Finance and Investment.

Arjun has been married for 10 years and lives with his wife, daughter and mother. He prides himself on being civic-minded and enjoys volunteering at local non-profit organizations. His goal is to do his small part in making the world a better place for our community and children. In his spare time, he is a true sports fan and participates in cricket, volleyball, soccer and badminton as well as spending time with family and friends.

Arjun takes pride and has a passion for helping others. His ability to stay focused and positive in all situations is an asset when working with advisors.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 Registrations
CMGA-2873311.2-1021-1123
Michael Hansbury
Michael Hansbury
Regional Vice President

Michael joined CUNA Mutual Group in 2018, after more than 22 years of experience in the financial services industry, including 17 years of experience wholesaling annuities. He majored in business and legal studies at the University of Massachusetts in Amherst, MA.

Michael is a U.S. Army combat veteran, having served honorably with the 101st Airborne Division in the Persian Gulf. He’s an avid Boston sports fan and dedicated father of two teenage boys.

Michael develops strong collaborative relationships with advisors. Over his career, he has built a proud reputation of helping advisors grow and protect their clients’ retirement portfolios.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 63 Registrations
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Adam Khalifa
Adam Khalifa
Annuity Sales Consultant

 Adam joined CUNA Mutual Group in 2014 and has more than 10 years of experience in the financial services industry. Adam is originally from Madison, WI and he earned a bachelor’s degree from the University of Wisconsin-Platteville. 

This past year, Adam became a newlywed and relocated to sunny Southern California with his wife and their 90-pound lap dog, Walter. Family and friends are extremely important to Adam. So, when Adam is not working or studying to complete his CFP designation, he spends his spare time working out, biking and hiking the trails at state and national parks, tailgating at football and baseball games, going on date nights with his lovely wife Mehwish, and exploring all that Southern California has to offer. 

Adam is motivated by helping people achieve goals. He focuses on what his clients and advisors want to accomplish personally. If there is something that he’s unable to help with, he will work diligently to find an answer and ensure advisors find the right solutions for their clients. 

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 registrations
  • Securities Registered with FINRA® 
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Adam Khalifa
Adam Khalifa
Annuity Sales Consultant

Adam has more than 10 years of experience in the financial services industry and joined CUNA Mutual Group in 2014. He earned a bachelor’s degree from the University of Wisconsin-Platteville.

Adam is a Madison native and helps coach his former high school’s wrestling team. In his spare time, he enjoys spending time with friends and family and watching Badgers and Packers games.

Adam is motivated and driven to help people. If an answer is not readily available, Adam will work diligently to find one and ensure advisors get to the right solutions for their clients.

  • Behavioral Finance Advice™ (BFA™)
CMGA-2873378.2-0521-0623
Tom Taylor
Tom Taylor
Regional Vice President

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.

  • Behavioral Finance Advice™ (BFA™)
  • Chartered Retirement Planning Counselor℠ (CRPC®)
  • Holds Series 6, 7 and 65 Registrations
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Jesse Hanawalt
Jesse Hanawalt
Annuity Sales Consultant

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™ (BFA™)
  • Holds Series 6 and 63 Registrations
CMGA-2873280.2-1021-1123
Jeff Thatcher
Jeff Thatcher
Regional Vice President

Jeff has been with CUNA Mutual Group since 2017 and has worked in finance for the last 10 years including banking, advising and wholesaling. He has a bachelor’s degree in Sports Management and Business Administration from Washington State University.

Outside of work, Jeff is very active playing on several sports teams, including golf, softball, tennis and basketball. He has been a season ticket holder for the Seattle Seahawks for 12 years and enjoys working with youth and coaching any chance he gets.

When partnering with advisors, Jeff never wants to sell anyone something that they don’t need. His approach is to ask a lot of questions, uncover potential problems and provide realistic and specific solutions.

  • Behavioral Finance Advice™ (BFA™)
  • National Social Security Advisor℠ (NSSA®)
  • Holds Series 7 and 66 Registrations
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Jesse Hanawalt
Jesse Hanawalt
Annuity Sales Consultant

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™ (BFA™)
  • Holds Series 6 and 63 Registrations
CMGA-2873294.2-1021-1123
Logan Kramer
Logan Kramer
Regional Vice President

Logan joined CUNA Mutual Group in 2020 after previously working at WealthVest Financial Partners, Ameriprise Financial Services, and most recently at Allianz Life Financial Services. He holds a bachelor’s of business administration degree from the University of North Dakota.

