Wealth Management
We are pleased to announce a new partnership with First Community Trust (FCT) to offer investment, financial planning, estate planning and trust services. Through this new partnership, we are able to expand our wealth management services to you, our members, including benefits such as:
Investment Management
401(k) and IRA Rollovers
Financial Planning
Retirement Planning Consultation
Estate Planning
Trusts and Trust Consultation
Meet Your Trust Officer: Lisa Grefe
Lisa is a Wealth Advisor & Trust Officer serving members of Advantage Credit Union. She helps individuals with retirement planning, retirement income strategies, investment planning as well as estate planning and trust administration.
Lisa has 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.
Holding a bachelor’s degree from the College of Saint Benedict in Minnesota, Lisa went on to receive two master’s degrees. She earned her Master of Science: Leadership Development degree from Drake University in Des Moines, Iowa, and a Master of Education in Psychology and Athletic Counseling degree from Springfield College in Massachusetts.
Serving as a board member at Can Play in West Des Moines and as a soccer coach in the community, she is able to fulfill one of her many passions to help athletes build confidence and unleash their potential. She is also passionate about coaching clients to successfully overcome barriers and rise above life’s challenges.
Contact Lisa today for your no-cost or obligation personal consultation.
About First Community Trust
First Community Trust (FCT) is a nationally chartered trust bank offering investment management, financial planning, and trust services for individual and institutional clients nationwide. FCT’s professionals have more than 110 years of consistent and collective investment, financial and trust experience. Founded in 2001, FCT manages over $1 billion in assets, helping individual clients achieve their personal financial, retirement and estate planning goals and helping institutional clients with their retirement plans and other investment management objectives.
FCT provides high-touch customer service by cultivating personalized, long-term partnerships. Financial success and peace of mind are FCT’s top priorities for clients.
FCT is an independent fiduciary, and all services are paid for from single fee based on account size; they do not receive sales or product commissions.
To learn more about FCT, please visit www.fctrust.com.
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.