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Eric began his career at CUNA Mutual Group in 2021 with over 20 years of financial industry experience. He holds a bachelor’s degree in business from Skidmore College, and has worked for financial firms including Prudential, Nationwide and Lincoln.
Eric lives in Phoenix, Arizona, with his wife and two teenage children. When he is not helping advisors throughout the Southwest to grow their practices, you can find Eric cheering on the athletic and academic endeavors of his children, or restoring and modifying classic cars.
Time spent on both sides of the desk gives Eric unique insight into the challenges his advisors face, and a strong background that includes relationships in financial institutions.
Ross began his career in the financial industry as an insurance agent at Modern Woodmen of America and then transitioned to a financial representative with Guardian Life. He joined the CUNA Mutual Group annuities team in 2020. Ross earned his bachelor’s degree in finance from the University of Wisconsin – Whitewater.
Ross and his girlfriend have a cat (that thinks she’s a dog) along with a puppy who keep things very interesting in their household. In his free time, he enjoys golfing when the weather permits, working out and partaking in everything that Madison has to offer.
With his previous experience as an advisor, Ross understands the advisor role and can speak to some of the planning that they do with their clients. This understanding allows him to help advisors build a solution that can make positive change to the client’s future.