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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 yearMADISON, 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 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...