IOWA – First Community Trust, N.A. (FCT), a nationally chartered trust company, has announced a new partnership with Des Moines Metro Credit Union. This collaboration will aim to provide investment management, retirement planning, and trust services to a broader range of central Iowans. FCT offers a range of services, including investment and retirement planning, financial and estate planning, primarily through credit unions, along with trust and estate administration.
“Teaming up with FCT allows us to offer something we couldn’t before—personalized trust and investment services from a trusted, local expert,” said Traci Stiles, Des Moines Metro Credit Union CEO. “It’s not just an expansion of services; it’s an investment in our members’ long-term financial wellness.”
FCT has established 15 credit union partnerships across Iowa, serving clients in western, central and eastern regions as well as western Illinois. FCT’s wealth management partnerships empower credit unions to enhance their financial service capabilities, delivering a more complete experience for their members.
FCT Wealth Advisors Lisa Grefe will provide retirement and investment planning services for this new partnership. Grefe, with more than 20 years of experience spanning wealth management, leadership, human resources, and coaching, will advise the members of Des Moines Metro Credit Union.
“FCT is focused on guiding Iowans as they navigate key financial milestones,” said FCT’s Chief Executive Officer Adam Claypool. “We’re thrilled to broaden our impact through a new partnership with Des Moines Metro Credit Union. This partnership reflects a united effort to equip Iowans with the tools and support they need to make informed financial choices and thrive in the years ahead.”