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, CFP®, CRPC®

Private Wealth Manager

Since I began my career in the financial services industry, many things have changed.  But one thing that hasn’t changed is my desire to create a meaningful long-term  relationship based on trust with my clients and the people who matter most to them.
Read More

Kristie Marshall-Snodgrass

Branch Operations Manager

Kristie Marshall-Snodgrass 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.

Read More