GUIDANCE WITH INTEGRITY

We are located in Davenport, Iowa of the Quad Cities, and able to serve individuals, families and businesses in both Iowa and Illinois, as well as many other states. Call us for complete details.

Brian Smith, CRPC

Private Wealth Manager

During my twenty plus years in the financial services industry, many things have changed, such as the economy, technology and sometimes even the advisory firm for which I work. But throughout these changes, the one thing that hasn’t changed is my desire to offer guidance with integrity to my clients and provide them a balanced plan of action based on their needs.
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Kristie Marshall-Snodgrass

Branch Operations Manager

Kristie Marshall began her career in the financial services industry in 2008. She began working with Brian Smith in 2013 and values the relationships she has built with clients over the years, both professionally and personally.

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Our Team

Jim Mars, CFP®, CHFC

Business & Financial Advisor

Andrew Susanin

Financial Advisor/Partner

Jeff Gibbons, CIMA®

Senior Investment Officer

Mary Gibbons, CPA

Senior Compliance Officer

David Suntken, CIMA®

Senior Investment Officer

Brian Smith, CRPC

Private Wealth Manager