CPAs, Enrolled Agents & Accountants
Rob is the President of Cruise & Associates. He founded the company in 1991 with the goal of providing an integrated, personalized approach to an individual’s income tax, business and financial life. Rob has obtained certification as an Enrolled Agent (EA), which is a federal license allowing him unlimited practice rights to represent taxpayers before the IRS. He regularly represents taxpayers with basic audit issues, advanced collection issues, appeals cases, and tax court cases. He holds the following FINRA securities registrations: series 6, 7, 63, 66 and insurance licenses for life, health and annuities.
Robert F. Cruise offers securities through Grove Point Investments LLC, member FINRA/SIPC and also offers Investment Advisory Services through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Cruise & Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries. Since 1995, he has been professionally managing money for clients. Rob is an active entrepreneur who operates several businesses and is a real estate investor, who owns, operates, develops and re-develops properties. Rob is a private pilot, enjoys golf, theatre, travel and a good bottle of wine. He is married to Michelle, and they have two children.
Pete is a 1991 graduate from the University of Nebraska-Omaha and has been a member of the Cruise & Associates team since 2011. Prior to joining our team he owned and operated several businesses and was the Vice President of Finance for a large advertising agency in the Omaha area. He specializes in accounting for restaurants & bars, as well as individual and business income tax. Pete enjoys golfing and traveling in his spare time.
Robert has been with Cruise & Associates since the merger with Morrow, Davies & Toelle, P.C. in July of 2021. Robert grew up on a small farm north of Scotia and graduated from North Loup Scotia High School. He attended Grand Island School of Business for two years, served in the Army and earned his Bachelor of Science degree in Business Administration with an emphasis in accounting from the University of Nebraska at Lincoln. He worked for KPMG CPAs and opened a CPA firm in Madison in 1980. He merged with other CPAs in 1984 to form Morrow, Davies and Toelle, P.C. Robert and his wife, Judy, have two children and four grandchildren. He is a board member of the Madison Community Chest and Norfolk Veterans Home Foundation. Robert is also a member of the Norfolk Concert Association.
Jeff has been with Cruise & Associates since the merger with Morrow, Davies & Toelle, P.C. in July of 2021. Jeff grew up on the family farm near Hartington. He earned his bachelor’s degree in public accounting/finance with a minor in mathematics from Wayne State College in 2001. He interned for Morrow, Davies & Toelle, P.C. in 2000 and was hired upon graduation from college. Jeff and his wife, Sarah, have four children: Blake, Gavin, Ashton and Alyssa. He is a member of the Christ Lutheran Church Council and a Christ Lutheran School Board of Education member. In his free time, he enjoys basketball, running, working out, hunting, fishing, watching college and professional sports, playing with the kids, gardening and spending quality time with family and friends.
Jackie is from Spalding and currently lives in Fullerton, Nebraska. She has a bachelor’s degree in accounting from Bellevue University. In her spare time, she enjoys spending time with family and friends.
Bookkeepers
Theresa has been a member of the Cruise & Associates team since 2017. Prior to joining our team, she spent the last 2 ½ years working as an office manager in the residential & commercial painting industry. Theresa is a volunteer with youth activities. She enjoys playing softball, camping, and time with family and friends.
B.J. is a 2006 graduate of Central Community College and has been a member of the Cruise & Associates Team since 2015. Prior to joining our team he spent 6 ½ years working at a call center as an operations supervisor and training coordinator. B.J. enjoys spending time with his family, producing electronic music and gaming.
Financial Services
Andrew Anderson
CPB, CPS, CQA
Office Location: Columbus
Andrew is a 2010 graduate from Central Community College and has been a member of the Cruise & Associates team since 2011. Prior to joining our team, he spent six years working in the construction industry. He holds the following securities registrations; FINRA series 6, 63 & 65, and also specializes in construction accounting, payroll, and QuickBooks consulting. In addition, Andrew also holds licenses in the following areas: certified public bookkeeper, certified payroll specialist and certified quickbooks advisor. He enjoys traveling and spending time with his wife and daughter.
Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Cruise & Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries.
Rob is the President of Cruise & Associates. He founded the company in 1991 with the goal of providing an integrated, personalized approach to an individual’s income tax, business and financial life. Rob has obtained certification as an Enrolled Agent (EA), which is a federal license allowing him unlimited practice rights to represent taxpayers before the IRS. He regularly represents taxpayers with basic audit issues, advanced collection issues, appeals cases, and tax court cases. He holds the following FINRA securities registrations: series 6, 7, 63, 66 and insurance licenses for life, health and annuities.
Robert F. Cruise offers securities through Grove Point Investments LLC, member FINRA/SIPC and also offers Investment Advisory Services through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Cruise & Associates is not affiliated with Grove Point Financial, LLC or its subsidiaries. Since 1995, he has been professionally managing money for clients. Rob is an active entrepreneur who operates several businesses and is a real estate investor, who owns, operates, develops and re-develops properties. Rob is a private pilot, enjoys golf, theatre, travel and a good bottle of wine. He is married to Michelle, and they have two children.
Administrative
Gen is a 2010 graduate of Central Community College and joined the Cruise & Associates team in 2017. She enjoys going on motorcycle rides with her husband and attending her daughters’ various sporting events.
Marketing
Kelly is a 2009 business management graduate of Northeast Community College and has been a member of Cruise & Associates since 2017 as the Client Development Specialist. Prior to joining our team, she spent 3 years as a Sales Executive in Specialty Tub sales for nursing homes and assisted living communities and 20+ years in retail, mainly in the shoe business.
Kelly lives in Columbus with her significant other, Tom, and their 2 puppies, Ebony & Katrina. In her spare time Kelly enjoys cooking, bowling, traveling, and spending time with her family, especially her 3 grandchildren. She also has a passion for shoes, purses, jewelry, crafting, and she always loves a good garage sale.
Michelle Cruise
Vice President of Operations
Office Location: Columbus
Michele grew up in a military family and moved to Nebraska in 1990. She joined the Cruise and Associates team in December 2019 as the Client Communication Specialist. She lived in Grand Island for 29 years before moving to Bellwood in February of 2019. Prior to joining our team, Michele was the senior representative with Primerica. She has a background in customer service, financial services, securities, insurance and enjoys meeting new people. In her free time, Michele enjoys crocheting, listening to music, cooking, traveling and spending time with family. She has been married to Craig for 20 years and has two adult children, seven grandchildren and eight cats.
Dave is a 1978 graduate from Hastings College and has been a member of the Cruise & Associates team since 2003. He was a financial planner for 12 years prior to joining the Cruise & Associates team. His responsibilities at Cruise & Associates include marketing, client relations, and helping new clients transition from their former accounting firm to Cruise & Associates. Dave enjoys golfing, traveling and volunteering.
Other Staff
Lincoln Location
John Carmichael, Accountant
JohnC@cruise-associates.com
Omaha Location
Chris Henderson, Tax Preparer
ChrisH@cruise-associates.com
Wayne Location
Deb Jensen, tax preparer
DebJ@cruise-associates.com
