DuTrac Financial Group (DFG) announces that 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.
Corbett has provided outstanding service to both members and clients of DuTrac Community Credit Union (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.
Corbett completed her undergraduate degree at Seattle University and attended law school at Indiana University-Bloomington. She then worked in investments and accounting and became a registered representative to sell securities products. She also obtained her Chartered Retirement Planning Counselor (CRPC®) designation. Her legal, accounting, investment, and insurance experience gives Nicole a unique background to provide clients with suitable financial advice.
Located within DuTrac’s main offices at 3465 Asbury Road in Dubuque, Corbett 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.