BRETT NICKLAUS cfp®
Brett Nicklaus, CFP® is the President/Owner of Trinity Insurance and Financial Services. Trinity has two locations: corporate office is located at 315 S. Peoria Ave. Dixon, IL 61021, satellite office located at 7210 E State St. Ste. 102, Rockford, IL 61108.
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.
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 technician 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 Representative 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/
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.
Jaclyn Sherfield - Jaclyn graduated early, in 2004 from Badger High School in Lake Geneva, Wisconsin. She was pursuing a medical career while still in High School and continued after. A year into pursuing her Nursing Degree she decided that she was more passionate about retail and sales. Jaclyn has always been a leader in every position she has been in. She takes pride in her work and loves being around and helping people. Jaclyn managed two different Goodwill stores for 6 years but took a year break, before joining Trinity Insurance & Financial Services, to take care of her two children Ethan and Emily.
Jaclyn is very passionate and goal oriented. She accepts every challenge as a learning and growing experience. She devotes all of her time off to her two children and making sure they can achieve their dreams as well.
Stephanie Kennay - I am originally from Indiana, but my family moved back to Dixon when I was two so Dixon has always been Home to me. Growing up in Dixon has always felt safe. I graduated from Dixon High School in 2009 and quickly began my journey into many different career fields. I’ve always taken pride in new experiences ranging from fast food management, the banking industry, some sales adventures, and handling accounts as a Collections Representative. I’m honored to have the opportunity to become apart of the team here at Trinity Insurance and Financial Services. I look forward to ensuring the security of our highly valued clients and bringing awareness to all the great things Trinity is able to provide for our communities.
I’m the very proud Mother of two amazing boys, Elijah and Ezekiel. We love to stay active with sports, traveling to new as well as old places, and spending time with our family and friends. Our life is always on the go so those times that we are able to take a step back to reset, refuel, refresh and relax we take full advantage as I find it very important to live in a peaceful mindset. Life is full of blessings and I confidently count my boys twice every day for nothing brings me higher joy than guiding them on their path to greatness and making their dreams into reality.
I’m passionate about the pursuit of happiness. If you work hard at it, you’ll be where you need and want to be.