Chrisanna Elser Named Director of Financial Planning

DUBUQUE, Iowa--()--Heartland Financial USA, Inc., announced the appointment of Chrisanna Elser, CFP®, to Director of Financial Planning. She will be responsible for the preparation and delivery of customized financial planning services for clients and prospects throughout Heartland’s 10-state footprint.

“Comprehensive financial planning services are of significant and growing importance to all stages of the wealth continuum; from wealth-creating millennials, to professionals, executives, business owners, baby boomers facing uncertain retirements, to wealthy families planning their legacies”

Elser brings extensive knowledge and experience in the area of financial planning. She has more than 10 years experience in the planning and investment profession, having worked in banks and brokerage firms. Most recently, Elser served as a Portfolio Consultant with Charles Schwab. Her experience also includes training and customer relationship development.

“Comprehensive financial planning services are of significant and growing importance to all stages of the wealth continuum; from wealth-creating millennials, to professionals, executives, business owners, baby boomers facing uncertain retirements, to wealthy families planning their legacies,” said Rick Terry, Director of Private Wealth Management for Heartland. “Financial planning, coupled with expertise and enabled by technology is a central part of Heartland’s Wealth Advisory model and we are pleased to have someone of Chrisanna’s caliber and experience to lead this important initiative.”

Elser earned her Bachelor of Science degree in Accounting from Strayer University in Washington, D.C., where she graduated cum laude. She holds Series 7, 9, 10, and 66 securities licenses, and earned her Certificate in Financial Planning from Kaplan University. Elser will be located in Heartland’s Summit Bank & Trust Banking Center in Broomfield, Colorado—a central location enabling easy accessibility to clients and Wealth Advisors at all Heartland subsidiary banks.

About Heartland Financial USA, Inc.
Heartland Financial USA, Inc. is a $6.5 billion multibank holding company providing banking, mortgage, wealth management, investment, insurance and consumer finance services to individuals and businesses. Heartland currently has 86 banking locations in 63 communities in Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas and Missouri and loan production offices in California, Nevada, Wyoming, Idaho, North Dakota, Oregon and Washington. Additional information about Heartland Financial USA, Inc. is available at www.htlf.com.

Contacts

Heartland Financial USA, Inc.
Rick Terry, 563-589-2033
Private Wealth Management Director
rterry@htlf.com

Heartland Financial USA, Inc.