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Brian is joining CUNA Mutual Group after 13 years in the Financial Services industry. He earned a bachelor’s degree in finance from Ithaca College as a four-year member of the football program. Brian started his career after college at Lincoln Financial based out of Philadelphia. He started his outside wholesaling career in Louisiana before moving to Atlanta in 2013.
Brian lives in Atlanta, GA, with his newlywed wife, Bethany. In his free time, Brian enjoys traveling, Florida vacations with his family and all things Philly sports.
Brian specializes in custom marketing strategies and personal sales support on a variety of retirement topics. His value is best demonstrated by helping grow an advisor’s practice in an impactful and insightful way geared toward long-term success. Brian is known for his service minded approach to the business, ability to get results and willingness to help his advisors succeed.
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.