Meet the Wealth Advisory Team

Kim L. Larson

Kim L. Larson

Senior Vice President, Wealth Management Director
309-664-4500
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Kim leads the Wealth Management division which includes Asset Management and Trust Services, Agricultural Services, and HBT Investment Services. He has over 20 years of banking experience, with over 15 in wealth management.  Prior to the acquisition by Heartland Bank, Kim served as department head for Citizens Financial Advisors, the wealth management group of Citizens First National Bank. His management experience includes Wealth Management Group Market Manager at Riverside Community Bank, Managing Director and Market Manager for JPMorgan Private Client Services in Chicago, and Manager of Wealth Management at AMCORE Bank. 

Kim holds an MBA with honors from the University of Illinois at Urbana-Champaign, a B.S. in Business Administration (Finance) from San Francisco State University, and a diploma from the Graduate School of Banking at the University of Wisconsin-Madison.

Throughout his career, Kim has been active in his community serving numerous not-for-profit organizations. He currently serves on the board of directors of the McLean County United Way.   Kim received the 1999 Business-Education Partnership Award and was the co-recipient of the 2006 Distinguished Citizen Award from the Belvidere (IL) Chamber of Commerce. 

Barb Adams

Barb Adams

Wealth Advisor, Trust Officer
309-664-8952
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Barb has over 35 years of experience in trust and estate administration. She worked at Commerce Bank and its predecessors from 1975-2002. She began with Heartland Bank in 2002 as a Certified Trust and Financial Advisor (CTFA). She is a Graduate of Illinois Bankers Trust School and holds a B.S. from Illinois State University. She has worked in a variety of areas in Asset Management and Trust Services including Estate Settlement, Trusts, and Guardianships.

Barb is a graduate of the Illinois Bankers Trust School and holds a B.S. from Illinois State University.

She has been an active Board member with the Daughters of the American Revolution, Leticia-Green Stevenson Chapter. Barb has held various positions, including President, of Soroptimist International of Bloomington- Normal and has been a member for over 25 years. She helped start the Lincoln Festival in Bloomington and has served as a Director since 2008.

Shelley Giesen

Shelley Giesen

Wealth Advisor, Trust Officer
815-872-6147
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Shelley has 29 years of service in wealth management. Her experience includes a focus on financial planning and assisting clients achieve their life and estate goals through various stages of growth.  She administers investment agency accounts, IRAs, revocable and irrevocable trusts for individuals, charitable organizations and scholarship endeavors. 

Shelley is a graduate of Northern Illinois University with a B.S. in Finance. She has held a Series 7 Securities license and insurance license and has attended the National Trust School at Northwestern University in Chicago. 

Shelley is currently on the Freedom House Executive Board as Treasurer in Princeton, Illinois and is also active in  Hands of Hope of Illinois.

Tom Hand

Tom Hand

Senior Vice President, Wealth Advisor, Trust Officer
309-527-4400
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Tom has over 15 years of banking and wealth management experience at Heartland Bank and Trust Company in addition to 13 years as Farm Business Farm Management Fieldman. He administers a variety of account types that include revocable and irrevocable trusts, agency accounts for individuals, IRAs and retirement accounts. Tom’s specialty is farm accounts as he manages farms in 8 counties in Illinois and oversees IRA’s and retirement accounts that own farmland.  

Tom is a graduate of Southern Illinois University with a degree in Agriculture Education.  

Active in the El Paso community, Tom serves as treasurer of the El Paso Kiwanis Club, is active in his church and was co-chairman of the capital campaign committee for the El Paso Public Library expansion project. 

Karen S. Hanson, CFP®

Karen S. Hanson, CFP®

Vice President, Team Leader, Wealth Advisor, Trust Officer
309-664-4516
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Karen has over 40 years of experience in banking with the last 25+ years in wealth management. She administers a variety account types that include IRAs, investment agency accounts for individuals, businesses, and charitable organizations as well as revocable and irrevocable trusts. Karen was employed by Citizens First National Bank from 1974 to 2008 when she joined Busey Wealth Management upon relocating to Bloomington, Illinois. Karen joined Heartland Bank and Trust Company in 2013.

Karen has a B.S. in English Education from Augustana College, Rock Island, Illinois.  She is a graduate of the Illinois Bankers Association Trust School and the American Bankers Association National Trust Graduate School.  Karen has held the CERTIFIED FINANCIAL PLANNER™ certification for more than 20 years; she maintains her certification by participating in continuing education courses, including the Illinois Institute of Continuing Legal Education Estate Planning Short Course. 

