For the third consecutive year, Summit Credit Union Financial Advisor Jamie Letcher has been appointed to broker-dealer CUNA Brokerage Services, Inc.’s Senior Advisor Leadership Team (SALT). The annual honor recognizes a select number of CBSI-registered financial advisors who demonstrate excellence in sales productivity and leadership.
Letcher, a Financial Advisor with Summit since 2006, specializes in helping members set and reach their retirement goals. His primary focus is assisting members with financial strategies in areas including savings, insurance and investments. Letcher earned a bachelor’s degree from Creighton University in Omaha and an MBA from Edgewood College in Madison. He has earned the Chartered Retirement Plan Counselor designation.
“In collaboration with the credit unions, CBSI Advisors plays 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 2020 Senior Advisor Leadership Team, Jamie has demonstrated a commitment to our mission and has earned the confidence of his peers to help lead our firm into the future.”