Our Team

Joe Kruse, CLU®, ChFC®, CFP®, AEP®

Financial Adviser and President

Joe Kruse is the Owner, Founder and President of Kruse Financial Group. Joe brings 28 years of experience in the financial services business to his clients. As president of Kruse Financial Group, Joe and his team are committed to helping clients succeed in planning their goals across a broad range of financial planning and wealth management needs.

Specializing in working with business owners, executives and high net worth families, Joe brings particular specialization in Investment Management, Business Succession Planning, Estate Planning, Retirement Income Planning and Insurance Design.

Joe has earned numerous industry and company achievements. He is a life and qualifying member of The Million Dollar Round Table (MDRT)* and consistently a MDRT Top of the Table producer.

Joe earned a bachelor's degree from Westmar College in 1986 with a double major in Finance and Business Management. During his years at Westmar, he was a member of the football team and holds the honor of being the school's all-time leading tackler. Continuing his education, Joe earned his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) in 1996, Certified Financial Planner (CFP®) in 1999, and the AEP® 2013.

Joe is active in both his community and industry organizations. He is a current member and Past President of the Siouxland Estate Planning Council, Past President of the Siouxland Chapter of NAIFA, past member of the Siouxland Airport Board of Trustees, Board member of the Siouxland Trails Foundation and member of the Association for Advanced Life Underwriting (AALU).

He and his wife Renee have three children, Nicole, Tyler and Cory and are grandparents to granddaughter Emery.

As an instrument rated pilot, he shares his love of flying with family, clients and children of the local Young Eagles program.

The Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Tyler Kruse

Financial Adviser

I have been working with Kruse Financial Group since December 2014 as a Financial Adviser*. I graduated from the University of Nebraska at Lincoln in 2014 with a Bachelors of Science degree in Biological Systems Engineering with an emphasis in Biomedical Engineering.

I hold the FINRA Series 7 and 66 Securities Licenses as well as licenses for life, health, and variable contracts. I enjoy staying active in the community by serving on the Board of Directors for Big Brothers Big Sisters of Siouxland, work with the community impact team for the United Way of Siouxland, and help as a Committee Chair for the Sioux City Growth Organization. I am a Certified Fire Fighter for North Sioux City and volunteer on the alumni board for Phi Kappa Psi at the University of Nebraska-Lincoln.  I love spending time with my friends and family, which may include a relaxing day on the water or an exciting day on the slopes.

I believe that building relationships is one of the most important things you can do, therefore I am committed to working with my clients to help them succeed in their financial planning goals.

Kristin Beswick

Financial Planning Coordinator

Kristin is the Office Manager and Financial Planning Coordinator. She earned her B.A. in Journalism and Mass Communication from Iowa State University in 2006. She joined Kruse Financial Group in May of 2008, after working in sports communications and customer relations for two years. Since joining the team, she has become a vital member by contributing organizational skills and attention to detail.

To assist Joe in our client's financial planning process, Kristin interacts with clients and their advisors to facilitate a coordinated process. In addition, she manages our office systems, marketing efforts and special events. Originally from Cedar Rapids, Iowa, she currently resides in Dakota Dunes with her husband, Brent and their two kids. Kristin remains actively involved with the Junior League of Sioux City and other community volunteer organizations.

Amy Sellers

Client Services Manager

Amy is a Licensed Service Assistant and has been with Kruse Financial Group since 2016. She has over 20 years in the insurance industry and customer service experience. Prior to relocating to the Sioux City area, she was a Certified Trainer and Auditor in the Group Healthcare industry in Kansas. Amy is available to assist clients with any service questions and to support Joe during the application & underwriting process. In her free time, Amy enjoys spending time with her children and grandchildren and travels frequently to be with them. She also volunteers her time serving at her church with her husband, Charles.

Renee

Renee Kruse

Financial Controller

Renee is the Financial Controller for Kruse Financial Group. With this role she manages the Accounting and Human Resources components of the business to ensure everything runs efficiently behind the scenes.

Renee is a Sioux City native. She graduated from the University of Iowa with a Business Management degree. While at the University of Iowa, she ran Cross Country and both indoor and outdoor track. Away from the office, Renee cultivates a love of exercise, reading, and the outdoors. Renee and husband Joe have three children, Nicole, Tyler and Cory and are grandparents to Emery.

Newsletters

  • Medicare Open Enrollment

    The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,266.76 +0.79
Nasdaq Composite 7,959.86 +0.81

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.