Logan was born and raised in St. Paul and currently lives in the Twin Cities area. When he is not working with clients, he enjoys golfing, boating, as well as attending Vikings and Wild games, and following his alma mater North Dakota hockey.

Logan’s background as a CFP® professional helps him support his advisors through a consultative approach centered around the client’s goals. Logan helps advisors improve their clients’ financial plans, as well as strengthening his advisors’ businesses through leveraging cutting-edge investment solutions, valuable market insights, and turnkey practice management solutions.

  • Certified Financial Planner® (CFP®)
  • Certified Investment Management Analyst® (CIMA®)
  • Securities Registered with FINRA®
  • Holds Series 7 and 63 Registrations
CMGA-3154320.2-0121-0223
Tyson Hein
Tyson Hein
Annuity Sales Consultant

Tyson Hein joined CUNA Mutual Group in 2021 with experience working in customer service with Prudential Insurance, in banking as a branch manager with Associated Bank, and in telecommunications as a business director with AT&T. More recently, he spent two years working as a financial advisor with Edward Jones before joining the CUNA Mutual Group team.

Tyson is a fan of all local Wisconsin sports teams including the Badgers, Packers, Bucks, as well as the Lakers. He is a proud father of two kids and the happy husband to his middle school sweetheart. When he isn’t working, he spends his time finding things to keep his kids entertained and laughing. He enjoys camping and hiking, when Wisconsin weather allows it.

Tyson brings his knowledge and expertise from banking and working as a financial advisor to help advisors grow their business and serve their clients. Working with advisors to navigate the intersect between products and services and their needs. His strengths include virtual presentation and communication and thinking outside the box to find solutions.

  • Securities Registered with FINRA®
  • Holds Series 7 and 66 Registrations
CMGA-3154320.2-0121-0223
Joe Neff
Joe Neff
Regional Vice President

Joe began his career with CUNA Mutual Group in 2021. He has been in the financial services industry for 8 years, most recently wholesaling annuities at Jackson National for 5 years.

Joe is originally from Poynette, Wisconsin, and if he is not working, he is likely doing something outdoors. He enjoys spending his free time golfing, skiing and hiking.

Joe brings a consultative approach to his position as a wholesaler with a focus on best serving the end client. He takes great pride in his ability to partner with advisors to grow their practices and make a lasting, positive impact on the lives of everyone he works with.

  • Securities Registered with FINRA®
  • Holds Series 6, 7, 63 and 65 Registrations and Life and Health Licenses
CMGA-3456984.2-0521-0623
Mark Pappas
Mark Pappas
Regional Vice President

Mark has been with CUNA Mutual Group since 2017. He holds a bachelor’s degree in finance from Michigan State University and has spent more than 24 years in the financial services industry, with companies including AIG and John Hancock. 

Mark lives in the Midwest with his wife and three children. When he’s not working with advisors, Mark enjoys attending his children’s sporting events and golfing. 

Mark understands the challenges today’s advisors face and offers a professional, consultative approach to wholesaling. He values his reputation among financial advisors as a go-to resource for actionable ideas and time-tested strategies. 

• Behavioral Finance Advice™ (BFA™) 

• National Social Security AdvisorSM (NSSA®) 

• Certified Retirement Planning Counselor (CRPC®) 

• Securities Registered with FINRA® 

  • Behavioral Finance Advice™ (BFA™)
  • Chartered Retirement Planning Counselor℠ (CRPC®)
  • Certified Retirement Planning Counselor (CRPC®)
CMGA-2873215.2-1021-1123
Steve Krueger
Steve Krueger
Annuity Sales Consultant

Steve joined CUNA Mutual Group in 2009 and has more than 10 years of experience in life insurance and retirement and investments. He graduated from Madison Area Technical College.

Steve and his wife, Adrienne, live in Sun Prairie, WI and enjoy spending time with their 14 nieces and nephews. Steve is also on the quest to attend a football game at each NFL stadium as well as visit other historic venues throughout the country.

