Prior to joining CUNA Mutual Group, Brian was the Regional VP with Pacific Life. He served with them for 19 years and worked with financial planners in the independent, bank and wire channels. Brian has extensive experience positioning annuities, mutual funds and LTC. He also served as Senior VP of Sales with Pacific Life, Ameritas and Lincoln Benefit Life, and graduated from the University of Nebraska with a Bachelors of Science degree.
Brian and his wife, Deb, have three adult children. Free time is often spent with them and their families, and they also enjoy spending time at their second home in Scottsdale, Arizona.
Brian offers resources, ideas, solutions and support to help advisors and their clients achieve their goals. He aims to provide designs that allow for participation, protection and peace of mind. His success lies in an ability to analyze advisor/client situations and provide income options that align with what’s most important to advisors and their clients, including financial and income security.
Securities Registered with FINRA®
Holds Series 6 and 63 Registrations
Certified Retirement Counselor® (CRC®)
Fellow, Life Management Institute (FLMI)
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.
