Wealth Management Services

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

Kristin is a Trust Officer serving the members of Affinity Credit Union. She helps members with retirement planning, retirement income strategies, investment planning, as well as estate planning and trust administration. Kristin has more than 30 years of experience in trading, investment analysis, and portfolio management.

Kristin’s ties with Affinity Credit Union and the Firestone Credit Union date back to her childhood. Her father, Lonnie Evans, worked as a Purchasing Manager for Firestone and retired after more than 40 years of employment. Lonnie also served on the Firestone Credit Union board of directors. Growing up, Kristin was a recipient of the Firestone Scholarship through the National Merit Scholarship Corporation, and one of her first loans as a young adult came from Firestone Credit Union to support her as she accepted her first job out east.

Starting her career in economic research for a large Japanese bank in New York City, Kristin has also gained additional expertise with firms in the Midwest and West Coast by trading stocks, options, and commodity futures for institutional money managers, hedge funds, and an endowment. She earned her Bachelor’s degree in Economics and Japanese from the University of Iowa. She also holds Series 7, 65, and 63 securities licenses.

Contact Kristin 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 a 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.