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Jack joined CUNA Mutual Group in 2019, after more than 15 years of experience in the financial services industry. He studied at Saint Joseph’s University where he earned a bachelor’s degree in marketing.
Jack lives in Perry Hall, MD, with his wife Yvonne and three children, Shayla, Jack and Cole. In his spare time, he enjoys spending time with his family, traveling and being involved in sports, especially coaching youth basketball and soccer.
Jack prides himself in taking a consultative needs-based approach to serving clients. He educates and trains advisors on solutions that help prepare their clients for a secure and rewarding retirement. Jack has experience with educational workshops, social security optimization, team building, branding and building sales presentations.
Arjun joined CUNA Mutual Group in 2014 and has more than 11 years of experience in the industry as a retirement and investment representative as well as a licensed insurance rep. He received his bachelor’s degree in Business Studies—Accounting and Finance as well as his master’s degree in Business Studies—Finance and Investment.
Arjun has been married for 8 years and lives with his wife, daughter and mother in the Madison area. He prides himself on being civic-minded and enjoys volunteering at local non-profit organizations. His goal is to do his small part in making the world a better place for our community and children. In his spare time, he is a true sports fan and participates in cricket, volleyball, soccer and badminton as well as spending time with family and friends.
Arjun takes pride and has a passion for helping others. His ability to stay focused and positive in all situations is an asset when working with advisors.