First Community Trust announces partnership with Affinity Credit Union
Partnership will expand investment and retirement services to more Iowans
DUBUQUE, IOWA (March 19, 2024) — First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has announced a new partnership with Des Moines-based Affinity Credit Union to offer investment management, retirement and trust services to more Iowans. FCT services include investment, retirement, financial and estate planning primarily through credit unions, as well as trust and estate administration.
“With this partnership, we can further our mission of building better lives and financially empowering central Iowa,” said Jeremy Smith, CEO of Affinity. “We are always looking for ways to help members achieve financial success and provide greater services to central Iowa for years to come.”
FCT has partnerships with ten other credit unions across Iowa, including locations in central and eastern Iowa and western Illinois.
Trust Officer Kristin Evans will offer onsite help and services. With over 30 years of investment analysis and portfolio management experience, Evans will work closely with members in the areas of financial planning and both retirement and non-retirement investments, as well as trust administration and estate planning.
“FCT is honored to partner with Affinity Credit Union and help more Iowans plan for their future,” said Adam Claypool, CEO of FCT. “Our team is committed to expanding our services throughout the state to meet consumer needs and providing the highest level of performance and service.”
For more information, please visit fctrust.com.
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 165 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.
About Affinity Credit Union
Named NAFCU’s 2023 National Credit Union of the Year (<$500M in assets), Affinity Credit Union has been serving the greater Des Moines and central Iowa region for 75 years. Guided by its mission statement of Building Better Lives, Affinity provides solutions to help its nearly 14,000 member-owners achieve financial success, while enriching communities through volunteer and philanthropic efforts. For more information, visit Affinity at www.affinitycuia.org.
