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Summit Financial Advisor Awarded “women Of Distinction” Honor

April 3, 2019 Madison native will serve as national mentor to support new female financial advisorsMADISON, Wis.— Jody Brown, a financial advisor with Summit Financial Advisors located at Summit Credit Union, has been named a Woman of Distinction by CUNA Brokerage Services, Inc. (CBSI). The exclusive honor recognizes female financial advisors for their outstanding efforts and accomplishments in promoting financial security.CBSI presents the Women of Distinction honor to top female financial advisors across a vast broker-dealer operation. Candidates are nominated by industry peers, while final selections are based on criteria including annual performance metrics and quality of service to clients. “Women of Distinction was honored to have Jody Brown serve as Chair in 2016. Her leadership helped define the goals and objects that were accomplished in 2016,” said Jennifer Klein, Sr. Manager of CBSI Learning and Development/CUNA Brokerage Services, Inc.As part of her recognition, Brown (a native of Madison) will participate in a national mentoring program where she’ll mentor and develop resources for female advisors new to the industry.Brown has been a Summit employee for over a decade helping members achieve goals by using strategies tailored to their unique financial circumstances and lifestyles. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has earned the Chartered Financial Consultant® (ChFC®) and Certified Life Underwriter® (CLU®) designations. Additionally she earned a bachelor’s degree in consumer affairs in business from the University of Wisconsin–Madison.Brown was also recently elected to the Senior Advisor Leadership Team (SALT) at CBSI for the second year in a row and serves as an ambassador for CBSI and its advisors nationwide. 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...