Summit Credit Union financial advisors again recognized by CUNA Brokerage Services, Inc.
Two Financial Advisors will serve on leadership team for second consecutive year
MADISON, WI (March 15, 2019) — 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.”
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, Inc. (CBSI) provides broker-dealer and registered investment advisory services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position. CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 285 credit union programs, 430 active advisors, with more than $25 billion in assets under management.
