Our Trust Team

It is a challenge to accumulate and preserve wealth. As a professional investment management team, through careful planning and research, we will give you expert guidance to help you grow your assets and ensure they are transferred to the people and organizations you care about.

We offer a strong combination of local market knowledge and access to extensive research and analysis from top national financial institutions and experts. Our portfolio managers make sure our investment analysis fits your individual situation. We are not locked into proprietary products or alliances with product providers so your portfolio will receive sensible, personalized attention. We manage your portfolio to pursue your individual objectives, using the group of assets we feel best meet your needs.

 

 

Guiding financial futures - Meet our knowledgeable professionals:

 

Cynthia Carlson

Executive Vice President, Wealth Management Division  |  309.743.7706 

With over 35 years of leadership experience in the financial services industry, Cynthia is responsible for all operations, customer support, investment management oversight, and planning for all products and services offered within the Wealth Management Division. The Wealth Management Division includes Fiduciary Services, Administration, Financial Planning, Tax, and the Investment Center. Cynthia is active in various Quad City organizations including the Figge Art Museum.


FIDUCIARY SERVICES
 

Peter Benson, JD

Executive Vice President, Trust & Trust & Fiduciary Administration  |  309.743.7759

Peter provides oversight and support for the administration of trust and estate accounts and also serves as Executive Vice President and Chief Legal Officer for QCR Holdings, Inc., the parent company of Quad City Bank & Trust. Prior to joining the Wealth Management Department, Peter served as a partner at the law firm of Lane and Waterman, LLP with offices in Davenport and Moline. Peter has more than 36 years of legal experience, and his areas of expertise include tax and estate planning. He received his undergraduate degree from Northwestern University and his law degree from the University of Iowa. Peter has been active in the local community, and he currently serves on the Board of Directors for Genesis Health System.

 

Tracy Brashears, JD, CTFA

1st Vice President, Wealth Management & Trust Services  |  309.743.7788

Tracy is a licensed attorney with experience in trust and estate administration, estate planning, and real estate matters. Prior to joining Quad City Bank & Trust, she had over 10 years of experience, most recently serving as Vice President, Wealth Management Officer for a local financial institution. Tracy received her undergraduate degree in Management and Finance from Western Illinois University and her Juris Doctor degree from Northern Illinois University College of Law. Tracy is a member of the American, Illinois and Rock Island County Bar Associations. She is also a graduate of Cannon Financial Institute’s Trust School, and holds the designation of Certified Trust and Financial Advisor (CTFA). Tracy is committed to our community; she is a member of Junior League of the Quad Cities, and she serves as a Board Member for Dress for Success Quad Cities and the local chapter of the Executive Women’s Golf Association.

 

Calla Parochetti, JD

Associate Fiduciary Trust Officer  |  309.743.7786

Calla is a licensed attorney responsible for administering trust and estate accounts. Prior to joining Quad City Bank & Trust, she was in private practice where she focused on estate planning, trust and estate administration and real estate matters. She received her undergraduate degree in Business Administration from Drake University and her Juris Doctor from Drake University Law School. Calla is a member of the American Bar Association, Iowa Bar Association, Iowa Organization of Women Attorneys and the Scott County Bar Association.

 

Kelly Malone

Legal & Executive Administrative Assistant  |  309.743.7786

Kelly joined Quad City Bank & Trust in 2015. She supports the Executive Vice President of the Wealth Management Division; the Executive Vice President of Trust & Fiduciary Administration; and the Chief Legal Officer of QCR Holdings, Inc., parent company of Quad City Bank & Trust. Kelly earned a Bachelor of Arts degree from the University of Iowa.

 

PLANNING AND ADMINISTRATION

 

Todd Larsen

Vice President, Business Development, Senior Wealth Management Officer  |  309.743.7733

Utilizing over 15 years of financial services, trust, and investment management experience, Todd works closely with clients to provide customized investment management and trust solutions to meet their diverse objectives. Todd has served on various nonprofit boards and is active in the community as past president of the Barnstormer Baseball Club, vice president of Hope at the Brick House, vice president/compliance of the Midwest Amateur Hockey Association (serving Iowa, Nebraska, and Kansas), and is a member of the Bettendorf Rotary Club.

 

Brenda Heisch, CTFA, CSA

Vice President, Senior Wealth Management Officer  |  309.743.7735

Brenda is responsible for administering investment management, IRA, trust, and estate accounts. She has worked in the financial industry for more than 25 years, the last 15 of which have been in the trust field. She received her undergraduate degree in Finance from Iowa State University and her master’s degree in Business Administration from the University of Iowa. Brenda is a board member for Iowa Trust Association and is active in the community serving Alternatives and Rockridge Booster Club.

