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.
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, extensive licensure and first-hand experience working directly with brokers has provided him the experience and training to help advisors in multiple lines of business.
