LOCAL CANCELLATIONS & DELAYS

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Wednesday, September 16 | 11:30 am

Financial, government and community-based education best practices from LOCAL experts as you plan for a secure future.

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Our Local Experts

Doug Ommen

Doug Ommen was appointed by Governor Terry Branstad as Insurance Commissioner in January 2017, after serving as Interim Commissioner since December 2016. Ommen has a strong and varied public service background. Ommen’s dedication and desire to serve the public began in seeking justice for victims of fraud in the Missouri Attorney General’s Office, where as an assistant attorney general and then as chief counsel, he led the fight to protect consumers over the course of three decades. Ommen served as Deputy Insurance Commissioner at the Iowa Insurance Division from August 2013 to December 2016.

Ommen also served in the Missouri Department of Insurance during 2005 – 2008, and as Missouri’s Insurance Director was instrumental for several key regulatory reforms. Ommen obtained his law degree in 1985 from the Saint Louis University School of Law, and is licensed to practice law in both Iowa and Missouri. Ommen and his wife, Sharon, have two married children and four grandchildren.

Danielle Peterson

Danielle joined United Way of Dubuque Area Tri-States as the President/CEO in September of 2016. She leads staff and volunteers to support the agencies’ mission of connecting people and resources to advance the health, education and income of those in need in our community. United Way’s 10-county, tri-state service area impacting over 42,000 lives last year.

Serving the community and building relationships with nonprofit partners has been a primary role for Danielle, even prior to United Way. Previously, Danielle was a Regional Manager for Four Oaks where she served the community for 20 years, primarily supporting staff providing programming to youth and families who faced struggles with poverty, brain health, trauma, domestic violence, employment barriers, and more.

Danielle is a UW-Platteville alum where she majored in Psychology and Criminal Justice. She has trained people locally and at the state and national levels on topics such as strength-based management, domestic violence, and assessment strategies and tools for relationship-based programming. Danielle sees her work with United Way as a wonderful opportunity to serve as a bridge between the nonprofit and for-profit world, allowing the community to work together to understand and address our ever-changing needs.

Eric Foy

Eric R. Foy, Vice President - Retirement Plan Business Development Manager, joined Heartland Financial USA, Inc. in 1999. Throughout his career, he has analyzed businesses' qualified benefit plans. In this role, Eric provides detailed information regarding plan benchmarking of investment performance and fees, trustee/fiduciary services, plan design strategies, administrative support, and employee education. By educating about what a retirement plan relationship with Heartland Retirement Plan Services looks like, he ensures plan sponsors can make educated and informed decisions regarding their company retirement plan. Additionally, Eric supports the business development officers for Heartland Retirement Plan Services.

Eric May

Eric May, CFP®, CPA, Wealth Advisor joined Dubuque Bank and Trust in 2018, and has over five years of banking experience. Eric works closely with individuals and families to develop relationships and uses a holistic approach to financial planning centered around investment and insurance strategies, retirement planning, risk management and estate planning. Eric s a graduate of University of Iowa, where he earned his bachelor’s degree in both Business Administration and Accouting.

Brian Kallback

Brian Kallback is an Assistant Professor of Finance at Loras College where he serves as the Program Director for Loras College’s CFP® Board Registered Minor in Financial Planning & Wealth Management. He teaches the program coursework, as well as personal finance, managerial finance, and general education courses within the Francis J. Noonan School of Business. He also serves as the faculty sponsor for Loras’ FPA Student Chapter. He has spoken at the CFP Registered Programs’ Conference, the IPI Catholic Values’ Investing Conference, and for many local organizations. Brian has been a first-round judge for the FPA/CFP®/Ameriprise Financial Planning Challenge, acts as mentor within the CFP Board’s Mentoring Program, and participates in the CFP Board’s Item Writing Workshops. He is on Editorial Advisory Board for the Journal of Financial Planning and Plan Consultant. Brian serves as an instructor and a member of the project team to Dalton Education and has been published in the Journal of Financial Planning, Plan Consultant, bizTimes, 401(k)Specialist.com, and WalletHub.com. Prior to his time in academia, he worked in personal wealth management and qualified plan recordkeeping. Brian runs Vine & Fig Tree Wealth Planning which focuses on employee education, paraplanning, and organizational financial planning consulting - all without conflict or bias.