Broker Check

                a division of Heartland Bank


Office:
1725 Fort Jesse Road  Normal, IL 61761
Phone: (309) 319-7116


Team

We are committed to attaining the financial objectives of our clients by providing the highest level of service and delivering a range of investment alternatives. We believe that putting the well being of our clients first, ultimately serves the best interest of our clients, our communities, and ourselves. We conduct an in-depth review of each client’s financial situation and develop a financial plan to address the individual’s needs. Our planning process starts with a review of investment objectives, time horizons, liquidity/income needs, tax concerns, and risk management. This review results in an individualized plan for each client.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
An investment executive with over 20 years experience in the financial services industry, Kevin has a keen insight into developing professional and personal relationships. He has built his financial services practice on a foundation of...

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Ben Funk

Financial Consultant

309-319-7256

309-319-7249

Ben is a Financial Consultant on our team. He has an excellent understanding of the communications and processes that work in our Investment Center. Ben's role includes investment research, account management, operations support, and...

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Deborah Jaso

Operations Manager

(309) 319-7116

309-319-7249

Deborah Jaso serves as our client service associate and operations manager where she is responsible for all operations and marketing initiatives of our group. She has a Bachelor of Science degree from Southern Illinois University at...

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Tory Klingman is the Operations Manager for the northern and western HBT Investment Services regions and is responsible for operations and marketing initiatives in those regions. Tory has a background in bank retail services and...

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