Quad City Bank & Trust

I provide wholistic wealth management services by applying my education and work experience as an attorney, a fiduciary and a certified financial planner to help clients implement wealth management strategies to create, build and modify their legacies.

VP, Senior Wealth Management Officer

First Community Trust, N.A.

I apply my education and work experience as an attorney and a fiduciary wealth manager to provide a client-focused approach to develop and implement wealth management strategies to create, build, and modify client legacies.

Vice President & Trust Officer

Wells Fargo Wealth Management

•	Utilized technology and traditional methods of communication to assist people and organizations in accomplishing goals with planning and personalized relationship management.

•	Applied my practicing attorney subject matter knowledge including, but not limited to, the areas of trust and estates, commercial litigation, and family law to help clients construct, modify, and supplement their plans to create a legacy.  

•	Administered fiduciary accounts, helped address questions from clients regarding personal goals and issues and provided financial services in collaboration with other Wealth Management team members.  

•	Provided wealth management services to high-net-worth and very-high-net-worth individuals and organizations.

•	Communicated directly with other professionals who are associated with Wells Fargo Bank clients or prospective clients.

Senior Fiduciary Relationship Specialist

Wells Fargo Private Bank

•	Helped people and organizations formulate and complete goals with planning and personalized relationship management.

•	Applied my experience as a practicing attorney including, but not limited to, the areas of trust and estates, commercial litigation, and family law to help clients construct, modify, and supplement their plans to create a legacy.

•	Provided financial services to high-net-worth, very-high-net-worth, and ultra-high-net-worth individuals and organizations.

•	Administered fiduciary accounts and provided financial services in collaboration with other Wealth Management team members.

•	Acted as lead coordinator of a yearly professional seminar that offered continuing education credit to 65-100 attorneys and other wealth management professionals.

Fiduciary Advisory Specialist

Katz, Huntoon & Fieweger, P.C.

•	Facilitated and developed a legal practice, including client consultations, presenting arguments and providing representation to clients in state and federal courts.

•	Drafted wills, trusts, health care and property directives, contracts, and worked through business formation issues.

•	Worked in the areas of estate planning, personal injury, family law, contract disputes, and property disputes.

•	Drafted pleading, trial briefs, motions, petitions, and other legal documents requiring formulated legal analyses for a variety of issues related to personal injury, family law, contract disputes, environmental law, and property disputes.

•	Performed contract negotiations, resolved and litigated a variety of disputes. 

•	Advocated and negotiated with Judges, attorneys, and clients.  

•	Researched legal authorities, including state and federal statutes and regulations, municipal codes and ordinances, county codes, local court rules and applicable case precedent.

Attorney

Dedicated financial and business professional applying fiduciary standards to the management of various types of investment accounts. Delivers personalized relationship management to affluent and very high net worth clients using an information-gathering approach. An attorney and CERTIFIED FINANCIAL PLANNER™ dedicated to helping people accomplish their goals. Helps individuals, families, and organizations accomplish objectives through planning and personalized wealth management.

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