By: Lisa Grefe, Wealth Advisor and Trust Officer As first seen in Des Moines Business Record’s Fearless Publication. When it comes to money stereotypes, women often find themselves on the receiving end of remarks like “women aren’t good with money” or “they...
Trust Officer Lisa Grefe, a dedicated advocate for women’s empowerment and equality, has been awarded the 2024 Inspiring Advocate for Women Award presented by the Girl Scouts of Greater Iowa during their 8th annual luncheon held on May 10th. This recognition...
Organization reinforces commitment to highest level of customer service DUBUQUE, IOWA – First Community Trust, N.A. (FCT), a nationally-chartered investment firm headquartered in Dubuque, has announced recent additions to its team in response to the company’s...
As first seen on the Telegraph Herald. By: Sarah J. Reicks, CFA, Vice President From the Great Depression to the Great Recession and everything in between, generations in our society have lived through a lot. A new era is now upon us that’s been coined the...
Organization positioned for growth as portfolio expands DUBUQUE, IOWA – First Community Trust, N.A. (FCT), a nationally-chartered investment firm headquartered in Dubuque, has announced a series of leadership promotions in response to the company’s growth and...
As first seen on CUInsight.com. The “Great Wealth Transfer” era has begun, and it’s crucial we help credit union members prepare. A recent report from Boston-based financial research firm Cerulli Associates projects that $84.4 trillion will transfer hands from aging...
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