Brian P. Nauman
Brian P. Nauman is President and Founder of The Advisory Group, Inc. in Davenport, Iowa. Mr. Nauman is a Financial Advisor and has been “educating investors” for over 25 years. Mr. Nauman works compassionately at assisting thousands of his clients with asset preservation and distribution planning and has developed trusted and lifelong relationships with many of these clients. Mr. Nauman is a well-known advisor and spokesman on retiree needs, including, but not limited to: Social Security Benefits, Retirement Planning, Asset Protection, Nursing Home Protection, Probate Avoidance Techniques, Income Planning and Distribution Strategies.
Mr. Nauman was born and raised in Sherrill, Iowa on a farm just north of Dubuque, Iowa. He has lived in the Davenport are since 1981. He has been married to his wife, Sherry for 27 years. They live in Eldridge, Iowa. He enjoys spending time with his 2 grandchildren, Michael 8 and Isabelle 6.
Sherry R. Nauman
Sherry R. Nauman is Chief Operating Officer and Chief Financial Officer of The Advisory Group, Inc. She works behind the scenes and helps with the daily operations of the office along with all the intricacies of runnning the business. Mrs. Nauman is co-founder of The Advisory Group, Inc. which became incorporated in 1991. She takes great delight in working with her husband, Brian, daily and is proud of the relationships that both her and her husband have formed with their clients over the years.
Mrs. Nauman was born in Wausau, WI. She attended the University of Wisconsin, Marathon Campus. She moved to Davenport, Iowa in 1978. Like her husband, Mrs. Nauman enjoys spending time with their two grandchildren, who live over the river and through the woods, in Le Claire, Iowa. She also practices T'ai Chi, loves reading about natural health, and is caregiver for her mom.
Michael J. Roelens, Sr.
Michael J. Roelens, Sr. is the Service Manager for The Advisory Group, Inc. Mr. Roelens has a Bachelor's of Science degree in Political Science from Northern Illinois University. He is licensed in Life Insurance, Accident and Health Insurance and Variable Insurance. He also has a Series 6 and Series 63 certification.
"The thing I enjoy most about my profession is being able to help others in an area where most people need help. Financial planning and retirement planning is an extremely important part of life and many people do not have the time to understand all of the working parts. I enjoy working with and meeting new people. I also enjoy working with numbers, which makes this industry a natural fit for me."
Mr. Roelens is a Free Mason with Brubaker Lodge #675 in Davenport, IA. He has 2 beautiful children, Michael 8 and Isabelle 6.
De Ann K. McIntyre
De Ann K. McIntyre is the Sales Assistant for The Advisory Group, Inc. Ms. McIntyre is a graduate of Nebraska City Senior High, She attended Blackhawk College, She obtained the LIMRA Customer Service Certification and is licensed in Life and Health Insurance.
Ms. McIntyre has 12 years experience in fraternal work and 1.5 years experience in life and annuity sales. "I thoroughly enjoy my current profession. I'm the first to meet and greet clients here at The Advisory Group whether they call or visit the office and I work with a great team of individuals."
Ms. McIntyre was born and raised in Nebraska . . . a Cornhusker gal. She currently resides in Rock Island, Illinois. She's lived in the QC area for 29 years where she raised 2 wonderful children, who she enjoys spending time with. She loves vacationing where she can dive into the deep blue ocean that she refers to as "swimming in the aquarium."