It is a challenge to accumulate and preserve wealth. As a professional investment management team, through careful planning and research, we will give you expert guidance to help you grow your assets and ensure they are transferred to the people and organizations you care about.
We offer a strong combination of local market knowledge and access to extensive research and analysis from top national financial institutions and experts. Our portfolio managers make sure our investment analysis fits your individual situation. We are not locked into proprietary products or alliances with product providers so your portfolio will receive sensible, personalized attention. We manage your portfolio to pursue your individual objectives, using the group of assets we feel best meet your needs.
Guiding financial futures - Meet our knowledgeable professionals:
Jason Grindle
EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT DIVISION
Jason Grindle is responsible for all products, services, and functions across the Wealth Management Group, including Trust Services, Investment Services, and Financial Planning Services. He provides oversight and direction for all daily operations and client support needs. Jason has 21 years of financial services industry experience and is a graduate of University of Michigan – Flint where he majored in Finance and minored in Economics.
FIDUCIARY SERVICES
Tracy Brashears, JD, CTFA
SENIOR VICE PRESIDENT, FIDUCIARY & TRUST SERVICES
Tracy leads our team of Wealth Management and Fiduciary officers, in addition to serving as the trusted advisor to a select number of clients. She is a licensed attorney with approximately two decades of experience in trust and estate administration, estate planning, and real estate matters. Tracy received her undergraduate degree in Management and Finance from Western Illinois University, her Juris Doctor degree from Northern Illinois University and is also a Certified Trust & Fiduciary Advisor (CTFA).
Calla Parochetti, JD
VICE PRESIDENT, SENIOR FIDUCIARY TRUST OFFICER
Calla is a licensed attorney responsible for handling estate and trust administration along with the ongoing administration of charitable, educational and family trusts. She received both her bachelor’s degree in Business Administration and Juris Doctorate (JD) from Drake University. Calla is a member of the Iowa and Illinois Bar Associations and serves on the Board of Trustees for the LeClaire Community Library.
Marie Tarbox, JD
VICE PRESIDENT, SENIOR FIDUCIARY OFFICER
Marie is a licensed attorney responsible for administering trust and estate accounts. Drawing on her 30 plus years of private practice in estate planning and Estate and Trust administration, Marie also provides support to other account administrators. Marie received her bachelor’s degree in English from the University of Iowa and earned her Juris Doctorate (JD) as an honors graduate of the University of Iowa College of Law.
Mary Cullison
FIDUCIARY ADMINISTRATIVE ASSISTANT
Mary assists the Fiduciary Services Team with trust and estate administration. Mary joined QCBT in 2021 after 35 years as a legal assistant at a local law firm, working primarily in estate planning and trust/estate administration. She obtained degrees from both Black Hawk College and Western Illinois University. In her free time, Mary is an active volunteer at her parish.
Shari Locklin
TRUST ADMINISTRATIVE ASSISTANT
Shari has been with Quad City Bank and Trust for over 5 years working in our retail department before moving over to Trust. Shari loves spending time with family and friends and enjoys the outdoors. In her spare time, she enjoys volunteering for her church. Shari’s passion for her work comes from her commitment to building relationships with her coworkers and customers.
WEALTH MANAGEMENT AND PLANNING SERVICES
Brenda Heisch, CTFA, CSA
VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Brenda has worked in the financial industry for more than 25 years, the last 20 of which have been in the trust field. She received a finance degree from Iowa State University and an MBA from the University of Iowa. Brenda is a board member for Iowa Trust Association and is active in the community serving Alternatives and United Way.
Erie Johnson, JD, CFP®
VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Erie provides wealth management services by applying his education and work experience as an attorney, a fiduciary, and a Certified Financial Planner™ to help clients implement financial planning strategies to build and modify their legacies. Erie is a board/committee member of several organizations.
Paul Schmitt, CPA
1ST VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Paul brings 25 years of individual, trust, estate administration and tax preparation experience providing valuable insight to clients. Paul is a Certified Public Accountant and holds a degree in Accounting from Creighton University. He is a member of the American Bankers Association Trust Taxation Committee and a board member of the Salvation Army, the Youth Service Bureau, and Alleman High School Board.
