Philip Seline, AWM

Senior Vice President - Branch Director, Consulting Group

563-441-3931
Email | | |

Malcolm Seline, AWM

First Vice President - Financial Advisor, Consulting Group

563-441-3905
Email |

Courtney Rodriguez

Financial Advisor

563-441-3929
Email | |

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Trust Consultant


advisor

Divisional Retirement Consultant


advisor

Wealth Management Consultant


advisor

Director of Wealth Strategies