Broker Check

Team

At Financial Resource Advisors, we believe our ensemble advisor approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Jeremey “Jay” Bullerman

President, Investment Advisor 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...

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Michael Mercurio

Investment Advisor 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 thirty-three years ago. A Certified Financial Planner, avid golfer...

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Tom Tjaden

Investment Advisor 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...

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Mike Hulme, FSA, AIF

Managing Partner & Investment Advisor Representative

Mike Hulme, FSA, AIF – Mike has over 25 years of experience in the financial services industry and graduated with High Distinction from the University of Iowa. As an advisor, Mike’s motivation comes from serving and guiding clients...

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Nolan Farwell

Investment Advisor Representative

319-232-6122

319-234-6218

Nolan Farwell – Nolan joined FRA in May 2005 after graduating from Kansas State University with degrees in Finance and Economics. He holds the Series 7, 24, 51, and 66 securities registrations and supports the FRA team as a service...

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Ryan Shaw

Investment Advisor 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. Ryan serves his clients by developing...

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Travis Bovy

CPA Investment Advisor Representative

Travis has been lead accountant for Integrated Accounting Solutions since its formation in early 2011. In 2015 he also passed his exams to be a licensed financial advisor. His additional training and knowledge has greatly enhanced...

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Kelly Goreham

Investment Advisor 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...

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Joshua Mercurio

Investment Advisor Representative

Joshua Mercurio - Josh joined Financial Resource Advisors in December 2014. He is a graduate of the University of Northern Iowa with a degree in economics. His primary role is to partner with Uncle Mike Mercurio to review current...

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Marie Prachar - Marie joined FRA in 2007 with her BS from SW Minnesota State University. She has a diverse background of experience ranging from finance to event planning. These gifts have prepared her for what we consider her...

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Lynne Cavanaugh

Client Services Specialist

319-232-6122

319-234-6218

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...

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Allison Mussig

Client Services Specialist

Allison Mussig – Allison wears many hats at FRA as her role has evolved since joining the team in December 2006. Currently she works part time and is at home on Wednesday each week. At the office she serves as Mike Mercurio’s assistant...

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Tracy Wiebke

Director of First Impressions

Tracy Wiebke – Tracy came to FRA in 2009 as our Director of First Impressions after serving 15 yrs in ministry as a church office manager. At the front desk Tracy fully utilizes her strengths of hospitality and a genuine care for...

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Kelly has worked in the FRA building since 2012 doing seasonal tax preparation for Intergrated Accounting Solutions. Since that time she has become a year round employee and an integral member of both the IAS and FRA teams. Kelly's eye...

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