Our Team

Steve graduated from Westminster College in Fulton, MO. He earned a bachelor’s degree in Economics. Steve has been in the financial services business since 1999. He is currently registered to conduct securities and/or insurance business in Arizona, Iowa, Illinois, Indiana, Minnesota, Missouri, Tennessee, Texas, and Wisconsin. He has obtained Series 6, Series 63, Series 65, Series 7, and Series 24 securities registrations and they are held through LPL Financial.

Steve and his wife, Kim, reside in Rock Island, IL where Kim is a fifth and sixth grade teacher. They have three children Kirsten, Alexis, and Stevie. While Steve grew up in a small Missouri town, his wife and children are lifelong residents of the Quad Cities.

Dan studied Economics at Northern Kentucky University and University of Iowa. Dan has been in the financial services business since 1983. He is currently registered to conduct securities and/or insurance business in Arizona, Iowa, Illinois, Indiana, Texas, and Wisconsin. He has obtained Series 6, Series 63, Series 65, and Series 7 securities registrations and they are held through LPL Financial.

Dan is a Marine Corps veteran and resides in Bettendorf, IA. He has two children Diana (Texas) and Matt (Bettendorf) as well as seven grandchildren.