Todd A. Jones, MBA
Vice President, Retirement Plan Services Advisor
Todd Jones, Vice President, Retirement Plan Services Advisor, has over 30 years of experience in investments and retirement plan services. Todd focuses on business retirement plans including defined benefit pension plans and defined contribution - profit sharing, 401(k), 403B and 457 plans, as well as SIMPLE IRA’s.
Todd has a BS in Business from Eastern Illinois University, Charleston, Illinois. He obtained his MBA in Business from Illinois State University, concentrating in investments and financial planning. He has earned his Qualified Plan Financial Consultant (QPFC) Designation from the American Society of Pension Professionals and Actuaries (ASPPA). At present, Todd is enrolled in Cannon Trust School in pursuit of his Certified Trust and Fiduciary Advisor (CTFA) Designation. 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 Wealth Management team at Heartland Bank and Trust Company in 2013.
Todd is an active member of his local church and is a community volunteer. Todd enjoys woodworking and DIY projects. He resides in Washington, Illinois where he and his wife J.C. spend their time enjoying the great outdoors.
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