Broker Check

People

FRA Believes...

Knowing where to turn for financial advice is one thing; knowing the advice stands on a foundation of integrity and trust is another.

Tayler Tjaden

LPL Investment Advisor Representative

319-232-6122

319-234-6218

Tayler@FRAonline.com

Tayler Tjaden - Serving FRA as a Financial Advisor, Tayler joined FRA in 2024 after living in Ankeny post college and working as a treasury analyst with benefit administration and electric vehicle companies. He graduated from...

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Adam Schaefer

LPL Investment Advisor Representative

319-232-6122

319-234-6218

Adam@FRAonline.com

Adam joined the FRA team in May 2023 and brings with him over 16 years’ experience from the banking industry where he managed commercial and fintech client relationships. Adam currently supports FRA’s investment advisors in...

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Allison Mussig

Senior Client Services Specialist

319-232-6122

319-234-6218

Allison@FRAonline.com

Allison Mussig – Allison wears many hats at FRA as her role has evolved since joining the team in December 2006. She works part time as assistant to Joshua Mercurio and Mike Hulme, marketing coordinator...

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Angelina Lingua

Client Services Specialist

319-232-6122

319-234-6218

Angelina@FRAonline.com

Angelina Lingua - Angelina joined the FRA family November of 2016, bringing with her over 12 years of experience in the financial industry.  She assists...

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Doretta Koldenhoven

Processing Specialist

319-232-6122

319-234-6218

Doretta@FRAonline.com

Doretta Koldenhoven – Doretta started at FRA in 2017 as a processing specialist. Her warm and caring...

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Emma Helvie

Processing Specialist

319-232-6122

319-234-6218

Emma@FRAonline.com

Emma Helvie – Emma started at FRA in 2023 as a processing specialist. She is a 2022 graduate of the University of Iowa. She loves to travel, especially if it’s to mountains or Chicago. She’s an avid reader, loves...

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Jacqueline Fisher

Operations Specialist

319-232-6122

319-234-6218

Jacqueline@FRAonline.com

Jacqueline Fisher - Jaci started at FRA in 2019 as a processing specialist. She is a graduate of the University of Northern Iowa with a Bachelor’s Degree in History. In her spare time, she enjoys time with friends and family,...

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Jay Bullerman

President & Financial Advisor

319-232-6122

319-234-6218

Jay@FRAonline.com

Jeremey “Jay” Bullerman – As President of FRA, Jay has over 30 years of portfolio management and retirement income planning experience. A University of Iowa graduate with degrees in Finance and Economics, Jay spent...

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Joshua Mercurio

LPL Investment Advisor Representative

319-232-6122

319-234-6218

Joshua@FRAonline.com

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 and finance minor. His passion for financial advising grew...

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Kelly Goreham

LPL Investment Advisor Representative

319-232-6122

319-234-6218

Kelly@FRAonline.com

Kelly Goreham, AIF – Kelly joined the FRA team in December of 2011. She arrived with 12 years of investment planning and wealth management experience. Kelly and her husband reside in Denver, IA and...

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Lynne Cavanaugh

Client Relationship Specialist

319-232-6122

319-234-6218

Lynne@FRAonline.com

Lynne Cavanaugh - Lynne assists both Jay Bullerman and Ryan Shaw. She has been with FRA since 1992 and served as Administrative Manager from 1999-2010 while assisting both Ivan...

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Marie Prachar

Operations Manager

319-232-6122

319-234-6218

Marie@FRAonline.com

Marie Prachar - Marie joined FRA in 2007 with her B.S. from SW Minnesota State University. She has a diverse job background ranging from finance to event planning. This skill-set has prepared her for her employment...

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Mike Hulme

Managing Partner & LPL Investment Advisor Representative

319-232-6122

319-234-6218

MikeH@FRAonline.com

Mike Hulme, FSA, AIF, CPFA – Mike has over 30 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 ...

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Noah Brown

LPL Investment Advisor Representative

319-232-6122

319-234-6218

Noah@FRAonline.com

Noah Brown, CFA - Noah joined FRA in July 2024, bringing a rich background in finance and a passion for helping others. Originally from Waterloo, he grew up in Jesup, Iowa. He graduated from Iowa State University in 2015 with a degree...

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Nolan Farwell

Financial Advisor

319-232-6122

319-234-6218

Nolan@FRAonline.com

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...

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Ryan Shaw

LPL Investment Advisor Representative

319-232-6122

319-234-6218

Ryan@FRAonline.com

Ryan T. Shaw, AIF - Ryan has been in the retirement and financial advisory world since he graduated from the University of Iowa in 2005, B.A. in Finance and Marketing.  A Waterloo native, Ryan serves his clients by developing investment...

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Suzanna Groves

Client Services Specialist

319-232-6122

319-234-6218

Suzanna@FRAonline.com

Suzanna joined FRA in the fall of 2025, bringing a background in nonprofit work and a passion for helping others. She earned her bachelor’s degree in Family Services from the University of Northern Iowa. Suzanna is passionate about...
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Tom Tjaden

LPL Investment Advisor Representative

319-232-6122

319-234-6218

Tom@FRAonline.com

Tom Tjaden - As a Financial Advisor, Tom has been helping clients with financial planning, investment advice, and portfolio management since 1995. Tom is a graduate of Iowa State University. Originally from Waterloo, Tom spent the first...

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Travis Bovy

LPL Investment Advisor Representative & CPA

319-232-6122

319-234-6218

Travis@FRAonline.com

Travis Bovy - In 2015 Travis became a financial advisor. His training and knowledge as a CPA has enhanced Travis' ability to help guide clients in their investment decisions. Travis is a 2001 graduate from the University of Northern...
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