 

Darlene Steffen, CPA/PFS, CFP

Vice President, Director Financial Planning  |  309.743.7740

Darlene is responsible for financial planning and for administering trust and investment management accounts. Darlene has over 30 years of finance, corporate planning and new business start-up experience. She holds a bachelor’s degree in Accounting from the University of Massachusetts, a master’s degree in Organizational Management from Webster University and an MBA from the Kellogg School of Management at Northwestern University. She is a member of the American Institute of Certified Public Accountants, the AICPA Personal Financial Planning Division, and the National CFP Board of Standards. Darlene volunteers with Junior Achievement and Winnie’s Place for Women. She has served on the board of Catholic Charities and currently serves on the Quad City Symphony board of trustees and the Quad City Symphony trust board. Darlene also serves on the University of Massachusetts – Lowell Business School Advisory Board.

 

Susan Smith

Associate Wealth Management Officer  |  309.743.7769

Susan provides assistance with trust administration and the financial planning process. Prior to joining Quad City Bank & Trust in January of 2015, she acquired over 20 years of experience in the financial industry, with a majority of that in trust administration and operations. Susan received her Associate of Arts degree in Business from Muscatine Community College.

 

TAX AND SPECIAL SERVICES

 

Rick Jennings, CPA

Senior Vice President,Tax & Special Services  |  309.743.7748

Rick is responsible for the management of tax and special services and oversees audit and compliance requirements for the Wealth Management Department. He worked for ten years in the Trust Department at Davenport Bank & Trust (now Wells Fargo) before establishing the department for Quad City Bank & Trust in 1994. Formerly a tax specialist with KPMG Peat Marwick, Rick combines trust knowledge and tax experience to provide financial planning expertise for our clients. Rick is a Certified Public Accountant and holds degrees in Accounting and Finance from Northern Illinois University. Rick also serves as the mayor-appointed trustee to the City of Moline Police Pension Board.

 

Paul Schmitt, CPA

Vice President, Senior Wealth Management Officer  |  309.743.7764

Paul is responsible for administering trust and estate accounts in the department. He worked for 8 years as Manager of Tax and Compliance at Rock River Trust Company. His prior employment also included tax and audit experience with McGladrey & Pullen. Paul is a Certified Public Accountant and holds a degree in Accounting from Creighton University. Paul is active in the community as a board member of the Salvation Army, the Youth Service Bureau, Moline Kiwanis, Alleman Booster Club, and Iowa Trust Association. He also volunteers for the John Deere Classic.

 

Beth Kauzlarich

Associate Wealth Management Officer  |  309.277.2656

Beth is a key member of our tax team, assisting in the preparation and review of individual, estate and fiduciary tax returns. She is also responsible for assisting with the financial planning process and administration of various accounts in the department. Prior to joining Quad City Bank & Trust, Beth was the full charge bookkeeper of QCA Progressive Partners, LLC and had also previously worked as a tax associate for a small CPA firm. Beth is a graduate of Western Illinois University with a bachelor’s degree in Accountancy.

 

Rachel Avis

Wealth Management Administrative Assistant  |  309.743.7754

Rachel provides assistance with trust administration and operations. In 2015 Rachel joined QCBT as an Investment Center Assistant and finished her Bachelor of Arts in Business Administration at Saint Ambrose University. In 2018, she joined the Wealth Management & Trust Services Department. Rachel has an extensive background in financial services operations stemming from her previous employment with Edward Jones and Eagle One Investments.

 

INVESTMENTS

 

M. Randolph Westlund, CFA

Executive Vice President, Chief Investment Officer  |  309.743.7734

As Chief Investment Officer, Rand oversees the QCBT Investment Team. He participates in the portfolio management functions for each affiliate bank and its trust department, including investment strategy, asset and economic research, and client portfolio management. Prior to joining QCR Holdings, Inc. in 2000, he served in similar roles in Pennsylvania and Michigan. Rand’s investment career began in the notorious year of 1987, and he earned the Chartered Financial Analyst designation in 1991. A Midwesterner (for the most part), Rand received his undergraduate degree from Bethel College in St. Paul, Minnesota.

 

Dan Zude, CFP

Vice President, Investment Officer  |  309.743.7763

Dan joined Quad City Bank & Trust in 2014. With 26 years of trust administration and investment management experience, Dan is responsible for implementing the investment strategies for Quad City Bank & Trust clients. Dan is a graduate of St. Ambrose University with undergraduate and graduate degrees in Business Administration. Dan is also a Certified Financial Planner. Active in the community, Dan serves as chairman of the finance committee and board member of the Genesis Health Systems Foundation and is a member of the Quad City Estate Planning Council.

 

Trisha Townsend

Vice President, Investment Officer  |  309.277.5556

Trisha is responsible for building relationships and implementing investment strategies for our Quad City Bank & Trust clients. She has over 22 years of experience in the finance industry, with the last 11 in investment management. Trisha received her bachelor’s degree and MBA from the University of Iowa. She is active in the community and volunteers with Junior Achievement, Big Brothers & Big Sisters, and the University of Iowa.

