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.
Kiley graduated from Indiana University with a degree in economics, and over 3 years quickly moved up the ranks at Jackson from the CDP program to making positive impacts covering top territories in the wirehouse channel.
Kiley lives in Seattle, Washington, and in her spare time, she rides the Peloton, crafts, reads, and enjoys exploring the Pacific Northwest.
Kiley’s passionate about finding strategies to help clients build their most confident financial future. She’s organized and hardworking, and prides herself on providing outstanding customer service that foresees and preempts advisor needs.
