Lisa Grefe to provide retirement and investment planning services to members
IOWA –First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Iowa, announced a new partnership with Premier Credit Union to offer investment management, retirement and trust services to more central Iowans. FCT services include investment, retirement, financial and estate planning primarily through credit unions, as well as trust and estate administration.
“At Premier, we are dedicated to building relationships, one member at a time,” said Premier CEO Megan Tjernagel. “Through this partnership, Premier can proudly offer diverse retirement and financial planning resources to our members and help them plan ahead for generations to come.”
FCT now has partnerships with twelve credit unions across Iowa, serving clients in Sioux City, central and eastern Iowa and western Illinois.
Wealth Advisor and Trust Officer Lisa Grefe will offer both retirement and investment planning services to Premier members. Lisa brings more than 20 years of unique experience in the areas of wealth management, leadership, psychology, human resources and coaching. Through her diverse professional background, she’s able to help clients financially prepare for or navigate transitions in life to ensure their financial well-being.
“As part of FCT’s ongoing commitment to providing clients with the highest level of performance and service, we continue to strategically expand our expertise to credit union members in central Iowa,” said FCT CEO Adam Claypool. “Our partnership with Premier is very exciting because it represents a step forward in our growth plans and a shared commitment to positively impact credit unions and their members.”
For more information, please visit fctrust.com.