Brian J. Nikulski CFP®
President
Brian was born and raised in Rock Island and is a graduate of Rock Island High School Class of 1990 Brian and his wife and COO for the Nikulski...
Andrew M. Swanson MS, CFP®
Vice President
Andrew is a Quad Cities native. He was born and raised in Bettendorf, IA and is a graduate of Pleasant Valley High School. Andrew met his wife Lindsey...
Ethan R. Good CFA Level III candidate
Associate Financial Planner
Ethan is a Quad Cities native who grew up in Bettendorf, moved to Le Claire, and graduated from Pleasant Valley High School. Ethan married Claire, his...
Amber J. Netherton IACCP®, FPQP®
Vice President of Operations
Amber is originally from the small town of Jacksonville, located in central Illinois. Jacksonville is the hub of Morgan County and is famous for being...
Audra G. Parsano FPQP®
Paraplanner
Audra grew up on a small horse farm outside of Macomb, Illinois. She is very close to her sister who lives in Colorado, which gives her the best...
Joslyn E. Hamilton
Front Office Coordinator
Joslyn grew up in Northern New Mexico with three brothers. Moving from New Mexico, she has lived in many places from Washington state to Iowa. Joslyn...
Rachael A. Finnegan FPQP®
Client Relations Manager
Rachael was born and raised in Eldridge. She went to college at the University of Northern Iowa where she graduated with a Bachelor of Arts Degree in...
Mario A. Jorge FPQP®
Portfolio Administrator
Mario is a Quad Cities native. He was born and raised in Davenport, IA, and is a graduate of Davenport Assumption High School. Mario attended the...
Jessica M. Mackin
Client Service Coordinator
Jessica Grew up on a farm north of the Quad Cities with three siblings. She helped feed and water the hogs and cattle. Bottle-feeding calves and hot...