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Scott joined CUNA Mutual Group in 2019, after more than 16 years of experience in the financial services industry. He earned a bachelor’s degree in finance from Shippensburg University.
He lives in West Chester, PA, with his wife Allison and their three kids: Zach, Dylan and Molly. In his free time, Scott enjoys taking the family to the beach, running, golf and Philadelphia sports.
Scott specializes in personal sales strategies and custom marketing support on a variety of timely topics. His annuity review process provides advisors with a valuable resource that can help make an immediate impact on the advisor’s practice. Over the years, he has built a reputation of being a hardworking, hard-charging, service minded, caring professional who knows how to get results and help others be their best.
Ross began his career in the financial industry as an insurance agent at Modern Woodmen of America and then transitioned to a financial representative with Guardian Life. He joined the CUNA Mutual Group annuities team in 2020. Ross earned his bachelor’s degree in finance from the University of Wisconsin – Whitewater.
Ross and his girlfriend have a cat (that think she’s a dog) along with a puppy who keep things very interesting in their household. In his free time, he enjoys golfing when the weather permits, working out and partaking in everything that Madison has to offer.
With his previous experience as an advisor, Ross understands the advisor role and can speak to some of the planning that they do with their clients. This understanding allows him to help advisors build a solution that can make positive change to the client’s future.