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Mark joined CUNA Mutual Group in 2018. With more than 20 years of financial industry experience, Mark has been both an advisor and a consultant. He has worked for companies including Merrill Lynch, Citibank and AssetMark. He has a bachelor’s degree from Indiana University and life and health insurance licenses.
Mark spends his free time with his wife and two sons, and they enjoy traveling and the outdoors. Mark is also an avid golfer.
Using industry best practices, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.
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.