Broker Check

3013 Greyhound Drive
Waterloo, IA 50701

Financial Decisions Group

319-233-8476

 

Our Team

Waterloo Office

Pete Meehan

President, Investment Adviser Representative

800-262-0159

(319) 233-8800

Pete is the President of Financial Decisions Group and has been in the financial services industry since 1980. He holds his Bachelors of Science, Business Management from Upper Iowa University. Pete holds his life and health insurance...

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Blake Bishop

Financial Professional

(800) 262-0159

(319) 233-8800

Blake began his career in the financial industry in 2013, while completing his Bachelors Degree in Economics from University of Northern Iowa. He specializes in life and health insurance. Blake is a member of the Cedar Valley Jaycees...

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Steve Dewey, CLU, ChFC

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Steve has been in the financial industry since 1981 and has his life and health insurance licenses. He has earned his FINRA Series 6,7, and 63 registrations. Steve graduated from Wartburg College with a Bachelors in Business...

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Chase Felchle

Investment Adviser Representative

(800) 262-0159

(319)233-8800

Chase has been with Financial Decisions Group since 2013. Chase holds a Bachelor of Science in Social and Behavioral Sciences with a minor in History from the University of Mary in Bismarck, ND. Chase holds his life and health...

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Lynette Fitzgerald, LUTCF

Registered Representative

(800) 262-0159

(319) 233-8800

Lynette has been in the financial industry since 1989 and holds a life and health insurance license and FINRA Series 7 and 63 registrations. She has earned certification in Life Underwriter Training Council Fellow from American...

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Tom Kneeland, LUTCF

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Tom has been in the financial industry since 1983. He has his life and health insurance licenses as well as FINRA Series 7, 63, and 65 registrations. Tom is a member of the Cedar Valley chapter of the National Association of Insurance...

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Bill McIntee, CLU, ChFC, LUTCF

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Bill has been in the financial industry since 1999. He holds his licenses in life and health insurance along with FINRA registrations in Series 6, 63, and 65. Bill is a member of the Cedar Valley chapter of the National Association of...

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Jesse Meehan, LUTCF

Investment Adviser Representative

(800) 262-0159

(319) 233-8800

Jesse has been in the financial industry since 2004. He is licensed in both life and health insurance along with FINRA Series 7, 63, and 66 registrations. He earned his Bachelors of Business Management from University of Northern Iowa....

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Sherry Duffy

Administrative Assistant

(800) 262-0159

(319) 233-8800

Sherry has been with Financial Decisions Group since 2004, working as the assistant to Pete Meehan along with assisting with the daily operations on the office. Sherry resides in Fairbank with her husband Tony. She has two children,...

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Deniene Kneeland

Administrative Assistant

(800) 262-0159

(319) 233-8800

Deniene has been with Financial Decisions Group since 2008, working as an assistant to Tom Kneeland along with assisting with daily operations of the office. Deniene resides in Waterloo with her husband, Tom, and two children. She...

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Rod McGraw

Financial Professional

(800) 262-0159

(319) 233-8800

Rod came back to Financial Decisions Group in 2012 in the role of a recruiter. Today he seeks out new and existing agents who desire to break into the industry and/or grow their existing business. Rod specialized in Life and Health...

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Becca Werner

Assistant to Jesse Meehan

(800) 262-0159

(319) 233-8800

Since 2015, Becca has been an assistant to advisor Jesse Meehan. Becca resides in Winthrop and holds a Business Management degree from the University of Northern Iowa in December 2016...

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Allison Office

Mark has been in the financial service industry since 1993. He has his life and health insurance licenses. In 1993 Mark earned the "Rookie of the Year" award at FDG. He has been a Lions Club International member since 1972, during...

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Cresco Office

Brian Midthus, LUTCF

Investment Adviser Representative

Brian has been in the financial industry since 2000. He holds his licenses in life and health insurance along with FINRA Series 6, 63, and 65. Brian graduated from the University of Northern Iowa with a BA in Finance in May of 2000....

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Nashua Office

Dennis Litterer

Registered Representative

Dennis has been in the financial industry since 1984 and has his life and health insurance licenses. He has earned his FINRA Series 6 and 63 registrations. Dennis is a member of the Cedar Valley chapter of the National Association of...

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Oelwein Office

Neil has been in the insurance and financial services business since 2000. He holds his life and health insurance license and FINRA Series 6, 7 & 63 licenses. Neil earned his B.A. in Finance and B.A. in Business Management from Upper...

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Jeff Jones

Registered Representative

(563) 380-9032

Jeff has been in the insurance and financial services business since 2003. He holds his life and health insurance license and FINRA Series 6 & 63 licenses. Jeff specializes in individual and group health insurance products, and will...

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Justin has been in the insurance and financial services business since 2007. He holds his life and health insurance license and FINRA Series 6 & 63 licenses. Justin earned his Bachelor’s degree from the University of Dubuque in...

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Kim joined Financial Decisions Group in 2013 and obtained her life and health insurance license that same year. She manages the daily operations of the office and, (on an average, great day) will be the first smiling face that people...

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Tracy Kerns

Marketing & Administrative Assistant

(319) 283-1514

Tracy rejoined Financial Decisions Group in 2015 after having worked in the Oelwein office from 2006 to 2013. Her new marketing role allows her to focus on enhancing client relations, while also letting the rest of the world (or at...

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San Jose, California Office

Deb Law

Financial Professional

800-262-0159

319-233-8800

Deb has been in the financial service industry since 2004. She is licensed in life and health insurance. Deb graduated from University of California at Berkley with a Bachelors in Mass Communication and History. Deb and her husband...

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