Broker Check


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 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 are confident your relationship with The Bivens-Rose Group will reflect a strong, collaborative team approach.

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

Meet Our Team

Gail Bivens-Rose, CFP®, CRPS®

Director

712-234-4030

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, understand what is important to them, and implement a financial strategy that truly meets their goals.  Gail earned her bachelor's degree in Social Work and Psychology from the College of St. Benedict, St. Joseph, MN and holds Certified Financial Planner™ and Chartered Retirement Plan Specialist™ designations.  In her free time, Gail is an active volunteer with the Sunrise Foundation Board of Directors, an advocate for Donate Life America and many non-profits in the Siouxland community. Gail has two daughters, Samantha and Paige. Gail enjoys spending time with her grandchildren, golfing, gardening, yoga, and walks with her Golden Retriever Boomer.

Christian Holman, J.D.

PWM Financial Planner

712-234-4066

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 undergraduate degree from the University of California at Santa Barbara, double majoring in Law & Society and Psychology. Chris earned his law degree from the Gould School of Law at the University of Southern California. Chris and his wife Margaret have two sons: Connor and Hiatt. Chris and Margaret enjoy visiting family and friends on the west coast, and international travel. Chris is currently a member of the Sioux City Art Center Board of Trustees.

Jane Hubbard

Senior Client Specialist, Assistant Vice President

712-234-4010

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, Jane stays connected to her community by volunteering at her church and helping on the family farm. In her free time, she enjoys cheering on the Huskers with her husband, Jim, and spending time with her family - including Maggie, Beth, and Anna and her husband, Matt.

Sheenah Tonga

Branch Administrative Supervisor, Assistant Vice President

712-234-4064

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, and Teague. Whether it’s taking walks with their dogs, Reba and Chief, enjoying a round of golf, or staying active through sports and other athletic activities, family time is her favorite time. Sheenah is also involved in her church and enjoys giving back through various community organizations.

Katie Knudson

Client Assistant

712-234-4040

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, and meeting their unique needs. She brings the same passion and commitment to taking care of you and your family. In her free time, Katie enjoys spending time with her fiancé Justin, their 4.85-pound chihuahua Lou, along with her family and friends. Katie is currently a board member of New Perspectives, Inc. 

Scout Sneller

Client Assistant

712-234-4020

ssneller@rwbaird.com

Scout Sneller is a Client Assistant with the Bivens-Rose Group at Baird, where he works closely with team members to deliver a high-quality wealth management experience for the team's clients. He is passionate about helping individuals and families work toward their financial goals and gain confidence in their retirement plans. Prior to joining Baird, Scout founded, operated, and successfully sold a business. His entrepreneurial background provides a unique perspective and a deep appreciation for the importance of thoughtful financial planning and long-term decision-making. Scout graduated from Grand Canyon University with a degree in Finance and was honored to deliver the Colangelo College of Business commencement address at graduation. He brings a strong work ethic, a client-first mindset, and a commitment to continuous growth in the financial services industry. Originally from Sioux City, Iowa, Scout enjoys spending time with family and friends, his fiancée Chloe, and playing pickleball. He finds fulfillment in helping clients pursue what matters most to them and is proud to be part of a team dedicated to serving their financial needs.


Have a Question?

Thank you!
Oops!