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Prior to joining CUNA Mutual Group, Ron served as Regional Vice President at Securian Financial. There, he assisted financial advisors and their clients with retirement risk management strategies. Ron also spent two years as the SVP of Wealth Management at Republic Bank of Chicago where he established their wealth management division. Ron attended Robert Morris University of Chicago where he earned a BS in Accounting.
Born and raised in Chicago, Ron currently lives in Plainfield, Illinois with his wife and son. He is very active in his church and mentors young men and women in the financial services industry through the Association for Wholesaling Diversity. In his free time, Ron enjoys spending time with his family, golfing, reading and listening to jazz music.
Ron’s expertise in annuity solutions spans from protection strategies to legacy solutions, helping advisors assist their clients with protection, participation and peace of mind.
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.