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Local Financial Professional Recognized for Leadership Among Peers

February 28, 2024 MADISON, Wis – Jody Brown, a Financial Professional with Summit Financial Advisors, located at Summit Credit Union, has been named one of the “Women of Distinction” – a recognition that honors female financial representatives for superior performance and extraordinary efforts in promoting financial security.The Women of Distinction recognition is presented by TruStage to top female candidates based on annual performance metrics, best practices and quality of service to clients.For being recognized among the Women of Distinction, Brown will participate in a national program where she will have the opportunity to mentor peer financial representatives and to develop resources for females who are new to the industry.Brown is a registered representative of LPL Financial, a leading broker-dealer serving the credit union marketplace through an alliance with TruStage Wealth Management Solutions which offers credit unions investment programs dedicated to bringing members quality, personalized financial products and services. Services include retirement planning, financial management, insurance and wealth management.Members of Women of Distinction 2024 are recognized by TruStage for networking and mentorship opportunities based on experience, Gross Dealer Concession (GDC), individual performance within the investment program, and for contributions to the industry.For a no-cost, no-obligation consultation with Brown, visit SummitCreditUnion.com or call 608-231-0088.Program consultation and support services are offered to credit unions and registered representatives of LPL Financial through TruStage Wealth Management Solutions, a marketing name of CUNA Brokerage Services, Inc. (CBSI). CBSI is a limited business broker/dealer (member FINRA/SIPC), a fully owned subsidiary of TruStage Financial Group, Inc. These entities are not affiliated with LPL Financial and do not provide advisory services or brokerage services to retail clients.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member / ). Insurance products are offered through LPL or its licensed affiliates. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. Securities and insurance offered through LPL, or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value You might also be interested in COTTAGE GROVE, WI – Summit Credit Union, headquartered in the Village of Cottage Grove, has pledged a $100,000 grant to “The Next Chapter” Library Capital... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, announced today that it is recognized, for the second consecutive year, as... SCOTTSDALE, Ariz., Dec. 31, 2024 /PRNewswire/ -- , a leading management and technology consultancy for banks, credit unions and fintech firms, has announced... Madison, Wisc. - StartingBlock Madison, the city's premier hub for startups and innovation, is proud to announce a continuing partnership with Summit Credit... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, hosted its annual ShredFest on September 28. Held in partnership with the Better... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, has been awarded on the Forbes list of America’s Best-In-State Credit Unions... Madison, Wisc. – Summit Credit Union, a member-owned financial cooperative, is again the top mortgage lender in the state of Wisconsin, according to data... MADISON, WIS. — May 28, 2024 – Since its announcement in 2020, The Center for Black Excellence and Culture (The Center) has encouraged Madison’s Black... MADISON, Wis. — Hannah Echols of Milwaukee, has just been revealed as the winner of Summit Credit Union’s Project Money Season 15. Along with three other...
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* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance.