Brett Nicklaus, CFP®
Brett Nicklaus, CFP® is the President/Owner of Trinity Insurance and Financial Services. Trinity has three locations: corporate office is located at 315 S. Peoria Ave. Dixon, IL 61021, satellite office located at 2990 N. Perryville Rd. STE 327 Rockford, IL 61107, and a third office at 127 E Main St, Morrison, IL 61270.
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 4 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.
Sales Director & Agent
Camren (Cam) Plotner - I was born into a farm family and raised in Deer Grove, IL. I graduated from Prophetstown High School in 2009 where I was a 4 year varsity athlete in Golf. After high school, I followed my passion for the automotive industry by attending Universal Technical Institute in Glendale Heights, IL where I went on to study general and high performance automotive technicianry for a certification. After UTI, I came back home to Sterling, where I went to Sauk Valley Community College for Business and Marketing. While there, I discovered my deep passion for marketing and fell into a career path that would change my life.
I started out in the Insurance world as a cold caller and production assistant for a local State Farm agent in 2013. Eight months later, in 2014, I was approached by Country Financial with the opportunity of becoming an agent for myself. After much consideration, I took the offer and found that Insurance and Financial Planning is my passion. I met so many great people and earned multiple awards while having a blast helping my clients achieve financial security in every way possible.
Fast forward to 2018, I receive a friendly call from an old acquaintance. Brett proceeds to tell me that their business has grown in an immense way and Trinity is now able to offer the best, with not only financial planning, but financial security with Auto, Home, and Life insurance as well. I can proudly say I am now an Independent Financial Representive for Trinity Insurance and Financial Services and I'm beyond elated to help my clients achieve breath easy, financial security, while working for such a family oriented company.
I currently live in Sterling, IL with my wife, Courtney, and our two daughters, Callia (6) and Camille (3). We love spending time together as a family, whether it's a mellow movie night at home, or going on a spontaneous trip to go hiking. When you meet with me, whether you're a client or a client of a competitor, I will ensure that you leave being able rest easy at night knowing that you're finances, present and future, are covered and that you know how your policies are working for you. https://www.facebook.com/cplotnertrinityifs/
Support Staff (Dixon office)
Roxie Shaffer - I grew up in Dixon and graduated from Dixon High School. I joined Brett and his team in February 2017. I live inDixon 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.
Gladys Velasco -I am a Bi-lingual Spanish Speaker born and raised in Chicago, IL. I graduated from Northeastern Illinois University with a Bachelor’s Degree in Business Management and have over 10 years of experience in the banking industry and working with the public. When not working I enjoy spending time with my husband and 4 kids. In addition, I enjoy getting together with family and friends, reading, camping, and