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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. |
Compliance Specialist
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In October 2007, Kizzy joined Heartland as Retirement Services Compliance Specialist. She has been designated a Qualified 401(k) Administrator (QKA) by the American Society of Pension Professionals & Actuaries and she is currently pursuing the Certified Pension Consultant (CPC) designation. Prior to arriving at Heartland she was a Senior Pension Consultant at Prudential Financial. Kizzy received her Juris Doctorate from Drake University Law School in 2004 and a BA in Management Information Systems from Loras College in 1998. Her primary responsibilities include plan design consulting and compliance services.
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Education Consultant
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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.
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Retirement Plan Services Manager of Administration
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Connie joined the Wealth Management Group as Manager of Administration in November 2008. She joined us with 17 years of experience with Prudential in the retirement industry working with Plan Sponsors and participants managing their Defined Contribution, Defined Benefit and Non-Qualified Plans. Connie earned her Bachelor of Science degree in Business Administration from the University of Wisconsin Platteville. She holds FINRA security licenses 7, 24, 66 and Life Insurance licenses in Iowa and Wisconsin.
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Account 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.
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Account 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.
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Retirement Services Administrator
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Elizabeth joined Heartland and the Retirement Plan Services team in June 2009. As Account Administrator, her primary responsibilities include recordkeeping and client services. Prior to her arrival, she worked at Prudential Financial assisting participants with their questions regarding market fluctuations, distributions and loans. She graduated with a BS in Sports Marketing from Ohio University in 2003 and obtained her Masters in Business Administration from Ohio Dominican University in 2007.
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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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Account Administrator
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Vicky joined Heartland and Retirement Services in August 2007. Her primary responsibilities include recordkeeping and client services. Vicky brings 15 years of retirement experience to her position.
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Business Development Officer
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Jason joined the Wealth Management team in February of 2006. He focuses his efforts on assisting prospective Wealth Management clients in understanding our personal trust, investment management services, and retirement plan services. He also prepares Wealth Solutions™ financial plans and reviews them with clients. Jason has held sales positions with various organizations since receiving his bachelor’s degree in Marketing from St. Ambrose University.
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Business Development Officer
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Matt joined the Wealth Management Team in December of 2007. His primary focus is on identifying prospective Wealth Management clients and assisting them in understanding the scope of our personal trust, investment management, and retirement plan services. He will also be responsible for the preparation of Wealth Solutions™ financial plans for prospective and existing clients. Prior to joining DB&T, Matt held various positions at Wells Fargo Bank, N.A., and JPMorgan Chase Bank, N.A. He received his bachelor’s degree in Business and Public Administration from Drake University in 2003, and is currently pursuing his MBA/Accounting degree at the University of Phoenix
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Business Development Officer
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Chuck recently joined the Wealth Management Group and brings experience and a diverse background, which enhances his ability to work with prospective clients regarding their personal trust and investment management needs. He prepares and delivers Wealth Solutions™ financial plans and assists businesses with their retirement plans. His past experience was in the Agricultural Industry in marketing, sales and public relations.
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