Steve finds that his previous experience as a financial advisor allows him to relate to and have credibility with advisors even if it is the first time speaking with them about our products.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 Registrations
CMGA-2873215.2-1021-1123
Trent Tredinnick
Trent Tredinnick
Regional Vice President

Trent has been with CUNA Mutual Group since 2011 and has had seven years of experience in life insurance and annuity wholesaling. He received his Bachelor of Business Administration in Marketing and Finance from the University of Wisconsin-Milwaukee.

Trent enjoys traveling, cooking and trying new restaurants in the Chicagoland area with his wife, Ellie and daughter, Brinley. Trent loves to spend time outdoors fishing, hiking and boating in Wisconsin during the summer and fall seasons.

Trent believes successful advisors win business by creating lasting relationships with clients built on trust, shared expectations and transparency — and he takes the same approach when he partners with advisors.

  • Certified Financial Planner™ (CFP®)
  • Behavioral Finance Advice™ (BFA™)
  • National Social Security Advisor℠ (NSSA®)
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Steve Krueger
Steve Krueger
Annuity Sales Consultant

Steve joined CUNA Mutual Group in 2009 and has more than 10 years of experience in life insurance and retirement and investments. He graduated from Madison Area Technical College.

Steve and his wife, Adrienne, live in Sun Prairie, WI and enjoy spending time with their 14 nieces and nephews. Steve is also on the quest to attend a football game at each NFL stadium as well as visit other historic venues throughout the country.

Steve finds that his previous experience as a financial advisor allows him to relate to and have credibility with advisors even if it is the first time speaking with them about our products.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 Registrations
CMGA-2873181.2-1220-0123
Jermaine McFarquhar
Jermaine McFarquhar
Regional Vice President

Jermaine joined CUNA Mutual Group in 2021. He has eight years of experience selling annuities with the last five focusing on the distribution of over 65 different carriers with Ash Brokerage. He attended University of Bridgeport in Connecticut and majored in business and finance.

Jermaine lives in Nashville,TN with his fiancée Sheena and his 90-pound flat-coated Retriever, Huxley. He grew up in the Bronx, NY and admits since moving to Music City, country music has grown on him. He enjoys spending time with family, working out and has an impressive bourbon collection from his days wholesaling in Kentucky. He also owns a 100-gallon freshwater aquarium and enjoys collecting exotic fish.

Jermaine focuses primarily on what his advisors want to accomplish personally. If an advisor mentions wanting to grow his business he always asks “why”. He finds being aligned with his advisor’s personal and professional goals are a perfect recipe for a healthy relationship.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-3450920.2-1021-1123
Jason Alicea
Jason Alicea
Regional Vice President

Jason joined CUNA Mutual Group in 2018 after more than 20 years in the financial services industry. His experience wholesaling annuities, mutual funds and life insurance includes positions at Edison Risk, Protective Annuities and Ohio National Financial. Jason has a finance degree from the University of Colorado at Denver.

Jason spends his free time with his family and wife, Aimee, and enjoys golf, sports and traveling.

Jason is a valuable resource to advisors, where he uses his experience and knowledge in risk management strategies to help build up business and increase production.

  • Behavioral Finance Advice™ (BFA™)
CMGA-2873166.2-0521-0623
Kiley Cooper
Kiley Cooper
Annuity Sales Consultant

Kiley graduated from Indiana University with a degree in economics, and over 3 years quickly moved up the ranks at Jackson from the CDP program to making positive impacts covering top territories in the wirehouse channel.

Kiley lives in Seattle, Washington, and in her spare time, she rides the Peloton, crafts, reads, and enjoys exploring the Pacific Northwest.

Kiley’s passionate about finding strategies to help clients build their most confident financial future. She’s organized and hardworking, and prides herself on providing outstanding customer service that foresees and preempts advisor needs.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-2873166.2-0521-0623
Joseph Allocco
Joseph Allocco
Regional Vice President

Joseph joined CUNA Mutual Group in 2020 after working at Nationwide Financial and QuickInsured. He holds a bachelor’s of business administration degree from Kent State.

Joseph and his fiancé reside in Houston and enjoy traveling and exercising. They are also big “foodies” and take trips throughout the state in pursuit of interesting restaurants and cocktail bars.

