portrait of Tom Neff

About Tom

After growing up in Cedar Rapids, I attended University of Northern Iowa, earning a bachelor's degree in management information systems and four varsity letters in tennis. As a lifelong learner, I continued my formal education with a Master of Business Administration from Kaplan University. After 25 years of financial experience with other companies, I decided to return to my roots by starting in an office just around the corner from where I grew up in Cedar Rapids.

I am blessed to be married for 25 years to my lovely wife, Sara, a local medical provider. She helps motivate me to serve...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Kaplan University-DavenportMaster of Business Admin
  • Univ of Northern IowaBachelors

Personal Interests

  • Pickleball
  • Golfing
  • Tennis
  • Volunteering
  • Reading

Team Members

  • Jennifer Belyeu
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

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