After earning her bachelor’s degree in education from the University of Alabama, Kassie started her career at Jackson National as a senior internal wholesaler and sales team lead covering several territories in the Northeast, before she moved on to Janus Henderson Investors. She joined CUNA Mutual Group in 2021.
In her spare time, Kassie enjoys running, golf and walking her yellow lab, Banks. She’s originally from Denver, and is grateful to be able to spend time with family and friends. She’s also an Alabama football fan, and loves to cheer on the Tide.
Kassie’s dedication to advisor success means she works to build strong relationships by providing product knowledge and solutions that fit individual client circumstances, as well as advisors’ individual practices. She aims to serve in a consultative role with innovative ideas that help advisors grow and succeed.
Adam joined CUNA Mutual Group in 2014 and has more than 10 years of experience in the financial services industry. Originally from Madison, WI, Adam earned a bachelor’s degree from the University of Wisconsin - Platteville.
Adam recently became a newlywed and relocated to sunny Southern California with his wife, Mehwish, and their 90-pound lap dog, Walter. When he’s not working or studying to complete his CFP designation, Adam spends his time working out, biking and hiking park trails, tailgating at football and baseball games with friends and family, going on date nights and exploring everything Southern California has to offer.
No matter the issue, Adam works diligently to find the right solutions for clients — even if they’re not immediately apparent. He fuels his motivation by helping people reach their goals and focuses on what his clients and advisors want to personally accomplish.
Series 7 and 66 registrations
