4840 North River Boulevard Northeast
Vice President of Sales and Development
Chris Adair is the VP of Sales and Development for CFG. He is dedicated to the overall growth of CFG, including oversight of day to day operations and implementing strategic vision that impacts overall organizational productivity.
Special Projects & Communications Specialist
Jo is the Special Projects & Communications Specialist with Collective Financial Group. Jo has been in the industry since 1985, starting as part of the Life Investors Cedar Rapids Agency and then transferred to the Home Office.
The CFG Internal Sales Desk is dedicated to assisting our financial professionals with day to day quoting and assistance of fixed life insurance products. Through the platform we have built, we are able to quickly quote multiple carriers. They can be reached via phone, dedicated email inbox, or through our QuikQuote tool on the CFG Website.
Their vast knowledge of multiple carriers often lends to better outcomes for a client, as they are able to recognize alternative options that may otherwise be missed.
Kyle is a Sales Desk Representative for CFG. Kyle has been in the insurance and financial service business since 2016 and holds a life and health insurance license and FINRA Series 6 and 63 registrations. Kyle attended Des Moines Area Community College and BA Simpson Collegeand is a graduate of the MA Concordia University Irvine. Kyle helps individuals and families plan for their Life Insurance, Long Term Care, Health Insurance, and Medicare Supplement needs.
Kyle and his wife, Dana have 2 boys and reside in Boone. He enjoys spending time with family and friends, golfing, coaching, fishing and golf club making.
* Not registered as an investment adviser representative or registered representative and cannot offer securities and advisory products in that capacity.
Mitch is a Sales Desk Representative for CFG. Mitch has been in the insurance and financial services business since 2017 and holds a life and health insurance license. He is a graduate of Upper Iowa University with a degree in Financial Management and a member of NAIFA. Mitch specializes in working with individuals and families on their risk management needs with Life, Disability and Long Care Insurance.
Mitch and his wife, Katrina, reside in Cedar Rapids. He enjoys spending time with his family and friends, golfing and coaching baseball.
*Not registered with Royal Alliance Associates Inc.
Austin is a Sales Desk Representative for CFG. Austin has been in the insurance and financial services business since 2016 and holds a life and health insurance license and FINRA Series 7 and 66 registrations. He is a graduate of the University of Iowa with a degree in Business. Austin specializes in working with individuals and families in life insurance planning, investment planning and retirement planning.
Austin enjoys spending time with his family, friends, golfing and snow skiing.
Kort is a Sales Desk Representative for CFG. Kort has been in the insurance and financial services business since 2020 and holds a life and health insurance license. He is a graduate of the University of Nebraska – Lincoln. Kort specializes in working with individuals, families and small businesses on their risk management needs with life and health insurance solutions. He and his wife Jaeli live in North Platte along with their two dogs, Oadie and Rue. In his free time Kort enjoys following Nebraska athletics and golfing.