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 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. ...
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...