Jamie Letcher and Jody Brown, Financial Advisors located at Summit Credit Union, have been named to the Senior Advisor Leadership Team of broker-dealer CUNA Brokerage Services, Inc. (CBSI). The distinction is awarded to a limited number of financial advisors registered with CBSI who demonstrate exceptional sales productivity and leadership within their credit union.
Letcher has been with Summit since 2006 helping members achieve a successful retirement plan for members of all ages. He primarily focuses on helping members establish strategies around key financial areas, including savings, insurance and investments. Letcher earned a bachelor’s degree from Creighton University in Omaha, Nebraska, and an MBA from Edgewood College in Madison. He is also a chartered retirement plan counselor.
Brown has been with Summit for 10 years, focusing on helping members achieve their financial goals by establishing strategies that align with their comfort levels, investment timelines and lifestyles to secure success for the long-term. Along with financial strategies, Brown has certifications in both financial planning and life underwriting and is a chartered financial consultant. She holds a bachelor’s degree in consumer affairs in business from the University of Wisconsin-Madison.
In addition to providing sound input and representing her fellow advisors with CBSI leadership and staff, Brown also has the responsibility of being an ambassador for CBSI and its advisors across the country.
“The Senior Advisor Leadership Team provides an invaluable service to CBSI as well as their peers in helping us continue to be a best-in-class broker-dealer,” said Rob Comfort, president of CUNA Brokerage Services Inc. “I’d like to congratulate the entire 2018 Senior Advisor Leadership Team for gaining the confidence of their peers and earning this important designation.”