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*
Patrick V. Masso, CFA
Vice President, Portfolio Management & Financial Planning Team Leader
309-664-4504
Email Patrick*
Gregg McElroy, CTFA
Vice President, Wealth Advisor, Team Leader
309-664-8970
Email Gregg*
Marty Orris, MBA, CTFA, AFIM®
Assistant Vice President, Wealth Advisor
309-664-8921
Email Marty*
Sherry Hawkins, MBA, ChFC®, CFP®
Assistant Vice President, Wealth Advisor
309-664-8927
Email Sherry*
Todd A. Jones, MBA
Vice President, Wealth Advisor, Team Leader
309-664-4518
Email Todd*
Jean Johanns
Wealth Advisor
309-928-2161
Email Jean*
J Burt, ChFC®, CTFA
Wealth Advisor
815-224-7706
Email J*
Zack Brewer, CFP®
Financial Planning Advisor
309-664-4517
Email Zack*
Michael L. Wemple
Vice President, Wealth Advisor, Team Leader
815-787-2368
Email Michael*
Barry Hamilton
Wealth Advisor
815-787-5793
Email Barry*
Steve Boone
Assistant Vice President. Wealth Advisor
309-472-7692
Email Steve*
Jamie L. Farrell
Wealth Management Support Supervisor
309-664-8952
Email Jamie*
Hunter Nauman
Portfolio Management Specialist
309-319-7257
Email Hunter*
*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.