MADISON, Wis.—For the fourth year in a row, Summit Financial Advisor Jamie Letcher has been appointed to broker-dealer CUNA Brokerage Services, Inc.’s (CBSI) Senior Advisor Leadership Team (SALT).
The annual honor recognizes a select group of CBSI-registered financial advisors demonstrating excellence in sales and leadership.
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 savings, insurance and investments. Letcher holds a bachelor’s degree from Creighton University in Omaha and an MBA from Edgewood College in Madison. He has also earned the Chartered Retirement Plan Counselor designation.
“In collaboration with our credit union partners, CBSI Advisors plays 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 2021 Senior Advisor Leadership Team, Jamie has demonstrated a commitment to our mission and has earned the confidence of his peers to help lead our firm into the future.”