"Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results." - Andrew Carnegie
Team
Having a skilled wealth advisor is crucial, but it's equally important to have a top-notch support team to ensure exceptional client service. Our goal is to provide every client with both courtesy and professionalism, and work diligently to resolve service concerns. This dedication to exceeding standard service expectations highlights our commitment to valuing and appreciating your business.
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...
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...
Jennifer Ironside
Registered Assistant
3192008391
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...
