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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.
Keith has been in financial services for more than 20 years, having earned a double major in Marketing and Finance from the University of South Carolina. After serving as a financial advisor, he found his “home” on the wholesaling side. His previous experience includes being an internal wholesaler with John Hancock and AIG. In addition, he managed a multi-carrier sales desk within AIG for their distribution relationship with Edward Jones.
He and his family moved to a historic, 140-year-old home on 7.5 acres in Pulaski, Tennessee, after being in Nashville for 25 years. They’ve quickly become a DIY family, and sprucing up the home and property is a new hobby.
He believes that the wholesaler role is to be there as a growth and business building partner in addition to being the core product expert. His goal is to be the business partner that advisors want to call on, not only for an immediate case, but also to discuss future areas of growth and development.