As a company dedicated to serving our clients and community, we are proud to be celebrating our 30th year of business.
Looking back, we are grateful for the strong foundation Steve laid down and Sheryl Bernier helped carry out. When Gary Hanson and Neil Jordheim joined, business development started to really take off. These four, along with Denise Lies, set the tone for how Heartland Trust Company was going to succeed. Their dedication to building trustworthy relationships, being transparent about business practices, and providing excellent service is a model that lives on. It’s a great way to go about life. Not only do we want our clients to sleep well at night, we want to sleep well at night knowing that we are doing business and life in an honest, genuine manner.
Today, Heartland Trust has 22 employees who have a combined 425 years of experience in the financial industry. Over the years, some faces have changed and more bodies have been needed, but many things have stayed the same.
We still focus our energy on administering 401(k) plans for businesses, helping people plan for and live in retirement by administering IRAs and investment accounts, and, of course, administering trusts of all kinds. This is all done with character, service, togetherness, integrity, and respect.
To be thankful is a blessing and we are thankful for those we work for, our community, and our friends and family that support us. Thank you to everyone who has helped get us to where we are today.