True Financial Partners, LLC is a Registered Investment Advisory Firm located in Bettendorf, Iowa. TFP is one of the area’s leading financial planning and investment management firms specializing in retirement planning.
We specialize in providing financial planning and investment advisory services designed to help you achieve your financial goals and objectives. We help you gain control of your financial affairs by helping marshal those resources so they may be in line with your financial goals. Our goal is help you achieve financial clarity and provide you with world class money management services to execute a strategy toward a secure retirement.
Our team will assist you in shaping your financial life. We have professionals with investment management experience to manage your money, along with a staff dedicated to provide world class service to you.
In addition, we can help you coordinate your financial affairs with other professionals in the legal, accounting, insurance, and banking areas or we can help you access these professional resources through our network of professionals.
When you work with True Financial Partners, we will help define what is important to you and help you articulate a sound financial plan. We will then work with you to track and adjust it over time to help you achieve your financial goals and objectives.
firstname.lastname@example.org Drue has been providing comprehensive financial planning solutions over the past 17+ years. He began his career in 1997 with a focus on building long-term relationships with his Clients. Drue believes in helping Clients make sound value-based decisions about their individual financial solutions.
Drue was born and raised in the Quad Cities. He earned a Bachelor’s Degree in Accounting from St. Ambrose University in Davenport, IA. Drue’s focus is on understanding each Client’s Goals, Values, and Objectives with an emphasis on educating them on their options. Drue has taught hundreds of classes and spoken at multiple venues educating people on the economy, markets, and how to make sound financial decisions.
His focus is tax planning, investment planning, estate planning, IRA distribution, and asset protection planning.
Drue is an active member in his church and is a member and current President of the Davenport Breakfast Lions Club. He is an avid outdoorsman and enjoys hunting, fishing, and golf. Drue and his wife, Erin, have two daughters, Avery and Harper. Drue and Erin enjoy traveling and spending time together in the outdoors.
email@example.com For more than twenty-eight years, Dave has helped clients achieve and manage their way through their retirement years.
Dave is Board Certified in Financial Planning. As a CFP®, (CERTIFIED FINANCIAL PLANNER™), Dave has passed extensive testing and is held to higher standards of integrity, responsibility, and conduct.
Dave specializes in planning for those near or already in retirement.
In 2011, Dave hosted a radio show, “On the Right Track”, where he educated listeners on a variety of important financial topics. He has also taught classes to thousands of people helping them make the most out of their retirement.
Dave is active in his church and the Rock Island Boxing Club where he mentors boys ages 7-12. Dave was a founding member of the Morning Optimist Club and recently retired from the Scott County Sheriff Reserve after 10 years of service, many of which he served as Treasurer on the Board. Dave enjoys spending time with his wife, Sue, of twenty-three years and their four children.
Jillian F. Lackas
563-359-8783 ext. 206
Client Accounts Administrator
Jillian is the Client Accounts Administrator at True Financial Partners. She processes all the paperwork for our Client Accounts including new account applications, transfers, deposits, and any account changes or add-on’s that may be needed.
Jillian joined the TFP Team in September 2013. Jillian was born and raised in Eldridge, IA. GO LANCERS!! Jillian has an educational background in business administration and insurance. She also worked in the medical field.
When Jillian is not in the office, she loves spending time with her daughter Kennedy. She also enjoys attending Kennedy’s extra-curricular activities, boating, playing with her cat Sofia, and spending time with family and friends. Jillian likes to visit Chicago at least once a year to catch a Cubs baseball game and follow it up with a little downtown Chicago shopping.
Gypsy was the full time Administrative Assistant at True Financial Partners from June 2009 until she “officially” retired in August 2012. Gypsy was a great asset to TFP. Her decision to retire was difficult because she enjoyed working with us and our Clients each and every day.
After “officially” retiring in 2012, Gypsy and her Husband, Lou, hit the road for a well-deserved vacation visiting family and friends all over the country. In between travels, Gypsy and Lou reside in Bettendorf, IA, so if you call or stop by for a visit, you may see her in the office working on projects or covering for vacations, etc.
Prior to joining TFP, Gypsy was employed at a local Insurance Company and spent 21 years with a Luggage Manufacturing Company. Gypsy adds outstanding business and customer service skills to the TFP Team, so we are always glad to welcome her back to the TFP Team when she is available.
Matthew R. Wrage
Information Technology Manager
Matt is the “Man Behind the Scenes”. He has been with TFP since 2009 working part-time, mostly at nights and on the weekends. Matt maintains TFP’s computers and equipment ensuring we are using current and up to date programs and software.
Matt resides in Davenport, IA with his Wife Rebecca and their two dogs. When Matt is not working, which is almost never in the life of an IT Manager, he enjoys traveling and spending time with his family.