Jason Freese

Jason is a Wealth Advisor and Trust Officer serving the members of Greater Iowa Credit Union, MEMBERS1st Community Credit Union and River Valley Credit Union. He helps individuals with retirement planning, retirement income strategies, investment management, as well as trust administration and estate planning. Jason has over 25 years in the insurance and financial services industry. He holds a Bachelor’s degree in Marketing from the University of Northern Iowa. Jason completed the required training to obtain his Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF). He also holds FINRA series 6, 7, 63 & 26.