DuTrac Financial Group (DFG) Financial Advisor Nicole Corbett, CRPC®, has successfully met the requirements assigned by CUNA Brokerage Services, Inc. (CBSI) to use the accreditation of Vice President – Wealth Management.
Nicole has provided outstanding service to both members and clients of DuTrac and DFG for a combined 10 years. She began her career at DuTrac as a sales assistant before her selection as an advisor for DFG, whose advisors are the employees of CUNA Brokerage Services, Inc.
After completing her undergraduate degree at Seattle University and attending law school at Indiana University-Bloomington, Nicole worked in investments and accounting and became a registered representative to sell securities products. She also obtained her Chartered Retirement Planning Counselor (CRPC®) designation. Nicole’s legal, accounting, investment, and insurance experience gives her a unique background to provide clients with suitable financial advice.
“Nicole is an amazing advisor, and we are a better company because of all she does,” said Tom Waldron, district manager of CBSI. “Through her dedication, hard work, and being a consummate professional, she consistently provides clients with financial planning expertise and support.”
Nicole serves and advances the retirement, insurance, and wealth management needs of DuTrac’s membership and that of the public in Dubuque and the surrounding area. Membership at the Credit Union is not required to have a client relationship with DFG. Her office is located within the main offices at 3465 Asbury Road in Dubuque.
Reach out to Nicole Corbett or schedule a meeting at (563) 557-5002 or Nicole.Corbett@cunamutual.com.