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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 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. Insured by NCUA