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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.
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.