Summit Credit Union Financial Advisors Staff Elected to Senior Advisor Leadership Team

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MADISON, Wis.—In recognition of their excellence in sales productivity and leadership, Summit Credit Union Financial Advisors Jamie Letcher and Jody Brown have been elected to the Senior Advisor Leadership Team (SALT) of broker-dealer CUNA Brokerage Services, Inc. (CBSI) for the second consecutive year. The annual honor is awarded to a limited number of Financial Advisors registered with CBSI.

A Financial Advisor with Summit since 2006, Letcher specializes in helping members develop and reach their retirement goals. He focuses primarily on assisting members with financial strategies in areas such as savings, insurance and investments. Letcher holds a bachelor’s degree from Creighton University in Omaha and an MBA from Edgewood College in Madison. He is also a chartered retirement plan counselor.

Brown has been with Summit for 11 years, helping members reach their goals using strategies tailored to their unique comfort levels, investment timelines and lifestyles. In addition to her financial strategy expertise, Brown is a chartered financial consultant and has earned certifications in both financial planning and life underwriting. She holds a bachelor’s degree in consumer affairs in business from the University of Wisconsin-Madison.

In addition to her responsibilities to her fellow advisors and CBSI leadership and staff, Brown also serves as an ambassador for CBSI and its advisors nationwide.

 “The collaboration with our credit union partners, CBSI Advisors play an instrumental role in guiding our firm to help people achieve financial security through retirement,” said Rob Comfort, President of CUNA Brokerage Services, Inc. “By being appointed to our 2019 Senior Advisor Leadership Team, Jamie and Jody have demonstrated a commitment to our mission and have earned the confidence of their peers to help lead our firm into the future.”

Section: Standard
Word Count: 343
Copyright Holder: CUToday.info
Copyright Year: 2019
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URL: http://www.cutoday.info/THE-neighborhood/Summit-Credit-Union-Financial-Advisors-Staff-Elected-to-Senior-Advisor-Leadership-Team