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Our Profile

How We Work

How We Work

Consistency is the steadfast adherence to the same principles, course and form. That is exactly what you’ll experience with The Bivens-Rose Group. We are able to leverage our complementary skills and strengths to provide you with comprehensive financial planning guidance; when working with one of us, you’ll realize you’re really working with all of us. We pride ourselves in our teamwork and the high level of client services we deliver. We trust you’ll find your relationship with The Bivens-Rose Group provides you with a true financial partner.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Gail Bivens-Rose

Gail Bivens-Rose, CFP®, CRPS®

Director

712-234-4030

712-234-4050

gbivens-rose@rwbaird.com

Gail joined Baird in 2010 and brings over 25 years of investment experience, specializing in financial planning, retirement rollover strategies, and corporate retirement plans. Gail's strength is her ability to listen to clients,...
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Chris Holman

Chris Holman, J.D.

PWM Financial Planner

712-234-4066

712-234-4050

cholman@rwbaird.com

Chris joined Baird in 2016 and brings over 35 years of experience in law, banking, trusts and estates, and investment management. Originally from Sioux City, Chris grew up in California in the San Francisco Bay Area. Chris received his...
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Jane Hubbard

Jane Hubbard

Senior Client Specialist, Assistant Vice President

712-234-4010

712-234-4050

jhubbard@rwbaird.com

Jane is a Nebraska native and a lifelong Husker fan. With more than 40 years of experience in the financial industry, she is passionate about building relationships and helping clients achieve their financial goals. Outside of work,...
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Sheenah Tonga

Sheenah Tonga

Branch Administrative Supervisor | Assistant Vice President

712-234-4064

712-234-4050

stonga@rwbaird.com

Sheenah is a Siouxland native who earned her bachelor’s degree in Business Administration from Morningside College. When she’s not working, Sheenah loves spending quality time with her husband, Spetlar, and their three sons—Tuff, Titan...
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Katie Knudson

Katie Knudson

Client Assistant

712-234-4040

712-234-4050

kknudson@rwbaird.com

Katie is a Sioux City native with a passion for design. Katie graduated with her degree in Interior Design from the Art Institute of California. With her background, Katie knows the importance of listening to clients, understanding,...
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