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Prior to joining TruStage™, 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.
- Securities Registered with FINRA®
- Holds Series 6, 7 and 63 Registrations
- Chartered Financial Consultant (ChFC®)
Leilani joins TruStage™ with over 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the CUNA team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide.
When she’s not working to help advisors make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.
Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her advisors, with a consultative needs analysis approach that works to build relationships and keep advisors’ clients at the heart of every conversation.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
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