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Mark has been with CUNA Mutual Group since 2017. He holds a bachelor’s degree in finance from Michigan State University and has spent more than 24 years in the financial services industry, with companies including AIG and John Hancock.
Mark lives in the Midwest with his wife and three children. When he’s not working with advisors, Mark enjoys attending his children’s sporting events and golfing.
Mark understands the challenges today’s advisors face and offers a professional, consultative approach to wholesaling. He values his reputation among financial advisors as a go-to resource for actionable ideas and time-tested strategies.
• Behavioral Finance Advice™ (BFA™)
• National Social Security AdvisorSM (NSSA®)
• Certified Retirement Planning Counselor (CRPC®)
• Securities Registered with FINRA®
Steve joined CUNA Mutual Group in 2009 and has more than 10 years of experience in life insurance and retirement and investments. He graduated from Madison Area Technical College.
Steve and his wife, Adrienne, live in Sun Prairie, WI and enjoy spending time with their 14 nieces and nephews. Steve is also on the quest to attend a football game at each NFL stadium as well as visit other historic venues throughout the country.
Steve finds that his previous experience as a financial advisor allows him to relate to and have credibility with advisors even if it is the first time speaking with them about our products.