Beth Kauzlarich, CTFA
ASSISTANT VICE PRESIDENT, WEALTH MANAGEMENT OFFICER
Beth is a key member of our tax team, assisting in the preparation and review of individual, estate and fiduciary tax returns and financial planning. Prior to joining QCBT, Beth was previously a bookkeeper for a local company and a tax associate for a CPA firm. Beth is a graduate of Western Illinois University with a bachelor’s degree in accounting. Beth is a member of the Rotary Club of Rock Island.
Courtney Conrad
ASSOCIATE WEALTH MANAGEMENT OFFICER
Courtney is responsible for administering investment management, IRA, and trust accounts; and a member of our tax team. She joined the Wealth Management Department of Quad City Bank and Trust in June 2020. Prior, she acquired 8 years of banking experience, the last 5 years in the wealth management field. Courtney is active in the community as a volunteer for the Quad City Animal Welfare Center.
Lisa Weese
SENIOR TRUST ADMINISTRATIVE ASSITANT
Lisa joined QCBT in 2005 as a dual employee working in both the Wealth Management & Trust Services Department and the Investment Center. Prior to 2005, Lisa acquired 13 years of trust operations and administration experience while with THE Rock Island Bank (now US Bank) and Southeast National Bank, where she assisted in the establishment of their Trust Department.
Christine Murdock
EXECUTIVE ADMINISTRATIVE ASSISTANT
Christine joined QCBT in 2010 and supports the Executive Vice President of the Wealth Management Division; she brings 20+ years of customer service and is committed to maintaining the highest standards and values for our Trust clients. In the community Christine volunteers her time with United Way, The American Red Cross, and her Church.
Kelly Malone
TRUST ADMINISTRATIVE ASSISTANT
Kelly joined the Wealth Management Division of Quad City Bank & Trust in 2015, where she currently assists with trust administration and operations. Kelly earned a Bachelor of Arts degree from the University of Iowa. She is active in the community as a volunteer reading buddy with the Davenport Community School District.
Jessica Allen
TRUST ADMINISTRATIVE ASSISTANT
Jessica joined QCRH in 2020, starting as a Teller at Community State Bank in Des Moines. In October 2021, Jessica transferred to QCBT to be closer to her family. She was promoted to Universal Banker, in February 2022, a position she held until getting promoted to Wealth Management Administrative Assistant, May 2023. Prior to 2020, Jessica was an Executive Secretary for a Real Estate company in North Carolina for 6.5 years.
April Burken
TRUST ADMINISTRATIVE ASSISTANT
April provides assistance with Trust Administration and Operations. She joined the Wealth Management Department of Quad City Bank and Trust in 2024. Prior to 2024 she was an Investment Onboarding Specialist and acquired 6 years of investment and wealth management experience. April enjoys being active and outside with her two children. Some of April’s hobbies include kickboxing, yoga and trying new foods and really good coffee.
TAX AND SPECIAL SERVICES
Rick Jennings, CPA
SENIOR VICE PRESIDENT, TAX & SPECIAL SERVICES
Rick is responsible for the management of tax and special services and oversees audit and compliance requirements for the department. He worked for 10 years at Davenport Bank & Trust (now Wells Fargo) before establishing the department in 1994. Rick is a CPA, holding degrees in Accounting and Finance from Northern Illinois University and serves as the mayor-appointed trustee to the Moline Police Pension Board.
INVESTMENT AND PORTFOLIO MANAGEMENT
M. Randolph Westlund, CFA
EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER
As Chief Investment Officer, Rand oversees the QCBT Investment Team. In this role, he participates in the portfolio management functions for QCR Holdings, Inc., the parent company of QCBT and its affiliated banks. Rand’s investment career began in the notorious year of 1987, and he earned the Chartered Financial Analyst designation in 1991. A Midwesterner (for the most part), Rand received his undergraduate degree from Bethel College in St. Paul, Minnesota.
Dan Zude, CFP
VICE PRESIDENT, SENIOR INVESTMENT OFFICER
Dan joined QCBT in 2014 with 26 years of trust administration and investment management experience. Dan is responsible for implementing the investment strategies for our clients. Dan graduated from St. Ambrose University with his bachelor’s and master’s in Business Administration. Dan is also a Certified Financial Planner. Active in the community, Dan serves as chair of the finance committee and board member of the Genesis Health Systems Foundation and is a member of the Quad City Estate Planning Council.
