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.
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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
2022 Fortunaire Foundation Scholarship Recipients
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.