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Investment & Retirement Services

Gregg Perrey

Picture of Gregg Perrey

12725 Old Meridian Street
Carmel, IN  46032

Office: 317.610.3945
Fax: 317.610.3948

Financial Advisor
CUNA Brokerage Services Inc. (CBSI*)

As a Financial Advisor, Gregg is qualified to provide credit union members with professional assistance, quality financial products and dependable service. Gregg is a Registered Representative of CUNA Brokerage Services, Inc., a broker/dealer with a select portfolio of securities products and a member of FINRA and SIPC. He is also a licensed insurance agent in Indiana and securities registered in Florida, Illinois, and Indiana.

Check the background of this investment professional on FINRA's BrokerCheck.:

Career Highlights:

  • Education: B.A., Business, Indiana University, 1985
  • Financial services industry, 1991 to present
  • MEMBERS Capital Advisors Excellence Award Winner, 2005-Present
  • American Funds All American Team member, 2004-Present
  • MEMBERS Capital Advisors Platinum Paragon Award Winner, 2003-2004
  • MEMBERS Capital Advisors Gold Medallion Winner, 2003-Present

 Jeff Olbina


 Picture of Jeff Olbina

5101 Madison Ave
Indianapolis, In 46227

Office: 317.610.3945
Fax: 317.610.3948


Financial Advisor
CUNA Brokerage Services Inc. (CBSI*)

Jeff Olbina has been helping people invest and protect their hard earned money for the past 23 years.  For his first 11 years, Jeff served as a stockbroker advising clients all over the U.S. with company stock options, individual stocks, individual bonds, mutual funds, options and all types of annuities.  For the following 12 years, he has served as a financial advisor to more conservative clients in both bank and credit union branches all over the state of Indiana.  He bought his first stock when he was 11 years old.

Check the background of this investment professional on FINRA's BrokerCheck.  

Career Highlights:
Financial Services Industry, 1992 to Present 

  • Education: B.A., Economics, Indiana University, 1986
  • Winner of Financial Center Federal Credit Unions highest honor, the “Impact” award for exceptional member service, 2013 – 2016. 
  • Achieved 50% of states sales for First Indiana Bank, 2008-2010. 
  • Ranked in the top 11% of investment Advisors in the Midwest, JP Morgan Chase, 2004 – 2008 
  • Stars Club Producer Jackson National Life, 2013-2015 
  • Pacific Advisory Council, Pacific Life 2004 – 2012 
  • Aim Investments Summit Club Member, 1999


 Indiana Members Investment Logo

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI),member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, 
May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.


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