MAIN STREET ADVISORY GROUP - Key Persons
Job Titles:
- Operations Coordinator, RJFS
Dawn Kleis has been a part of the Main Street Advisory Group team since 2013. Dawn uses over 15 years of financial services industry to help our clients and team in all operational areas.
Dawn lives in Pella with her husband, Mike. Together, they have two adult children and love being grandparents. In her free time, Dawn enjoys walking, baking and traveling with family and friends.
Job Titles:
- Branch Professional, RJFS
Morgan Terlouw joined the Main Street Advisory Group team in the summer of 2023. With over 14 years of customer service experience, Morgan uses her creativity and joyful personality to provide an unforgettable client experience as well as to support the team in a wide variety of ways including leading client communications, greeting clients in the office, and assisting with account maintenance.
Morgan lives in Pella with her Husband, Matt, three children (Cora, Jude, and Omri), and two dogs. In her free time, Morgan is also a professional photographer - specializing in brand and product photography.
EDUCATION:
Bachelor's Degree: Simpson College
Nathan leads the Main Street Advisory Group of Marion County Bank with nearly 15 years of industry experience as a Certified Financial Planner™ professional. With Nathan's experience, he recognizes the importance of crafting each plan to meet the unique needs and goals of the individuals he works with.
As his client, you can expect Nathan to provide adjustable planning that is prepared to face the implications of a consistently changing market, taxation, life events, and fluctuations in family dynamics. These aren't the only elements to consider, he believes it's critical to blend the interests of charitable giving, estate planning, and gifting strategies to prepare for legacy arrangements.
Nathan's interests in personal well-being extend beyond financial stability, he and his wife Jillian live in Pella with their three daughters, Cailyn, Malia, and Ellaina along with their Bernedoodle. They're an active family with invested interests in the local community including outdoor adventures, sporting activities, volunteerism, and dedicated religious involvement. For the last five years, Nathan has coached boys' basketball within the Pella Community School District and currently volunteers as an assistant coach forthe boys' varsity team. He enjoys extending his competitive spirit beyond his basketball career and delights in the opportunity to foster growth in the next generation with goals of positive influence.
We put the needs of our clients first, so we feel it's important to partner with a financial services company that shares our values. While Raymond James has the global resources to match even the largest firms' capabilities, our partnership allows our team to focus on building close-knit individual relationships based on trust and dependability while delivering premier custom strategies to fit your needs.
We're honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront. We especially appreciate the priority Raymond James places on supporting the important relationships we've developed with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.