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Steve
Halverson – President /
Director founded HTC in 1990 as an independent trust company.
The company's focus was to provide traditional trust services to
clients in the tri-state area without interference from a
"corporate" parent company. Steve holds a BS and MS
degree in Economics. He worked for Norwest Trust in Minneapolis
and Fargo for 18 years in a variety of positions including
investments, administration of business retirement plans,
personal trust administration and trust division manager for a
region that included Eastern ND and Western MN. Steve is well
known in the community and has played an active role in service
groups and boards. He is a former member of the ND Banking
Commission and was the national president of the Association of
Independent Trust Companies. |
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Gary
W. Hanson - Senior
Vice President / Director is a Crookston, MN native. He
graduated from Moorhead State University in 1972 with a major in
accounting. From 1972 through 1988 he worked at Norwest - Fargo
where he had responsibilities in trust administration,
operations, tax, and employee benefits. In 1988 he was appointed
President of First American Trust Company of Minnesota, a Bremer
Financial Corporation subsidiary located in Marshall Minnesota,
with administrative responsibility for all five First American
Trust Company locations in Minnesota. In December 1990 he
returned to Fargo and joined Heartland Trust Company as a Vice
President. Gary has extensive experience working with corporate
retirement plans, and has attended numerous conferences,
seminars, and training sessions pertinent to the retirement plan
area. He has twice been a presenter at the Association of
Independent Trust Companies national conventions. He is active
in the community having served as president of his church
congregation, chairman of his church foundation, and president
of his service club. |
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Neil
Jordheim - Vice
President joined the company in 1994. He was a flight instructor
in the USAF for five years after graduating from college.
Jordheim worked for Metropolitan Federal Bank for 18 years and
has experience in administration and retail bank operations. He
was a Regional Sales Manager responsible for all activities of
bank offices in ND, Western MN and AZ. He has a BS in economics
from NDSU and has attended many workshops and seminars on topics
appropriate to the financial business. Neil works primarily with
personal trust administration, charitable trusts, IRA rollovers
and estate settlement. He also provides business retirement
plans and investment services for charitable foundations. |
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Sheryl
Bernier - Compliance
Manager, was born in Denver, but grew up on a
farm outside of Barnesville, MN. Sheryl worked for American Bank
and Trust in the trust department operations area for eight
years before joining Steve Halverson in starting Heartland Trust
Company in 1990. Sheryl has responsibilities in operations and
internal audit. Sheryl handles the accounting and recordkeeping
activities of her husband's business and is involved in
activities at her church and the schools where her children
attend. |
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Denise
Lies - Senior Pension Administrator, is a New
Rockford, ND native. She graduated from Moorhead State
University in 1992 with a BS in accounting. She joined Heartland
Trust Company in January of 1993. Denise started working in the
operations area of the company. Now her primary responsibility
is retirement plan administration support. She has attended
various seminars and training sessions on trust operations and
qualified retirement plans. |
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Anja
Kalvoda –
Operations Administrator, was raised in northeastern
Minnesota
. She graduated from
Moorhead
State
University
in 1996 with a Bachelor of Science in the Paralegal Program.
Anja’s work experience includes 8 years of closing mortgage
loans for Agassiz Title and 2 years of processing mortgage loans
for Wells Fargo. She joined Heartland Trust Company in June 2007
with her primary responsibilities being trust operations.
Anja and her husband, Drew, live in
Moorhead
,
MN
, with their seven children.
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Paula
Stebner - Trust
Officer, grew up in Bismarck, ND. Paula graduated from Northwest Technical College - Moorhead, MN in 1989. She is a graduate of both the School of Trust & Financial Services and Advanced Trust School. Paula worked at a local accounting firm, Haga & Pope LLP for eight years prior to joining Heartland Trust in December of 1999. She works primarily in the administration of personal trust, agency, & IRA accounts. |
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Diane
Sandven - Administrative
Assistant, grew up in MN. Diane graduated from Concordia
College with a degree in Business Administration and
Organizational Communications. She has over 7 years of trust
experience with First Trust in Minneapolis. She joined Heartland
Trust in October of 2004 and works primarily in the personal
trust area and supports both Steve and Neil with their client
accounts. |
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Jill
McAndrew - Secretary/receptionist - a North
Dakota native. Jill joined Heartland Trust in January of 2005.
Prior to joining Heartland Jill lived in the Twin Cities of
Minneapolis/St. Paul where she worked for Best Buy Company in
their headquarters office. Jill is very active in her church.
She has two children
that keep her very busy. |
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Doug
Melby - Retirement Plan Specialist, is
a Fargo native and a graduate of the
University
of
Minnesota
where he studied political science and economics. After college
he started and for five years ran a retail business. He returned
to graduate school at the University of North Dakota studying
public administration. On completion he worked five years for
the ND Department of Human Services doing budgets, research, and
administration for several assistance programs. For the past six
years he was a financial advisor with a major brokerage firm.
Doug lives in
Hillsboro
where he has served as president of his service club, chair of
the county economic development commission, and a member of his
church endowment committee. |
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