The Quad City Investment Center is a team of experienced and dedicated professionals providing personalized guidance and an individualized client experience to individuals, small businesses, and non-profit organizations both in the Quad Cities and around the country.  

LPL Account View Access

Login to view your LPL investment account balance and transaction history, obtain information about your investments, access statements and other useful information.

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Our Mission

Our commitment to becoming an essential partner to our clients and pursuing what matters most to them financially is guided by these 3 core principles.

Meet the Team

We are committed to building meaningful and lasting relationships. It’s a part of our personality – a combination of professionalism, passion, and talent. It’s who we are…People you can bank on.

Retirement Plans for Your Employees

We will work with you to develop a retirement plan strategy that aims to help your employees retire on time and to help you manage your fiduciary.

News and Announcements

Get the latest news and updates on our team, access newsletters, and learn about financial industry developments. New content will be added regularly.

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Planning Calculators

Are you saving enough to retire? Should you convert your traditional IRA savings to a Roth IRA? How much do you need to save to send your children to college? Access helpful calculators to help you plan.