4840 North River Boulevard Northeast,
Thank you for your interest in Collective Financial Group (CFG). From all of us on the CFG Team, we understand that you have a lot of choices when it comes to who you do business with. In today’s world, size and scale matters and we are hoping we can share our story and business model that allows you to keep your own identity and maximize the strength of CFG.
At CFG, we look to partner with professional individuals and branches who want to be part of a team and have a desire to grow. We understand that maintaining profitability and navigating an ever- changing landscape of compliance, rules and regulations can be difficult. We want to be there to help!
Our team provides educational resources, technology services, self- funded Super OSJ supervision and compliance support, comprehensive planning professionals and team partnerships to help support your business today and into the future. By partnering with CFG, you will receive support to help drive value to your branch and put you on the path to reach your personal and professional goals.
Please reach out to anyone on our Leadership Team to have a confidential conversation about how being a part of the CFG family can help bring value to your practice.
Collectively, we are better together! CFG Leadership
Collective Financial Group currently accounts for approximately 20,000,000 in GDC and 3,000,000 in life production annually and $4 billion total client assets managed by CFG as of 12-31-2020.
Managing Partner & Leadership
Tim is the Managing Partner of Collective Financial Group and primary owner of the Strellner Financial Group, whose main office is in Cedar Rapids, IA.
Jeff is a Partner with Collective Financial Group and President of Advanced Financial Consultants whose main office is in Rochester, MN. Jeff has been in the financial services business since 1986.
Director of Operations
Pete is the Director of Operations for Collective Financial Group and the past President of Financial Decisions Group in Waterloo, IA.
Owner & Leadership Team
Jesse is the President of Financial Decisions Group, Waterloo. He has been in the financial industry since 2004.
Josh is the President of Financial Decisions Group, LLC. Josh has been in the financial services business since 2002.
Lance is the President and CEO of Carlson Financial Group in North Platte, NE. He began his career with Life Investors Insurance Company of America immediately after graduating from the University of Nebraska - Lincoln in 1991.
Eric Dawson is an Investment Advisor Representative with Dawson and Bertran Investment Advisors. An industry veteran of nearly 25 years, Eric specializes in helping clients successfully transition from the workforce to retirement.
Dave Menard is the co-owner of CORE Financial with his wife, Alexia, based CO. Since 1988, he has worked in the financial management field, helping successful executives, business owners and affluent individuals with wealth management.
Mark is the owner of Quad Cities Financial Group in Davenport, IA. He has been in the financial services industry since 1982.
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.
Vice President of Contracting and Commissions
Eric Ellison is the Vice President of Contracting & Commissions for Collective Financial Group.
Director of Securities Operations and OSJ Branch Manager
Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Securities Support Division.