4840 North River Boulevard Northeast,
Meet the Team
Our leadership team has over 130 years of collective experience in the insurance and financial services industry. This experience ranges from running and owning financial firms, expansive and continued field experience, and time spent in the corporate landscape. The hands-on approach and commitment to each firm’s growth sets CFG apart.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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.
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.
OSJ Branch Manager
Lisa joined the SSU Team in January 2019. Lisa has been in the financial services industry for 35+ years and is Series 7, 66 and 24 registered. She has held various management and leadership positions in her prior broker dealers...
Robin has been with Collective Financial Group since May 2018. She holds her FL Life, Health & Variable Annuities insurance license, 4, 7, 24, 53 & 63 licenses, and has earned the Chartered Life Underwriter (CLU®) and...
Securities Operations Specialist
Dawn joined the Securities Support Unit in 2017. Dawn is Series 7 licensed and has been in the financial services industry since 2000. Dawn has an extensive background in brokerage services and was a direct advocate for 25 of the top...
Amy Rountree joined Securities Support Division in 2021, on the SSD OSJ Branch Manager team, supporting the supervision and office review processes of SSD advisors and their staff.
Brittany Raymond currently serves as the Collective Financial Group Virtual Admin, and also is cross trained with the Securities Support Division Processing Team.
Securities Support Analyst
Candice specializes in assisting and also training advisors and support staff in business processing, paperwork, and general business related issues.
Owner & Leadership Team
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.
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.
Jesse is the President of Financial Decisions Group, Waterloo. He has been in the financial industry since 2004.
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.
Josh is the President of Financial Decisions Group, LLC. Josh has been in the financial services business since 2002.
Sales Desk Representative
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...
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.
Mark is the owner of Quad Cities Financial Group in Davenport, IA. He has been in the financial services industry since 1982.
Meg Wells-Putz is a member of our Virtual Admin team. Prior to joining the CFG team, she spent 4 years in the financial sector working with Securities Service Network-Ladenburg Thalman and Advisor Group broker dealers.
Michael is a Sales Desk Representative for CFG. Michael has been in the insurance and financial services business since 2022 and holds a life and health insurance license. He is a recent graduate of the University of Northern Iowa with...
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...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.