Joe began his career with CUNA Mutual Group in 2021. He has been in the financial services industry for 8 years, most recently wholesaling annuities at Jackson National for 5 years.
Joe is originally from Poynette, Wisconsin, and if he is not working, he is likely doing something outdoors. He enjoys spending his free time golfing, skiing and hiking.
Joe brings a consultative approach to his position as a wholesaler with a focus on best serving the end client. He takes great pride in his ability to partner with advisors to grow their practices and make a lasting, positive impact on the lives of everyone he works with.
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.
