Investments and Personal FinanceInvestments and Personal FinanceInvestments and Personal Finance

Quad-Cities Financial Advisor

You want a knowledgeable Quad-Cities financial advisor with a personalized touch.  You've come to the right place!

Where you are invested and what you have saved is only part of your success story.  That’s why, with 37 years of investment experience, I look forward to working with you to create a financial plan that gets to the heart of your relationships, hopes and dreams.  When it comes to financial advisors in the Quad-Cities, you have a lot of choices.  Big brokerage firms, banks, credit unions, trust departments, insurance agents…they all offer different alternatives that can seem overwhelming.  Welcome to a different kind of financial professional!  I’m all about connecting with you and earning your trust.  At my office, we’ll sit down over coffee or herbal tea and cookies and explore what really matters to you.  Some firms have minimum account levels that they service.  I believe that ALL investors deserve expert financial guidance and my clients putting aside $ 50.00 per month for their child’s college education are treated like family just like my high net-worth clients.  Licensed to provide you with the whole spectrum of wealth-building assets including individual stocks, bonds and mutual funds, I am an independent financial planner and investment advisor who works exclusively for you as a fiduciary, always putting your best interests before my own.  I’m also a passionate community leader, volunteer and advocate for education and at-risk children.  I work nights and weekends so I can volunteer at area schools three days a week to raise up our next generation and attempt to provide a better life for one of our most vulnerable populations.  You can feel good about investing with me.  Because who you invest with really DOES matter!  I’m proud to be a financial advisor serving clients in Bettendorf, Davenport, LeClaire, the Greater Iowa Quad-Cities, Moline, Rock Island, East Moline and the Greater Illinois Quad-Cities.  Call me today for a complimentary, no-pressure consultation.  I have a cup of coffee with your name on it!





Solutions for Balance and Certainty