People

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...

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...

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 ...

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...

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...

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

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...

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...

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...

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...

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...

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

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

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,...

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...

Ben Bullerman - Serving FRA in an analyst role and Integrated Accounting Solutions (IAS) as Senior Accountant, Ben joined FRA in 2021. He came with several years of tax preparation experience from his time working at RSM in Waterloo....