Putting
people first.
Get to know our leadership team
Leadership at the Davenport office is dedicated to doing good for our clients, employees and community.
I am a proud Quad Citizen (Quad Cities, IL/IA) from Milan, IL. My team and I deliver a concierge-style of service to help you achieve your financial goals. We take time to get to know each client on a personal level and will help you implement a strategic plan for long-term success.
Although she never planned to be a Financial Advisor, Ally fell in love with the career as it blended her entrepreneurial mindset and passion for finance. Throughout her career, she has advanced her knowledge and now is a Certified Financial Planner. Today, Ally is passionate about empowering people financially...
Although she never planned to be a Financial Advisor, Ally fell in love with the career as it blended her entrepreneurial mindset and passion for finance. Throughout her career, she has advanced her knowledge and now is a Certified Financial Planner. Today, Ally is passionate about empowering people financially and helping them achieve their goals quicker than they would on their own.
Financial planning does not need to be difficult or stressful. Clients appreciate Connor's simple, genuine and transparent approach to their financial planning. Whether you're a young professional or an established family, Connor is there to learn your story and help you prioritize your money, based on your goals...
Financial planning does not need to be difficult or stressful. Clients appreciate Connor's simple, genuine and transparent approach to their financial planning. Whether you're a young professional or an established family, Connor is there to learn your story and help you prioritize your money, based on your goals and what's important to you.
Jeremy Miller is a Financial Advisor with the Northwestern Mutual Wealth Management Company. He and his team have a mission to develop enduring relationships with their clients by providing expert guidance for a lifetime of financial growth and security. Jeremy and his team are committed to continued learning...
Jeremy Miller is a Financial Advisor with the Northwestern Mutual Wealth Management Company. He and his team have a mission to develop enduring relationships with their clients by providing expert guidance for a lifetime of financial growth and security. Jeremy and his team are committed to continued learning and growth both personally and professionally.