Trisha Townsend
1st VICE PRESIDENT, SENIOR INVESTMENT MANAGER
Trisha is responsible for building relationships and implementing investment strategies for QCBT clients. She has over 25 years of experience in the finance industry, with the last 14 in investment management. Trisha received her bachelor’s degree and MBA from the University of Iowa. She is active in the community and volunteers with Junior Achievement, Big Brothers & Big Sisters, and the University of Iowa.
Robert Tupper, CFA
VICE PRESIDENT, SENIOR INVESTMENT OFFICER
Bob is responsible for portfolio strategy and implementation for Quad City Bank and Trust. He has over 10 years of experience managing discretionary investment portfolios. He holds bachelor’s degrees from University of Iowa and Western Illinois University in History and Finance. Bob is a CFA charter holder and a member of the CFA society Iowa.
Adam Tharp
ASSISTANT VICE PRESIDENT / INVESTMENT MANAGER
Adam joined QCBT in 2023. With 15 years of financial experience, his role consists of implementing investment strategies for QCBT clients, and his area of expertise is with investment and portfolio management. Adam is certified as a Wealth Management Certified Professional® (WMCP®), and he graduated from the University of Iowa with bachelor’s degrees in Finance and Economics.
Jackson Stoos
INVESTMENT ANALYST
Jackson provides support and research for the investment strategies that are implemented for QCBT clients. Jackson is a graduate of St. Ambrose University with degrees in Finance and Marketing. Jackson joined QCBT in 2023.
Shantel Jackson
TRUST INVESTMENT ADMINISTRATIVE ASSISTANT
Shantel assists with trust investment administration for Quad City Bank & Trust. She joined QCBT in May 2024. She is a graduate of Georgia Gwinnett College with a Bachelor of Business Administration degree in Marketing. Shantel is active in the community volunteering at Junior Achievement.
OPERATIONS
Vallie Masias
1ST VICE PRESIDENT, TRUST OPERATIONS
Vallie joined QCBT in 2014 with over 25 years of experience in leadership and management. She oversees the Wealth Management & Trust Services Team of Operations and Support staff and manages the day-to-day operations of the department. Vallie is committed to maintaining the highest standards and values for clients while focusing on policy and process efficiency. She is active in the community, most recently volunteering with New Kingdom Trailriders.
DeAnna Smith
ASSISTANT VICE PRESIDENT TRUST OPERATIONS OFFICER
DeAnna assists in overseeing trust operations. As a Certified Senior Advisor, DeAnna is a valuable professional leader in meeting the key needs and issues concerning senior citizens. Prior to joining QCBT in 1998, she acquired 22 years of banking experience, specializing in trust administration and operations for 11 of those years. She is a graduate of Cannon Financial Institute Trust School.
Taryn Feller
SENIOR TRUST OPERATIONS SPECIALIST
Taryn assists with trust administration and operations for QCBT as well as all affiliate and outsource banks within Wealth Management including safekeeping. She is a graduate of the University of Iowa with a Bachelor of Business Administration degree in Finance. A team member since 2018, Taryn plays a key role in the day-to-day operations and is passionate about overall process standards and efficiencies.
Patti Easley
SENIOR TRUST OPERATIONS SPECIALIST
Patti has over 40 years of experience in trust administration and operations duties. She oversees the day-to-day operations of the Wealth Management & Trust Services Department. Patti was responsible for trust operations at First of America Bank (now PNC) in Rock Island for 16 years prior to bringing her experience and knowledge to QCBT in 1995.
Amy Mundwiler
SENIOR TRUST OPERATIONS SPECIALIST
Prior to joining QCBT in 2016, Amy acquired 15 years of experience in trust administration and operations. Amy is a graduate of St. Ambrose University with a bachelor’s degree in Business Management and a master’s degree in Business Administration.
Shayla McDanel
SAFEKEEPING SPECIALIST
Shayla started with QCBT in March of 2021 as a trust operations specialist and now oversees safekeeping within the correspondent banking department and assists Trust operations with their daily tasks. Shayla graduated from Western Illinois University with a Bachelor of General Studies degree and a minor in HR and Business Administration.