(319)656-3330
Brian T. Kelso, AIF®
Financial Advisor
Brian T. Kelso, AIF®
Financial Advisor
Brian Kelso has been in the financial services industry since 1999; he began working within the insurance industry and then broadened the scope of his practice to include registered securities in 2004. These experiences as well as his studies of market analysis at Western Illinois University have given him the hands on knowledge of how to position clients through changing market cycles. He is an Accredited Investment Fiduciary® and he holds the Series 24 General Securities Principal, Series 7 General Securities Representative, Series 10 Sales Supervisor Securities, Series 9 Sales Supervisor Options, and the Series 66 Uniform Investment Advisor and Securities Agent licenses. The AIF® designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Brian's expertise is in helping clients manage their financial affairs in a holistic manner. He will help you develop a financial plan to meet your needs and goals while taking into consideration your risk profile. Through this process he will sit down with you to consistently review your portfolio and make adjustments as your goals change due to life events.
Outside of work Brian is a member of the Kalona Rotary and past member and President of the Kalona Golf Club. He enjoys spending time on the golf course, restoring classic cars, painting, and building go karts for his grandchildren. He loves Hawkeye sports especially football and basketball.
Tim Sullivan, CFP®
Financial Advisor
Tim Sullivan, CFP®
Financial Advisor
Tim has been in the Financial Services industry for over 35 years, since his graduation from Loras College in Dubuque, IA. His focus on professional Continuing Education prompted him to achieve the Certified Financial Planner (CFP®) designation early in his career, and Tim maintains this designation in good standing to this day. He is currently studying for the Accredited Investment Fiduciary (AIF®) certificate.
Tim's experience, analytical abilities and communication style help his clients understand business and financial opportunities necessary to achieve their fiscal and personal goals. He is a registered representative of Cambridge Investment Research holding his Series 6, 7 and 63 registrations. In addition to being an Investment Advisor, Tim is licensed with life, health, disability and long-term care insurance.
As a long-time resident of Iowa City, and current resident of Kalona, Tim firmly believes in giving back to his community and industry by serving these organizations:
- Classroom Consultant with Junior Achievement
- Driver for Table to Table
- Member of "100 Guys Who Care"
- Past President of Iowa City Noon Optimists
- Past President of Kalona Rotary
- Past President of the Eastern Iowa Chapter of the Society for Financial Professionals
- Past President of the National Association of Insurance and Financial Advisors
- Past President of the Ambassadors group within the Iowa City Chamber of Commerce
Tim's true passion is in officiating local high school athletics. On any given evening, he can be found on the hardcourt or ball diamond depending on the time of the year.
Tim has been truly blessed with four grown children, Christina, Carley (with husband Daniel), Danny, and Clair. And he eagerly awaits the arrival of his first grandson in the spring of 2024!
D. Paul Bell
Marketing & Admin
D. Paul Bell
Marketing & Admin
Paul Bell has over 15 years of experience in the financial services industry. He holds the FINRA series 6 and 63 licenses, he is also licensed to sell life, property and casualty, health, and personal lines insurance products. He attended the University of Iowa where he received a B.A. in Sociology with a minor in Business. Paul has worked for many growth oriented firms in the insurance and financial services industry. He strongly believes in the motto, "If you help enough other people get what they want, you will get all you want in life.”- Zig Ziglar
When it comes to helping clients Paul's priorities embody turning over every stone, outlining your options, educating you, and putting his clients first. Paul takes a personal interest in every person and business he works with, so it's no surprise that many of his clients have become lifelong friends. Whether you catch him out on the golf course, traveling, or at a community event with his family, he welcomes getting to know you. He has an entrepreneurial spirit and loves sports of all kinds.
Julie Marshall
Administrative Assistant
Julie Marshall
Administrative Assistant
Julie joined Financial Concepts in 2019 and provides operational support to our advisors. She holds a degree in Business Administration and has many years of experience as an administrative assistant. Julie lives in Kalona with her husband, Lon, and their elderly malti-poo, Pip. They have three grown daughters.
- What is the most inspiring part of your job : I enjoy getting to know the clients we serve and I find satisfaction in helping others succeed.
- What’s your favorite vacation spot : Hilton Head Island, SC
- Dogs or Cats : Dogs