Our Team

Our Advisors

I have been in the financial services business since I first qualified for my Iowa Insurance License on July 31, 1983.  I established DW Insurance Company Inc in 1996 and have been the Branch Manager and doing business as Bettendorf Financial Group since 1998.  Over the years I have continued to expand my knowledge base of the industry and have added a couple of professional designations – CLU and ChFC – to my name.  While I am proud of my success in the field, I am more proud that I have been able to serve my clients well, and I strive to give them sound financial advice and help guide them toward secure futures.  Many of my clients have been with me for more than 20 years and it is the trust that they have in me and the personal connection that we have that brings me so much satisfaction.  My wife Sheila and I have been lifelong residents of the Quad Cities.  We have two grown sons that are still in the area. The younger one, Dan, joined our office in November 2015 and may follow in my footsteps.  Sheila and I enjoy traveling in our motor home with our two Hungarian Sheepdogs – my girls Zoey and Sasha.

I entered the Insurance and Investment Industry in 1998.  I joined Bettendorf Financial Group as an Advisor in 2002. I enjoy working with families and businesses  helping them gain financial success.  I grew up in DeWitt and now reside in Davenport with my wife Penny and our two Olde English Bulldogs, Wrigley and Soldier.  I am an avid sports fan (if you couldn’t tell by our dogs’ names).  I enjoy cooking and bar-b-que.  In the summertime we spend our weekends camping or as we like to say “outdoor living”.  I’ve also been known to hack around a golf course a time or two.

I am a Financial Advisor for Bettendorf Financial Group.  In addition to serving my client’s Financial Planning and Investment Portfolio Management needs, I am also responsible for developing investment ideas and portfolios for the entire office to consider.  I am originally from Massachusetts and enjoy living with my wife and son in Bettendorf.  My wife and I are active in the bicycling community as volunteers, advocates, riders and occasional racers.

I joined Bettendorf Financial Group in 2003 and have over 17 years of financial services experience.  I wear many hats at the firm, including being an assistant to the other advisors in the office, helping clients with many of their investment, financial and tax planning questions, as well as assisting Doug with keeping the office in compliance with industry rules in regulations. I live in Davenport with my husband, Tony, and our four kids, Holland, Sirius, Talan, and Aarison.  The kids keep us very busy with music, dance, acting, football and soccer.  We are also very active in our church and community.  In our limited free time, we enjoy hiking and basically anything outdoors when the Iowa weather permits, as well sharing meals with our family and friends.

Our Staff

I have been the receptionist at Bettendorf Financial Group since April of 2015. I schedule appointments for the group as well as answer phone calls and route them to the appropriate person. I also do the office mailings and newsletters. I currently live in Davenport with my husband and three children.  If you need to make account changes such as beneficiary changes, change of bank account information, contact me to get the proper forms.

I have been with Bettendorf Financial Group nearly since its inception in 1998. My official title is Office Manager but as senior employee I am also the office Mom – I know most of what is going on around the office and will be happy to get your request to the person who can best handle it.  I live in Moline with my husband John.  I have three grown children and three grandchildren.  John and I enjoy gardening and traveling to see the kids and grandkids.

I have been with Bettendorf Financial Group since March of 2014.  I assist the advisors with new account paperwork and coordinate the process of getting accounts opened and funded.  I love working with our clients and am available to answer any of your paperwork related questions. I am also a full-time college student at Augustana College working toward a Bachelor of Arts degree in Business with a concentration in finance, which will allow me to help our clients further their financial planning goals. I live in Moline, Illinois with my husband Greg and our young son. We enjoy camping and cycling as a family.

I have been working at Bettendorf Financial Group as an administrative assistant since November 2015 and have offered technology support since 2013.  I set appointments, prepare paperwork, and keep all the technology running as expected.  I am currently in the learning and licensing process to transition into the advisor side of the business.  I enjoy spending time with my friends, playing with my two dogs, and playing video games.

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