Joseph helps advisors by offering creative solutions to unique client problems, assisting with portfolio construction, designing income plans and marketing their business.

  • Chartered Financial Consultant® (ChFC®)
  • Holds Series 6 and 63 Registrations
CMGA-3162649.2-0521-0623
Dan Schuman
Annuity Sales Consultant

Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in finance and risk management and insurance.

Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time, they enjoy traveling, cooking and home renovation projects.

Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-3162649.2-0521-0623
Carlton Patton
Carlton Patton
Regional Vice President

Carlton joined Northwestern Mutual after graduating from Dallas Baptist University in 2013, and started his career as a wholesaler with Transamerica before joining CUNA Mutual Group
in 2020.

Carlton and his wife, Alex, welcomed their first child in 2020. They enjoy spending time together outdoors with their Goldendoodle, Knox. Carlton enjoys grilling with his family, as well as golfing as often as possible.

Carlton’s focus is on developing strong client relationships and providing creative ideas to help them generate revenue and grow their business. His goal is to inspire confidence in advisors, and encourage them to reach out to him, knowing he adds value during their consultation.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-3596078.1-0521-0623
Dan Schuman
Annuity Sales Consultant

Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in finance and risk management and insurance.

Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time, they enjoy traveling, cooking and home renovation projects.

Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-3596078.1-0521-0623
Eric Norton
Eric Norton
Regional Vice President

Eric began his career at CUNA Mutual Group in 2021 with over 20 years of financial industry experience. He holds a bachelor’s degree in business from Skidmore College, and has worked for financial firms including Prudential, Nationwide and Lincoln.

Eric lives in Phoenix, Arizona, with his wife and two teenage children. When he is not helping advisors throughout the Southwest to grow their practices, you can find Eric cheering on the athletic and academic endeavors of his children, or restoring and modifying classic cars.

Time spent on both sides of the desk gives Eric unique insight into the challenges his advisors face, and a strong background that includes relationships in financial institutions.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations and Life and Health Licenses
CMGA-3457003.2-0521-0623
Marc Rowe
Marc Rowe
Regional Vice President

Marc joined CUNA Mutual Group in 2017 after 12 years with some of the industry’s top insurance and investment companies, including AXA and Transamerica. He has a bachelor’s degree from the University of the Pacific in Stockton, California.

Marc loves outdoor sports like skiing and biking, but as the father of two young kids, lately he prefers to spend his free time wrangling babies with his wife. They live in Colorado, where Marc was born and raised.

Simplicity and growth are the foundation of Marc’s relationship with advisors. He knows advisors lead busy lives, so his goal is to make things easy. He helps create investment strategies for clients that allow people to achieve their investment goals without the worry. Marc knows that his business grows when his advisors’ business grows, so he always comes prepared to share what other top advisors are doing to attract and retain clients.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 63 Registrations
CMGA-2873134.2-1021-1123
Austin Sorg
Austin Sorg
Annuity Sales Consultant

Austin joined CUNA Mutual Group in 2018 and has more than 8 years of experience in the financial industry. He received his degree in Investment Finance from the University of Northern Iowa.

In his free time, Austin enjoys spending time with his wife Rashell, his daughter Shaylee, and their three dogs. He loves a good competition whether it is golfing, darts, cornhole or cheering on his favorite sports teams.

Austin is known for being very thorough, hard-working and believes in differentiating himself through superior service. His experience as an advisor allows him to offer interesting perspectives with the advisors he currently works with. High energy, enthusiasm and dedication are three traits he brings to the job every day.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 Registrations
CMGA-2873134.2-1021-1123
Isaac Sandberg
Isaac Sandberg
Regional Sales Consultant

Isaac began his career at CUNA Mutual Group in 2021. His career took off at Allianz on the life insurance sales desk and throughout his employment there, he had the luxury of selling many life and annuity solutions through various wholesaling channels. He holds a bachelor’s degree from University of Minnesota in human development and family studies.

Isaac is a music fanatic and lives by the motto “if the song is good, it’s good—no matter the genre.” He leans more toward some genres than others, but always welcomes the opportunity to hear new songs others think are great. He is a fanatic of the NFL, NBA and CFB. Lamar Jackson is his NFL favorite and in his opinion, Lebron James is the greatest athlete to ever touch a basketball.

