First Community Trust Announces Partnership With Newton-Based Advantage Credit Union

First Community Trust, N.A. (FCT), a nationally chartered trust company, has announced a new partnership with Advantage Credit Union. This collaboration aims to provide investment management, retirement planning, and trust services to a broader range of central Iowans. FCT offers a range of services, including investment and retirement planning, financial and estate planning, primarily through credit unions, along with trust and estate administration.

“Advantage Credit Union is excited to partner with FCT and expand services to our membership,” said ACU CEO Leslie Brickman. “We continue to strive to be a full-service credit union for our members and this partnership is a great opportunity.”

FCT has established partnerships with 13 credit unions throughout Iowa, serving clients in Sioux City, central and eastern Iowa, and western Illinois.

Wealth Advisor and Trust Officer Lisa Grefe will provide retirement and investment planning services to Advantage members. With more than 20 years of experience spanning wealth management, leadership, psychology, human resources, and coaching, Lisa leverages her diverse background to assist clients in preparing for and managing life transitions, ensuring their financial well-being.

“FCT is committed to helping Iowans navigate some of life’s most important financial decisions,” said FCT CEO Adam Claypool. “We are proud to expand our service area through a new partnership with Advantage Credit Union. This collaboration represents a shared vision to helping Iowans improve their financial futures and ensure peace of mind.”

For more information, please visit https://www.acuiowa.org/wealth-management