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.
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 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 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 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 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 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.
Justin Schultz has been a member of the Cruise & Associates team since January 2021. Justin is original from Cottonwood, Arizona. He earned his Bachelor of Science in Accounting from Bellevue University. Prior to joining our team, Justin held various accounting positions. He also has a strong expertise in manufacturing.
Justin is active in the Lincoln community. He belongs to Capital City Kiwanis and is also an umpire with Elite Umpires. Justin and his wife, Megan, have two daughters. In his free time, he enjoys spending time with friends and family, playing golf and riding ATVs.
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 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.