True Financial Partners
Meet Our Team
Who We Are
True Financial Partners was founded in 2009 with the sole purpose of helping clients retire, and stay retired. We accomplish this by incorporating several areas of planning including investment, tax, estate, and insurance planning. We take pride in our thorough process but it’s the lasting relationships we form with our clients that sets us apart.
At TFP, we are fiduciaries which means we act in your best interest at all times. We take this role very seriously, as the relationships we form are built on trust.
755
Happy Clients
Integrity
We ensure that our clients feel that they’ve joined a big family with similar goals and values. Giving our clients the best service possible is a core value we never stray from.
60+
Years of Experience
Transparency
The key to a successful relationship starts with a clear understanding of each other’s roles and expectations. An initial client visit is a time for us to get to know each other very well, which also includes a thorough explanation of our compensation.
114
Courses Taught
Education
We go the extra mile to educate our clients on all things financial. This core belief carries over into the retirement courses we teach at local community colleges, as well as our “Wealthy Habits Podcast”.
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Drue Kampmann
Financial Planner
Co-Founder -
Dave Elizondo, CFP®
Certified Financial Planner™
Co-Founder -
Tom Stahle
Advisor & Insurance Specialist
Andrea – Advisor Support Manager
I have been in the financial services industry for 25 years as a Mortgage Underwriter and Processor. The 25 years of experience and attention to detail make me well suited to add value to TFP. I formally worked with Co-Founder, Drue Kampmann, in 2007/2008 at Mortgage Outlet and have maintained a close friendship with him.
In October 2023, I joined True Financial Partners as an Advisor Support Manager. I am looking forward to becoming an integral part of the TFP Team and assisting our clients on their journey to a prosperous retirement.
I enjoy spending time with my family and friends, especially vacationing in Florida. I live in Coal Valley, IL with my husband Aaron (of 25 years) and fur babies Barney (Nar Nar, Barney Google, Bubba) and Romeo (Romemester, Ro, Romeemo). We have 3 children: Jaycob, Hannah and Zachary and our granddaughter, Braelynn.
Gypsy – Office Assistant
I retired from Samsonite in Denver, Colorado after 21 years as a Human Resource Specialist. Upon retiring, my husband and I moved to the Quad Cities to be with our children. I have worked for Dave and Drue for the past 20 years and helped them build True Financial Partners (for those who do not know, I am Dave’s mother and Maddison’s grandmother). I retired a second time in 2020 due to Covid but came back in 2023. I guess you can call me the “Energizer Bunny” because I can’t stay away. I’ve told Dave and Drue I will be at TFP long after they have gone. I love the work at TFP and look forward to my time with all of our wonderful clients.
Monique – Client Support Coordinator
I have been with True Financial Partners as Client Support Coordinator for three years. You'll see me first with a smile on my face when you step off the elevator. It is always a good day at TFP greeting and helping clients daily with their account requests, inquiries, and questions.
My roles include scheduling visits for clients, processing documents and anything to enhance your experience. I'm also a Notary Public for the state of Iowa.
I earned a BA from the University of Iowa with a major in Anthropology.
This year my highlight was participating in the Bix 7 with my son Seth. In my free time I enjoy spending time with family and wine tasting in the Quad Cities.
Maddison – Advisor Support Manager
Prior to joining TFP, I was a bank examiner with the FDIC followed by four years as a Client Success Manager with RealPage (a multinational real estate software company). I graduated from St. Louis University with a degree in Business Administration with a concentration in Finance. As an Advisor Support Manager, I provide assistance to the advisors, allowing us to better and more efficiently support our clients.
When not working at TFP, I am outside enjoying the sun or talking with friends and family about anything health and wellness related. Along with having a finance degree, I am also an NTP (Nutritional Therapy Practitioner).
Investment Team
The following investment professionals are registered with Advisory Alpha, an independent registered investment advisor that we have partnered with to provide investment management resources, technology, and capability with the goal of best serving our valued clients.
Steve Osterink, Jr. CFA, CFP®, AIF®
Steve Jr. is the driving force behind the innovation and development of our investment solutions and platform. He leads the Investment Team and brings nearly two decades of experience to the firm, as well as a strong commitment to personal finance and asset management, as evidenced by his CFP® certification, AIF® designation and CFA® designation.
Jon Lohr CFA, CFP®
Jon oversees the daily investment research and portfolio management responsibilities for the Investment Team, which involves asset allocation research, fund monitoring, due diligence, investment strategy evaluation and implementation, and performance monitoring. He has a diverse background in corporate finance and investment management, and he holds the CFA® designation and CFP® certification.
Nick Heinrich CFA, CFP®
Nick leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients. He holds the CFP® certification and CFA® designation and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Jensen Postema CFP®
Jensen is a member of our financial planning team and provides advanced planning strategies, investment analysis, and financial consulting to our valued clients. He brings valuable leadership and financial services experience to our team.
“Few decisions in life are as important as the path you choose towards retirement. And for most of us, we have only one opportunity to get this right. There aren’t many things in life that are more valuable than the peace of mind you get, knowing you can retire comfortably. We founded this company with those things in mind and want to help you get there.”
— Drue & Dave, Founders
