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Senior Management

Jim Sollenberger

 


Jim Sollenberger

Chairman of the Board

Jim Sollenberger, CLU, ChFC, is the Chairman of the Board of CUE Financial Group. Jim is a registered principal with the NASD and founded CUE in 1985 after several years with The Equitable.


Michael R. Melby

 


Michael R. Melby

President & CEO

Michael Melby is the President and Chief Executive Officer of CUE Financial Group. Michael is a registered financial principal with the NASD and came to CUE in 1986 after several years as a stockbroker.

Mike is experienced in the areas of securities and insurance sales, capitalizing on their employee benefits and using those benefits as a base for individual financial planning.


Judy Kuplic

 


Judy Kuplic

Executive Vice President

Judith Kuplic, Executive Vice President, has been with CUE Financial Group since shortly after its inception in 1985. Judy came to CUE Financial Group after 15 years with Sentry Insurance with a management background in Sales, Operations and Marketing. Judy is a registered principal of the NASD.



Management

(seated) Michael R. Melby - President & CEO, CUE Financial Group
(2nd row) Ray Rose - Senior Assistant
  Kathy Hussey - Accounting Supervisor
  Sylvia Lum - Vice President
  Jim Sollenberger - Chairman of the Board, CUE Financial Group
(back row) Michael Prior - President and CEO, Credit Union Financial Network
  Judy Kuplic - Executive Vice President
  Vaughn Olthouse - Senior VP Chief Compliance Officer
  Paul Pickenhiem - VP Compliance Officer
  Diane Cook - Director of Applied Technology
  John Swan - Senior Vice President

3200 N. Central Ave.
  Suite 200
  Phoenix, AZ 85012
   
[p] 602.252.0911
[p] 800.648.6049
[f] 602.248.0652


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10 Things to Consider When Leaving a Job


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How to Select an Investment Advisor
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