Nancy Drennen

Vice President & Chief Marketing Officer, QA³ Financial.  Nancy Drennen oversees Marketing and Branch Office Development initiatives for QA³ LLC and all affiliated Quantum Alliance companies. Ms. Drennen’s professional background spans over 20 years of serving various positions in marketing and management.

Her most recent position was President of The Alliance of Professional Associations (APA), an association management company overseeing the operations of five accounting industry niche associations. Prior to this, Ms. Drennen served as Director of Operations for one of QA³’s sister companies, the National Network of Estate Planning Attorneys, an 800-member estate planning attorney organization. She has also served as assistant vice-president of a major insurance marketing firm.

Heather Jansen

Vice President, Strategic Development, QA³ Financial.  Heather Jansen oversees the strategic corporate initiatives for QA³ LLC. Ms. Jansen joined QA³ in November 2002 and has since been actively involved in QA³’s operations, finance, corporate planning team, business development team, and corporate management team.

Heather’s career in the financial industry spans over 20 years with a wide range of areas of responsibility including finance, business and strategic planning, management, recruiting and supervisory roles. Ms. Jansen’s well-rounded experience helps complement the leadership structure and vision of the Company. In addition, she has direct responsibility in assisting in implementation of overall corporate objectives.  She received a Bachelor of Science degree in Business Administration with an emphasis in accounting from the University of Nebraska at Omaha.

Teri Shepherd

Executive Vice President & Chief Operating Officer, is responsible for all aspects of QA³’s operational and financial goals, objectives, and initiatives.  Shepherd joined QA³ in December 2000 and has since been actively involved in QA³’s corporate planning team, business development team, and corporate management team.  She received a Bachelors degree in Business Administration with an emphasis in accounting from the University of Nebraska at Kearney.

Dan Tobin

Vice President & Operations Officer.  Dan began his career in the financial services industry in 1999 with Ameritrade and joined QA³ in February of 2004.  Dan oversees the day to day functions of the Operations department which includes the non-brokerage, brokerage, trading, and regional supervision departments.  Dan graduated from Augustana College in Sioux Falls, SD with a major in Mathematics.   

Dick Waterworth

President, Quantum Insurance Design.  Dick began his career in 1979 with fixed whole life products and moved to E. F. Hutton Life in 1981 to promote universal life.  In 1993 he became Regional Vice President with Provident Mutual (later acquired by Nationwide) and became a registered principal.   Dick graduated from Creighton University in Omaha with a BFA degree.

Tom Zielinski

Vice President & Compliance Officer.  Tom began his career in the securities industry in 1983 and has previously held the position of Compliance Officer with both Ameritrade, Inc. and Securities America, Inc.  Most recently, he was VP and Risk Management Officer of Securities America before joining QA³ Financial Corp. in September 2004.  Today, as Compliance Officer, he is responsible for managing QA³'s day-to-day compliance function.  Tom has a Bachelor’s degree in business administration from the University of Nebraska at Omaha with Majors in Accounting and Banking and Finance.

Heidi Meyer

Heidi Meyer, Vice President, Advisory Services.  Heidi joined QA³ in January 2007 and is responsible for the management and growth of the RIA.  As a liaison between the advisors and 3rd party managers and custodians, Heidi provides guidance in creating the best investment solutions for clients. Prior to joining QA³, Heidi was Director of Relationship Management at US Fiduciary in Houston, Texas, and Vice President of Client Services at Envestnet Asset Management in Denver, Colorado.  She brings 20 years experience in the financial services industry with 12 years focusing on advisory business.  Heidi completed the CFP^® certification education program at Rice University and is a Certified Financial Planner^™.

Greg Bolton

Greg Bolton, General Counsel, provides legal counsel for QA³, LLC and its operating subsidiaries. He directs and manages the legal department and staff, participates in business negotiations, supervises litigation and arbitration proceedings, and develops and implements policies and procedures in response to federal and state regulations. Greg joined QA³ in the fall of 2004. Previously, he worked in private practice specializing in civil litigation and corporate law. He earned his Bachelor’s degree in Business Administration with an emphasis in accounting from the University of Nebraska at Lincoln and his Juris Doctor degree from the Nebraska College of Law.

Debra Grier

Debra Grier, Vice President, Branch Development, has over 15 years experience in the financial services industry and is responsible for recruiting new representatives to QA³ and assisting current QA³ representatives in expanding their branches. Deb joined QA³ in July of 2001 and has seven years experience in branch development recruiting for Securities America, one of the largest independent broker dealers in the country, was a broker with Paine Webber for several years, and has held various banking positions.