Karen is an active participant in community organizations, having served as Vice President of the Bureau County Day Care Center (now Zearing Child Enrichment Center) board, President of the Princeton Chamber Ambassadors, and Chairman of the Perry Memorial Hospital Foundation Board.  Karen was named 2011 McLean County Chamber Ambassador of the Year.  She is currently a member of Bloomington - Normal Sunrise Rotary Foundation board. She also serves as the regional co-chair of Community Outreach for American Red Cross of the Heartland.

Jean Johanns

Jean Johanns

Wealth Advisor, Trust Officer
309-928-2161
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Jean has 39 years of experience in banking.  She previously worked at Farmer City State Bank until the merge with Heartland in 2012. Jean has worked in several areas within the Trust Department over the past 34 years including Operations, Trusts, and Estate Administration.

Jean attended Illinois State University and numerous Community Bankers of Illinois Association seminars over the years.

Jean is active in the Farmer City Community and served as Secretary and Treasurer of the Chamber of Commerce.  Jean has also served on the Board of Directors of Woodlawn Country Club, and is a current member of the Parish Council at Sacred Heart Church, the Shakespeare Club and was on the Farmer City Fair Queen Committee.  Jean was the Recipient of the Outstanding Citizen Award presented by the Chamber of Commerce.

Todd A. Jones

Todd A. Jones

Assistant Vice President, Retirement Plan Officer
309-664-4518
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Todd has over 25 years of experience in investments and retirement plan services. He focuses on business retirement plans including profit sharing, 401(k) plans and SIMPLE IRA’s. Todd started his career as a Financial Advisor with Merrill Lynch in Peoria, Illinois.  He joined Alliance Benefit Group of Illinois (also in Peoria), a third-party plan administrator where he was vice president of retirement plan services. He has also worked as Plan consultant for Country Financial in Bloomington and for the Trust Company of Illinois in Downers Grove, Illinois.  Todd joined the AMTS team at Heartland Bank and Trust Company in 2013 where he heads up the Retirement Plan Services area.

Todd has a B.S in Business from Eastern Illinois University, Charleston, Illinois.  He recently obtained his M.B.A. in Business from Illinois State University, concentrating in investments and financial planning. He has earned his Qualified Plan Financial Consultant Designation from the American Society of Pension Professionals and Actuaries (ASPPA).  At present, Todd is enrolled in the College of Financial Planning in pursuit of the Certified Financial Planner designation.

Todd is an active member of his local church and is a community volunteer.  He resides in Washington, Illinois where he and his wife J.C. spend their time enjoying the great outdoors.

Tom Kahle, AFM

Tom Kahle, AFM

Executive Vice President, Wealth Advisor, Trust Officer
815-945-2311
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Tom has over 30 years experience in banking and wealth management including farm management, charitable organizations, revocable and irrevocable trust, life insurance trusts, and like kind exchange trusts.  In additions to his wealth management duties, Tom has extensive experience in agricultural and commercial lending.  Prior to the merger of Bank of Chenoa into Heartland Bank and Trust, Tom served as the President of Bank of Chenoa. 

Tom graduated Summa Cum Laude with a B.S. degree in Agri-Business from Illinois State University and is a graduate of the Graduate School of Banking at the University of Wisconsin-Madison.  He is an Accredited Farm Manager by the American Society of Farm Managers and Rural Appraisers and a Certified Crop Adviser by the American Society of Agronomy.

A community active individual, he has served in a variety of capacities including church boards and the local school board.  Currently, he serves as Treasurer on the Meadows Mennonite Retirement Community board and Prairie Central Cooperative board of directors, both in Chenoa.  In addition, he serves on the OSF St. James Hospital Foundation board in Pontiac.   He was named Chenoan of the Year in 1999 and the Outstanding Agri-Business Person in McLean County in 2011.  

Gregg McElroy

Gregg McElroy

Vice President, Team Leader, Senior Wealth Advisor, & Trust Officer
309-664-8970
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Gregg has over 30 years of banking and wealth management experience.  He administers a variety of account types including IRA’s, investment agency accounts for individuals, and charitable organizations as well as revocable and irrevocable trusts. Gregg was employed by Peoples Bank of Bloomington from 1985 to 1995, Busey Wealth Management from 1995-2009, and has been with Heartland Bank and Trust Company since 2009. 

Gregg has a B.S. and M.S. from Illinois State University, and is a graduate of American Bankers Association National Graduate Trust School.  As of 1994 Gregg has held the designation of Certified Trust and Financial Advisor (CTFA) and continues to maintain this certification by participating in continuing education courses.  

