Broker Check

Tom Fox, CLU®, CFP®
319.200.8190

Team

Having a good financial advisor is one thing, but it is equally important to have a great staff supporting your advisor to help deliver exceptional client service.  Our goal is to treat every client with courtesy, professionalism and make every effort to follow-up on service issues in a timely manner.  This is the difference between a “typical” client service experience and a “preferred” client experience that makes you feel like your business is valued and appreciated.

 

Tom Fox

CLU®, CFP®, Financial Advisor - Signator

(319) 200-8190

(319) 200-8391

Tom is a Registered Representative and Investment Adviser Representative with Signator Investors, Inc. Tom is also affiliated with the Strellner Agency Group, a local financial services firm in Cedar Rapids, Iowa. Working with other...

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LaVonne joined the team in the spring of 2014 with the key role of coordinating marketing efforts and enhancing client relations to provide superior client experiences after spending two years working in the financial industry prior....

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Keli grew up in Clinton Iowa and later attended Coe College in Cedar Rapids, where she graduated with a double major in Art and Psychology. Keli has been in the customer experience business since 2007 and the financial services...

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