Ascentra Investment and Insurance Partners
First Community Trust
Meet Erie: Erie applies his education and past experience as an attorney to trusts and estates, commercial litigation, family law, and his work as a fiduciary wealth manager to provide a client-focused approach to developing wealth management strategies. He and his colleagues at First Community Trust have years of experience in trust, retirement, and investment services and can provide Ascentra members with expert guidance on:
- Investment management accounts (for individuals and businesses)
- Trust administration
- Estate administration
- IRA/401(k) rollovers
- 401(k)/pension/profit sharing plans
- Retirement planning
- Investment management for non-profits
- Estate planning/will review (Revocable living trusts/testamentary trusts/trusts under wills)
To schedule an appointment with Erie at our Home Office in Downtown Bettendorf, or to learn more about First Community Trust services available to you, contact Erie Johnson at 563-345-6558.
TruStage Home & Auto Insurance
Meet Lee: Lee has been assisting members in Iowa and Illinois with their insurance needs for many years and currently meets with members at our Home Office in Downtown Bettendorf. Lee can break down insurance lingo, and get accurate, detailed quotes back to you in a timely manner. TruStage is known for working in partnership with credit unions and their members to offer insurance products for life, car, and home with easy to understand information, real value, and assurance.
To schedule an appointment or learn more about the TruStage options available to you, contact Lee Morgan at 309-229-5534.
TruStage™ AD&D Insurance is offered by TruStage Insurance Agency, LLC and underwritten by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union. ADD-1112-225
Ascentra Retirement & Investment Services
Meet Jason:
He takes pride in his attention to detail, consistent follow-through, and commitment to helping clients pursue their goals. He strives to understand each member’s unique vision of financial success and then uses that vision to create individualized financial plans that address retirement income, investment management, or any other financial matter of interest.
Professionally, Jason offers many years of experience in the financial services industry and has worked in both banking and financial consulting. He holds a Bachelor of Science degree in Finance from Southern Illinois University. He specializes in assisting Ascentra Credit Union members up to and through retirement.
Whether you are just beginning your journey toward financial independence or you're ready to retire, Jason can lend a hand. To schedule an appointment or learn more about the Ascentra Retirement & Investment Services available to you, contact Jason at 563-459-6916.
Securities registered in: Iowa, Illinois. FINRA registered branch addresses:
- 2019 Grant St., Bettendorf, Iowa 52722
Jason Miller is a Financial Advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Ascentra Credit Union and Ascentra Retirements and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascentra Retirement and Investment Services and may also be employees of Ascentra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascentra Credit Union or Ascentra Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.