On a Mission

Brian Halverson, President

Most businesses have a mission statement that guides them in their day-to-day responsibilities and directs their decision-making process. Think of it as how a business speaks to the purpose and understanding of what they do.  

Heartland Trust Company’s mission is “To provide a lifelong commitment to the well-being of those we serve.” It’s intended to be clean, precise, and all-encompassing. We use it to guide our decisions from the types of accounts we administer and the benefits we offer our employees to how we serve our community. 

We want our clients to have a strong sense of financial well-being so they are prepared for the next phases in their life. We want our employees to have a work environment that is motivating and joyful. We want the communities we live in to be vibrant and successful. 

Our IRA and investment account clients at Heartland Trust Company know we are going through a conversion with one of our vendors. This change has been thought through, discussed, and researched for years. We have experienced growth in both those we serve and the size of our team. At the root of this vendor change is our commitment to the well-being of those we serve. 

We want to work smarter, not harder, so we can stay focused on our mission and prioritize the things that matter most to us: our clients, our team, and our communities. 

Brian Halverson - PresidentOn a Mission
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How and Why

Brian Halverson

Heartland Trust Company has served our clients for over 32 years. WOW! And we are just getting
started! It has been an exciting few months at Heartland. Our staff is growing and we are thrilled about
upcoming advancements to our business. We will have more to share in our next newsletter.

Brian Halverson - PresidentHow and Why
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Living For Today, Planning For The Future 

Brian Halverson

Too often, the words “planning for your future” lead only to a conversation about retirement. In reality, the challenge we all face is balancing how to meet long-term financial goals with today’s expenses. Yes, you should participate in your employer’s retirement plan, and you should have an emergency fund, but how do you do that while living fully today? 

My spouse and I are blessed with three young, active kids. We are immersed not only in our own lives and events but keep up with an avalanche of activities for our children. It seems like every weekend we are traveling out of town to another tournament. This means paying for gas, food, and a hotel at every turn. It drains the checkbook, but we’ve found creative ways to stick to a budget. We bring snacks and meals, and use credit card and loyalty rewards points for hotels and gas when we can. Sometimes we only take part of the family, which gives my spouse or I valuable one on one time with each of the kids.

Brian Halverson - PresidentLiving For Today, Planning For The Future 
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Finding Balance

Brian Halverson – President

When you match a strong work ethic with a society that doesn’t promote balance, a person can get lost in the day-to-day grind of trying to keep up. Without balance, something always suffers, whether it’s work or family. Or maybe you are present, but nothing gets the full attention it should.

Finding balance isn’t easy. You must identify what is meaningful and learn when, why, and how to say yes or no. When you introduce “change” into the conversation, it makes finding balance even more difficult.

Brian Halverson - PresidentFinding Balance
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Endurance

Brian Halverson – President

One of the most legendary expeditions was led by Sir Ernest Shackleton from 1914-1916. On a ship rightfully named Endurance, he led a journey known as the Imperial Trans-Antarctic Expedition. This expedition had no guarantee of returning home safely and promised an abundance of adventure in the unknown.

With a clear goal, a strong team, and a mighty ship, the crew of 28 set off for the Antarctic Circle.

Brian Halverson - PresidentEndurance
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Grateful

As you read this quarter’s newsletter, you will notice many exciting changes going on at Heartland Trust. After 31 years leading the operations, compliance, and HR departments at Heartland, Sheryl Bernier has retired/significantly reduced her work hours and duties. 

Sheryl’s departure brings changes in the form of promotions and new hires. Our team is growing, and we are bringing on experienced and knowledgeable people who share the qualities and values that we hold up as important. And while not seeing Sheryl every day will be a hard change, we are grateful. Grateful for her three decades of leadership. Grateful that our other team members are growing with their careers. Grateful that we can bring in other experienced professionals who want to grow with Heartland. 

Brian Halverson - PresidentGrateful
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Confirmation

Spring is a wonderful time of year.

Snow melts, flowers bloom, docks, and boats are placed in the water. This is the time of year when we see the cold bareness of winter transition into the long warm days of summer. With the season come key moments that signal the end of winter: tax season, golf course openings, trees budding. 

For all of us, spring confirms that winter doesn’t last forever. As dreary March stretches into light-filled May, we find new hope, new growth. We receive this confirmation when we have to buy our kids new soccer shoes, or suffer aches and pains from hitting golf balls, or see farmers in the fields. 

After the year we’ve been through, it is comforting to recognize the growth process is alive and well. No matter how cold the winter is, spring comes. This time of year, that’s confirmation of new opportunities and growth for us all.

Brian Halverson - PresidentConfirmation
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Onward

We have all been confronted with challenges over the past 10 months. 

Whether we needed to find a new way to complete a familiar task or wrestled internally with some difficult questions, this pandemic has affected all aspects of our lives.

In response, we’ve had little choice but to move onward.

While finding a way forward can be uncomfortable, it’s actually a good thing. Challenges promote growth. When we face obstacles, we learn how to be more efficient and prioritize what’s important to us. We’re forced to recognize and cherish the small things in life. 

As we turn the page to a new year, I celebrate the ways the team at Heartland Trust has moved forward with confidence and purpose. I’m proud of everything we’ve accomplished professionally and personally in a year where nothing was expected. Even as the world changed around us, we hung on to the values that mean so much to us and you.

I’m proud of the challenges we’ve faced and look forward to seeing how we continue to grow. Onward!

 

Brian Halverson - PresidentOnward
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We’re Celebrating 30 Years!

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.

 

Brian Halverson - PresidentWe’re Celebrating 30 Years!
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Strengthening Connections

There are many great quotes out there that are relevant right now, but it’s a lyric from Bob Dylan’s song, Brownsville Girl (a B-side track from the 80’s) that is in my mind: “Strange how people who suffer together have stronger connections than people who are most content.”

Yes, the times they are a-changin’ in many different ways, and it is easy to feel alone or isolated as we all do our part to slow the spread of COVID-19. But remember . . . our families, businesses, communities, states, and countries are all in this together. We have all been forced to look at things from a different angle. Ultimately, it is making us stronger and pushing us forward so that we can be more resilient in the future. 

Brian Halverson - PresidentStrengthening Connections
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