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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.
Adam has more than 10 years of experience in the financial services industry and joined CUNA Mutual Group in 2014. He earned a bachelor’s degree from the University of Wisconsin-Platteville.
Adam is a Madison native and helps coach his former high school’s wrestling team. In his spare time, he enjoys spending time with friends and family and watching Badgers and Packers games.
Adam is motivated and driven to help people. If an answer is not readily available, Adam will work diligently to find one and ensure advisors get to the right solutions for their clients.