Broker Check

At our firm, we have the client—and only the client—in mind.

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.

At our firm, we have the client—and only the client—in mind.

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.

Tim Strellner

Managing Partner & Leadership

319-393-6526

319-393-5931

tstrellner@cfgpro.com

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.

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Jeff Bigler

Managing Partner & Leadership

507-288-4248

507-288-8131

jbigler@cfgpro.com

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.

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Pete Meehan

Director of Operations

319-233-8476

319-233-8800

pmeehan@cfgpro.com

Pete is the Director of Operations for Collective Financial Group and the past President of Financial Decisions Group in Waterloo, IA.

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Chris Adair

Vice President of Sales and Development

319-200-8183

319-393-5931

cadair@cfgpro.com

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.

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Eric Ellison

Vice President of Contracting and Commissions

319-393-6526

319-200-8229

eellison@cfgpro.com

Eric Ellison is the Vice President of Contracting & Commissions for Collective Financial Group.

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Lisa Doherty

Director of Securities Operations and OSJ Branch Manager

888-484-3778

888-613-5456

ldoherty@cfgpro.com

Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Securities Support Division.

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Lisa Kennedy

OSJ Branch Manager

888-484-3778

888-613-5456

lkennedy@cfgpro.com

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...

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Robin Carmichael

OSJ Branch Manager

888-484-3778

888-613-5456

rcarmichael@cfgpro.com

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...

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Dawn Jerrard-Johnson

Securities Operations Specialist

888-484-3778

888-613-5456

djohnson@cfgpro.com

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...

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Amy Rountree

OSJ Branch Manager

888-484-3778 x110

888-613-5456

arountree@cfgpro.com

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.

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Brittany Raymond

Virtual Admin

888-484-3778

888-613-5456

braymond@cfgpro.com

Brittany Raymond currently serves as the Collective Financial Group Virtual Admin, and also is cross trained with the Securities Support Division Processing Team.

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Candice Engstrom

Securities Support Analyst

888-484-3778

888-613-5456

cengstrom@cfgpro.com

Candice specializes in assisting and also training advisors and support staff in business processing, paperwork, and general business related issues.

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Dave Menard

Owner & Leadership Team

(970) 226-2744

davemenard@core-financial.net

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.

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Eric Dawson

Leadership Team

515-832-3661

515-832-3667

eric@dawsonbertran.com

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.

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Jesse Meehan

Owner & Leadership Team

319-233-8476

319-233-8800

jmeehan@cfgpro.com

Jesse is the President of Financial Decisions Group, Waterloo.  He has been in the financial industry since 2004.

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Jo Carbaugh

Special Projects & Communications Specialist

319-393-6526

319-200-8211

jcarbaugh@cfgpro.com

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.

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Josh Rice

Owner & Leadership Team

515-224-0801

515-224-1649

jrice@cfgpro.com

Josh is the President of Financial Decisions Group, LLC.  Josh has been in the financial services business since 2002.

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Kort Steele

Sales Desk Representative

866-315-7780

sales@cfgpro.com

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...
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Kyle Hanna

Sales Desk Representative

866-315-7780

sales@cfgpro.com

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...

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Lance Carlson

Owner & Leadership Team

(308) 534-9621

(308) 534-0113

lance@carlsonfg.com

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.

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Mark Thompson

Owner & Leadership Team

(563) 359-1090

(563) 359-6053

mthompson@quadcitiesfg.com

Mark is the owner of Quad Cities Financial Group in Davenport, IA.  He has been in the financial services industry since 1982.

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Meg Wells-Putz

Virtual Admin

888-484-3778

888-613-5456

mwellsputz@cfgpro.com

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.

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Michael Donnan

Sales Desk Representative

866-315-7780

sales@cfgpro.com

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...

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Mitch Moser

Sales Desk Representative

866-315-7780

sales@cfgpro.com

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...

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Vince Welsh

Technology Specialist

(319) 200-8180

(319) 900-6077

vwelsh@cfgpro.com

Vince is the Technology Specialist for Collective Financial Group. He is responsible for working with the production tracking system and helping to deploy production numbers on a weekly basis for the company and its Financial...
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Client Centered

Client Centered

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.