 

Robert Tupper

Associate Investment Officer  |  309.743.5557

Bob is responsible for the implementation of investment strategies for Quad City Bank & Trust clients. Bob acquired three years of trust and investment experience before joining QCBT in 2015. He is a graduate from Western Illinois University and University of Iowa in Finance and History.

 

Matt Powers

Investment Analyst  |  309.743.7751

Matt is responsible for researching and analyzing mutual funds and other holdings for the Investment Team. He joined QCR Holdings, Inc. in 2012 (as an Investment Center Assistant) and joined the Investment Team in 2015. Matt is a graduate of the University of Iowa with degrees in Finance and Marketing. Matt is an active volunteer with the Davenport Central Blue Devil Youth Basketball program.

 

Andrew Messerschmidt

Associate Investment Officer II  |  309.743.7793

Andrew is responsible for implementation of investment strategies for Quad City Bank & Trust clients. In addition, he is involved in researching and analyzing the investment holdings. He has been with QCR Holdings, Inc. since 2011 (as an Internal Auditor) and joined the Investment Team in 2014. He is an active volunteer with the East Moline Swim Programs. Andrew is a graduate of Augustana College with a degree in Accounting and obtained an MBA with a concentration in Accounting at Western Illinois University.

 

Christine Murdock

Investment Administrative Assistant  |  309.743.7773

Christine provides administrative support for the Investment Team, serving as a liaison with clients and producing reports used in connection with marketing and investment presentations. She joined Quad City Bank & Trust in 2010, and the Investment Team in 2014, with a degree in Business. Christine is an active volunteer of United Way and Junior Achievement.

 

OPERATIONS

 

Kassie Hoyt

Vice President, Wealth Management Operations & Support Services  |  309.743.7767

Kassie joins the team with over ten years of industry experience in investment operations and compliance. Her focus is on implementing innovative solutions for clients and team members in order to enhance efficiency. Kassie is a graduate of the University of Iowa and has completed several securities and insurance examinations. She currently serves on the board of Friends of Davenport Public Library and volunteers with RiverBend Food Bank.

 

DeAnna Smith, CSA

Assistant Vice President, Trust Operations Officer  |  309.743.7743

DeAnna assists in overseeing trust operations. As a Certified Senior Advisor, DeAnna is a valuable professional leader in meeting the key needs and issues concerning senior citizens. Prior to joining Quad City Bank & Trust in 1998, she acquired 22 years of banking experience, specializing in Trust for 11 of those years. She is a graduate of Cannon Financial Institute Trust School.

 

Amy Mundwiler

Senior Wealth Management Operations Specialist  |  309.743.7741

Amy provides assistance with trust administration and operations. Prior to joining Quad City Bank & Trust in 2016, she acquired 15 years of experience in trust administration and operations. Amy is a graduate of St. Ambrose University with a bachelor’s degree in Business Management and a master’s degree in Business Administration.

 

Patti Easley

Senior Wealth Management Operations Specialist  |  309.743.7742

Patti has over 40 years of experience in trust administration and operations duties. She oversees the day-to-day operations of the Wealth Management Department. Patti was responsible for trust operations at First of America Bank (now PNC) in Rock Island for 16 years prior to bringing her experience and knowledge to Quad City Bank & Trust in 1995.

 

Lori Reynolds

Wealth Management Operations Specialist  |  309.743.7755

Lori provides assistance with trust administration and operations team. Prior to joining the Wealth Management Department in 2018, she worked as a Correspondent Banking Specialist for Quad City Bank & Trust for 10 years. Lori has over 12 years of banking experience, starting as a Teller in 2006, all at Quad City Bank & Trust.

 

Kristen Murley

Wealth Management Operations Specialist  |  309.743.7753

Kristen has been with Quad City Bank & Trust since 2011 and has served as a teller and now as a Wealth management Operations Specialist. Kristen provides assistance with trust administration and operations.

 

Angela Bunch

Wealth Management Administrative Assistant  |  309.743.7785

Angela provides assistance with trust administration and operations. Prior to joining the Wealth Management Department in 2017, she worked for nearly three years as a teller at Quad City Bank & Trust. Angela is currently taking classes at Scott Community College.

 

Lisa Weese

Wealth Management Administrative Assistant  |  309.743.7789

Lisa provides assistance with trust administration and operations. She joined Quad City Bank & Trust in 2005 as a dual employee working in both the Wealth Management Department and Investment Center. Prior to 2005, Lisa acquired 13 years of trust operations and administration experience while with THE Rock Island Bank (now US Bank) and Southeast National Bank, where she assisted in the establishment of their Trust Department. Lisa is active in the community as a volunteer with United Way.