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 Preferred
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

Tracybrashears 2023
Tracy Brashears, JD, CTFA
SENIOR VICE PRESIDENT, FIDUCIARY & TRUST SERVICES
In addition to serving as a trusted advisor to a select number of clients, Tracy leads our team of Wealth Management and Fiduciary Officers. She is a licensed attorney with over 16 years 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 and her Juris Doctor degree from Northern Illinois University. She is also a graduate of Cannon Financial Institute’s Trust School and participates in many professional organizations, including the American, Illinois and Rock Island County Bar Associations as well as the Quad City Estate Planning Council. Tracy is committed to our community; she currently serves on the boards of the Rock Island County Children’s Advocacy Center and the Looser-Flake Foundation; she is a past member of Junior League of the Quad Cities and has served on the board for Dress for Success Quad Cities and the board of the local chapter of the Executive Women’s Golf Association.
Calla Parochetti Preferred
Calla Parochetti, JD
VICE PRESIDENT, SENIOR FIDUCIARY TRUST OFFICER, WEALTH MANAGEMENT
Calla is responsible for handling estate and trust administration along with the ongoing administration of charitable, educational and family trusts. She is a licensed attorney with almost 10 years' experience in estate planning, trust and estate administration, and real estate matters. Calla received her undergraduate degree in Business Administration from Drake University and her Juris Doctor from Drake University Law School. She is a member of the American, Iowa, Illinois, Scott County, and Rock Island County Bar Associations. Calla is active in the local community and currently serves on the Board of Trustees for the LeClaire Community Library.
Marie Tarbox Preferred 1
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 earned her bachelor’s degree in English from the University of Iowa and continued on at the University of Iowa College of Law, earning her Juris Doctorate (JD). Marie served on the Board of Vera French for a number of years and has been a volunteer at the Figge Art Museum. Marie is a member of the Iowa State Bar Association.
Mary Cullison Preferred
Mary Cullison
FIDUCIARY ADMINISTRATIVE ASSISTANT
Mary assists the Fiduciary Services Team with trust and estate administration. Prior to joining QCBT in 2021, she acquired over 30 years of experience as a legal assistant at a local law firm, working primarily in estate planning and trust/estate administration. Mary received her Associate of Arts degree from Black Hawk College and her Bachelor of Arts degree from Western Illinois University. In her free time, Mary is an active volunteer at her parish.

WEALTH MANAGEMENT AND PLANNING SERVICES

Brenda Heisch Preferred
Brenda Heisch, CTFA, CSA
VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Brenda is responsible for administering investment management, IRA, trust, and estate accounts. She has worked in the financial industry for more than 25 years, the last 20 of which have been in the trust field. She received her undergraduate degree in Finance from Iowa State University and her master’s degree in Business Administration 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
Erie Johnson, JD, CFP®
VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Erie Johnson joined Quad City Bank & Trust in 2023. As Vice President, Senior Wealth Management Officer, Erie provides wholistic wealth management services by applying his education and work experience as an attorney, a fiduciary, and a Certified Financial Planner™ to help clients implement wealth management strategies to create, build, and modify their legacies. Erie earned a Juris Doctor from Northern Illinois University College of Law and a Bachelor of Science in Accounting from Fayetteville State University. He is a Certified Financial Planner™ and has worked in the wealth management industry for over 10 years. Erie is a board/committee member of several organizations: The Salvation Army of the Quad Cities, Quad City Estate Planning Council (QCEPC), Quad City Symphony Orchestra, The Salvation Army Central Territory Investment Advisory Board, and Northern Illinois University College of Law Business Law Innovation Clinic Advisory Board.
Paul Schmitt Preferred
Paul Schmitt, CPA
1ST VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Paul brings over 25 years of individual, trust, and estate tax experience in working with clients. His experiences in trust and estate administration as well as tax preparation and planning provide valuable insight. 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 is active in the community as a board member of the Salvation Army, the Youth Service Bureau, and Alleman Advisory Board.
Matt Powers
Matthew Powers, CFP®
WEALTH MANAGEMENT OFFICER
Matt is responsible for administering trust and estate accounts, financial planning, and the oversight of the trading operations for the department. He joined QCR Holdings, Inc. in 2012 (as an Investment Center Assistant) and joined the Investment Team in 2015. Matt is a graduate of the University of Iowa with degrees in Finance and Marketing. Matt is involved with the Big Brothers Big Sisters of America and the United Way.
Beth Kauzlarich Preferred
Beth Kauzlarich, CTFA
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. She is also responsible for administering trust and estate accounts as well as assisting clients with financial planning. Prior to joining QCBT, Beth was the full charge bookkeeper for a local company and had previously worked as 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.

