Trent has been with CUNA Mutual Group since 2011 and has had seven years of experience in life insurance and annuity wholesaling. He received his Bachelor of Business Administration in Marketing and Finance from the University of Wisconsin-Milwaukee.
Trent enjoys traveling, cooking and trying new restaurants in the Chicagoland area with his wife, Ellie and daughter, Brinley. Trent loves to spend time outdoors fishing, hiking and boating in Wisconsin during the summer and fall seasons.
Trent believes successful advisors win business by creating lasting relationships with clients built on trust, shared expectations and transparency — and he takes the same approach when he partners with advisors.
Kimberly joined CUNA Mutual Group in 2018. She obtained a bachelor’s degree in Business Administration with an emphasis in Corporate Finance from Upper Iowa University and is currently working towards her master’s in that same program.
Outside of schoolwork, she enjoys working in the garden, golfing, reading and going for walks with her dog. Kimberly and her husband also enjoy attending Iowa Hawkeye sporting events and spending time with family.
Her strength when working with advisors is being thorough, dependable, proactive and affable. With her experience, she can provide unique perspectives to help with marketing ideas.
