We’re proud to partner with First Community Trust (FCT), allowing us to offer a more comprehensive financial experience for 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.
Why Wealth Management Matters
Wealth management is about more than picking investments. Retirement planning answers whether your savings will support the life you want, while estate and trust planning document your wishes and give you a say in how your assets reach the people you care about. Most people wait until a job change or an inheritance forces the question, but a wealth advisor helps you make those decisions sooner, on your terms. Start a conversation with an advisor today.
Manage Your Future with GICU
As a Greater Iowa member, you have access to wealth management, retirement planning, and trust services backed by the advantages of a local Iowa credit union:
- Not-for-profit and member-owned, so your goals come first
- A local wealth advisor you can meet in person in Ames, not a national call center
- Your everyday accounts and long-term plan in one relationship
- Guidance that grows with you as your goals change
Meet 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.
"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
Services Offered:
- Wealth Management
- Estate planning
- Trust planning
- Retirement Planning
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Contact Jason - Vice President, Wealth Advisor and Trust Officer:
Jason Freese
515-518-1809
Jason.Freese@fctrust.com
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Wealth Management FAQs
- Who is First Community Trust (FCT) and how are they connected to GICU?
First Community Trust, or FCT, is a nationally chartered trust company that offers trust, investment, and retirement services. GICU partners with FCT so we can offer members a more comprehensive financial experience beyond traditional credit union deposit accounts. Through this partnership, members can access support with wealth management, estate planning, trust planning, and retirement planning.
- Are investment products NCUA-insured?
No. Investment products offered through our wealth management relationship with First Community Trust are not federally insured by the NCUA. They are also not obligations of the Credit Union, are not guaranteed by us or any affiliated entity, and involve investment risk. That includes the possible loss of principal, so it is important to consider your goals and risk tolerance before investing.
- What’s the difference between wealth management here and a GICU savings or IRA account?
GICU deposit accounts and wealth management services through FCT can serve different purposes in your financial life. Savings accounts and other deposit products can help you set aside money for short- and long-term needs, while wealth management provides personalized guidance for more complex financial goals. Through FCT, members can access investment management, retirement planning, and estate and trust services designed around their individual goals and financial situation.
- How do I schedule a consultation with a wealth manager?
You can schedule a consultation by contacting Jason Freese, Vice President, Wealth Advisor and Trust Officer. Jason can be reached by phone at 515-518-1809 or by email at Jason.Freese@fctrust.com. He works with members on wealth management, estate planning, trust planning, and retirement planning needs.