Our Team
Waterloo Office
Jesse Meehan, CFPⓇ, LUTCF
President, Investment Adviser Representative
(319) 233-8800
Jesse is the President of Financial Decisions Group and 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....
Pete Meehan
Client Experience Coordinator
(319) 233-8800
Pete 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...
Tom Kneeland, LUTCF
Investment Adviser Representative
(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...
Bill McIntee, CLU, ChFC, LUTCF
Investment Adviser Representative
(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...
Steve Dewey, CLU, ChFC
Investment Adviser Representative
(319) 233-8800
Since entering the financial industry in 1981, Steve has been committed to helping clients make wise financial decisions. His specialties are financial planning and retirement planning.
Chase Felchle
Investment Adviser Representative
(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...
Mitchell (Mitch) McGraw
Investment Adviser Representative
(319) 233-8800
Mitch began his career as a financial advisor in 2016 after 4 years of active-duty Army service with 3rd Battalion, 75th Ranger Regiment down in Fort Benning, GA. He is Licensed in...
Rod McGraw
Insurance Professional
(319) 233-8800
Rod joined Financial Decisions Group in 2012. He has over 23 years of experience in the industry. Rod Holds a BA from Loras College. He is Health and Life insurance licensed...
Greg Nicoll
Administrative Assistant
(319) 233-8800
Greg has been in the insurance business since 1984. He has obtained his life, health, property & casualty licenses, and earned the FINRA Series 6 and 63 registrations. He is also certified as a Life Underwriter Training Council Fellow...
Lynette Fitzgerald, LUTCF
Registered Assistant
(319) 233-8800
Lynette has been in the financial industry since 1989 and holds a life and health insurance license and Series 7 and 63 registrations. She has earned certification in Life Underwriter Training Council Fellow from American...
Deniene Kneeland
Administrative Assistant
(319) 233-8800
Deniene has been with Financial Decisions Group since 2008. Deniene assists Tom Kneeland in customer care, building and maintaining...
Jeslyn Kleinschmidt
Office Manager, Administrative Assistant
(319) 233-8800
Jeslyn joined Financial Decisions Group in December of 2017. Jeslyn currently assists other advisors in customer care, building and maintaining client relationships, provides case preparation, processing of new business, along with...
Laura Rico
Administrative Assistant
(319) 233-8800
Laura joined Financial Decisions Group in March 2021. Laura currently assists Tom Kneeland with customer care, building and maintaining client relationships, provides case preparation, and processing new business. Laura resides in...
Blake Bishop
Insurance Professional
Blake holds his life & health insurance licenses. He works closely....
Jennifer Snell
Administrative Assistant
(319) 233-8800
Jennifer has been with Financial Decisions Group since 2020. Jennifer assists in...
George Peterson
Investment Adviser Representative
319-233-8800
George joined Financial Decisions group in May 2021. He graduated the University of Northern Iowa with a bachelors degree in...
Sandy Meyer
Administrative Assistant
Sandy is new to Financial Decisions Group joining them in 2022. She has been with Royal Alliance since 2014, and she still works out of the same office in Dubuque, IA on JFK road. Sandy assists in customer care, building and...
Cresco Office
Brian Midthus, LUTCF
Insurance Professional
Brian has been in the financial industry since 2000. He holds his licenses in life and health insurance. Brian graduated from the University of Northern Iowa with a BA in Finance in May of 2000....
Oelwein Office
Neil Wilkinson, CLU, ChFC, LUTCF, MSFS
Investment Adviser Representative
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...
Jeff Jones
Registered Representative
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...
Justin Shaffer, LUTCF
Registered Representative
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...
Kim Burgin
Administrative Assistant
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...
Tracy Kerns
Marketing & Administrative Assistant
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...
Nashua Office
Dennis Litterer
Insurance Professional
Dennis has been in the financial industry since 1984 and has his life and health insurance licenses. Dennis is a member of the Cedar Valley chapter of the National Association of...