Broker Check

Our Team

Neil K. Wilkinson, MSFS, ChFC, CLU

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...

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Jeffrey G. 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...

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Justin M. Shaffer, LUTCF

Investment Adviser 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 & 65 licenses. Justin earned his Bachelor’s degree from the University of Dubuque in...

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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...

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Kole Johnson

Registered Assistant

Kole joined Financial Decisions Group in June of 2024 as an intern while he studies Finance & Wealth Management at the University of Northern Iowa. Kole assists with customer care, building and maintaining client relationships,...
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Terra Helmers

Administrative Assistant

Terra joined Financial Decisions Group in January 2025. Terra currently assists with customer care, building and maintaining client relationships, providing case preparation, and processing new business. To contact Terra, e-mail her at...

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