Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tate Hartman, CFP®, M.A.

Financial Advisor

(217) 726-2101 x 267

(217) 547-1604

thartman@heartlandfinancialservices.org

Tate began his career with Heartland Credit Union in 2010, working as a Member Service Officer. After rising up to positions of Assistant Branch Manager and Branch Manager, he was named the Financial Advisor with Heartland Financial...

Regan Armintrout

Administrative Assistant

(217) 726-2101 x 229

(217) 547-1604

rarmintrout@heartlandfinancialservices.org

As Administrative Assistant at Heartland Financial Services, Regan Armintrout plays a crucial role in ensuring our firm functions smoothly. She is responsible for managing administrative tasks and assisting Tate with scheduling,...