When Isaac’s wholesaling career began in 2018, he understood from that point forward that his professional passion lies in wholesaling. Isaac is truly an open book, and he looks forward to connecting and getting acquainted with everyone.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations and Life and Health Licenses
CMGA-3457023.1-0221-0323
Josh Nemiroff
Josh Nemiroff
Regional Vice President

Josh began his career at CUNA Mutual Group in 2021 and has previous experience in the financial services industry wholesaling at Jackson National and as a financial advisor with Cetera. He holds a bachelor’s degree from the University of California Santa Barbara in environmental science with a minor in spatial science. Josh lives in San Francisco and enjoys going to the beach, golfing, and skiing with his free time.

Josh dedicates his efforts to helping financial advisors and their clients plan for retirement. He has worked extensively with financial advisors over the years helping them determine the appropriate strategies and solutions to address their client’s concerns and questions in the retirement income planning process. Using industry best practices, Josh works with advisors as a consultant and is focused on helping them build profitable businesses while helping their clients achieve their goals.

Josh believes successful advisors win business by creating lasting relationships with clients built on trust, shared expectations and transparency — and he takes the same approach when he partners with advisors.

  • Certified Financial Planner™ (CFP®)
  • Securities Registered with FINRA®
  • Holds Series 7 and 63 Registrations and Life and Health Licenses
CMGA-3457035.2-0912-1023
Alan Ireton
Alan Ireton
Regional Sales Consultant

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 graduated from 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.

  • Behavioral Finance Advice™ (BFA™)
  • National Social Security AdvisorSM (NSSA®)
  • Securities Registered with FINRA®
CMGA-3412329.1-0121-0223
Shawn Lee
Shawn Lee
Annuity Sales Consultant

Shawn has been part of the CUNA Mutual Group call center since 2016 where he assisted customers and advisors with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.

Shawn and his wife have a son and daughter and enjoy spending their free time with them—either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.

Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways in which he can help them.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations and Life and Health Licenses
CMGA-3450611.1-0221-0323
Shawn Lee
Shawn Lee
Annuity Sales Consultant

Shawn has been part of the CUNA Mutual Group call center since 2016 where he assisted customers and advisors with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.

Shawn and his wife have a son and daughter and enjoy spending their free time with them—either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.

Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways in which he can help them.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations and Life and Health Licenses
CMGA-3450677.1-0221-0323
Spencer Goodridge
Spencer Goodridge
Regional Sales Consultant

Spencer joined CUNA Mutual Group in 2021. His previous experience included work as internal client advisor at JPMorgan Asset Management where he helped provide small- to mid-size business owners in Texas an opportunity to start 401(k) retirement plans for themselves and their employees. Prior to joining JPMorgan, Spencer spent 3.5 years as a hybrid and internal annuity wholesaler with Nationwide Mutual Insurance where he covered several territories, including D.C., Maryland, and Virginia. Spencer earned a bachelor’s degree from Franklin University in marketing and business administration and is currently working on his ChFC and CFP designations at The American College.

Originally from Liberia, Spencer currently lives in Columbus, Ohio where he grew up. He has been involved in many community-based nonprofit works that target providing resources and support to families in his home country of Liberia. He is an avid Ohio State football fan, enjoys watching European soccer and spending time with his wife Crystal, son Spencer III and his daughter Scarlet.

Spencer is a resource for advanced annuity planning concepts and looks to help advisors grow their business and better serve their clients.

  • Associate, Life and Health Claims (ALHC)
  • Securities Registered with FINRA®
  • Holds Series 6, 7 and 63 Registrations and Life and Health and Variable Licenses
CMGA-3486305.1-0321-0423
Nick Fraser
Nick Fraser
Regional Sales Consultant

Nick joined CUNA Mutual Group in 2021 and has been in the financial service industry for the past six years selling annuities and mutual funds. He started his career with Pacific Life in Omaha, Nebraska and most recently Transamerica in Denver, Colorado. He graduated from Iowa State University with a Bachelor of Science in Management, Marketing and Finance.

