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.
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.
