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

 

 

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

Cynthia Carlson, Executive Vice President – Wealth Management Group - 309.743.7706

Cynthia Carlson is responsible for all products, services and functions across the Wealth Management Group 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 35 years of financial services industry experience, including executive management, operations, investment operations, product management, marketing and technology. Cynthia serves on the Figge Art Museum Board of Trustees.

 

Photo of Dave Howell, Vice President of Wealth Management

Dave Howell, First Vice President, Financial Advisor - 563.388.5436

Dave Howell has over 35 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. Dave also serves on the finance committee of several non-profit organizations, assisting with their investment management needs. He is a Big Brother in the Big Brothers Big Sisters program.

 

Amber Brummit, Financial Advisor for QCIC

Amber Brummit, Financial Advisor - 309.743.7783

Amber Brummit has been an integral member of the Wealth Management Group 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.

 

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 Management Group 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 Quad City Bank & Trust's Health & Wellness committee. Blake also teaches personal finance classes at local high schools through Junior Achievement.

Blake is proud to be a SmartVestor Pro for Dave Ramsey. Dave Ramsey's Smartvestor Pro is a directory of investment professionals. Neither Dave Ramsey, nor SmartVestor Pro, are affiliates of Quad City Investment Center or LPL.
Learn more about SmartVestor 

Picture of Tyler

Tyler Edwards, Investment Center Office Manager - 563.468.4406

Tyler joined the Quad City Investment Center in 2017. He has 12 years of experience in the financial services industry. His knowledge of investment products helps customers reach their financial goals while providing exceptional customer experience. Tyler is a graduate of St. Ambrose University with a bachelor’s degree in Economics and Marketing, and a master’s degree in Business Administration. Tyler serves on the Board of Education for Lourdes Catholic School and is actively involved at his local church. He also educates students about financial literacy through the Junior Achievement program.

Photo of Rachel Avis, Investment Administrative Assistant

Nicole Ford, Investment Administrative Assistant - 309.743.7794

Nicole Ford joined the Wealth Management Group 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.

 

 


 

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