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Christos has been in the financial services industry for more than 21 years with companies including MetLife, Transamerica and Allstate where he was a leading performer. He holds a bachelor’s degree in finance/accounting from the College of Staten Island.
Christos lives in Lawrenceville, NJ with his wife Gina and their 2 children, Nicoletta and Demetri. He prides himself on being civic minded and giving back to the community. He is on the local board as a fund raiser to help with the community sports programs and he also coaches his son’s travel baseball team and daughter’s softball team.
Christos’ philosophy on working with advisors is to take a consultative approach to investing and really be the go-to person for all his clients. He truly understands the wants of clients and focuses all his efforts on helping provide them with the right solution for their investment strategy. Christos brings a passion to this business that is unmatched.
Shawn has been part of the CUNA Mutual Group call center since 2016 where he assisted customers and advisors with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.
Shawn and his wife have a son and daughter and enjoy spending their free time with them—either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.
Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways in which he can help them.