Formerly, CUNA Mutual Group, we are bringing together almost a century of experience within our family of brands under the TruStage™ name.  

TruStage is a financially strong insurance, investment and technology provider, built on the philosophy of people helping people. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. With a culture rooted and focused on creating a more equitable society and financial system, we are deeply committed to giving back to our communities to help improve the lives of those we serve.  

In 2022, we pledged $4.9 million dollars to our communities we serve.

Follow our TruStage | Investments, TruStage | Insurance, TruStage Ventures, and TruStage |Technology showcase pages to learn more about our integrated products, solutions and intuitive experiences. 

For more information, visit www.trustage.com. 

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Disclosure for header: TruStage™ is the marketing name for TruStage Financial Group, Inc. Its subsidiaries and affiliates. Insurance products are issued by CMFG Life Insurance Company, MEMBERS Life Insurance Company, CUMIS Insurance Society Inc., CUMIS Specialty Insurance Company Inc., American Memorial Life Insurance Company, and Union Security Insurance Company. 

Insurance

Investment Management

TruStage

Terrance Williams

Gregory M. Holman

Chris Copeland

Pat Lawicki

Greg Holman

Karla Gravis

Matt Thompson

Lee Superville

Doug Williams

Jim Burke

Lizabeth Greenamoyer

Anne Finucane-Taylor

Angela Russell

David Sweitzer

Steven Rick

Laurie Winger

The Finance and Investments Team at TruStage is responsible for overseeing the company's financial strategies, investment portfolios, and risk management. This team conducts thorough research and analysis in both public and private markets, manages alternative investments, and develops innovative fintech solutions. They ensure compliance with regulatory standards, align investment practices with corporate strategies, and work towards maximizing returns while mitigating risk, all aimed at securing a brighter financial future for TruStage’s clients.

Finance And Investments Team

Leadership Team

Sales and Marketing

Directors and Senior Managers

Finance And Investments Team

About

Team members

Other teams at TruStage

Leadership Team

Sales and Marketing

Directors and Senior Managers