Lisa Grefe
Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1813
lisa.grefe@fctrust.com
Lisa Grefe
Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1813
lisa.grefe@fctrust.com
FIRST COMMUNITY TRUST & FCT INSURANCE
Financial Planning, Wealth Management & Protection
Your life, your goals, your vision for the future—we’re here to help you bring them all together. We provide guidance that helps you make informed decisions with confidence, so you can build a secure and successful financial future. Your dedicated FCT advisor brings deep experience and the support of a full trust and investment team, ensuring you receive thoughtful, personalized guidance at every stage of your financial journey.
Wealth management services for every stage of life:
*FCT offers insurance and protection solutions through FCT Insurance Solutions, including Medicare, life and disability insurance, annuities, and long-term care coverage. Your FCT wealth advisor and trust officer is also a licensed insurance agent, able to help you seamlessly integrate protection strategies into your overall financial plan.
Are you ready to plan your successful financial future? Contact Us today.
Resources
Blog Posts
Avoid Probate & Protect Your Family: Comprehensive Estate Planning Tips
Understand how to bypass probate and streamline asset transfer with effective estate planning. Explore wills, trusts, and beneficiary strategies to safeguard your family's...
Building Generational Wealth: A Practical Guide
Building wealth and leaving it to the people we love—it’s a goal many of us share. While the topic can sometimes feel overwhelming, generational wealth doesn’t have to mean...
Financial Refresh: Build Your Wealth Roadmap
A new year is the perfect time to align your money with your goals. The start of a new year naturally inspires fresh goals—healthier habits, organized homes, new...
Videos
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Guides & Flyers
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News
First Community Trust Strengthens Team with Recent Hires
Organization reinforces commitment to highest level of customer service DUBUQUE, IOWA – First Community Trust, N.A. (FCT), a nationally-chartered investment firm...
‘Great Wealth Transfer’ will impact jobs, economy and communities—are we ready?
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,...
First Community Trust Announces Leadership Promotions
Organization positioned for growth as portfolio expands DUBUQUE, IOWA – First Community Trust, N.A. (FCT), a nationally-chartered investment firm headquartered in...
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Insurance and Wealth Management Products are: Not a Deposit; Not Insured by FDIC, NCUA or Any Government Agency; Involve Investment Risk, Including the Possible Loss of Value; No Credit Union or Bank Guarantee. Not affiliated with or endorsed by the government or Federal Medicare Program. Calling the number above will direct you to a licensed insurance agent. This is a solicitation for insurance.








