4840 North River Boulevard Northeast
Unique culture based on long term, family like relationships.
2021 Fortunaire Foundation Scholarship Recipients
Jackson & Peck Financial Group recently presented 2 Fortunaire Scholarships checks to two seniors from their local high school. Christian Jackson presented $2,500 to Rhett Hulick and Darrel Peck presented $2,000 to Timothy Arzola. Christian and Darrell promoted the Fortunaire Scholarship opportunity in their community and received 37 applications. They reviewed the applications submitted and presented the top 2 to the Fortunaire Scholarship Committee. They had such a great response that they will be doing it again next year and will continue to help the young people in their community!
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owner and other entities and/or marketing names, products or services reference here are independent of RAA.
2020 Fortunaire Foundation Community Serice Award Winner
Collective Financial Group congratulates Greg Johnson, Investment Advisor Representative with Johnson Insurance in Belle Plaine, IA for receiving the 2020 Fortunaire Foundation Community Service Award. Tim Strellner, Managing Partner of CFG and Owner of the Strellner Agency Group shared “Greg is a well deserving individual for this award for his strong commitment to giving back to his hometown community!” Tom Fox, President of the Fortunaire Foundation presented the award to Greg last week at the Strellner Agency Group 1stquarter meeting.
2021 Q1 Advisor Spotlight – Craig Cheeseman with Cheeseman Finacial in Salem, SD
Please tell us a little bit about you and your firm’s history.
I started in 1998 with Life Investors and was hired by Mark Whealy. I got my Series 6 license in 1998 and then in 2007 I tested for the Series 7 and 65. Once I was fully licensed, I really shifted my focus to wealth/investment planning. I have been in Salem, SD my whole career after being a twin career guy in the beginning. I left teaching and coaching to focus solely on this career. 23 years later we are in a much bigger office, with 2 support staff and my son working with me.
What is your favorite part about being a financial advisor?
Sitting down with a client or couple and bringing value to them. More specifically, I really enjoy retirement planning and being a part of my clients’ financial success.
How has CFG impacted your practice since you have been associated with the organization?
CFG has had a huge impact on how I started in the business with training and motivation. The environment and support for people are immense and those willing to take advantage of that structure can be pivotal to the growth of their practice. There is such a desire from leadership and all the employees to want reps to be successful.
Now that your son is in the business with you, how has that had a positive impact on your practice?
There is nothing better than a young, motivated person that has grabbed ahold of the team’s goals and embraced them wanting to take it to the next level. Cole is life licensed and currently working on getting securities licensing. He has provided such value in updating our technology and processes. He has helped define our systems to be more efficient. The efficiency within the office has been particularly important but he also has some of the same goals and desires that I had when I was younger. He has brought energy and focus to the processes, which helps myself and the team.
What has been your best day as an advisor?
The best days were early in my career when I hit Fortunaire level and showed some success and being recognized for that.
Also, financial planning with my mom and dad my first year in the business. Dad was 50 years old and had no retirement at work and was wondering why I quit teaching and coaching but we put a plan together for them after 3 or 4 meetings and my dad followed me out after I presented it to them and shook my hand and told me “Thank you, I wish someone like you would have come to talk to me 20 years ago.”
What are the benefits of utilizing a business coach? And what kind of impact has that had on your practice?
There is no doubt it has had a huge impact. Whatever level you are at, you can plateau but the biggest thing they brought to me was day-to-day, week-to-week, and month-to-month operations. It was a financial commitment but knowing I had to commit to it to take me to the next level. Efficiency in seeing more clients and helping more clients. By using their method, I have seen consistent production increases. Our office is structured and everyday has a purpose and utilizing communications with the staff. This was all from 6-months with Chuck Bauer starting in April 2020.
Registered Representative/Securities and investment advisory services offered through Royal Alliance Associates, Inc. Member FINRA, SIPC, a Registered Investment Adviser. Collective Financial Group is independent of Royal Alliance Associates, Inc. 52411
Advisor Spotlight – Blake Helms
Please tell us a little bit about you and how you got into the industry.
I got into the industry going into my Senior year at Iowa after being involved in the Financial Management Association and completing an Internship at the Transamerica home office. I gained an interest in the industry after hearing various Financial Advisors speak about their careers, and ironically later that year ran into Kirk Haefner, who was doing some recruiting for the Strellner Agency Group. I then completed their Sales Leadership program and never looked at another option because I knew this is what I wanted to do the rest of my life.
My favorite part about being an advisor is seeing the joy and “more assured” feeling on a client’s face after putting a plan together for them. It never gets old and is always a good feeling knowing I can help put someone and their family in better situation financially than what they were in before. It gives me a sense of meaning and purpose in life and what keeps me excited about going to work every day.
Why do you find Life Insurance is such an important piece of a sound financial plan?
Ironically, this was re-emphasized for me recently in going through my first death claim. Life insurance is such a critical component to a financial plan because without it, all the other planning you have done can be for nothing in the event a premature or unexpected event. Life Insurance is the foundation of a plan and it is our job as advisors to ask the right questions, be “worse case” planners, and to emphasize the important role Life Insurance plays in a solid financial plan.
As a young advisor partnering with a senior advisor, what has that done for you early in your career?
It has been pivotal to say the least. I did a lot of joint work with various advisors leading up to this which was a great learning experience, but to have Tom Fox, a high-quality senior advisor approach me early in 2019 to join his practice as a junior advisor was an opportunity I am fortunate to have. I have been able to grow my personal pen while learning new skills, practice management techniques, and how running a true advisory practice pays dividends in the long run.
CFG has been very impactful in so many areas of my career & personal life. From providing top tier education, training, and resources, to all the advisors that make up CFG being quality people that I enjoy spending time with and can learn from. I truly believe a big part of why I am still in the business after 5 years is because of the leadership and culture within this organization. It is a unique group that emphasizes taking care of our clients first.
My best day as advisor would have to be in 2016 when I qualified for Fortunaire status my first full year in the business. It was a proud moment for me but what made it so great was the support and encouragement I received from my piers along that way. I felt like I was part of something bigger than myself.
What are some of your favorite things to do outside of work?
I enjoy golfing, biking, hanging out with friends, going to the gym/exercising, attending sporting events & concerts (hopefully can do this again sooner than later!).
2019 Incentive Trip
Let no one say we don't know how to have fun!
2018 Annual National Conference
Fun, Fellowship and Learning!