Wealth Management

We are pleased to announce our partnership with First Community Trust (FCT)! This partnership allows us to provide a more comprehensive financial experience for all GICU members.

FCT is a nationally chartered trust company offering trust, investment, and retirement services, primarily through credit unions. Founded in 2001, their sole objective is to help clients achieve their personal financial and estate planning goals and objectives.

Meet your Trust Officer: Jason Freese

Jason Freese comes to us with vast knowledge from over 25 years in the financial industry and understands Greater Iowa's history and the credit union mission of #PeopleHelpingPeople.

Jason was born and raised in Iowa and received his bachelor’s degree from the University of Northern Iowa. After graduation, he secured a position with a national retailer. It wasn't long before Jason realized his true passion was helping others with their current and future financial goals and developing others into successful financial service professionals through his work.

In addition to excelling within the industry, Jason has also completed the Chartered Leadership Fellow (CLF) and Life Underwriter Training Council Fellow (LUTCF) programs to master his skills further. Accompanying these credentials, Jason holds the Iowa Life, Accident & Health licenses and FINRA series 6, 7, 63 & 26.  

Services Offered:

  • Wealth Management
  • Estate planning
  • Trust planning
  • Retirement Planning

Contact Jason:

Jason Freese

"You’ve built a nest egg…now it’s time to trust the care of all your hard work to someone who cares about it as much as you do!"  - Jason Freese

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Products offered are not federally insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union or any affiliated entity; involve investment risks; including the possible loss of principal.

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