Todd A. Jones, MBA
Assistant Vice President, Retirement Plan Officer
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.
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