Wholesaler Map - CUNA Mutual Retirement Solutions

Intermediary sales team.
sales leadership
Paul Swanson, CIMA® • 608.665.4125
VP, Intermediary and Institutional Sales
Pete Wesner, RMC • 800.279.9916, Ext. 847.3420
Divisional Manager – Internal Sales
Chris Phillips • 608.665.5222
Director of Institutional Sales
Joe Eleccion CRPC®¹, CISP • 608.665.4107
Divisional Vice President – Western Division
W e s t e r n D i v i s i on
Christina Gregory, QKA, QPA • 608.665.6404
Divisional Vice President – Eastern Division
Cas Oliver, GFS, RMC • 608.665.6405
Internal: Trent Schrader • 608.665.6417
Ryan Moore • 608.665.5354
Internal: Trent Schrader • 608.665.6417
OPEN LA Co. through Santa Barbara • 800.491.7859
Internal: OPEN • 800.491.7859
EAS T ER N D i v i s i on
OPEN HI, Orange Co. & San Diego • 800.491.7859
Internal: OPEN • 800.491.7859
Sean Zent • 608.665.6416
Internal: Mickie Morley • 608.665.6411
Brian Armstrong • 608.665.7219
Internal: Jim Keenehan • 608.665.7473
William J. Rogers Jr., APA, AIF • 608.665.6419
Internal: Trey Wallace • 608.665.8962
Jeff Simes • 608.665.5846
Internal: Mickie Morley • 608.665.6411
Frank Moore • 608.665.6408
Internal: Tricia Nier • 608.665.8452
Al Rodriguez, ARPC • 608.665.6937
Internal: Trey Wallace • 608.665.8962
Michael Mezzina • 608.665.6410
Internal: Kristin Mesgleski • 608.665.5634
Ray Rodriguez • 608.665.6344
Internal: Tricia Nier • 608.665.8452
OPEN ND, SD, MN, IA, northern WI • 800.491.7859
Internal: Elice Lee • 608.665.6060
Ivette Dominguez • 608.665.6401
Internal: Kristin Mesgleski • 608.665.5634
Andy Hockman • 608.665.4238
Internal: Ashley Klein • 608.665.6394
Marc H. Berman, GFS, RMC • 608.665.6421
Internal: Elice Lee • 608.665.6060
Parish Parker • 608.665.6928
Internal: Jim Keenehan • 608.665.7473
Troy Testa • 608.665.6412
Internal: Ashley Klein • 608.665.6394
¹CRPC® is a registered service mark of the College for Financial Planning®
People driven. Outcome focused.™
Our Story
People driven. Outcome focused.™
CUNA Mutual Retirement Solutions designs simple and practical retirement programs that help hard-working Americans save for
the future. For more than fifty years, we have been a leading provider of qualified and nonqualified retirement solutions that delivers
service excellence and customer-focused, best-in-class products.
Call us today at 800.491.7859. We look forward to partnering with you.
CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group
member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and
affiliates. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.
Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free
866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of
or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice.
Participants are encouraged to consult their own advisors.
CUNA Mutual Group Proprietary and Confidential. Further Reproduction, Adaptation or Distribution Prohibited.
CUNA Mutual Retirement Solutions • 1809 24th St • Great Bend, KS 67530 • 800.491.7859 • CUNAMUTUALRS.COM
CMRS-889598.2-0314-0416 Rev. 01.11.2015 © CUNA Mutual Retirement Solutions, 2014 All rights reserved.

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