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Cedar Rapids Office

4840 North River Boulevard NE,

Suite 100
Cedar Rapids, IA 52411


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



Tom is a Registered Representative and Investment Adviser Representative with Osaic Wealth, Inc. Tom is also a partner at Strellner Financial Group, a local financial services firm in Cedar Rapids, Iowa. ...

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Keli Onken

Non-Registered Assistant for Tom Fox


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 Helms

Investment Advisor Representative


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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Carol Larson

Business Operations

Having 30+ years in the financial services industry, Carol, a Cedar Rapids native, provides a wealth of experience in overseeing accounting...

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Jennifer Ironside

Registered Assistant



 Jen grew up in Bertram, Iowa. She attended Cornell College where she graduated with a Sociology degree. Jen has been in customer service since 1998, the financial industry since 2006, and holds a FINRA Series 6 license...

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