HTC Team News & Honors Q4 2021
Jan Nelson again served on the YWCA Cass Clay Chocolate Fantasy planning committee. This event benefits the YWCA Emergency Shelter for women and children in need. Special thanks to the other volunteers from HTC: Ethan Linder, Jon Benson, Kari Skauge, Kevin Wangen, and Michelle Hoppe.
Meet Lori Theis
Meet Lori Theis Lori Theis is a compliance associate at Heartland Trust. She makes sure all reports are filed, boxes are checked, and everything is compliant with the regulations and standards HTC must follow. Tell us about yourself. I was born, raised, and still live in Moorhead, Minnesota. I have one son, Adam, who got married […]
HTC Team News and Honors
Sheryl Bernier retired after 31 years at Heartland Trust Company. Sheryl was employee #2 at Heartland and with Steve Halverson created North Dakota’s first independent trust company. We will miss seeing her every day and wish her well on her new journey!
Meet Kari Skauge
Kari Skauge is the new kid on the block at Heartland Trust. She came onboard this quarter as our compliance officer. We are very glad to have her. Tell us about yourself I grew up in Hawley, Minnesota, and then attended the University of North Dakota where I earned a degree in business management. I […]
Meet Naomi Schempp
Naomi is a native of Garrison, North Dakota, and she has called Fargo home since 2002. She works on the trust side of HTC and has been a welcome addition to our team. Tell us about yourself. I received both an associate of science and an associate of arts degree from Williston State College. I […]
HTC Team News and Honors
Dustin Sobolik recently earned his Certified Financial Planner (CFP) designation. Dustin completed a course of study that encompasses a variety of topics relating to financial planning, including estate planning, insurance, taxes, retirement accounts. The most important aspect of a CFP is that Dustin has a fiduciary duty, which means he must make decisions with his […]
Meet Ethan Linder
Meet Ethan Linder Ethan is one of our newest employees, having joined the team less than five months ago. He is the administrative associate for Brian Halverson and Gary Hanson’s accounts. He assists them with keeping track of accounts and entering information into our database. Tell us about yourself. I grew up in Esko, Minnesota, […]
HTC Team News and Honors
Two new employees have joined our team. In September, Ethan Linder came aboard as an administrative associate on the personal account side. Ethan is a recent graduate of Concordia College where he obtained a bachelor’s degree in business administration and management and a minor in environmental studies. In his spare time, he enjoys going to […]
Meet Steve Halverson
Celebrating 30 Years Part 4
Heartland Trust Company turns 30 this year, and we’ve accumulated a bit of history as we enter our fourth decade. Each quarterly newsletter this year has contained a feature on one of our old locations. This is the final installment.
