Summit Financial Advisor again awarded “Woman of Distinction” honor

MADISON, WI (March 10, 2020) — Jody Brown, vice president of wealth management with Summit Financial Advisors located at Summit Credit Union, has been named a Woman of Distinction by CUNA Brokerage Services, Inc. (CBSI) for the tenth consecutive year. The annual honor recognizes an exclusive group of female financial advisors for their excellence and accomplishments in promoting financial security.

CBSI presents the Women of Distinction honor to top female financial advisors across a vast broker-dealer operation. Candidates are nominated by industry peers, while final selections are based on criteria including annual performance metrics and quality of service to clients.

“Jody Brown continues to demonstrate excellence in leadership and mentorship. Her contributions help many thrive in the financial services industry,” said Jennifer Klein, senior manager of CBSI Learning and Development/CUNA Brokerage Services, Inc.

As part of her recognition, Brown will participate in a national mentoring program where she’ll mentor and develop resources for female advisors new to the industry.

Brown, from the Madison area, has been a Summit employee for over a decade, helping members achieve goals through services including retirement planning, financial management, insurance and wealth management. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has earned the Chartered Financial Consultant® (ChFC®) and Certified Life Underwriter® (CLU®) designations. A graduate of UW-Madison, Brown earned a bachelor’s degree in consumer affairs in business.

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. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Corporate headquarters are located in Madison, Wis. Insurance and annuity products are issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company, 2000 Heritage Way, Waverly, IA. 50677. Variable Products are underwritten and distributed by CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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