Team
Jeremey “Jay” Bullerman
President & Investment Advisor Representative
319-234-6218
Jeremey “Jay” Bullerman – As President of FRA, Jay has over 20 years of portfolio management and retirement income planning experience. A University of Iowa graduate with degrees in Finance and Economics, Jay spent...
Tom Tjaden
Investment Advisor Representative
319-234-6218
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
Managing Partner & Investment Advisor Representative
319-234-6218
Nolan Farwell
Registered Principal
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...
Ryan Shaw, AIF
Investment Advisor Representative
319-234-6218
Ryan Shaw - 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, CPA
CPA and Investment Advisor Representative
319-234-6218
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
Investment Advisor Representative
319-234-6218
Kelly Goreham – 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
Investment Advisor Representative
319-234-6218
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 (finance minor). His primary role is to partner with Mike Mercurio to...
Marie Prachar
Operations Manager
319-234-6218
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
Client Relationship Specialist
319-234-6218
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
Senior Client Services Specialist
319-234-6218
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 an assistant to Mike Mercurio, Joshua Mercurio and Mike Hulme, the marketing coordinator...
Tracy Wiebke
Director of First Impressions
319-234-6218
Tracy joined the FRA team as Director of First Impressions in 2009. She is responsible for greeting clients both on the phone and in person and can often be found assisting the back office staff with projects. During tax season, she...
Angelina Lingua
Client Services Specialist
319-234-6218
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
Processing Specialist
319-234-6218
Doretta Koldenhoven – Doretta started at FRA in 2017 as a processing specialist. Her warm and caring...
Michael Mercurio
Retired Registered Representative
Michael Mercurio - Born and raised in Waterloo, Mike began work at John Deere Waterloo Works in 1972 as a Tool Grinder before joining FRA in December 1980 where he served as an Investment Advisor Representative until his retirement...
Jacqueline Fisher
Processing Specialist
319-234-6218
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, watching a good movie...