Jana joined Heartland Trust Company in 2017 and was recently promoted to Director of Retirement Services. Jana will oversee Heartland’s Retirement Services department.
Jana joined HTC in Jan 2017. She is a native of Minto, ND and graduated from Mayville State University with a Bachelor of Science degree in business administration. She has over 20 years of experience in the financial services industry, focusing primarily in working with employer sponsored retirement plans. Jana is very active in the West Fargo Exchange Club and has served on their Board of Directors. Jana and her husband, Ed, live in West Fargo with their two children. She enjoys attending various sporting activities, going to the lakes, and spending time with family and friends.
About Heartland Trust Company
Heartland Trust Company was founded in 1990 in Fargo, ND as an independent trust company, an alternative to bank trust departments. Steve Halverson, Heartland Trust Company’s President and founder, left the trust department of a large regional bank because decisions that ultimately affected clients were being made at a distant corporate headquarters and that bank profits were more important than the needs of the client. This process lacked the proper respect and personal connection Steve thought should be a focus in the trust and investment industry. As a locally owned independent trust company, we are proud that all decisions relating to client needs are made locally by the employees and board of directors who all live and work in our community. For more information, visit www.heartlandtrust.com.