TAX AND SPECIAL SERVICES

Rick Jennings Preferred
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 Wealth Management Department. He worked for ten years in the Trust Department at Davenport Bank & Trust (now Wells Fargo) before establishing the department for Quad City Bank & Trust in 1994. Formerly a tax specialist with KPMG Peat Marwick, Rick combines trust knowledge and tax experience to provide financial planning expertise for our clients. Rick is a Certified Public Accountant and holds degrees in Accounting and Finance from Northern Illinois University. Rick also serves as the mayor-appointed trustee to the City of Moline Police Pension Board.

INVESTMENT AND PORTFOLIO MANAGEMENT

Rand Westlund Preferred
M. Randolph Westlund, CFA
EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER
As Chief Investment Officer, Rand oversees the QCBT Investment Team. He participates in the portfolio management functions for each affiliate bank and its trust department, including investment strategy, asset and economic research, and client portfolio management. Prior to joining QCR Holdings, Inc. in 2000, he served in similar roles in Pennsylvania and Michigan. 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 Preferred
Dan Zude, CFP
VICE PRESIDENT, SENIOR INVESTMENT OFFICER
Dan joined Quad City Bank & Trust in 2014. With 26 years of trust administration and investment management experience, Dan is responsible for implementing the investment strategies for Quad City Bank & Trust clients. Dan is a graduate of St. Ambrose University with undergraduate and graduate degrees 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 Preferred
Trisha Townsend
1st VICE PRESIDENT, SENIOR INVESTMENT MANAGER
Trisha is responsible for building relationships and implementing investment strategies for our Quad City Bank & Trust clients. She has over 22 years of experience in the finance industry, with the last 11 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.
Bob Tupper Preferred
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 charterholder and a member of the CFA society Iowa.
Adam Tharp Headshot
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
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.
Christine Murdock Preferred
Christine Murdock
EXECUTIVE ADMINISTRATIVE ASSISTANT
Christine joined Quad City Bank & Trust in 2010 with a degree in Business. She supports the Executive Vice President of the Wealth Management Division; she also assists with the Investment Team serving as the liaison with clients and producing reports used in connection with marketing and investment presentations. She brings over 20 years of customer service experience to our Wealth Management Division. Christine is committed to our community as a volunteer with United Way, Junior Achievement, Orion Athletic Booster Club, The American Red Cross, and her church.

OPERATIONS

Vallie Masias Preferred
Vallie Masias
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 and volunteers with New Kingdom Trailriders.
Deanna Smith Preferred
DeAnna Smith, CSA
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 Quad City Bank & Trust in 1998, she acquired 22 years of banking experience, specializing in Trust for 11 of those years. She is a graduate of Cannon Financial Institute Trust School.
Amy Mundwiler Preferred
Amy Mundwiler
SENIOR TRUST OPERATIONS SPECIALIST
Amy provides assistance with trust administration and operations. Prior to joining Quad City Bank & Trust in 2016, she 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.
Patti Easley Preferred
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 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 Quad City Bank & Trust in 1995.
Taryn Feller Preferred
Taryn Feller
SENIOR TRUST OPERATIONS SPECIALIST
Taryn assists with trust administration and operations for all affiliate and outsource banks within Wealth Management. She is a graduate of the University of Iowa with a Bachelor of Business Administration degree in Finance. She joined the Wealth Management team in December of 2018. Taryn plays a key role in the day-to-day operations and is passionate about overall process standards and efficiencies. She is also a part of our tax processing team.
Lisa Weese Preferred
Lisa Weese
SENIOR TRUST ADMINISTRATIVE ASSISTANT
Lisa provides assistance with trust administration and operations. She joined Quad City Bank & Trust in 2005 as a dual employee working in both the Wealth Management Department and 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. Lisa is active in the community as a volunteer with United Way.
Courtney Warren Preferred
Courtney Conrad
SENIOR TRUST ADMINISTRATIVE ASSISTANT
Courtney provides assistance with trust administration and operations. She joined the Wealth Management Department of Quad City Bank and Trust in June 2020. Prior to June 2020, she acquired 8 years of banking experience, the last 5 years of which were in the field of trust administration. Courtney is active in the community as a volunteer for her church.
Kelly Malone Preferred
Kelly Malone
TRUST ADMINISTRATIVE ASSISTANT
Kelly joined the Wealth Management Division of Quad City Bank & Trust in 2015. For the first eight years, she supported the Executive Vice President of the Wealth Management Division and helped the Fiduciary Services Team in the administration of trust and estate accounts. In January 2023, she transitioned to the Operations Team where she currently assists Wealth Management Officers 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
Jessica Allen
TRUST ADMINISTRATIVE ASSISTANT
Before joining QCRH, Jessica was an Executive Secretary for a Real Estate company in North Carolina for 6.5 years. She joined QCRH, in 2020, starting as a Teller at Community State Bank in Des Moines. After only 8 months as a Teller, she was promoted to Assistant Teller Supervisor. 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.