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

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...

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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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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...

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