Brett Nicklaus CFP®
President/Owner
Brett Nicklaus, CFP® is the President/Owner of Trinity Insurance and Financial Services. Trinity’s corporate office is located at 315 S. Peoria Ave. Dixon, IL with a satellite office located at 7210 E. State St. Rockford, IL.
Brett’s Financial Planning career began in August of 1986 when he accepted a position as a Representative with Prudential Insurance. On January 1st, 1990, Brett accepted the opportunity to be a Manager for the office in Effingham, IL and later in Rapid City, SD. In 1994 Brett & Julie decided to move back to Dixon to be closer to their family.
In 1995 Brett became an Independent Advisor so that he would have more flexibility to develop personalized plans for the people he worked with. In 2003, he earned his Certified Financial Planner designation. Brett’s primary focus is to offer Holistic Financial Planning, including Social Security maximation and Medicare options and solutions.
Brett & Julie married on March 29th, 1986. They have 3 children: Seth (Amy), Devon (Emily), and Holly (Theron). They have been blessed with 8 grandchildren; Brody, Emma, Jakob, Brecken, Griffin, Millie Jo, Jessi Ann, and Gracelynn whose schedules keep Brett and Julie very busy. They are also very active with their church family and the foundation they created; Trinity Cares. For R&R, they love spending time on the Rock River or visiting Lake of the Ozarks.
Roxanne Shaffer
Administrative Assistant
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 (Zaya), Jonathon (Bailey) and Nicole (Danny). We have two granddaughters; Sophia & Bailee and 1 grandson; Westen. We also have one cat and four grand dogs. As a family, we enjoy hiking, exploring, traveling and spending time with family and friends. To relax and unwind, I enjoy gardening & jigsaw puzzles.
Joanna Kemmeren
Administrative Assistant
I have lived in Dixon for most of my life. My work history includes almost 21 years in a law enforcement/first responder related field. I am a huge supporter of law enforcement and am a certified peer supporter for law enforcement. I am also a certified pharmacy technician and worked for a combined total of four years as a pharmacy technician. I have a Bachelor's Degree in Business Administration. I enjoy reading, taking walks, helping people, and spending time with friends.
Holly Green
Director of Recruitment
I started dating my husband in 2014, Theron Green, and we married in 2016, and together we've had the incredible opportunity to travel the world throughout his military career over the past decade. We are blessed with three beautiful children Brecken, Griffin and Gracelynn. Currently, we are stationed in Maryland, where Theron works at the Pentagon for the U.S. Army.
I graduated from Dixon High School in 2011 and pursued Criminal Justice at Sauk Valley Community College on a basketball scholarship. While being a mom and wife brings me the greatest joy, I also love traveling, cooking, and visiting family in Illinois whenever we can.
For the past six years, l've been working remotely and have gained valuable experience in social media management. I'm incredibly grateful for the chance to bring my skill set to Brett's business, helping grow Trinity to its full potential.
I'm thankful for this opportunity and excited to see what the future holds for me at Trinity.
Olyvia Williams
Marketing/Event Coordinator
In my role, I help plan and coordinate events, manage our marketing efforts, and ensure that every client interaction reflects the heart of our mission—serving with integrity, compassion, and purpose. I love being part of a team that not only values excellence but also seeks to make an eternal impact in the lives of others.
Before joining Trinity Financial, I spent some time in operations and logistics. There I learned the importance of organization, teamwork, and attention to detail. I also spent 10 years in the service industry where I developed my love for people and serving others. Both experiences have helped shape who I am today and deepened my passion for creating systems and experiences that bring people together in meaningful ways.
Outside of work, I enjoy spending time with my family, cooking, learning new hobbies, and growing in my walk with Christ. I’m grateful to be part of a mission that reminds me daily that stewardship isn’t just about money—it’s about the way we live, give, and serve others.
Drew Gray
Insurance Representative
Born in Dixon and raised in Rock Falls, I graduated from Rock Falls High School in 2018. I earned my Bachelor of Arts from North Central College in 2022, majoring in Small Business Management and Entrepreneurship, with a minor in Finance. I then completed my Master’s in Business Management in 2023.
After graduating, I worked at Wahl Clipper Corporation as a Buyer/Planner for three years. My connection to Trinity began through my parents, who have long admired Brett and the meaningful work he does not just for them, but for the entire community. Inspired by their experience, I realized I wanted to be part of this team and contribute to helping our community thrive.
Outside of work, I’m passionate about fitness, cooking, and cheering on my nieces and nephew in their sports activities. I’m grateful for the opportunity to make a tangible difference in the lives we touch at Trinity.