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 have been a Financial Advisor at Bettendorf Financial Group since October 2016, and am continuing to hone my skills under the guidance of our highly experienced team.  This career has allowed me to combine my natural instinct to save money with the opportunity to advise others, and help them find their way to long-term financial success.  I first began working at Bettendorf Financial Group as an assistant in November 2015 and have lead our technology support since 2013.  I enjoy spending time with my friends, giving love to my two dogs, watching streaming media, and playing video games.

Our Staff

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 recently joined Bettendorf Financial Group as the Chief Operations Officer. I oversee the staff, assist the advisors to make sure they are in compliance with industry regulations, and help to insure clients have a positive experience… I have been in the financial services industry since 2001 after obtaining my insurance licenses.  I have since added several additional securities licenses which allow me to be an OSJ Designee.  I graduated from Colorado Technical University with my bachelor’s degree in business administration/human resources.  My family and I, along with our beagles, Dollar and Dynomite and labs, Bailey and Brandy, live in Moline.  Although I am a self-proclaimed workaholic, I do enjoy spending time fishing, going to hockey games and participating in trivia events.

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