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Summit Credit Union Financial Advisors Again Recognized By Cuna Brokerage Services, Inc.

March 15, 2019 Two Financial Advisors will serve on leadership team for second consecutive year MADISON, Wis.— 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.” You might also be interested in 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 contestant teams, Hannah spent the past seven months working with a Summit Credit Union financial advisor to take steps to meet her financial goals. 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. MADISON, Wis – The U.S. Small Business Administration (SBA) has named Summit Credit Union a 2023 leading small business lender in two different categories. Specifically, Summit received two awards for FY 2023; the most 7(a) loans by a credit union in Wisconsin and the greatest lender participation with 504 loans in Wisconsin. The credit union loaned more than $23,000,000 between these two SBA vehicles. Newsweek Magazine rankings based on member feedback and institution’s financial health MADISON, Wis – Newsweek Magazine’s 2024 list of America’s Best Regional Banks and Credit Unions included Madison-based Summit Credit Union as one of the top 250 credit unions. The rankings were based on a mix of consumer/member input and financial performance and stability factors. MADISON, Wis. – Summit Credit Union, a member owned financial cooperative, and StartingBlock, Madison’s startup hub, welcome seven women entrepreneurs into the 2023 cohort of the Summit Credit Union Fellowship for Women Entrepreneurs. This is an initiative designed to support, empower, and catalyze the growth of women entrepreneurs in the region. Summit giving back $2.66 million to members in 10th year of annual member giveback bringing total money provided to eligible members to $22.3 million. MADISON, Wisconsin — Summit Credit Union announced an annual patronage dividend, called Cash Boomerang, of $2.66 million to its members. The giveback is based on the cooperative’s financial success and on a member’s use of Summit’s checking, savings, borrowing services, as well as their length of membership. MADISON, Wis -- Summit Credit Union has provided its full 2023 allotment of $700,000 in grants from the Federal Home Loan Bank of Chicago to eligible homebuyers, supporting their down payments, closing costs, or pre-paid expenses. MADISON, Wis. — Summit Credit Union, a member-owned financial cooperative, is the top mortgage lender in the state of Wisconsin this year, according to data collected under the Home Mortgage Disclosure Act (HMDA). Based on 2022 HMDA (Home Mortgage Disclosure Act) data, released at the end of June 2023, Summit provides more mortgages than any other mortgage lender in Wisconsin. Credit Union consumers took part in the Forbes and Statista survey and ranked credit unions on trust, terms & conditions, branch services, digital services, customer services and financial advice. 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Any transactions that you enter into with a vendor, merchant or other party that you access through this third-party site are solely between you and that vendor, merchant or other party. The Credit Union does not endorse the content contained in this third-party site, nor the organization publishing the site, and hereby disclaims any responsibility for such content. The Credit Union Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of the third-party site. NCUA Insurance Estimator Privacy, Security & Accessibility Rates, Fees, Terms & Disclosures Routing Number *  The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2022, 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 2023. Copyright 2024 © 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. Insured by NCUA