FIRST COMMUNITY TRUST
Wealth Management Services
First Community Trust offers comprehensive oversight and effective management of key financial planning activities, ensuring you peace of mind as you plan for a successful financial future. FCT professionals have more than 450 years of collective investment, financial and trust experience. We pride ourselves on our relationship-based approach to providing comprehensive financial advice and investment management.
Offering wealth management solutions for every stage of life including:
Are you ready to plan your successful financial future? Contact Us today.
Blog
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...
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Resources
Coming Into Money – 2 Crippling Risks and 3 Things You Must Know
Are you anticipating an inheritance in the future?Sudden wealth due to the loss of a family member is a very challenging journey. Not only is it an emotional time, managing...
Why Updating Your Beneficiaries Matters
Updating the beneficiaries on your life insurance policies and financial accounts isn’t the fun part of financial planning, but it’s critical to making sure your loved ones...
The 3 Pillars of Successful Retirement Plans
A “Must Read” for Anyone Planning to Retire Within 5 Years The 3 Pillars of Successful Retirement Plans A Simple Checklist to Kick-Start Your New Work-Free Life Learn the 22...
First Community Trust Hires Jan Cliff as Senior Investment Officer
DUBUQUE, IOWA - First Community Trust, N.A. (FCT), a nationally-chartered trust company based in Dubuque, Iowa, announced that Jan Cliff is joining the team as the Senior...
A Career of Commitment: Reflections from FCT’s Chief Investment Officer, John J. Gonner
After 24 years of dedicated service, John J. Gonner, Chief Investment Officer at First Community Trust (FCT), is stepping into retirement at the end of May. Throughout his...
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...
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