Brett Nicklaus, CFP®
President / CEO
Brett Nicklaus, CFP® is the President/Owner of Trinity Insurance and Financial Services. Trinity has two locations: Their corporate office is located at 315 S. Peoria Ave. Dixon, IL 61021. They have a satellite office located at 2990 N. Perryville Rd. STE 327 Rockford, IL 61107.
Brett started his career in August 1986 with Prudential as a representative. He was promoted to a sales manager January 1st, 1990. He managed the Effingham, IL office until June 1st, 1992, and then transferred to the Rapid City, SD office. He and his family relocated back to Dixon January 1995.
After 11 years with Prudential, Brett decided that being an Independent Advisor allowed him much more flexibility to develop plans that could meet the individual goals for the people he was helping. He expanded his knowledge and professionalism in 2003 when he was awarded the Certified Financial Planner Designation.
Brett has been married to his best friend, Julie since March 29th, 1986. Together they have 3 children Seth (Amy), Devon, and Holly (Theron), and 3 grand children, Brody, Emma, and Jakob.
Brett and Julie are very active with their grandchildren, but for R & R they love being on their pontoon.
I am a lifetime resident of the Sauk Valley area. I graduated from Dixon High School in 2007. A year after graduating I joined the U.S. Navy. I was stationed in San Diego, CA and served my time on the U.S.S. Peleliu, after which returning home and finishing the rest of my enlistment through the active reserves.
I currently have my life/health insurance license. At Trinity, I will be assisting clients in choosing the correct Medicare supplements plans, along with all life and health policies. I will also be assisting clients choose the right direction for their financial future and personal goals.
While I am not at work, both my son, Jakob, and I enjoy to go camping and fishing. I look forward to meeting you and assisting you with your insurance needs.
Independent Financial Adviser
I grew up in Morrison, IL and participated on the boys’ golf team, and girls’ basketball and softball teams in high school. I later attended Ashford University where I graduated top of my class with a Bachelor’s Degree in Business Administration and was captain of the women’s golf team. I first become a financial advisor in 2008 and after working for other firms, in 2017, I decided to become an Independent Advisor to better serve my clients’ needs.
I currently live in Rock Falls, IL with my husband, Dan, our son, Landyn, and our two dogs. We live an active lifestyle and enjoy running, CrossFit, golfing, biking, and various other activities. We also like to participate in community events around the Sauk Valley area to help give back to our community.
As a Independent Financial Adviser, I help my clients lower their premiums on their Auto, Home, and Commercial Insurance by finding discounts they are entitled to and reviewing their coverage. I also offer retirement savings options including: IRA’s, Roth IRA’s, Simple IRA’s, 401(k)’s and other non-retirement accounts for individuals and businesses.