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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 Summit Credit Union named Top Workplace in Madison, Milwaukee, and U.S., recognized for strong culture, engagement, and employee benefits... Summit Credit Union helps Wisconsin families achieve homeownership with up to $10K in down payment assistance... Summit Credit Union’s President and CEO Kim Sponem was recently featured on the Women of Community Banking podcast... Summit welcomed thousands of members and their families to Warner Park for its annual Summit Fest, blending its official Annual Meeting of the Membership... Summit Credit Union names Mike McCoy Chief Commercial Officer to advance commercial banking and support Wisconsin businesses... With $87 million in member benefits, Summit Credit Union remains the nation’s #1 credit union for Return of the Member... Summit Credit Union partners with LOVB Madison Volleyball to empower women athletes and advance equity in sports and finance... Kim Sponem calls for equitable pay practices, warning that lifetime pay gaps leave women at greater risk of retirement insecurity... Summit Credit Union earns the #1 national Return of the Member ranking again, highlighting its strong member value and financial impact...