My Team

 
David William Tulley

David William Tulley, CFP®, MBA, ChFC®

Financial Advisor
Fax 314-878-3323

Dave has been working with Tom Tulley since June 2014.  He is a graduate of the University of Missouri-Columbia and Saint Louis University.  He received his Bachelors of Science in Finance from the University of Missouri-Columbia and later went on to complete his Masters of Business Administration with emphasis in Finance at Saint Louis University.  Dave holds his Securities Series 7 and 66 licenses and is Missouri state insurance licensed for Life and Health.  He recently earned the CFP® ceritfication and ChFC® designation. CFP® certification demonstrates a deep knowledge and commitment to personal financial planning and is recognized as the highest standard in the industry. ChFC® certification is the "Advanced Financial Planning" designation awarded by The American College of Financial Services and qualifies holders to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.Prior to Northwestern Mutual, Dave was as an Account Manager at Thomson Reuters where he worked closely with investment management firms, hedge funds, investment banks and private equity firms. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Tracy Fineran

Tracy Fineran

Associate Financial Representative
Office 314-744-5220

Tracy joined the Tulley team in July 2016 to serve as an Associate Financial Representative. Tracy's focus is on providing excellent customer service and marketing operations. She plays a key role in meeting preparation along with the design and placement of the life, disability and long term care insurance appropriate for each client from conception, through the underwriting process to delivery. Tracy began her career with Northwestern Mutual in 2005 as an Associate Financial Representative turned Director of Client Relations for the Gross Financial Group.  

Tracy graduated from Central Missouri University in Warrensburg, Missouri with a Bachelor of Science in Public Relations.  She holds her Series 6 and Series 63 along with her Missouri Life and Health insurance licenses. 

Tracy is married to Brent, and they have two children. In addition to spending time with family and friends, she enjoys watching documentaries, decorating and cooking.

 

 
Ethel Tulley

Ethel Tulley

Administrative Assistant
Office 314-744-5200

Ethel has been working with Tom in an administrative role for over 13 years and been married to Tom for over 35. Ethel assists Team Tulley with account openings, transfers, and maintenance.

Ethel and Tom have raised 5 boys together and have currently added a new family member, their Golden Doodle named Lily.

 

Tom Tulley

Wealth Management Advisor

 

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