In June 2021, Nick and his wife, Emily, will welcome a baby girl. In his free time, he enjoys socializing with family and friends, spending time enjoying the outdoors, and cheering on his favorite sports teams — the Chicago Bears and Iowa State Cyclones.

Nick realizes that when partnering with advisors, clients are their most important commodity. He is dedicated to becoming a first-class extension of his advisors’ practices, identifying client needs and offering strategies to help solve for those needs. He believes clients should always come first in this business and he’s excited to be part of a company that feels the same way.

  • Securities Registered with FINRA®
  • Holds Series 6, 7 and 63 Registrations and Life and Health Licenses
CMGA-3490390.1-0321-0423
Travis Kellner
Travis Kellner
Annuity Sales Consultant

Travis has worked in finance for more than 12 years, starting with MetLife as an advisor and advancing to player-coach for advisors before moving to Transamerica. His knowledge and hard work enabled him to develop and grow multiple territories as an internal wholesaler, and he qualified multiple times as top internal sales producer at Transamerica before joining CUNA Mutual Group.

Travis lives in Denver with his wife and two children. In what little free time life brings his way, he enjoys skiing and golf, and he’s looking forward to watching the Broncos again at Mile High Stadium.

Travis prides himself on serving as a go-to resource both for advisors and colleagues. His experience as both an advisor and a wholesaler enable him to build strong relationships, to anticipate and support any need and to continue growing in an evolving industry.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-2873340.3-0521-0623
Travis Kellner
Travis Kellner
Annuity Sales Consultant

Travis has worked in finance for more than 12 years, starting with MetLife as an advisor and advancing to player-coach for advisors before moving to Transamerica. His knowledge and hard work enabled him to develop and grow multiple territories as an internal wholesaler, and he qualified multiple times as top internal sales producer at Transamerica before joining CUNA Mutual Group.

Travis lives in Denver with his wife and two children. In what little free time life brings his way, he enjoys skiing and golf, and he’s looking forward to watching the Broncos again at Mile High Stadium.

Travis prides himself on serving as a go-to resource both for advisors and colleagues. His experience as both an advisor and a wholesaler enable him to build strong relationships, to anticipate and support any need and to continue growing in an evolving industry.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-2873352.3-0521-0623
Kiley Cooper
Kiley Cooper
Annuity Sales Consultant

Kiley graduated from Indiana University with a degree in economics, and over 3 years quickly moved up the ranks at Jackson from the CDP program to making positive impacts covering top territories in the wirehouse channel.

Kiley lives in Seattle, Washington, and in her spare time, she rides the Peloton, crafts, reads, and enjoys exploring the Pacific Northwest.

Kiley’s passionate about finding strategies to help clients build their most confident financial future. She’s organized and hardworking, and prides herself on providing outstanding customer service that foresees and preempts advisor needs.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-3456997.2-0521-0623
Andrew Schroeder
Andrew Schroeder
Regional Sales Consultant

Andrew graduated with a degree in history in 2015, and started his career as an internal wholesaler with MetLife/Brighthouse Financial, where he worked for 5 years. He’s thrilled to support CUNA Mutual Group’s product line, company culture and future growth.

Andrew and his dog, Buddy, are New York Yankees fans. (In fact, he’s a season ticket holder.) He’s also a volunteer at the birthplace of President James K. Polk, and in his spare time, Andrew also enjoys golf, craft beer, and listening to podcasts.

Andrew appreciates his role as the go-to expert annuities resource for advisors. He strives to bolster his product knowledge with industry news and competitive information. He also takes the time to connect with advisors on a personal level, and he works hard to make his calls the ones advisors look forward to receiving.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-3577290.1-0521-0623
Brian Hogan
Brian Hogan
Regional Vice President

Brian is joining CUNA Mutual Group after 13 years in the Financial Services industry. He earned a bachelor’s degree in finance from Ithaca College as a four-year member of the football program. Brian started his career after college at Lincoln Financial based out of Philadelphia. He started his outside wholesaling career in Louisiana before moving to Atlanta in 2013.

Brian lives in Atlanta, GA, with his newlywed wife, Bethany. In his free time, Brian enjoys traveling, Florida vacations with his family and all things Philly sports.

