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OUR TEAM
Our Team of Skilled Trust and Investment Professionals
Vice President of Retirement Services
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As Vice President of Retirement Plan Services, Lisan is responsible for all aspects
of the Wealth Management Group's fully bundled qualified plan product. With over a decade of industry experience
Lisan has been actively involved in all areas of the retirement arena; including relationship management, compliance
testing, document analysis, plan design consulting and sales. Lisan is passionate about the retirement industry
and believes that the design on the plan is critical in ensuring employer and employee satisfaction.
This consultative approach was leveraged by other organizations such as Metlife in Denver and New York City,
Fidelity Investments in Kentucky and Fifth Third Bank in Cincinnati. Lisan received her
Bachelor of Science in Economics from Texas A&M University in 1991 and her Master of Business
Administration from Drake University in 1992. She holds her Series 6 and 63 Securities Licenses.
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Financial Advisor
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Eric has served our organization in a sales capacity since July of 1999. His previous sales experience includes acting as sales manager for Standard Distributing in Waterloo and serving as assistant director of admissions for Clarke College in Dubuque. A graduate of the University of Northern Iowa, he received his bachelor's degree in 1989. Eric is a Financial Paraplanner and is pursuing designation as a Certified Financial Planner. |
Retirement Services Supervisor
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Neal joined the organization as Retirement Services Supervisor in 2004. Neal graduated from Southwest Wisconsin Technical College in 1991 with a degree in Business Administration-Finance. Prior to joining our organization, Neal owned and operated an Insurance/Financial Services agency. He also spent 12 years with CIGNA Retirement & Investment Services where he served various roles, including manager of Advisory Services. Neal earned his Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators and holds his Series 6 and 63 Securities Licenses, as well as a Life Insurance License in the state of Wisconsin. |
Retirement Services Officer
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Having joined the company's Retirement Services in 1992, Joan now uses her expertise and experience in training and supervising Retirement Services Administrators, who provide accurate record-keeping and personal service to DB&T and Heartland clients. She also reviews profit sharing, pension, and 401(k) plans for regulatory compliance. Joan earned her Accounting degree from Iowa State University. |
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Jill joined the Retirement Services team in August 2006 as an Education Consultant. She graduated from St. Ambrose University with a BA in Communication as well as earning her Master in Business Administration. Jill's previous experience includes working in media relations and marketing. Her primary role is to increase awareness to participants about their retirement plan, while assisting with record-keeping. |
Retirement Services Senior Administrator
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Christa has been with the company since April of 1999 and with Trust & Investments since 2003, bringing three years of experience in retirement plan services with her. Record-keeping, compliance, and client service are her primary duties. She holds a Bachelor of Arts degree in Finance and Accounting from Clarke College. |
Retirement Services Administrator
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Stacie joined the company in 2000 as a part-time teller. Upon completion of her degree at Northeast Iowa Community College, she moved to Trust & Investment Services. Stacie's primary responsibilities include record-keeping and client service. |
Retirement Services Administrator
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Jeff joined the Retirement Services and Wealth Management Group of
Heartland Financial USA in March of 2005 as the Relationship Sales Officer. His role involves client
service and record-keeping. He is a graduate of the University of Wisconsin at Platteville and brings
over 13 years of experience in the retirement services industry. |
Account Administrator
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Heather has been with the company since April of 2005. Her primary responsibilities include record-keeping and client services. She graduated from Kirkwood Community College with an Associates degree in office administration and is currently pursuing her bachelor degree in business communication. |
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