Brooke Thomas

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Wealthspan Partners LLC is a financial planning and investment management firm based in Davenport, IA. Founded by Brian Ramsay and Mark Tholl, the firm is dedicated to helping clients achieve their financial goals through a simple approach to investing and a comprehensive view on financial planning. The team at Wealthspan Partners is committed to building long-term relationships with their clients and providing exceptional service. With a focus on trust and working in the best interest of clients, they offer a range of investment portfolio products and have extensive experience in the financial planning process.Generated from the website

In order to ensure our clients’ financial security after retirement, we help them develop strategies to save money for retirement.