Madison-Area Financial Advisors recognized for excellence by CUNA Brokerage Services
MADISON, WI (March 21, 2018) — 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.”
About Summit Credit Union (WI)
Established in 1935, Summit Credit Union is a member-owned financial cooperative. Summit holds $6.8 billion in assets and has more than 252,000 members and 967 employees across 57 locations throughout Wisconsin. Since 2002, Kim Sponem has been CEO & President of Summit Credit Union, formerly known as CUNA Credit Union/Great Wisconsin Credit Union.
Recognized for its excellence in employee engagement, in 2021, 2022 and 2023 Summit was named both a Top Workplace in the USA by Top Workplaces USA and a Top Workplace in the Madison area by the Wisconsin State Journal. In 2023 it has added a Top Workplace award in Milwaukee by the Milwaukee Journal Sentinel.
For more information, visit www.summitcreditunion.com or call 608-243-5000 or 800-236-5560.
For additional media information, visit https://www.summitcreditunion.com/about-summit/press-room or follow Summit on Facebook and Instagram.
About CUNA Brokerage Services, Inc. (CBSI)
CUNA Brokerage Services is a leading broker-dealer in the credit union marketplace, offering a full range of investment products, variable insurance products, securities programs and professional services related to securities transactions. CBSI is the securities broker-dealer for CUNA Mutual Group.
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.
