Qualifications:
I have been helping clients achieve their financial goals and objectives for over 33 years. I graduated from Bradley University in 1975 with a Bachelor of Arts degree and 1976 with a Master of Arts degree. Immediately after completing graduate school, I joined RBC Wealth Management as a Financial Consultant. I currently hold professional certifications from the College for Financial Planning as an Accredited Asset Management Specialist and as a CERTIFIED FINANCIAL PLANNER® certification from the CFP Board of Standards, Inc. In 1999, I also assumed the role of Branch Director for the Davenport, Iowa office.
Personal:
I currently reside in Davenport, Iowa with my wife, Cindy. We enjoy spoiling our grand-children whenever possible and traveling as time permits. I have been involved in a number of community activities over the years, including six years as a Director on the
Davenport Board of Education and seven years as a Commissioner on the
Davenport Zoning Board of Adjustment. I also continue to volunteer in various community service organizations and charities.
Assistant:Holly A. Kennedy
Branch Service Manager - Investment Associate (563) 441-3940
holly.kennedy@rbc.com
