Cedar Rapids Office
4840 North River Boulevard NE
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.
CLU®, CFP®, Financial Advisor
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. ...
Practice Manager 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...
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...
Client Service Associate
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...