Gregg is an active volunteer in the community and is currently President of Evergreen Racquet Club, Treasurer of the Bloomington-Normal Tennis Association, and a member of the Bloomington Kiwanis Club where he currently serves as chairman of the Bloomington Kiwanis Club Foundation Committee.

Dan Wlodek

Dan Wlodek

Wealth Advisor, Trust Officer
708-246-2200
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Dan has over 30 years of experience in banking.  He administers a variety of account types that include: Guardianships, Revocable & Irrevocable Trusts, Investment Agency Accounts, Estate Settlement, and Land Trusts.  Dan also has experience with various forms of corporate trust administration. Prior to the acquisition by Heartland Bank and Trust Company, Dan served as the Department Head for Western Springs National Bank and Trust Company for 13 years. 

Dan graduated Summa Cum Laude with a B.S. in Business Administration from Elmhurst College, Elmhurst, IL.  He is also a graduate of the American Bankers Association National Trust School held at Northwestern University. During his banking career, Dan has participated in additional coursework and studies at the American Institute of Banking, Chicago, IL; Bank Administration Institute, Chicago, IL; Illinois Institute for Continuing Legal Education, Chicago, IL; the Land Trust Council of Illinois, Chicago, IL; and at the University of Chicago, Chicago, IL.

He is a member of the following societies: the National Honor Society of Phi Kappa Phi, Elmhurst College Chapter; the National Honor Society in Business Administration – Delta Mu Delta, Lambda Chapter, Elmhurst College; and of the International Honor Society in Social Science, Illinois Xi Chapter, Elmhurst College.  

Sherry Hawkins, CFP®

Sherry Hawkins, CFP®

Wealth Advisor, Trust Officer
309-664-8927
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Sherry Hawkins has over 15 years of personal wealth management experience. She strives to meet the needs of high net-worth individuals, successful professionals, business owners, and retirees. Sherry specializes in Wealth Management and Asset Management, and as a full service financial planner, examines the client’s entire financial picture. She is able to provide creative solutions to meet clients' objectives in the areas of wealth building, income distribution, family wealth transfer and philanthropic planning. These solutions help to eliminate dangers, capture opportunities, and reinforce strengths. Sherry joined Heartland Bank in June 2014. Her experience includes positions held within National City Bank and COUNTRY Financial. Sherry was previously a Senior Retirement and Investment Specialist while at COUNTRY.

Sherry holds the CERTIFIED FINANCIAL PLANNER™ certification. She also earned her MBA from the University of Phoenix, her BA from Illinois State University, and the Chartered Financial Consultant designation from The American College of Financial Services.

Sherry lives in Clinton with her husband and their three daughters. They are active members of their community and in their leisure time enjoy travel and the outdoors. Sherry serves as a member of the Normal Rotary Club and the board for the Humane Society of Central Illinois.

Marty Ahrends

Marty Ahrends

Wealth Advisor, Trust Officer
309-664-8921
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Marty joined Heartland Bank and Trust in July 2014.  She is a Certified Fund Raising Executive and is active in the Central Illinois Planned Giving Council.  In her 11 years as the Executive Director of the Abraham Lincoln Healthcare Foundation in Lincoln, Ahrends assisted donors with charitable giving that incorporated financial planning and oversaw growth of an endowment to $20 million.

Marty recently completed her MBA at the University of Missouri Trulaske College of Business, and she holds B.S degrees in Agricultural Journalism and Agricultural Economics from Missouri.  She is a graduate of the Cannon Financial Institute Trust Schools I and II, and the Illinois Agriculture Leadership Program Class of 2002. 

Marty is a 20-year Rotary member of the Lincoln and Bloomington Rotary Clubs. She is a Paul Harris Fellow, past president, and currently serves as the investment officer of the Bloomington Rotary Foundation.  She has devoted countless volunteer hours as a speech coach, Sunday school teacher, fine art fair coordinator and 4-H club leader in Logan County. Her board leadership extends to past roles with the Zion Lutheran School Parochial School Board, Lincoln & Logan County Chamber of Commerce, Logan County Economic Development Partnership, and current roles with the University of Missouri Exec MBA Alumni Association.

Blake Alexander

Blake Alexander

Investment Specialist
309-662-4444
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Blake joined Heartland Bank in 2011. Prior to that, Blake worked in retail operations for 3 years at State Farm Bank. Utilizing the skills acquired there, he joined Heartland Bank’s Asset Management and Trust Services division as an Administrative Assistant, providing support to administrators and handling day-to-day operational tasks. In 2013, he began his position as an Investment Specialist, working closely with the Investments Team Leader to provide clients with focused and disciplined investment management solutions. 

