Brooks Berardi

Brooks is an executive benefits specialist for Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefits programs specifically tailored to credit unions. He is located in the west region of the country and brings more than 14 years of experience in the financial services industry.  

Prior to joining Cuna Mutual Group, Brooks was a senior internal wholesaler with MetLife Investors. He also was a registered investment advisor and life insurance agent within a high net worth boutique investment advisory firm in Portland, Oregon.  

Brooks holds a Bachelor of Science in business administration and a minor in economics from the University of Oregon. He is FINRA securities registered and holds life, health and variable annuity insurance licenses. 

ADDITIONAL MAXX ANNUAL CONVENTION SPEAKERS