Kevin joined Heartland Trust Company in 2013. He was recently promoted to Wealth Management Associate where he will work directly with our Director of Investments and clients focusing on financial planning tools.
Kevin grew up in Harvey, ND. He graduated from North Dakota State University with a Bachelor of Science degree in finance and has been in the banking, wealth management, and retirement industry since 2007. In November 2013, he joined the team at Heartland Trust Company. Kevin and his wife live in Fargo with their four children. In what little free time he gets, he enjoys golf, skiing, running, biking, furniture refinishing, woodworking, DIY projects, and spending time with his wife and kids with their activities.
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.