Since 1994, Heartland Bank has provided access to investment services. Starting off as a reaction to low CD rates, this business unit has experienced a metamorphosis over the last few years. With the addition of Certified Financial Planner Jessica McNamee, the focus and capabilities of the unit are complete.
“Not only is Heartland Investment Services now committed to a ‘planning approach’ for wealth management, we’re also excited to be able to offer our clients a more diversified group of products,” said McNamee. “We’ll start by assessing their current situation and identifying priorities and goals. Only then will we develop a comprehensive financial plan that includes specific recommendations tailored to their needs,” she said.
“Comprehensive financial planning is of significant and growing importance in serving our Heartland Bank customers. We are thrilled that Jessica will lead and broaden our current offering to provide valued insight, knowledge and structured financial planning to our customers in all stages of asset protection and the wealth creation continuum. Her experience, credentials and passion to serve others are in clear alignment with our organization’s purpose in serving the central Ohio community,” said Brian T Mauntel, Executive Vice President & Chief Operating Officer for Heartland Bank.
Our team of financial planners and investment representatives maintains nationally recognized certifications and we have years of experience helping clients with:
- Investment planning
- Retirement planning
- Education planning
- Risk and insurance analysis
- Income and estate tax-sensitive investment strategies
- We do not provide tax advice. Consult your tax advisor
- Charitable giving and philanthropic planning
- Business succession planning
- Group & executive retirement plans for businesses
In addition to access to traditional investment management, the Heartland Investment Services team offers fee-only planning for those who don’t want professional money management but could benefit from a professional analysis of goals and situations.
Meet the Team:
As VP, Director of Financial Planning, Heartland Bank and Financial Advisor with Infinex, Jessica McNamee helps to ensure clients have access to high quality financial planning at each life stage. She graduated from The Ohio State University Summa Cum Laude with a degree in Political Science and Economics and joined the Heartland Bank staff in November of 2016. In addition to the Certified Financial Planner (CFP) designation, Jessica holds a Chartered Life Underwriters (CLU) certification, and series 6, 7, 63 and 65, and is licensed for Life, Disability and Long Term Care Insurance .
For a free financial consultation, please contact Jessica via e-mail at firstname.lastname@example.org or call 614-839-2265, ext. 1380.
With 18 years in the Financial Services industry, Investment Representative Jason Ellinger is a proud graduate of The Ohio State University’s Fisher College of Business. He holds series 7, 63 and 65 registrations, as well as Life and Health Insurance licenses. Jason knows that everyone has different reasons to invest, depending on life stage and personal goals. Regardless if you are planning for retirement, funding a child’s (or grandchild’s) education or trying to figure out how to handle a 401(K) rollover, Jason is ready to assist.
Contact Jason via e-mail at email@example.com or call 614-839-2265
Financial Advisor Ben Huff is the newest member of the Heartland Investment Services staff. He maintains his FINRA Series 6 and 7 registrations as well as his Life Insurance license. A native of Columbus, Ben has a bachelor’s degree in Economics from Ohio University in Athens. If you need help establishing financial goals, Ben offers this valuable service to families and individuals.
Contact Ben at firstname.lastname@example.org or call 614-239-2265.
If you’re interested in learning more about the products and services offered by the Heartland Investment Services team, stop by any of our 13 Heartland Bank locations and inquire today!
Investment and insurance products and services offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Heartland Investment Services is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are:
- NOT A DEPOSIT
- NOT FDIC INSURED
- NOT GUARANTEED BY THE BANK
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- MAY LOSE VALUE
These products are subject to investment risk, including the possible loss of value. Check the background of these financial professionals on FINRA's BrokerCheck.