Jim came to CUNA Mutual Group in 2017 after more than 25 years in the financial services industry. He has a bachelor’s degree in finance from Providence College in Rhode Island, and he has been a wholesaler for companies including Transamerica Capital, Lincoln Financial, John Hancock and Evergreen Funds.
Jim has been married for 24 years, has one son and is passionate about his family.
Jim’s philosophy for helping advisors grow their business is to really understand how they run their practices.
Cody’s experience in financial services dates to 2013. He served at Transamerica in roles including internal and external wholesaler, before joining CUNA Mutual Group in spring of 2021. He earned a bachelor’s degree in Japanese language and culture.
Cody is an avid Japanese martial arts practitioner and former instructor whose decades of training included living and learning in Japan. He’s also an actively involved father to two children: a young fencer and a young dancer.
His goals when working with advisors are helping them grow their businesses, saving them time and making their lives easier, using a consultative, listening-first approach.
