Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Charitable Giving
  • Cash Flow Management Strategies
  • Saving for Education
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Evanovich, Blessing & Associates, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

Riverbend Food Bank
Riverbend Food Bank
  • Quad City Chamber of Commerce
  • Dubuque Chamber of Commerce
  • Dixon Chamber of Commerce
  • Tipton Chamber of Commerce
  • Galesburg Chamber of Commerce
  • Quad Cities Builders and Remodelers Association
  • Riverbend Food Bank
  • ReStore Habitat for Humanity
  • Kings Harvest
  • St. Stephens Food Bank
  • Tipton Rotary Club
  • Pleasant Valley Booster Club
  • S.O.A.R.
  • Birdies for Charity
  • VIVA Quad Cities

Our photos

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