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Our Culture

Unique culture based on long term, family like relationships.

CFG Advisor Spotlight: Taylor McBee, CFP

Please tell us a little bit about you and your firm’s history.

I joined Dudley Asset Management, Inc. in 2012. Russell Dudley had a well-established book of business when I joined. I started as a paraplanner, and we have always operated as an advisor team. I think that is a good model for a young advisor to start. We’ve continued with that model for the last 10 years. It’s good for clients in several aspects: they have two advisors to talk to and get the experience of Russell and the continuity of a younger advisor as I’ll be able to see most of them as clients all the way through the retirement/planning process.

What is your favorite part about being a financial advisor?

My favorite part would be helping clients, who become friends along the way, reach important financial milestones in their lives. My favorite appointment with them is the “retirement appointment,” particularly for those clients who have been around a long time. We’ve worked and planned for this time and it’s seeing it come full circle. It’s rewarding to see that in someone’s life and to have played a small part in it. 

How has CFG impacted your practice since you’ve been associated with the organization?

I think CFG has been a great resource for us in a lot of ways. I love being a part of a group of smart and successful advisors who I can network and connect with. I respect a lot of them and like to hear their ideas and how they do things. CFG leadership has been great in supporting, communicating, and navigating change within the broker dealer and the industry as a whole.

How do you feel we can get more women into roles as financial professionals?

I think there are a lot of opportunities for females, particularly young female professionals in the industry.  The barrier of entry is a challenge, and I think it is important for females to mentor other female professionals. The team atmosphere is one that would lend to bringing someone in. Being a female, I feel I connect with clients well, particularly other female clients. Especially when certain events in their lives occur, I can give that perspective. Russell and I feel the male/female team works well as we have differing perspectives that allow us to connect well with clients. 

What has been your best day as an advisor?

I guess I would say the day I became a CFP.  It was a hard work that paid off.  It was definitely an achievement but also made me a better advisor. I truly feel I apply the knowledge learned to my practice daily. It certainly pushed me forward in my career.

Please tell us about your family.

Mitchell and I have been married for 8 years (we were high school sweethearts). We have two boys, Miller is 5 and Lincoln is 1. We coach Miller’s tee-ball team and have a lot of fun with that. I see a lot more of that in our future. We love traveling and taking the boys to see new places.

#CFGspotlight #FinancialProfessionals #CollectiveFinancialGroup

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 – Tom Fox with Strellner Financial Group

Please tell us a little bit about you and your firm’s history.

I started in the business in 1998 doing an internship with Strellner Financial Group. I enjoyed the business and knew it was a good fit. I went to another opportunity for a little bit but came back to the firm in 2001 and started with Bob and Scott Anderson. Over the years I’ve transitioned to having my own team that consists of Keli Onken as Practice Manager, Carol Larson as Administrative Assistant, and Blake Helms as an Associate Advisor. My focus right now is working with clients approaching or in retirement that I can craft and manage their retirement plan. In conjunction with that I’m the primary wealth manager they are engaged with; I actively work with approximately 200 households.

What is your favorite part about being a financial advisor?

I think it’s really the relationships with people. After 25 years seeing clients’ accounts grow and telling them that they can retire tomorrow – it’s seeing that original plan come to fruition over a long period of time. It’s seeing how that impacts the lives of those clients, their kids and eventually their grandkids with the wealth they’ve built and accumulated.

How has CFG impacted your practice since you’ve been associated with the organization?

I think the greatest value of CFG is continuing to provide that one-on-one and smaller firm feel when we are a part of a large broker dealer. The relationships we have with other advisors across the country and the CFG employees enable us to stay on top of regulatory changes, best practices and networking/relationships for sharing ideas to continue to get better in our profession. Also, advice on how to navigate the markets and products and those conversations with others.

Golfing or fishing and why?

Fishing. I’m terrible at golf.

What has been your best day as an advisor?

I wouldn’t say there’s ever been a best day as most days are good. In all honesty, the tough days are where we can bring the most value as we are able to guide those clients in those difficult moments, i.e. a spouse passing or bad day in the markets. The good days keep you coming back and make it worth the while.

Please tell us about your family.

I’ve been married to my beautiful wife, Beth, for 23 years. I have two children, Sydney, 17, and Caleb, 14. We are in that active stage of life running kids to and from events right now. Between sporting events we enjoy traveling and outdoor activities, as well as entertaining friends and family at our home.

#CFGspotlight #FinancialProfessionals #CollectiveFinancialGroup

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

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.

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.

2021 Q1 Advisor Spotlight – Craig Cheeseman with Cheeseman Financial 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.

 

What is your favorite part about being a financial advisor?

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.


How has CFG impacted your practice since you have been associated with the organization?

 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.

 

What has been your best day as an advisor?

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!).

 

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 


2019 Incentive Trip

Let no one say we don't know how to have fun!





2018 Annual National Conference

Fun, Fellowship and Learning!








Recognizing our Heritage


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