To pursue the right goals, you have to start with the right strategies. Our team of professionals has earned the trust of clients by providing personalized strategies and services. Our recommendations are made locally by a highly-experienced team of professionals. We take the time to truly get to know you - your lifestyle, risk tolerance and your dreams. We then use our technical knowledge, experience and sophisticated tools to help you select the products and services that can help you pursue a plan to build a better future. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Cynthia Carlson is responsible for all products, services and functions across the Wealth Management Group at Quad City Bank & Trust, including Trust Services, Investment Services, and Financial Planning Services. She provides oversight and direction for all daily operations and client support needs and assures all activities are in compliance with state and federal requirements. She has over 35 years of financial services industry experience, including executive management, operations, investment operations, product management, marketing and technology. Cynthia serves on the Figge Art Museum Board of Trustees.
Tyler joined the Quad City Investment Center in 2017. He has 12 years of experience in the financial services industry. His knowledge of investment products helps customers reach their financial goals while providing exceptional customer experience. Tyler is a graduate of St. Ambrose University with a bachelor’s degree in Economics and Marketing, and a master’s degree in Business Administration. Tyler serves on the Board of Education for Lourdes Catholic School and is actively involved at his local church. He also educates students about financial literacy through the Junior Achievement program.
Dave Howell has over 35 years of experience in the financial services industry. He opened the Quad City Investment Center at Quad City Bank & Trust in 1994. Dave provides his knowledge, unbiased investment advice, and commitment to providing exceptional personal service to all of his clients. He particularly enjoys helping clients transition into retirement-both financially and emotionally. He is actively involved in the community and has served on numerous community boards, including Two Rivers YMCA, John Deere Classic, Arrowhead for Families and Children, and Scott County Regional Authority. Dave also serves on the finance committee of several non-profit organizations, assisting with their investment management needs. He is a Big Brother in the Big Brothers Big Sisters program.
Amber Brummit has been an integral member of the Wealth Management Group at Quad City Bank & Trust since 2005. She has over 25 years of experience in the financial services industry, and this experience helps her deliver excellent customer service for all Quad City Investment Center clients. Amber is a graduate of Augustana College with a degree in Accounting.
Blake Schaeffer joined Quad City Bank & Trust in 2005 and has been with the Wealth Management Group since 2006. His clients appreciate his great customer service along with his common sense approach to investing. Blake is a graduate of the University of Iowa with a degree in Finance. Blake volunteers his time with Big Brothers & Big Sisters and actively participates on Quad City Bank & Trust's Health & Wellness committee. Blake also teaches personal finance classes at local high schools through Junior Achievement.
Blake is proud to be a SmartVestor Pro for Dave Ramsey. Dave Ramsey's Smartvestor Pro is a directory of investment professionals. Neither Dave Ramsey, nor SmartVestor Pro, are affiliates of Quad City Investment Center or LPL.
Nicole Ford joined the Wealth Management Group of Quad City Bank & Trust in 2016. Nicole has over 15 years of customer service experience. She is pursuing her associate’s degree in Business Management at Scott Community College.
Cassie joined the Quad City Investment Center in 2018. A graduate of St. Ambrose University with a bachelor’s degree in Business Administration and a Minor in Economics, she brings over 20 years of customer service experience to the team. Cassie volunteers her time with Big Brothers & Big Sisters.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Quad City Bank and Trust and Quad City Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Quad City Investment Center, and may also be employees of Quad City Bank and Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Quad City Bank and Trust or Quad City Investment Center.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s brokercheck.finra.org.
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