Our Team
|
|
**NEW ADDITION TO THE FRA TEAM**
Kelly Goreham
Senior Vice President, Registered Representative*
Kelly Goreham – Kelly joined the Financial Resource Advisors team in December of 2011 with 12 years of investment planning and wealth management experience. She resides in Denver with her husband. Together they try to keep up with the activities of three teenage sons.
Email - Kelly@fraonline.com
|
 |
Jeremey "Jay" Bullerman
President, Registered Representative*
Jeremey “Jay” Bullerman – As President and CEO of FRA, Jay has over 20 years of portfolio management and retirement income planning experience. A University of Iowa graduate, Jay spent five years as an analyst and investment advisor in Kansas City before returning in 1997 to his hometown of Waterloo with his wife and four children to join FRA. Since that time he has guided FRA’s growth and transition into CEO upon the retirement of his Father, Ivan, FRA’s founder.
Email - Jay@fraonline.com
|
 |
Dave Becker
Senior Vice President, Registered Representative*
Dave Becker - Dave utilizes more than 10 years of experience as an Investment Advisor Representative to assist clients with their financial objectives. To further enhance his knowledge of comprehensive strategies and options, Dave has also earned the designations of Certified Financial Planner and Chartered Financial Consultant. Email - Dave@fraonline.com |
 |
Kevin Dallenbach
Senior Vice President, Registered Representative*
Kevin Dallenbach - A John Deere retiree with extensive knowledge of investment opportunities. As an Investment Adviser Representative he brings a special understanding to financial planning issues related to Deere retirees. A Waterloo resident since 1963, Kevin and his wife have two adult children. Email - Kevin@fraonline.com |
 |
Michael Mercurio
Senior Vice President, Registered Representative*
Michael Mercurio - Born and raised in Waterloo, Mike worked at John Deere Waterloo Works in Skilled Trades as a Tool Grinder for nine years before joining the firm over twenty-eight years ago. A Certified Financial Planner, Mike has two adult children and enjoys his seven grandchildren. Email - Mike@fraonline.com |
 |
Tom Tjaden
Senior Vice President, Registered Representative*
Tom Tjaden - As a Financial Advisor, Tom has been helping clients with financial planning and portfolio management since 1995. Tom is a graduate of Iowa State University and originally from Waterloo. Tom spent the first five years of his career as a Financial Advisor in St. Paul, MN. In 1999, he returned to the Waterloo/Cedar Falls area, just after the first of his three boys was born. At that time, Tom continued his career as a Financial Advisor at a large local credit union, before joining FRA in 2007. Tom continues to work closely with clients, determining investment objectives and building lasting financial relationships. Email - Tom@fraonline.com |
 |
Darren Yoder
Senior Vice President, Registered Principal*
Darren Yoder - Originally from Lone Tree, IA, Darren has resided in the Cedar Valley since 1998. He graduated from UNI with degrees in both Finance and Economics. Currently in his eleventh year working with FRA, Darren is a Registered Securities Principal as well as a Municipal Fund Securities Limited Principal. He is an experienced investment advisor specializing in individuals and business owners, retirement plan design and service, insurance, wealth transfer and creative investment strategies. Darren and his wife, Sara, enjoy running, biking and spending time with family and friends. Email - Darren@fraonline.com |
 |
Nolan Farwell
Vice President, Registered Representive*
Nolan Farwell – Born and raised on a farm near Bern, Kansas, Nolan graduated from Kansas State University in 2005 with degrees in Finance and Economics. Nolan serves FRA as a Vice President and lives in Waterloo with his wife and three children. Email - Nolan@fraonline.com |
 |
Ryan Shaw
Vice President, Registered Representative*
Ryan Shaw – Ryan has been in the financial advisory world since 2005. Born and raised in Waterloo, he graduated from the University of Iowa in 2005 with his B.A. in Finance and Marketing. He specializes in portfolio management, retirement planning, wealth transfer and insurance providing quality service to individuals to help make sound financial decisions. Ryan and his wife Ashley live in Waterloo and enjoy being actively involved in the community. Email - Ryan@fraonline.com |
 |
Marie Helvie
Office Manager
Marie Helvie – Marie joined the Financial Resource Advisors team in 2007 as a Financial Assistant. She currently serves as Office Manager and assistant to Dave Becker and Tom Tjaden. Marie brings three years of industry specific experience and twenty years of business administrative, financial, customer service and special event experience. Born in the Midwest, with a BS in Hotel Management and Business Administration, she believes serving our clients and teamwork is what it's all about. Marie lives in Cedar Falls with her two daughters. Email - Marie@fraonline.com |
 |
Lynne Cavanaugh
Client Services Specialist
Lynne Cavanaugh - With over twenty years experience in the industry, Lynne serves as Jay Bullerman's assistant and has been with FRA since 1992. She served as Administrative Manager from 1999-2010. She received her Financial Paraplanner certificate from the College of Financial Planning in 1994. She is the mom of four and is actively involved in her church & community. She helps to make customer service the first priority at FRA. Email -Lynne@fraonline.com |
 |
Allison Mussig
Client Services Specialist
Allison Mussig - Allison moved to the Cedar Valley to attend UNI graduating with a BS degree in Graphic Communication. She worked as a project coordinator/event planner prior to joining FRA in December 2006 to serve as Mike Mercurio's assistant. Her husband Quentin works as a church music director. Allison currently works on M,W, F to allow her time at home with their daughter. Email -Allison@fraonline.com |
 |
Shelley Petersen
Client Services Specialist
Shelley Petersen - Born and raised in Waterloo, Shelley comes from two generations of John Deere employees. As an assistant to Darren Yoder, she ensures clients receive outstanding customer service. Shelley and husband Ben are active in the community and enjoy spending time with their three children. Email -Shelley@fraonline.com |
 |
Raegan Schultz
Client Services Specialist
Raegan Schultz - Joining FRA in 2006, Raegan brings six years of industry experience to the team. Supporting Tom Tjaden, Dave Becker and Marie Helvie, Raegan focuses on details to ensure an outstanding client experience for their team. She is a 2001 graduate of UNI with a degree in General Communication. Raegan lives in Parkersburg with her husband and 2 children. Email -Raegan@fraonline.com |
 |
Caryn Thede
Client Services Specialist
Caryn Thede – Bringing 22 years of Insurance and Customer Service related experience Caryn joined FRA in January of 2011. Serving as Kevin Dallenbach's assistant Caryn strives to make customer service priority at FRA! Born and raised in Iowa, Caryn and her husband Mike live on one of their family farms. In her spare time you will find her at their lake home in Montezuma. She enjoys boating, skiing, traveling and spending quality time entertaining family and friends. Email -Caryn@fraonline.com |
 |
Tracy Wiebke
Director of First Impressions
Tracy Wiebke – Tracy believes that greeting clients upon their arrival with warm hospitality and a welcoming atmosphere is a key in the reputation of a business. She comes to FRA with 15 years experience in church relations and office operations. Tracy and her husband, Dennis, live on their family farm near Nashua, and enjoy spending time with their three adult children and traveling via motorcycle. Email - Tracy@fraonline.com |
 |
Terri Tripp
Processing Specialist
Terri Tripp – Terri joined the FRA team in April 2010 as a Processing Specialist. She was raised in Fort Dodge and had lived in Waverly for 30 years. Terri brings 22 years of insurance experience. She and her husband Fred live in Waterloo and enjoy many outside activities, especially riding on many of the local bicycle trails.
Email - Terri@fraonline.com |
*Registered Representatives - Securities and Investment Advisory Services are offered through Multi-Financial Securities Corporation.
Contact Us
|
