Meet Our Wealth Advisory Team
Find your local advisor below, or call us at 855-244-1217.
Kim L. Larson, MBA
Senior Vice President, Wealth Management Director
309-664-4500
Email
Kim
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Patrick V. Masso, CFA®, CFP®
Senior Vice President, Director of Portfolio Management & Financial Planning
309-664-4504
Email
Patrick
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Gregg McElroy, CTFA
Vice President, Wealth Advisor, Team Leader
309-664-8970
Email
Gregg
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Marty Orris, MBA, CTFA, AFIM®
Vice President, Senior Wealth Advisor
309-664-8921
Email
Marty
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Todd A. Jones, MBA
Vice President, Wealth Advisor, Team Leader
309-664-4518
Email
Todd
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J Burt, ChFC®, CTFA
Wealth Advisor
815-224-7706
Email
J
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Michael L. Wemple CTFA
Vice President, Wealth Advisor, Team Leader
815-787-2368
Email
Michael
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Barry Hamilton
Wealth Advisor
815-787-5793
Email
Barry
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Jamie L. Farrell
Wealth Management Support Supervisor
309-664-8952
Email
Jamie
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Hunter Nauman
Portfolio Management Specialist
309-319-7257
Email
Hunter
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Miranda Johns-Cummings, J.D.
AVP, Fiduciary Advisor & Internal Legal Counsel
309-444-8648
Email
Miranda
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Jennifer F. Stice, CTFA, QKA, MBA
Vice President, Wealth Advisor, Team Leader
217-321-3415
Email
Jennifer
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Tony D. Allen, MBA, CFP®, CTFA
Vice President, Wealth Advisor, Team Leader
309-272-9628
Email
Tony
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Matt Hunter
AMTS Operations Manager
309-662-4444
Email
Matt
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Laura Dunton
AMTS Wealth Advisor
309-662-4444
Email
Laura
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Mark Ulbrich
AMTS Wealth Advisor
309-662-4444
Email
Mark
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*These e-mail links are for general inquiries only. This is not secure e-mail. For your protection, please do not include confidential or sensitive information such as social security numbers, account numbers, etc. when using these e-mail links.
Securities and insurance products are NOT deposits of Heartland Bank, are NOT FDIC insured, are NOT guaranteed by or obligations of the bank, and are subject to potential fluctuation in return and possible loss of principal.
Heartland Bank and Trust Company Asset Management and Trust Services is not a broker/dealer. Equity and bond trading in customer accounts is transacted through independent broker/dealers.