Meet Our Wealth Management Team

At Heartland Bank, our Wealth Management team takes the time to get to know you and to understand how you want your cash, investments and other assets to be leveraged for growth. Do you want to fund your retirement? Purchase your dream vacation home? Or something else? Your professional advisor also takes into consideration the things that are important to you and will give advice based on what matters most.

Find your local advisor by location below, or call us at 855-244-1217.

  • Kim Larson

    Kim L. Larson, MBA

    Senior Vice President, Wealth Management Director

    309-664-4500

    View Profile Send Email*
  • Matt Hunter 1

    Matt Hunter

    AMTS Operations Manager

    309-662-4444

    View Profile Send Email*
  • Jamie Farrell 1

    Jamie L. Farrell

    Wealth Management Support Supervisor

    309-664-8952

    View Profile Send Email*
  • Patrick Masso 1

    Patrick V. Masso, CFA®, CFP®

    Senior Vice President, Director of Portfolio Management & Financial Planning

    309-664-4504

    View Profile Send Email*
  • Hunter Nauman 1

    Hunter Nauman, CFA®

    Portfolio Manager

    309-319-7257

    View Profile Send Email*
  • Tyler Gonigam

    Tyler Gonigam, CFP®

    Financial Planning Advisor

    309-664-4540

    View Profile Send Email*
  • Greg McElroy 1

    Gregg McElroy, CTFA

    Vice President, Wealth Advisor, Team Leader

    309-664-8970

    View Profile Send Email*
  • Todd Jones 1

    Todd A. Jones, MBA

    Vice President, Wealth Advisor, Team Leader

    309-664-4518

    View Profile Send Email*
  • Tony Allen 1

    Tony D. Allen, MBA, CFP®, CTFA®, ABFP®

    Vice President, Wealth Advisor, Team Leader

    309-272-9628

    View Profile Send Email*

No team members found at this location. Please select a different location to continue.


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.

*These email links are for general inquiries only. This is not a secure email. For your protection, please do not include confidential or sensitive information such as social security numbers, account numbers, etc. when using these email links.

Whenever You Need Support, We're Just One Click Away