CPAs, Enrolled Agents & Accountants

Cassie Albus
CPA

Office location: Norfolk

Email Cassie

Cassie has been with Cruise & Associates since the merger with Morrow, Davies & Toelle, P.C. in July of 2021. She grew up in Madison and has a twin sister. Cassie graduated from Wayne State College with a Bachelor of Science in Business Administration with an emphasis in Public Accounting and Finance in 2014. She worked for a small accounting firm in Omaha for two years before moving back to Norfolk. She has worked for Morrow Davies & Toelle P.C. for five years. In her free time, she enjoys playing volleyball, crocheting plastic bags and spending time with family. She is involved in the P.E.O. Chapter AL.
Robert F. Cruise
E.A., President

Office Location: Columbus

Email Rob (Accounting)

Email Rob  (Financial)

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.

Diane D. Davies
CPA

Office location: Norfolk

Email Diane

Diane has been with Cruise & Associates since the merger with Morrow, Davies & Toelle, P.C. in July of 2021. She grew up on a farm west of Madison and graduated from Madison High School. Diane earned her public accounting degree from Wayne State College. She worked for three years for a CPA in Norfolk before purchasing a tax practice in 1981. She joined Morrow, Davies & Toelle, P.C. in 1984. She has three children: Matt and his family live in Norfolk; Jessica and her family live in Wisner; and Paul and his family live in Hartington. Diane serves on her church finance committee and a school’s foundation board. In the past, she has served on the following boards: Women Empowering Lifeline, Northeast Community College Foundation and Pilger Library. In her free time, Diane enjoys reading and baking.
Jayme Lovercheck
Accountant

Office Location: Wayne

Email Jayme

Jayme grew up in Duncan and has been a member of the Cruise and Associates team since July 2019. Prior to joining our team, she had worked for Kathol & Associates in Wayne, which Cruise & Associates purchased. Jayme earned her bachelor’s degree in public accounting from Wayne State College. In her free time, she enjoys baseball games, traveling and crocheting.

Pete Heng
Sr. Accountant

Office Location: Omaha

Email Pete

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.

Heather Kucera
Accountant

Office Location: Columbus

Email Heather

Heather has been a team member of Cruise & Associates since November of 2020. She was born and raised in Columbus. Heather earned her Associate Degree in Business Administration from the Lincoln School of Commerce in 2001 and recently received her Bachelor of Science Degree in Business Administration with an emphasis in accounting from Bellevue University in 2020. Prior to joining our team, she worked in the medical field for several years. Heather and her husband, James, have four children, Kayden, Kaira, Bradyn and Mallori. They also have two dogs and a cat. In her free time, she enjoys volleyball, working out and attending her kids’ sporting events. She also is a board member for the Columbus Outlaws.
Robert L. Morrow
CPA

Office location: Norfolk

Email Robert

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.

Gretchen Tassemeyer
Accountant

Office location: Norfolk

Email Gretchen

Gretchen has been with Cruise & Associates since the merger with Morrow, Davies & Toelle, P.C. in July of 2021. She grew up in Tilden and holds a master’s degree in accounting. She started working for Diane Davies in the Pilger Office just before the twin tornados in 2014. Prior to joining Morrow, Davies & Toelle P.C. Gretchen did accounts receivable for a wedding advertiser in Omaha. In her free time, she enjoys spending time with family and friends. Gretchen has three children: Justin, Alex and Johannah.
Jeff Thoene
CPA

Office location: Norfolk

Email Jeff

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 Voichoskie
E.A.

Office Locations: Grand Island and Albion

Email Jackie

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.

Tyler Zehr
Accountant

Office Location: Norfolk

Email Tyler

Tyler has been with Cruise & Associates since the merger with Morrow, Davies & Toelle, P.C. in July of 2021. He grew up in Beemer and graduated from Wayne State College with a bachelor’s degree in public accounting. He has been with Morrow, Davies & Toelle, P.C. since 2019. In his free time he enjoys spending time with friends and family.

Bookkeepers

Theresa Davis
Bookkeeper

Office Location: Columbus

Email Theresa

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.

William “B.J.” Davlin
Bookkeeper

Office Location: Columbus

Email William

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.

Sara McClary
Bookkeeper

Office location: Norfolk

Email Sara

Sara has been with Cruise & Associates since the merger with Morrow, Davies & Toelle, P.C. in July of 2021. Sara grew up in Meadow Grove and earned her associates degree from Northeast Community College. She has been with Morrow Davies & Toelle, P.C, for 13 years. In her free time, she enjoys reading, crocheting, and spending time outdoors with family and friends.

Financial Services

Andrew Anderson
CPB, CPS, CQA

Office Location: Columbus

Email Andrew (Financial)

Email Andrew (Accounting)

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.

Robert F. Cruise
E.A., President

Office Location: Columbus

Email Rob (Financial)

Email Rob (Accounting)

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 Aerni
Receptionist

Office Location: Columbus

Email Gen

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.

Monica Northey
Finance Manager

Office Location: Columbus

Email Monica

Monica is a 1999 graduate from Cerritos Community College and has been a member of the Cruise & Associates team since 2006. Prior to joining our team she worked in banking for six years. Her responsibilities at Cruise & Associate include overseeing the day-to-day operations of the firm. Monica enjoys going to her grandchildren’s activities, weaving and cross-stitching.

Marketing

Kelly Burge
New Client Development Specialist

Office Location: Columbus

Email Kelly

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

Email Michelle (Marketing)

Email Michelle (Financial)

Michelle graduated from the University of Nebraska at Omaha in 1991 with a degree in journalism. Prior to joining the Cruise & Associates team in September of 2019, she was a reporter for a newspaper for eight years and worked as the communications coordinator for a public school system for 20 years. Michelle has been involved in the TeamMates Mentoring program since the program started in Columbus and she is currently on her fourth mentee match. Michelle has also served as a co-chair for the Columbus Area Holiday Spirit Inc. for more than 22 years. This program helps families in needs during the holidays. She has been married to Rob for 24 years and they have two children. In her free time, Michelle enjoys attending her children’s activities, going to the theater and attending concerts with her family.
Michele Hahn
Client Communication Specialist

Office Location: Columbus

Email Michele

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 Huber
Vice President of Client Development

Office Location: Lincoln

Email Dave

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