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Collins Community Credit Union

Collins Wealth Management

We Focus on You

With a specific focus on serving Collins Community Credit Union members, the team at Collins Wealth Management can devote their time and attention to building strong relationships with their clients.

Financial Advisors

Michael J. Albert, CRPC®

Vice President, Wealth Management

I began my career in 1993 and joined Collins Wealth Management in 1998.

I earned the CRPC designation from the College for Financial Planning, the nation’s premier provider of graduate-level financial education, in 2007.

I’m proud to say I was born and raised in Cedar Rapids. I have a true love for this city and everything it has to offer.

Outside of the office, I am an active member of my church, and I volunteer in the community. I also love traveling and boating with my wife, Sara, and our two kids.

Brian P. Bock, CFP®, CRPC®

Vice President, Wealth Management

After receiving my Bachelor of Arts degree from the University of Northern Iowa in 1993, I joined Collins Wealth Management. I am a CERTIFIED FINANCIAL PLANNERTM professional and earned the CRPC designation from the College for Financial Planning, the nation’s premier provider of graduate-level financial education.

There’s nothing more rewarding than helping clients through the retirement process. For almost three decades, our team has helped hundreds of people prepare for retirement with confidence. There are few things I enjoy more than seeing my clients a few months after they’ve retired, free from stress and with more time to devote to family, hobbies, and travel. We would love to share the joy of that retirement journey with you.

I currently reside in Solon with my wife, Molly, and our five children. Outside of work, I love spending time with my family, being outdoors, and competing in triathlons.

Dawn M. Frost

Associate Wealth Advisor

I began my financial career in 2014 and joined Collins Wealth Management in 2021.

I’m passionate about helping our clients manage their finances and increase their financial well-being. With my strong financial background, I am able to provide clients with financial advice, professionalism, and preparedness. I work with our team of financial professionals and strategic partners, and all of us are committed to providing holistic financial planning customized to each client’s unique needs.

I live in Marion with my family and enjoy spending time on Lake Delhi, traveling, and attending my kid’s activities.

Garret Locke, MBA

Associate Wealth Advisor

I received my Bachelor of Science degree from the University of Washington in 1997 and began my career in the healthcare field, where I dedicated more than 20 years to vision restoration. In 2006, I completed my MBA from the University of Iowa, which furthered my interest in business and financial principles.

In 2017, I started using my passion for helping people to assist families, individuals, and businesses in creating financial road maps that gave direction to their unique destination. I joined Collins Wealth Management in 2019.

By working closely with credit union members, I strive to understand each person’s unique circumstances to provide financial strategies for key stages of life: preservation, accumulation, asset management, and wealth transfer.

I live in Cedar Rapids with my family. I love outdoor activities, road races, triathlons, camping, DIY projects, and attending my family’s events, just to name a few.

Eric Hilbun, CFP®

Director, Wealth Management

I began my career in financial services in 2002 and joined Collins Wealth Management in 2021.

As Director, Wealth Management, my passion is to lead and support our financial professionals while helping members make the most important financial decisions of their lives.

I live in Dubuque with my wife, Jamie, and our four children. I enjoy playing the bass guitar, and my wife and I love to travel.

Administrative Team

Leigh A. Cook, CFS®, CRPC®

LPL Registered Sales Assistant

I started in the financial industry in 1997 and joined Collins Wealth Management in 2001.

As the office sales assistant, I work with our team of financial advisors and strategic partners to provide extensive services to the members of Collins Community Credit Union. I assist with conducting thorough transactions while valuing clients’ time and taking the initiative to help them.

Outside of work, I am an active volunteer in the community. I live in Robins with my husband, Patrick, and our two children, and I enjoy running, hiking, and traveling with my family.

Dara Dietz

Program Coordinator

After several years of working as back-office support staff in the financial industry, I joined the amazing Collins Wealth Management team in 2017.

As the program coordinator, I communicate with clients, office staff, and our strategic partners to support the needs of Collins Community Credit Union members. I assist with the planning and coordination of our program and carry out important operational duties, like scheduling appointments and organizing meetings for the advisors.

My husband and I live in Cedar Falls. We love spending time with family and enjoying our nieces’ and nephews’ activities. I personally love some retail therapy, and I revel in reading a good mystery novel.

Traci Kelly

Executive Administrator

I have been in the financial services industry since 1988. I started out as an insurance advisor for Metropolitan Life and transitioned to the administrative side of insurance advising after starting a family.

For over 26 years, I worked with an independent, family-owned agency, where I managed over 200 agents throughout the United States. When the owner decided to retire, I began my journey in wealth management, working directly with credit union members and financial advisors.

I’m a graduate of Iowa State University and enjoy (most of the time) watching the Chicago Bears and Iowa State Cyclones. My husband and I reside in Dubuque, are the proud parents of two adult children, and we enjoy golfing and traveling.

A Smart Plan for a Bright Future

What would you like to achieve with your money? Maybe you’re looking to build wealth, ramp up your retirement savings, or keep your family financially protected.

Planning is key. No matter where you are on your financial journey or where you want to go, the financial professionals at Collins Wealth Management are ready to support you with personalized guidance and a relationship-based approach.

Whether you just started your career, have questions about your 401(k), or are nearing retirement, our financial professionals are here to help you work toward your unique financial goals.


Financial Planning Services

Our financial professionals can help you explore your options and answer any questions you may have.

Create a plan that addresses key aspects of your financial life, so you can save and invest more effectively and be better prepared for new needs. Our team will take time to understand your overall financial picture, then recommend strategies that are well-aligned with your goals, your stage in life, and the needs of your family. If needs change, our team will help you make necessary adjustments to keep your plans on track.

Smart retirement planning includes practical, long-term strategies for building up your savings and helping to ensure that you will have dependable income in retirement. We will tailor your retirement plan to your financial situation, goals, and timeline. Additionally, if you have retirement savings sitting in a 401(k) or other retirement account with a previous employer, our team can assist you with reviewing your options to determine what is appropriate for you.

Your financial advisor will work with you to identify a customized strategy and the appropriate mix of investments to support your investment goals and provide the right balance of potential risk and potential reward.

Coverage such as life insurance can offer key financial relief for loved ones in the event of your death and can also offer other financial and planning benefits. Your advisor can discuss your options with you – including term life, whole life, and long-term care insurance – and help you select a plan and coverage amount that fit your budget and your family’s needs.

This popular investment strategy allows you to pool your money with other investors in a single, professionally managed fund. This can provide economies of scale to bring new investment opportunities within reach. It can also diversify your portfolio by spreading your money across a range of securities (such as stocks or bonds), which may offer greater stability compared to investing in one specific asset.

No one wants to outlive their savings. Creating reliable sources of retirement income is central to retirement planning. Fixed and variable annuities, which are types of insurance product, may help by providing a source of regular income when you’re retired.

Investing in stocks (or shares) allows you to own a portion of a company, with the value of your stock reflecting the business’s performance. Buying bonds, on the other hand, allows you to own a portion of a loan that has been issued to a company or government entity, which will be repaid with interest. Stocks and bonds come with varying levels of growth and risk potential, and investors often rely on both to diversify their portfolios.

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