Jason joined CUNA Mutual Group in 2018 after more than 20 years in the financial services industry. His experience wholesaling annuities, mutual funds and life insurance includes positions at Edison Risk, Protective Annuities and Ohio National Financial. Jason has a finance degree from the University of Colorado at Denver.
Jason spends his free time with his family and wife, Aimee, and enjoys golf, sports and traveling.
Jason is a valuable resource to advisors, where he uses his experience and knowledge in risk management strategies to help build up business and increase production.
Jerret began his financial services career more than 16 years ago serving in the banking industry at CoreFirst Bank & Trust. He transitioned to Envista Credit Union and managed a group of employees at its main location. In 2016, he moved to Security Benefit where he was an internal wholesaler providing Annuity and Mutual Fund Custodial solutions to advisors.
Along with his wife, Carolyn, they share a home with two dogs and three cats. When not working, Jerret and his wife enjoy camping, kayaking and having BBQ’s with friends and family.
As an Annuity Sales Consultant for CUNA Mutual Group, Jerret is 100% dedicated to his advisors, helping them to build their book of business. He is skilled at sharing client sales ideas and recommending optimal product solutions to meet their needs.
