ST. LOUIS, MO (February 19, 2014) – CUNA Brokerage Services, Inc. (CBSI) honored 29 financial advisors with Women of Distinction awards in recognition of their superior performance, value to their investment and insurance programs, exceptional client service and overall contribution to the financial services industry as well as CBSI at the company’s annual “FOCUS 2014” Conference.
A program created by women, for women, Women of Distinction is an award recognizing the top performing female financial advisors within CBSI’s broker/dealer operation nationally.
“We’re proud to honor the accomplishments of these driven advisors,” said Jim Metz, president/CEO of CBSI. “Their contributions to the clients they serve, the financial services industry and to the women they mentor are exemplary and worthy of recognition.”
Candidates are nominated by industry peers. Then, selections are based on the nominee’s annual performance and outlined contribution to their clientele, the credit unions they service, as well as the financial services industry as a whole.
Award recipients participate in a national mentoring program to work with other female advisors who are new to the industry as well as those who wish to grow in their profession.
2014 Women of Distinction recipients include:
- Melissa Acher – Purdue FCU – West Lafayette, Ind.;
- Helen Alexander, CFP, CLU, ChFC – Red Canoe CU – Longview, Wash.;
- Emmor Boslet, CFP – Belco Community CU – Camp Hill, Pa.;
- Julie Brand – FirstLight FCU – El Paso, Texas;
- Jane Brockway, CRPC – University of Illinois ECU – Champaign, Ill.;
- Jody Brown, CLU, ChFC – Summit CU – Madison, Wis.;
- Marilyn Burell, CRPC – CEFCU – Pekin, Ill.;
- Cindy Sforza Buss – Schools First FCU – Fountain Valley, Calif.;
- Kathy Chesney, ChFC, CLU – Pacific Marine CU – Oceanside, Calif.;
- Janeen Crane, CFP – Teachers CU – South Bend, Ind.;
- Wendy Cundari , CRPC – San Diego Metropolitan CU – San Diego, Calif.;
- Carol Diest, CRPC – First Community FCU – Kalamazoo, Mich.;
- Joey Dylla – Randolph Brooks FCU – Live Oak, Texas;
- Bethel Ellis – The Tennessee CU – Nashville, Tenn.;
- Marioreen Gibson – Neches FCU – Port Neches, Texas;
- Leigh Glover, CRPC – Southeast Financial CU – Brentwood, Tenn.;
- Kim Hamblin – America First FCU – Ogden, Utah;
- Tiffany Haupert – Beacon CU – Wabash, Ind.;
- Joni Hootman, CRPC – CEFCU – Canton, Ill.;
- Anna Kamp, CRPC – Anheuser-Busch ECU – St. Louis, Mo.;
- Mary A LaFerriere – Novartis FCU – East Hanover, N.J.;
- Juanita McCormick – Weokie CU – Oklahoma City, Okla.;
- Wanda Miller, CFP – First New York FCU – Schenectady, N.Y.;
- Stephanie Morales, CRPC – Vantage West CU – Tucson, Ariz.;
- Kim O'Donohue – CEFCU – Lincoln, Ill.;
- Pamela Schwartz, CFP – Alcoa Tennessee FCU – Alcoa, Tenn.;
- Kim hirk – Heritage FCU – Newburgh, Ind.;
- Jennifer Wagnerowski, CFP – Teachers CU – Mishawaka, Ind.;
- Suzi Williams – Solarity CU – Yakima, Wash.
The “FOCUS 2014” Conference featured 26 advisor workshop sessions designed to deliver motivation, knowledge and best practices to best fit the business and individual needs of the advisor. More than 500 financial advisors and executives from credit unions across the country participated in CBSI’s annual conference aimed at enhancing advisors’ ability to serve members, and recognizing programs and individuals for their performance.
CUNA Brokerage Services, Inc. utilizes face-to-face financial advisors to help credit unions meet member retirement, investment and insurance needs. Working onsite at credit unions, financial advisors provide members with comprehensive financial services from simple transactions to complex financial planning and wealth management services.
About CUNA Brokerage Services, Inc.
CUNA Brokerage Services, Inc. (CBSI) provides Broker Dealer services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position.
CUNA Brokerage Services, Inc., an affiliate of CUNA Mutual Group, is the leading broker/dealer serving the credit union marketplace. CBSI has more than 250 credit union programs, 400 active advisors, with more than $3 billion in mutual fund, annuity and managed account sales, and more than $140 million in annual revenue. In 2013, CUNA Brokerage Services, Inc. paid credit unions more than $65 million in fee revenue.
About CUNA Mutual Group
CUNA Mutual Group was founded in 1935 by credit union pioneers, and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™ – branded consumer insurance products; and investment and retirement services to help our customers succeed. More information is available on the company’s website at www.cunamutual.com.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Life, accident, health and annuity insurance products are issued by CMFG Life Insurance Company. Property and casualty insurance products are issued by CUMIS Insurance Society, Inc. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Corporate headquarters are located in Madison, Wis.