Davenport, Iowa

Davenport, Iowa

Welcome to VisionPoint

Davenport, Iowa

VisionPoint Davenport, Iowa is an integrated financial services company built on the belief that clarity of purpose leads to alignment, collaboration, and creates collective success. We specialize in wealth building, retirement planning and financial coaching for individuals and businesses. What does the best possible version of your future look like? Let’s get together and start creating it.

 

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Davenport, Iowa

3544 Crow Creek Rd
Davenport, IA 52807

Email: [email protected]

Phone: 563-345-6880

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Brian Smith

Brian Smith

SVP Private Wealth Consultant

Brian Smith began his career in the financial services industry in 1992 after earning his Bachelor of Science Degree in Finance from Illinois State University and a Masters of Busi...Read More

Kristie Marshall-Snodgrass

Kristie Marshall-Snodgrass

Client Service Associate

Kristie Marshall began her career in the financial services industry in 2008. She began working with Brian Smith in 2013 and values the relationships she has built with clients ove...Read More

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What does the best possible version of your future look like? Let’s work together and start creating it.

Are You A Successful Professional Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.
Learn More

Are You A Successful (Partner) Looking To Scale?

VisionPoint offers a progressive business model for entrepreneurially minded advisors who want to focus their energy on building a purpose-driven business and securing their own financial futures.
Learn More
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