Broker Check

Meet Our Team

Ours is a multi-generational family-owned financial services practice that specializes in working with individuals, families and business owners in the areas of retirement planning, business succession and estate strategies. We also offer a broad range of wealth and risk management solutions.

We strive to cultivate relationships that last a lifetime. Not only do we look forward to addressing your current questions, but we also hope to serve the needs of your children and grandchildren. Contact us to discuss how we may work together.

We look forward to meeting you in person. In the interim, we hope you will read our bios to learn more about our team. 


Paul Gullickson

Retired Partner

(563) 823-1500

pgullickson@gullicksongroup.com

“We find our clients are attracted to working with a family business like ours, because it represents a plan for the future.” Paul Gullickson is the founder of the Gullickson Group, the Davenport-based boutique firm he...

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Todd Gullickson

Managing Partner

(563) 823-1500

tpgullickson@gullicksongroup.com

“We listen, we advise, and we help people take action. Having a knowledgeable guide by your side as you tackle life's big questions makes all the difference.” Todd Gullickson is an advisor at the Gullickson Group, the...

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Scott Gullickson

Managing Partner

563-823-1500

563-823-1508

sgullickson@gullicksongroup.com

“Every day I get better at my craft, and I enjoy it more and more, because I can continue to help guide our clients in more meaningful ways.”

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Robin Claussen

New Business Coordinator/Accounting Manager

(563) 823-1500

rclaussen@gullicksongroup.com

As the New Business Coordinator, Robin Claussen is responsible for all of the insurance applications and investment transactions that clients initiate with the firm. She works closely with advisors and clients to carefully see...

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Amanda Roseman

Client Services Associate

563-823-1500

563-823-1508

aroseman@gullicksongroup.com

Scott Gomes

Director of Workplace Solutions

563-823-1500

563-823-1508

sgomes44@gullicksongroup.com