Rob is the President of Cruise & Associates. He founded the company over 29 years ago 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 and investment advisory services through H. Beck, Inc., which is unaffiliated with Cruise & Associates. For more than 25 years, 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.
Vice President of Client Development –
Albion, Columbus, Lincoln, Omaha, Grand Island & Wayne
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.
Vice President of Operations –
Albion, Columbus, Grand Island, Lincoln, Omaha and Wayne
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 20 years. This program helps families in needs during the holidays. She has been married to Rob for 23 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.
Andrew Anderson, CPB, CPS, CQA
Financial Advisor –
Albion, Columbus, Grand Island, Lincoln, Omaha & Wayne
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 H. Beck, Inc., Member FINRA, SIPC. H. Beck, Inc. is not affiliated with Cruise & Associates.
Joanna is a 2001 graduate from Central Community College and has been a member of the Cruise & Associates team since 2002. She specializes in non-filers, payroll tax law and business accounting including QuickBooks consulting. Joanna enjoys spending time with family and friends, reading, crafting, and being outdoors.
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.
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.
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.
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.
Heather has been a member of the Cruise & Associates team since 2010. She specializes in collection law, accounting and QuickBooks consulting. Heather enjoys being outdoors, working out and supporting her kids at their athletic events.
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.
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.
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.
Kelly is a 2009 business management graduate of Northeast Community College and has been a member of the Cruise & Associates Team since 2017. Prior to joining our team, she spent 3 ½ years as a Sales Executive. Kelly has a passion for shoes, purses and jewelry and enjoys spending time with her family and friends.
Client Communication Specialist –
Albion, Columbus, Grand Island, Lincoln, Omaha & Wayne.
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 18 years and has two adult children, six grandchildren and seven cats.