Jason Freese
Vice President, Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1809
jason.freese@fctrust.com
Jason Freese
Vice President, Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1809
jason.freese@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.
Ready to take the next step toward your financial future? Contact Us today.
Resources
Blog Posts
Investing Through Life’s Stages: How to Stay on Track at Every Age
No matter where you are on life’s journey, investing in your future is always a good idea. But what that looks like will change over time. Your priorities shift, your income...
Mid-Year Retirement Portfolio Review: Staying on Track
Think of a mid-year retirement portfolio review as a financial check-up—not a full overhaul, but a moment to pause, reflect, and make thoughtful adjustments. It’s a smart...
Choosing the Advisor that’s Right for You.
Key factors to consider and questions to ask before committing to a financial partner Choosing a financial advisor is one of the most important decisions you’ll make on your...
Videos
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Guides & Flyers
How to Make Sudden Retirement Decisions – fast
A “Must Read” If You Weren’t Expecting to Retire Right NowRetirement Time Bomb?How to Make Sudden Retirement Decisions, Fast [FREE GUIDE] Download our free guide today and...
News
Jenna Walleser Promoted to Chief Investment Officer
DUBUQUE - First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, announced the promotion of Jenna Walleser to the position of...
First Community Trust Announces Round of Promotions to Build Upon Growth
IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has advanced its Wealth Advisor and Trust Officer team by promoting...
First Community Trust: Providing Institutional Support to Help Credit Unions Grow
By: Adam Claypool, Chief Executive Officer, First Community Trust As credit unions continue to innovate and expand how they meet the needs of members, attracting and...
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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.