Investment Center Team

To pursue the right goals, you have to start with the right strategies. Our team of professionals has earned the trust of clients by providing personalized strategies and services. Our recommendations are made locally by a highly-experienced team of professionals. We take the time to truly get to know you - your lifestyle, risk tolerance and your dreams. We then use our technical knowledge, experience and sophisticated tools to help you select the products and services that can help you pursue a plan to build a better future.

 

 

Photo of Cynthia Carlson, Executive Vice President – Wealth Management Group

Cynthia Carlson, Executive Vice President – Wealth Management Group

Cynthia Carlson is responsible for all products, services and functions across the Wealth Builders Division at Quad City Bank & Trust, including Trust Services, Investment Services, and Financial Planning Services. She provides oversight and direction for all daily operations and client support needs and assures all activities are in compliance with state and federal requirements. She has over 30 years of financial services industry experience including executive management, operations, investment operations, product management, marketing and technology. Originally from Minneapolis and with two grown children in the Denver area, she spends her free time traveling to visit family and friends. Cynthia also serves on the Figge Art Museum Board of Trustees as well as on the Rick’s House of Hope Advisory Board.

 

Photo of Dave Howell, Vice President of Wealth Management

David Howell, First Vice President, Financial Advisor - 563.388.5436

David Howell has over 30 years of experience in the financial services industry. He opened the Quad City Investment Center at Quad City Bank & Trust in 1994. Dave provides his knowledge, unbiased investment advice, and commitment to providing exceptional personal service to all of his clients. He particularly enjoys helping clients transition into retirement-both financially and emotionally. He is actively involved in the community and has served on numerous community boards, including Two Rivers YMCA, John Deere Classic, Arrowhead for Families and Children, and Scott County Regional Authority. He is an instructor for Junior Achievement and is a Big Brother in the Big Brothers Big Sisters program. David is a father of three daughters and two step-sons. He resides in LeClaire, IA with his wife, Tina.

 

Amber Brummit, Financial Advisor for QCIC

Amber Brummit, Financial Advisor - 309.743.7783

Amber Brummit has been an integral member of the Wealth Builders Division at Quad City Bank & Trust since 2005. She has over 25 years of experience in the financial services industry, and this experience helps her deliver excellent customer service for all Quad City Investment Center clients. Amber is a graduate of Augustana College with a degree in Accounting. She likes to spend her non-working hours with her family and attending her two kids’ many activities. She resides in Rock Island with her husband, Mike.

 

Photo of Blake Shaffer, Investment Advisor for QCIC

Blake Schaeffer, Financial Advisor - 563.468.6272

Blake Schaeffer joined Quad City Bank & Trust in 2005 and has been with the Wealth Builder Division since 2006. His clients appreciate his great customer service along with his common sense approach to investing. Blake is a graduate of the University of Iowa with a degree in Finance. Blake volunteers his time with Big Brothers & Big Sisters and actively participates on QCBT’s Health & Wellness committee. Blake also teaches personal finance classes at local high schools thru Junior Achievement. He is a life-long resident of the Quad Cities, residing in Davenport with his wife, Yvonne, and their children, Belle and Ethan.

Blake is proud to be a SmartVestor Pro for Dave Ramsey.
Learn more about Smartvestor 

 

Cassidy Moulton, 563.388.5436

Cassidy is one of the newest members of the Quad City Investment Center starting in 2016. He has more than 10 years of experience in alternative investments such as precious metals and real estate.  Cassidy graduated from Pleasant Valley High School in 2000 where he enjoyed playing soccer, wrestling, and running. He graduated from The Master’s College in Los Angeles with a Business Management and Marketing degree while playing on the Men’s Soccer team. Although Cassidy has lived many different locations such as The Netherland’s, Pittsburgh, Oklahoma and California, he has always considered the Quad Cities home. Cassidy is extremely pleased to help each community member achieve financial and retirement goals.

 

Photo of Kassondra Hoyt, Investment Center Office Manager

Kassondra Hoyt, Investment Center Office Manager - 563.388.5436

Kassie joined the Wealth Builders Division of Quad City Bank & Trust in 2016 with ten years of compliance and administrative experience in the financial industry. She graduated from the University of Iowa in 2003. Kassie enjoys jogging, yoga, and spending time with her son Hunter. Kassie resides in Rock Island.

 

Rachel Avis, Investment Administrative Assistant - 563.388.5436

Rachel Avis joined the Wealth Builders Division of Quad City Bank & Trust in 2015. Rachel has over 6 years of administrative support experience in the financial services industry. She received her Bachelor’s Degree in Business Administration from St. Ambrose University. She is a busy mother of two sons and one daughter who spends much of her free time, spending time with her family and attending her children’s extracurricular activities. Rachel resides in Blue Grass with her husband, Chris

 

Photo of Rachel Avis, Investment Administrative Assistant

Nicole Ford, Investment Administrative Assistant - 309.743.7794

Nicole Ford joined the Wealth Builders Division of Quad City Bank & Trust in 2016. Nicole has over 15 years of customer service experience. She is pursuing her Associate’s Degree in Business Management at Scott Community College. She is a step-mom to two beautiful girls and grandma to a handsome three-year-old. Nicole and her husband Mike spend their free time with family and traveling. They reside in Park View Iowa with their energetic puppies, Hera and Kron.

 

 


 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Quad City Investment Advisors, a registered investment advisor. Quad City Investment Advisors, Quad City Investment Center, Quad City Bank and Trust, and The Wealth Builders Division of Quad City Bank and Trust are separate entities from LPL Financial. For more information, please contact us at 563.388.5436
 

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A BANK DEPOSIT


Quad City Bank & Trust and Quad City Investment Center are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact business within the following states:  IL and IA.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck