Our Team

Our Team

Terry D. Cross, President

Financial Advisor

515-233-3905
515-663-4399
866-437-4643

Terry Cross is the President and owner of Cross Wealth Management. As a Registered Representative, he specializes in consulting advice and asset management for his clients all over Iowa. Terry is an Iowa native and a graduate of Iowa State University with a Bachelor of Science degree in psychology and management. Terry began his career as a captive agent and registered representative for John Hancock Financial Services. He then held a position as the branch manager for MONARCH Financial Services, Inc., a full service financial planning and insurance firm located in West Des Moines, Iowa.  Prior to Cross Wealth Management, Terry was the Vice President and Des Moines branch manager for Fringe Benefits Design, Inc. of Leawood, Kansas.

Terry is very active in the Ames, Iowa community and regularly cheers on the Cyclones of Iowa State University and the Little Cyclones of Ames High School. He and his wife Susan have 3 daughters Elissa, Trisha, and Alexa.

Danielle Tiarks

Individual Account Operations Associate

515-233-3905
515-663-4299
866-437-4643

Danielle is the Account Operations Associate for all of the individual clients at Cross Wealth Management. In this position she assists Terry with account establishment and maintenance. She can assist you with general questions you might have regarding withdrawals, distributions, and money transfers between accounts. Danielle has been with us since 2011. Prior to becoming an account operations associate, Danielle was the administrative assistant at Iowa Insulation in Nevada, IA and a tax professional at H&R Block in Ames, Iowa.  She helps to ensure that our clients have a wonderful operational experience.

Danielle lives in Ames, Iowa with her husband Jordan. In their free time they enjoy traveling and cooking together.

Photo of team member

Terri Nolting

Group Account Operations Associate

515-233-3905
515-663-4299
866-437-4643

Terri Nolting is the Account Operations Associate for all of the group clients at Cross Wealth Management. In this position she assists our group clients with account establishment, account functions, and employee benefit services. She can help answer questions about health and dental insurance, life and disability insurance, and group retirement plans.  Prior to joining the Cross Wealth Management team in May 2017, Terri worked at an Ameriprise Financial Services office in Cedar Falls, IA for many years. She strives to provide excellent customer service to our clients.

 

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