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Peter has been active in the local community, and he currently serves on the Board of Directors for Genesis Health System. In addition to serving as a trusted advisor to a select number of clients, Tracy leads our team of Wealth Management and Fiduciary Officers.
She is a licensed attorney with over 12 years of experience in trust and estate administration, estate planning, and real estate matters. Calla is a licensed attorney responsible for administering trust and estate accounts. She also assists the Fiduciary Services Team with trust and estate administration. Kelly earned a Bachelor of Arts degree from the University of Iowa. 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.
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.
Susan provides assistance with trust administration and the financial planning process. Rick is responsible for the management of tax and special services and oversees audit and compliance requirements for the Wealth Management Department. Formerly a tax specialist with KPMG Peat Marwick, Rick combines trust knowledge and tax experience to provide financial planning expertise for our clients. Paul is responsible for administering trust and estate accounts in the department.
He also volunteers for the John Deere Classic. 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.
Rachel provides assistance with trust administration and operations. Ambrose University. Rachel has an extensive background in financial services operations stemming from her previous employment with Edward Jones and Eagle One Investments. 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.
Paul, Minnesota. 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 chair of the finance committee and board member of the Genesis Health Systems Foundation and is a member of the Quad City Estate Planning Council.
She has over 22 years of experience in the finance industry, with the last 11 in investment management. Bob acquired three years of trust and investment experience before joining QCBT in In addition, he is involved in researching and analyzing the investment holdings. He is an active volunteer with the East Moline Swim Programs.
Matt is responsible for researching and analyzing mutual funds and other holdings for the Investment Team. Matt is a graduate of the University of Iowa with degrees in Finance and Marketing. 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. Find out how an umbrella policy can offer higher liability coverage.
Tax changes in the Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market. It is our privilege to get to know your story and the many different facets of your financial journey to see how we can best team up with you.
Everything we do — from investment management to helping you work toward the seamless, secure transfer of wealth for your heirs — is designed to strengthen our connection with you as your trusted advisor. What We Believe The Lang Investment Group is dedicated to finding solutions that will help our clients achieve their financial goals. Comprehensive Services We help provide custom-tailored, goal-based financial solutions, and leverage complementary skill sets to guide our clients.
Rain, Sleet, Snow — and Lawsuits? Municipal Bonds Tax changes in the Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market. Littleton , CO Learning Center Articles Educate yourself on a variety of financial topics.
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