Wealth Management

First Community Trust, N.A.

We are pleased to announce our partnership with First Community Trust (FCT)! This partnership allows us to provide a more comprehensive financial experience for all GICU members.

FCT is a nationally chartered trust company offering trust, investment and retirement services, primarily through credit unions. Founded in 2001, their sole objective is to help clients achieve their personal financial and estate planning goals and objectives.

Meet your Trust Officer: Jason Freese

Jason Freese: Trust Officer

Jason Freese comes to us with vast knowledge from over 25 years in the financial industry and also understands the history of Greater Iowa and the credit union mission of #PeopleHelpingPeople.

Jason was born and raised in Iowa and received his bachelor’s degree from the University of Northern Iowa. After graduation, he secured a position with a national retailer, and it wasn't long before Jason realized his true passion was helping others with their current and future financial goals, and developing others into successful financial service professionals through his work.

In addition to excelling within the industry, Jason has also completed the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) programs to further master his skills. Accompanying these credentials, Jason too holds the Iowa Life, Accident & Health licenses, as well as FINRA series 6, 7, 63 & 26.
 

Services Offered:

  • Estate planning
  • Trust planning
  • Retirement Planning

Contact Jason:

Jason Freese
515.956.3030
Jason.Freese@fctrust.com

"You’ve built a nest egg…now it’s time to trust the care of all your hard work to someone who cares about it as much as you do!"  - Jason Freese

Products offered are not federally insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union or any affiliated entity; involve investment risks; including the possible loss of principal.