Andrew is the Chief Investment Officer for the Wealth Management Group of Heartland Financial USA, Inc., the parent of Dubuque Bank and Trust. He is responsible for determining investment policy and setting investment strategy for Wealth Management client portfolios. He also heads the market and economic research functions for the Wealth Management Group. Andrew received his BS and MBA degrees from the University of Tennessee – Martin and earned his designation as a Chartered Financial Analyst in 2002. He has over ten years of investment management experience and joined Heartland Financial in 2005. 

Jane originally joined DB&T’s bookkeeping area in 1975 and transferred to Wealth Management Group in 1991. She oversees all aspects of operations, including securities transactions, statement preparation and production, and maintenance of the trust accounting system. She received her designation as Certified Securities Operations Professional (CSOP) as an Honor Graduate from the Trust School sponsored by Cannon Financial Institute at UNCC. 

As a senior wealth advisor, Rita provides guidance on fiduciary responsibility issues to associates of Dubuque Bank & Trust and Heartland Financial member banks. She divides her time between the administration of complex trusts and the highly specialized area of economically-targeted investments. She joined DB&T in 1972 and is a graduate of the University of Wisconsin-Platteville. Rita is a Trust School graduate of Cannon Financial Institute and received her designation as a Certified Trust & Financial Advisor in 1999 from the Institute of Certified Bankers.

Raye Ann’s primary focus at Dubuque Bank & Trust is on the intricacies of estate administration and court-supervised trusts. She also administers personal trust accounts and is a crucial member of the tax preparation team. Prior to joining DB&T in 1990, she worked for five years as an assistant at a Dubuque law firm. She is a Business Administration graduate of Clarke College and is a Trust School graduate of Cannon Financial Institute. She received her designation as a Certified Trust and Financial Advisor in 2002 from the Institute of Certified Bankers.

Joanna joined the Wealth Management Group at Dubuque Bank & Trust in December of 2002. She administers accounts within the Heartland Charitable Trust as well as serving as a co-advisor and sole advisor for personal trust relationships. In addition, Joanna is the Fiduciary Tax Coordinator for the Wealth Management Group. She has a Bachelor of Science degree in Business Administration with a Finance emphasis from the University of Wisconsin-Platteville. Joanna graduated with honors from Cannon Financial Institute’s Trust School and received her designation as a Certified Trust & Financial Advisor in 2009 from the Institute of Certified Bankers.

Shirley joined DB&T’s Wealth Management Group as an administrative assistant-management in December 2007. She has spent 20 years as trial court technician with the Dubuque County Clerk of Courts Office and has a combined 35 years of experience in clerical and administrative support. Before joining the Wealth Management Group, she was an assistant to the vice president of development at Clark College, in Dubuque where she attended classes part-time, and is continuing to pursue a communications degree

Lois started with Dubuque Bank & Trust in 1999 and joined the Wealth Management Group in 2001 as the department receptionist and administrative assistant. Prior to joining the bank, Lois was co-owner of a lawn care business servicing Cedar Rapids, Iowa City, Waterloo and Des Moines.

Brandie is responsible for helping to ensure that the Wealth Management Group gets the full benefit of the systems used, as well as creating greater efficiencies for all peers through utilization of all IT means available. She received her BA degree in Marketing Management from Bellevue University in August 2006. She also is a graduate from Northeast Iowa Community College with two Associate’s Degrees in Network Administration and Microcomputer Specialist.

A Loras College graduate with 10 years prior financial experience, Mary joined Wealth Management Operations in 1993 as Operations Assistant Manager. Mary is primarily responsible for overseeing the daily financial processing and balancing of the department. She is also plays a key role as our point person for account transfers.

Sue joined the Wealth Management Group in March 2006. She began with Heartland Financial USA, Inc as the Stockholder Services Coordinator in 1999, bringing with her 11 years of experience in the stock transfer field. Sue’s primary responsibilities include the handling of Heartland Financial USA, Inc. common stock and the management of all stockholder related business.