Broker Check

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

(319) 200-8190

(319) 200-8391

Tom is a Registered Representative and Investment Adviser Representative with Royal Alliance Associates, Inc.. Tom is also affiliated with the Strellner Agency Group, a local financial services firm in Cedar Rapids, Iowa. ...

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Keli, a Coe College Alum, grew up in Clinton Iowa and has been in the customer experience business since 2007 and the financial services industry since 2011.   Keli provides a top-quality client experience...

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Blake has been in the insurance and financial services business since 2015 and holds a life and health insurance license and FINRA Series 6, 63 and 65 registrations. Blake is a graduate of the University of Iowa with a Bachelor of Arts...

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Having 30+ years in the financial services industry, Carol, a Cedar Rapids native, provides a wealth of experience and client communication skills in her support role with Tom. Carol prepares client reviews and initiates and follows...

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