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CUNA Brokerage Services’ 2012 Women of Distinction Named

For more information:
Jess Noelck 608.665.7861 jess.noelck@cunamutual.com
Rick Uhlmann 608.665.8940 rick.uhlmann@cunamutual.com

Award Recognizes Superior Performance, Overall Contribution to Industry

MADISON, Wis. – CUNA Brokerage Services, Inc. is honoring 24 financial advisors with Women of Distinction awards in recognition of their superior performance, value to their investment and insurance programs, exceptional client service and overall contribution to the financial services industry as well as CUNA Brokerage Services, Inc.

A program created by women, for women, Women of Distinction is an award recognizing the top performing female financial advisors within CUNA Brokerage Services’ broker/dealer operation nationally.

“We’re proud to honor the accomplishments of these driven advisors,” said Jim Metz, president of CUNA Brokerage Services, Inc. “Their contributions to the clients they serve, the financial services industry and to the women they mentor are exemplary and worthy of recognition.”

Candidates are nominated by industry peers. Then, selections are based on the nominee’s annual performance and outlined contribution to their clientele, the credit unions they service, as well as the financial services industry as a whole.

Award recipients participate in a national mentoring program to work with other female advisors who are new to the industry as well as those who wish to grow in their profession.

2012 Women of Distinction recipients include:

  • Catherine Barnes, CRPC – VyStar Credit Union, Orange Park, Fla.
  • Emmor Boslet, CFP – Belco Community Credit Union, Camp Hill, Pa.
  • Julie Brand – First Light FCU, El Paso, Texas
  • Jody Brown, CLU, ChFC – Summit CU, Madison, Wis.
  • Jane Brockway, CRPC – University of Illinois Credit Union, Champaign, Ill.
  • Kathy Chesney, ChFC, CLU – Pacific Marine CU, Oceanside, Calif.
  • Ellen Coppinger, CFP – Y-12 FCU, Oakridge, Tenn.
  • Wendy Cundari, CRPC – North County Credit Union, San Diego, Calif.
  • Carol Diest, CRPC – First Community Federal Credit Union, Kalamazoo, Mich.
  • Judy Ebert – Deere ECU, Moline, Ill.
  • Mary Finnegan-Ongaro – Members Cooperative CU, Duluth, Minn.
  • Leigh Glover, CRPC – Southeast Financial Federal Credit Union, Brentwood, Tenn.
  • Kim Hamblin – America First Harrison, Ogden, Utah
  • Tiffany Haupert – Beacon CU, Wabash, Ind.
  • Anna Kamp – Anheuser-Bush ECU, St. Louis, Mo.
  • Jane Kilby, CRPC – VyStar CU, Orange Park, Fla.
  • Michelle Luce, LUTCF – Great Northwest FCU, Aberdeen, Wash.
  • Stephanie Morales – Arizona Central Credit Union, Phoenix, Ariz.
  • Pamela Schwartz, CFP – Alcoa Tenn FCU, Alcoa, Tenn.
  • Swan Shen, CFP – RTN Federal Credit Union, Waltham, Mass.
  • Kim Shirk – Heritage CU, Newburgh, Ind.
  • Cindy Sforza – Schools First Federal Credit Union, Huntington Beach, Calif.
  • Suzi Williams – Yakima Valley Credit Union, Yakima, Wash.
  • Gale Zumpano, CFP, CRPC – Alabama CU, Tuscaloosa, Ala.

CUNA Brokerage Services, Inc. utilizes face-to-face financial advisors to help credit unions meet member retirement, investment and insurance needs. Working onsite at credit unions, financial advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.

CUNA Brokerage Services provides Broker Dealer services to credit unions throughout the nation, offering a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions.

CUNA Mutual Group insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. With more than 75 years of true market commitment, CUNA Mutual Group’s vision is unwavering: To be a trusted business partner who delivers service excellence through customer-focused products and market-driven insight. More information on the company is available on the company’s website at www.cunamutual.com.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Life, accident, health and annuity insurance products are issued by CMFG Life Insurance Company. Property and casualty insurance products are issued by CUMIS Insurance Society, Inc. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Corporate headquarters are located in Madison, Wis.

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