Danielle S.

Background

About Danielle S.

I assist in helping credit unions in Executive Benefits at CUNA Mutual Group by evaluating the needs of the credit union for Executive Benefit Programs, Benefit Prefunding and Charitable Donation Accounts by providing sound financial consulting based on 7 years of experience in the industry of Executive Benefits and designing realistic plan design options. I am deeply committed to credit union financial wellbeing and soundness, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. As a financial adviser, I want to share my passion of regulatory soundness and make sure that credit unions are offering the best option for their executive team and benefit programs. I became an adviser originally because I was involved with retail financial services and I wanted to make a difference in the lives of my banking clients. The Executive Benefits Department at CUNA Mutual Group gave me an opportunity to help members of credit unions and members of credit union communities by broadening my scope of investment knowledge. It also allowed me to learn about ways to help Credit Unions give more back to members of their communities, in turn – helping more people. In my spare time, I enjoy investing in my family — there’s no better investment than that! I enjoy being outdoors, rowing and kayaking. Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc, Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors. AdTrax # EXBEN-2365908.1-0619-0721© CUNA Mutual Group, 2019. All Rights Reserved.