Gentreo Podcast
Podcast on all things estate planning! Gentreo is the premier online estate planning platform and your source for information on everything surrounding estate planning in the modern day. As of February 2023, The Gentreo Podcast will begin uploading monthly episodes to offer deeper insight into the many aspects of modernized estate planning.
Gentreo Podcast
Solutions With Soul: Doing Well While Doing Good
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Jake Murphy / Jonathan Taylor
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Season 3
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Episode 5
Our next guest has been in the movement for 17 years primarily in the CUSO space. He started his career at the US’s oldest “CUSO” the Maine Credit Union League Insurance Trust where he co-founded and went on to help lead the CUSO created CU Certified. He was the VP of Sales at Arkatechture (Now Arkatechture CUSO) and now is the CEO of CU Sol (a 4 Credit Union CUSO) which leads the CU Safe Initiative (A CU focused Domestic Violence Initiative). He is passionate about saving small credit unions and leagues and believes in solutions with soul as well as his personal motto “If it can’t be fun it can’t be done”.