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Eric’s 20+ year career in the financial services industry includes external annuities-related roles at MassMutual, Smith Barney and an independent marketing organization. He earned a bachelor’s degree from Southern Illinois University and a master’s degree from Eastern Illinois University.
When he’s not working, Eric is an avid outdoorsman.
For more than two decades, Eric has assisted advisors in the area of guaranteed retirement income planning, insured asset accumulation and estate planning. As an advocate of professional financial planning, he understands the responsibility advisors have to provide a quality client experience, and he’s committed to helping them add value to their practice.
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.
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