Brett Nicklaus, CFP®
President / CEO (Dixon, Morrison & Rockford offices)
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 4 grand children, Brody, Emma, Jakob, and Brecken.
Brett and Julie are very active with their grandchildren, but for R & R they love being on their pontoon.
Amber Blumhoff (Morrison office)
Independent Financial Adviser & Insurance Agent
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.
As an Independent Insurance Agent, I can shop our multiple carrier to find you the best value. I offer all lines of insurance including auto, home, umbrella liability, recreational vehicles & toys, health, life, long-term care, disability, commercial, and workers compensation. I do the legwork to get quotes for you, so your time is freed up to do what you enjoy!
Angie VanderVinne, MBA (Morrison Office)
Marketing & Sales Director
Angie has extensive experience in the insurance and financial services industries. Additionally, she has served as a mortgage and consumer lender which provides insight as to the struggles and goals everyday families are facing. More importantly, Angie has a servant’s heart with a passion to educate and help people improve their quality of life.
Angie married to her High School sweetheart, Darrel, and they recently celebrated their 25th anniversary. They have two children, Faith (14) and Camden (7). The VanderVinne Family spends time together golfing, swimming, grilling out, and playing softball/baseball.
Support Staff (Dixon office)
Heather Contreras – I was born and raised in Rochelle, and graduated from Rochelle Township High School in 2001. I moved to Dixon in 2004. After 10 years in Dixon, I decided to move to Franklin Grove, where I currently reside with my 2 children; Xavier and Amaya. I made my career change to Trinity Financial in February, 2017, after 9 ½ years in customer service in Dixon. In my spare time I enjoy watching my children in various school sports. I also enjoy reading, traveling, the outdoors, and the Chicago Cubs.
Roxie Shaffer – I grew up in Dixon and graduated from Dixon High School. I joined Brett and his team in February 2017. I live in Dixon with my husband Richard. We have 3 children, Dean Wolber, Jonathon Shaffer and Nicole(Danny)Theobald. We also have four cats and two grand dogs. As a family, we enjoy hiking, exploring, traveling and spending time with family and friends. To relax and unwind, I enjoy cross stitch and jigsaw puzzles