Our Team

 

Kim Larson

Lisan Adams
ladams@dubuquebank.com

As Vice President of Retirement Plan Services, Lisan is
responsible for all aspects of the Wealth Management Group's
fully bundled qualified plan product. With over a decade of
industry experience Lisan has been actively involved in all areas
of the retirement arena; including relationship management,
compliance testing, document analysis, plan design consulting
and sales. Lisan is passionate about the retirement industry and
believes that the design on the plan is critical in ensuring
employer and employee satisfaction. This consultative approach
was leveraged by other organizations such as Metlife in Denver
and New York City, Fidelity Investments in Kentucky and Fifth
Third Bank in Cincinnati. Lisan received her Bachelor of Science
in Economics from Texas A&M University in 1991 and her
Master of Business Administration from Drake University in
1992. She holds her Series 6 and 63 Securities Licenses.

Andrew Douglas

Neal Hoppe
nhoppe@dubuquebank.com

Neal joined the organization as Retirement Services Supervisor
in 2004. Neal graduated from Southwest Wisconsin Technical
College in 1991 with a degree in Business Administration-
Finance. Prior to joining our organization, Neal owned and
operated an Insurance/Financial Services agency. He also spent
12 years with CIGNA Retirement & Investment Services where
he served various roles, including manager of Advisory
Services. Neal earned his Accredited Pension Administrator
(APA) designation from the National Institute of Pension
Administrators and holds his Series 6 and 63 Securities
Licenses, as well as a Life Insurance License in the state of
Wisconsin.

 

Kizzy Gaul
kgaul@dubuquebank.com

In October 2007, Kizzy joined Heartland as Retirement Services
Compliance Specialist. She has been designated a Qualified 401
(k) Administrator (QKA) by the American Society of Pension
Professionals & Actuaries and she is currently pursuing the
Certified Pension Consultant (CPC) designation. Prior to arriving
at Heartland she was a Senior Pension Consultant at Prudential
Financial. Kizzy received her Juris Doctorate from Drake
University Law School in 2004 and a BA in Management
Information Systems from Loras College in 1998. Her primary
responsibilities include plan design consulting and compliance
services.
Tom Peckosh

Jill Gansemer
jgansemer@dubuquebank.com

Jill joined the Retirement Services team in August 2006 as an
Education Consultant. She graduated from St. Ambrose
University with a BA in Communication as well as earning her
Master in Business Administration. Jill's previous experience
includes working in media relations and marketing. Her primary
role is to increase awareness to participants about their
retirement plan, while assisting with record-keeping.

Sarah Reicks

Connie M. Haugen
chaugen@dubuquebank.com

Connie joined the Wealth Management Group as Manager of
Administration in November 2008. She joined us with 17 years
of experience with Prudential in the retirement industry working
with Plan Sponsors and participants managing their Defined
Contribution, Defined Benefit and Non-Qualified Plans. Connie
earned her Bachelor of Science degree in Business
Administration from the University of Wisconsin Platteville. She
holds FINRA security licenses 7, 24, 66 and Life Insurance
licenses in Iowa and Wisconsin.

 

Elizabeth Lapka
elapka@dubuquebank.com

Elizabeth joined Heartland and the Retirement Plan Services
team in June 2009. As Account Administrator, her primary
responsibilities include recordkeeping and client services. Prior
to her arrival, she worked at Prudential Financial assisting
participants with their questions regarding market fluctuations,
distributions and loans. She graduated with a BS in Sports
Marketing from Ohio University in 2003 and obtained her
Masters in Business Administration from Ohio Dominican
University in 2007.
Brian Jackson

Stacie Dunkin
sdunkin@dubuquebank.com

Stacie joined the company in 2000 as a part-time teller. Upon
completion of her degree at Northeast Iowa Community
College, she moved to Wealth Management Group. Stacie's
primary responsibilities include record-keeping and client
service.

Brian Jackson

Jeff Hartl
jhartl@dubuquebank.com

Jeff joined the Retirement Services and Wealth Management
Group of Heartland Financial USA in March of 2005 as an
Account Administrator. His role involves client service and
record-keeping. He is a graduate of the University of Wisconsin
at Platteville and brings over 13 years of experience in the
retirement services industry.

Brian Jackson

Heather Hickie
hhickie@dubuquebank.com

Heather has been with the company since April of 2005. Her
primary responsibilities include record-keeping and client
services. She graduated from Kirkwood Community College with
an Associates degree in office administration and is currently
pursuing her bachelor degree in business communication.

Brian Jackson

Vicky McDowell
vmcdowell@dubuquebank.com

Vicky joined Heartland and Retirement Services in August 2007.
Her primary responsibilities include recordkeeping and client
services. Vicky brings 15 years of retirement experience to her
position.

Brian Jackson

Michele Smith
msmith@dubuquebank.com

Michele began working in the Wealth Management Group in
April 2002 and in November 2007 joined Retirement Services.
She has been with DB&T since 2000. She is a graduate of
Northeast Iowa Community College with an Associate’s Degree
in Network Administration. She also has a degree in Business
from Hamilton College. Michele’s primary responsibilities are to
assist with the recordkeeping and the day-to-day operational
duties.



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