Brian Halverson – President One of the most legendary expeditions was led by Sir Ernest Shackl

By Dustin Sobolik, CFP® – Investment Officer One question I’m often asked by clients is wha

By Jana Samek, Relationship Manager – Qualified Plans Having access to a 401(k) plan through your

Jan Nelson again served on the YWCA Cass Clay Chocolate Fantasy planning committee. This event benef

Meet Lori Theis Lori Theis is a compliance associate at Heartland Trust. She makes sure all reports

Adapted from Broadridge Investor Communication Services Choosing a Beneficiary for Your IRA or 401(k

As you read this quarter’s newsletter, you will notice many exciting changes going on at Heartland

If you’re considering a job change, salary is one important factor. But it’s also vital to look

Whether you have a last will and testament or not, your estate may have to go through the probate pr

  Sheryl Bernier retired after 31 years at Heartland Trust Company. Sheryl was employee #2 at H

Kari Skauge is the new kid on the block at Heartland Trust. She came onboard this quarter as our com

Adapted from Broadridge Investor Communication Services If you give away money or property during yo