Brian specializes in custom marketing strategies and personal sales support on a variety of retirement topics. His value is best demonstrated by helping grow an advisor’s practice in an impactful and insightful way geared toward long-term success. Brian is known for his service minded approach to the business, ability to get results and willingness to help his advisors succeed.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-2873378.2-0521-0623
Austin Sorg
Austin Sorg
Annuity Sales Consultant

Austin joined CUNA Mutual Group in 2018 and has more than 8 years of experience in the financial industry. He received his degree in Investment Finance from the University of Northern Iowa.

In his free time, Austin enjoys spending time with his wife Rashell, his daughter Shaylee, and their three dogs. He loves a good competition whether it is golfing, darts, cornhole or cheering on his favorite sports teams.

Austin is known for being very thorough, hard-working and believes in differentiating himself through superior service. His experience as an advisor allows him to offer interesting perspectives with the advisors he currently works with. High energy, enthusiasm and dedication are three traits he brings to the job every day.

  • Behavioral Finance Advice™ (BFA™)
  • Holds Series 7 and 66 Registrations
CMGA-3456984.2-0521-0623
Craig Bahrke
Craig Bahrke
Regional Sales Consultant

Craig joined CUNA Mutual Group in 2019 and is an accomplished sales professional with over 20 years of experience in the insurance industry. Craig has worked for notable firms including Pacific Life, Mutual of Omaha and most recently was the Vice President of Sales at All Access Brokerage. He has a bachelor’s degree in Business Management from the University of Northern Iowa.

Craig recently moved to Madison, Wisconsin from Omaha, Nebraska. In his spare time, he enjoys playing golf and watching sports as well as spending time with his family including his 11 nieces and nephews.

Craig’s tenured industry background, registrations and first-hand experience working directly with brokers has provided him the experience and training to help advisors in multiple lines of business.

  • Securities Registered with FINRA®
  • Holds Series 7, 24, 53, 63 and 65 Registrations
CMGA-3759166.1-0921-1023
Natali Sansone
Natali Sansone
Annuity Sales Consultant

Natali joined CUNA Mutual Group in 2021 and is a seasoned professional in the financial services industry and one of the few people able to call themselves a “Nashville native.” Having worked in the finance industry for the past 8 years, she brings the knowledge, expertise and skill sets of having performed in both sales and account management roles while driving annuity business. Natali has continually built very successful relationships across the industry with financial advisors and broker-dealer partners across all channels.

When Natali isn’t working on a project around the house, like changing light fixtures, building wall shelves, or getting the latest and greatest from HGTV, her favorite time spent is with her daughter, Gianna, husband, Geoffrey and their goldendoodle, Sam. Natali commits her passion to her family and believes there is no greater fuel to her fire to succeed than them. She is thrilled to transfer that passion to CUNA Mutual Group and continue to build her brand and network for such a wonderful cause and organization.

Natali is passionate about helping Americans find solutions for retirement needs and excited to promote growth for the organization. She prides herself on professionalism and believes that relationships are what is most important in life and business.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-3457035.2-0921-1023
Cody Cord
Annuity Sales Consultant

Cody’s experience in financial services dates to 2013. He served at Transamerica in roles including internal and external wholesaler, before joining CUNA Mutual Group in spring of 2021. He earned a bachelor’s degree in Japanese language and culture. 

Cody is an avid Japanese martial arts practitioner and former instructor whose decades of training included living and learning in Japan. He’s also an actively involved father to two children: a young fencer and a young dancer. 

His goals when working with advisors are helping them grow their businesses, saving them time and making their lives easier, using a consultative, listening-first approach

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
  • Behavioral Finance AdviceTM (BFA™) 
CMGA-3450733.2-1121-1223
Cody Cord
Annuity Sales Consultant

Cody’s experience in financial services dates to 2013. He served at Transamerica in roles including internal and external wholesaler, before joining CUNA Mutual Group in spring of 2021. He earned a bachelor’s degree in Japanese language and culture. 

Cody is an avid Japanese martial arts practitioner and former instructor whose decades of training included living and learning in Japan. He’s also an actively involved father to two children: a young fencer and a young dancer. 

His goals when working with advisors are helping them grow their businesses, saving them time and making their lives easier, using a consultative, listening-first approach

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
  • Behavioral Finance AdviceTM (BFA™) 
CMGA-2873361.2-1121-1223

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