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Jermaine joined CUNA Mutual Group in 2021. He has eight years of experience selling annuities with the last five focusing on the distribution of over 65 different carriers with Ash Brokerage. He attended University of Bridgeport in Connecticut and majored in business and finance.
Jermaine lives in Nashville,TN with his fiancée Sheena and his 90-pound flat-coated Retriever, Huxley. He grew up in the Bronx, NY and admits since moving to Music City, country music has grown on him. He enjoys spending time with family, working out and has an impressive bourbon collection from his days wholesaling in Kentucky. He also owns a 100-gallon freshwater aquarium and enjoys collecting exotic fish.
Jermaine focuses primarily on what his advisors want to accomplish personally. If an advisor mentions wanting to grow his business he always asks “why”. He finds being aligned with his advisor’s personal and professional goals are a perfect recipe for a healthy relationship.
Adam joined CUNA Mutual Group in 2014 and has more than 10 years of experience in the financial services industry. Adam is originally from Madison, WI and he earned a bachelor’s degree from the University of Wisconsin-Platteville.
This past year, Adam became a newlywed and relocated to sunny Southern California with his wife and their 90-pound lap dog, Walter. Family and friends are extremely important to Adam. So, when Adam is not working or studying to complete his CFP designation, he spends his spare time working out, biking and hiking the trails at state and national parks, tailgating at football and baseball games, going on date nights with his lovely wife Mehwish, and exploring all that Southern California has to offer.
Adam is motivated by helping people achieve goals. He focuses on what his clients and advisors want to accomplish personally. If there is something that he’s unable to help with, he will work diligently to find an answer and ensure advisors find the right solutions for their clients.