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Midland Credit Union partners with First Community Trust (FCT) to offer investment, financial planning, estate planning and trust services. Through this partnership, we are able to expand our wealth management services to you, our members, including benefits such as:
Vice President, Wealth Advisor and Trust Officer
Phone: (515) 956.3030
Email: ja**********@*****st.com
Jason, Vice President, Wealth Advisor and Trust Officer, serves the members of Midland Credit Union. He helps members with retirement planning, retirement income strategies, investment planning, as well as estate planning and trust administration. Jason has 30 years of experience in the insurance and financial services industry and brings a wealth of knowledge to his clients.
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
Contact Jason today for your no-cost or obligation personal consultation.
Explore Wealth Management Resources from 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 450+ 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, 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.
