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.