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Chris brings his impeccable leadership experience to TruStage™ as a purpose-driven executive with a 23-year (and counting) track record of designing and implementing industry-leading sales strategies and developing impactful investments that have collectively raised over a trillion dollars. Prior to these remarkable achievements, Chris earned his BS and MBA from Fairfield University in Connecticut.
You can find Chris striving for excellence outside the workplace, too — even at the Ironman triathlon, which he’s successfully completed. Motivation and innovation are prevalent in his household, as his wife founded and continues to run a non-profit school called UP Academy in San Mateo, CA. When he’s not working or preparing for triathlons, Chris enjoys spending time with his family and two dogs.
Chris is passionate about building teams with a focus on diversity and inclusion, taking special interest in entrepreneurs who care about Cerebral Palsy. He’s currently focused on bringing innovative solutions to financial advisors to help them have a greater impact on the people and causes they believe in most.
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Holds Series 6 and 63 Registrations
Leilani joins TruStage™ with over 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the CUNA team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide.
When she’s not working to help advisors make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.
Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her advisors, with a consultative needs analysis approach that works to build relationships and keep advisors’ clients at the heart of every conversation.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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