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CUNA Brokerage Services
Jamie Letcher is a financial adviser with CUNA Brokerage Services Inc., located at Summit Credit Union in Madison, Wisconsin, serving as Vice President – Wealth Management, Summit Financial Advisors. He is a member of FINRA/SIPC, a registered broker-dealer and investment adviser. Summit Credit Union is a $3 billion CU serving 176,000 members. Letcher helps members work toward achieving their financial goals and through a process that begins with a "get-to-know-you" meeting and ends with a collaborative plan, complete with action steps. He uses a "big picture" approach, helping ensure members are saving adequately, protecting their families and investing in a manner appropriate for their situation.
Importantly, Letcher considers himself an educator. "I find it important to explain things in a simplified manner and to educate on the pros and cons of different decisions," he says. "Then clients are able to make an informed, educated decision."
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