Blake earned his B.S. in Finance/Accounting from Illinois State University and is currently pursuing the CFA charterholder designation as a level 2 candidate.

Nathan Ihnes

Nathan Ihnes

Wealth Advisor, Trust Officer
309-662-4444
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Nathan joined Heartland Bank and Trust in October 2014.  Prior to joining Heartland, he worked as an investment and compliance analyst for an independent advisory firm in Moline, Illinois that specialized in serving high net worth clients and foundations.  During his tenure, he passed the Series 65 Uniform Investment Advisor Law Examination.  From 2005 until 2011, Nathan was a general practice attorney in his hometown of Canton, Illinois.  During his career as an attorney, he represented numerous local banks, municipalities, and business organizations, as well as assisting clients in estate planning and real estate. 

Nathan was admitted to the practice of law in the State of Illinois in 2005 after earning his Juris Doctor (J.D.) from Northern Illinois University College of Law that same year.  He earned his Bachelor of Arts degree in History from the University of Illinois at Urbana-Champaign in May 2001, where he was a member of Phi Alpha Theta, the International History Honor Society.

Nathan previously served as a board member on the Spoon River Partnership for Economic Development, including serving as Chair of the small business loan committee. He is a new homeowner in Bloomington, and is also currently a member of the McLean County Bar Association.

Michael L. Wemple

Michael L. Wemple

Team Leader, Wealth Advisor, and Trust Officer
815-787-2368
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Mike has nearly 20 years of experience in the financial services industry having held positions at both investment firms and banks.  He delivers comprehensive wealth management solutions that include a variety of account types including managed investment accounts for individuals and charitable organizations, IRAs, and revocable and irrevocable trusts. Prior to the acquisition by Heartland Bancorp, the holding company for Heartland Bank and Trust Company, Mike served as a Financial Advisor with American Midwest bank for five years covering all seven of the bank’s branches.

Mike earned his B.S. degree from Northern Illinois University, where he majored in Finance and minored in Economics.  He currently holds the Series 7, 52, 63, 65 and 24 securities registrations as well as his Life/Health insurance licenses held through LPL Financial.  

In the community, Mike has volunteered his time to educate local high school students in DeKalb and Sycamore through the Senior Leadership Business Academy. He has also assisted in delivering meals to the homebound for the Voluntary Action Center’s Meals on Wheels program, and participates in various local not-for-profits’ fund raising efforts.

Patricia Paulik

Patricia Paulik

Vice President, Wealth Advisor, and Trust Officer
708-260-8081
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Patricia Paulik, Vice President, Wealth Advisor, and Trust Officer, joined Heartland Bank in 2013. She has over 30 years of financial services experience, which includes portfolio construction and analysis, wealth transfer strategies, and comprehensive financial planning.  Paulik earned a bachelor’s degree in communications from Dominican University.  She is a five-time Five Star Wealth Manager Award winner (2011, 2012, 2013, 2014, and 2015). This select group represents less than three percent of wealth managers in the Chicago area. The award is based on ten objective criteria associated with providing quality services to clients, such as credentials, experience, and assets under management (among other factors).  She has also earned her Series 6, 7, 63, and 65 FINRA registrations. 

J Burt

J Burt

Wealth Advisor, Trust Officer
815-872-6190

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J works with high net worth individuals and families, including business owners and professionals, during the various stages of their financial lives.

As a financial professional for over 25 years, J is committed to working with his clients to help guide them to an improved financial position.  His first priority is to take the time to listen, and then encourage clients to think and act on their financial goals.  Financial strategies are customized to incorporate risk tolerance with purposeful asset intentions.

J’s commitment to advanced education provides clients with a valuable added benefit.  He holds the widely recognized industry marquee designations of CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant) from the American College in Bryn Mawr, Pennsylvania.  To better help his clients through the financial aspects of the aging process, J was awarded the lifetime designation of CLTC (Certified in Long Term Care) in 2004.  Professional organizations include the Society for Financial Professionals, and the Illinois Valley Estate Planning Council.  J received a B.A. from Southern Illinois University.

J resides with his wife Linda in Spring Valley.  Active in his community, J is Past President of the North Central Regional Betterment Coalition. J is an active member and Past President of Illinois Valley Sunrise Rotary and a Paul Harris Fellow. He is a Past President of the Illinois Valley Chamber of Commerce Ambassadors. Hobbies include collecting music, taking in live performances, computers, building digital home entertainment solutions, reading, and home improvement.    

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Heartland Bank and Trust Company Asset Management & Trust Services is not a broker/dealer.  Equity and bond trading in customer accounts is transacted through independent broker/dealers. 

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