Anniversaries
At Heartland Trust, our relationships go beyond colleagues; we consider ourselves a family. Supporting our team and contributing to their futures are integral parts of our mission. Thank you to these team members for being a part of Heartland Trust.
- Mary Carlson ( Senior Administrative Associate) Celebrating 12 Years in April
- Jace Gilleshammer ( IT Coordinator)- Celebrating 2 Years in June
- Kari Skauge ( Director of Compliance) – Celebrating 3 Years in June
- Missy Zarak ( Trust Officer) – Celebrating 5 Years in June
Announcements:
We are delighted to announce that Kevin Wangen, Wealth Management Officer, has achieved success in obtaining the CFP® (CERTIFIED FINANCIAL PLANNERTM) certification. It is worth noting that, on average, individuals typically dedicate one to two years to complete the CFP® course. Kevin’s accomplishment underscores his dedication and commitment to professional excellence.
Congratulations to Gabe Benson, Jon Benson’s son for achieving a historic milestone by becoming the first Concordia College student to qualify for the NCAA Golf Meet! This is truly an incredible honor. Gabe attended the event which was held in Las Vegas in May.
Events:
- Heartland Trust proudly supports the Kiwanis Pancake Feed. Pictured: Jen Johnston (Jen serves as a director for the Kiwanis board)
- Heartland Trust was honored to be a sponsor for the West Fargo Exchange Club 24th Annual Fun Night. The West Fargo Exchange’s Core Values are family, community and country. Pictured: Jana Samek (Jana serves as board member)
- Heartland Trust is a continual supporter of the Village Bowl for Kids’ Sake Event! Pictured: Front: Mary Fridgen, Kayla Kranda Back: Kevin Wangen, Tim Rensch, Jace Gilleshammer, Kari Skauge
- Team Member Ethan and his wife Abby welcomed a new member to their family. Meet Beau!
- Jill McAndrew is a valued cornerstone of Heartland Trust! On May 8, we marked a significant milestone as we celebrated her 50th birthday.
Additional Information:
Our office will be closed the following days:
Wednesday, June 19th
Wednesday, July 3rd at 12:00pm
Thursday, July 4th
Monday, September 2nd
Market Update
Join us for the semi-annual Heartland Trust Market Update on Thursday, July 18th at 3:00 PM. Please send an email to info@heartlandtrust.com or call 701-235-2002 to get on the invite list to receive the Zoom link. Feel free to send in any questions you may have as well.
The market update is a 30-minute presentation hosted by Dustin Sobolik and Kevin Wangen from the investment committee at Heartland Trust.
Chamber Bridge Highlight
Heartland Trust President, Brian Halverson was featured in the March-April FMWF Chamber Bridge Magazine as a voice of vision. You can view the article below!
Online Statements
Looking for a convenient and eco-friendly way to manage your accounts? View your statements online! By signing up, you not only streamline your banking experience but also contribute to reducing paper waste.
Here’s why you should make the switch:
- Instant Access: View your statements anytime, anywhere, with just a few clicks.
- Enhanced Security: Enjoy encrypted digital statements for added protection of your financial information.
- Environmentally Friendly: Reduce paper consumption and support sustainability efforts.
Get in touch to discover more, and we’ll gladly help you enroll!
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